Rob Schulz

Sep 10

1

The Greatest Story Ever Told (About Money)

By Rob Schulz | Financial Planning, Investing

Check out this fun excerpt from my latest book for your reading enjoyment. I used to tell this story to 401(k) participants in enrollment meetings. It’s a real conversation I...

Aug 25

0

The 7 Steps to Personal Financial Success

By Rob Schulz | All, Budgeting, Financial Planning

I have had the opportunity to help many people gain personal financial success over the last quarter decade. It’s been a great ride, and I continue to be inspired by…

Aug 19

0

Is Your 401(k) Enough? Probably Not.

By Rob Schulz | Financial Planning, Investing

In working with successful clients, I’m reminded often that just maxing out your 401(k) rarely cuts it. For most of the families we work with, it takes more than just...

Jul 22

0

The Death of Bonds?

By Rob Schulz | Financial Planning, Investing

The first time I reviewed and worked with a nice bond retirement portfolio it was my grandparents investment account. In the mid to late 90’s I found myself driving down...

Jul 21

0

Why is the Market so Hot in the Middle of a Pandemic?

By Rob Schulz | All

What's The Market Got To Do With It?

Jul 15

0

What’s The Market Got To Do With It?

By Rob Schulz | Financial Planning, Investing

Many of the conversations I’ve had recently about the stock market have revolved around the question “why” as in, “why is the NASDAQ hitting record highs in the middle of...

Jul 07

4

Thoughts on Annuities

By Rob Schulz | Financial Planning, Investing, Security

In this video, Austin and I talk about Equity Indexed Annuities. We’ve been analyzing quite a few of these lately and there are two major takeaways: They are complicated. They...

Jun 19

4

The Value of an Advisor

By Rob Schulz | Financial Planning, Investing, Security

We would argue that the most important job of a Financial Advisor is to talk people out of decisions that could have potential long term consequences. A very real test...

Jun 12

5

The Winning Attitude

By Rob Schulz | Financial Planning, Investing

In investing as in life, our attitude has a lot to do with how successful we are. Because I have worked with so many investors over the years, it has...

May 28

4

Tips for Giving Advice to Young Adults

By Rob Schulz | Financial Planning, Investing, Security

It’s graduation season again. Due to the COVID-19 crisis this one is a little different, but regardless many of our kids are moving to new horizons. We all have a...

Rob Schulz

The Greatest Story Ever Told (About Money)

The 7 Steps to Personal Financial Success

Is Your 401(k) Enough? Probably Not.

The Death of Bonds?

Why is the Market so Hot in the Middle of a Pandemic?

What’s The Market Got To Do With It?

Thoughts on Annuities

The Value of an Advisor

The Winning Attitude

Tips for Giving Advice to Young Adults

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