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wealth - Schulz Wealth

Feb 13
0
war-desert-guns

Step 1 to a Great Investment Portfolio: Ditch the Salesperson

By Rob Schulz | All, Financial Industry Regulation, Investing

Most people trust their financial advisor. Problem is, most advisors should not be trusted. I know that’s a strong statement, but after spending over twenty years in this industry, I…

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Dec 21
0

Nothing in Life is a Straight Line

By Rob Schulz | All, Investing

My sophomore year at The University of Texas, I had a marketing class in the UTC, an annex to the business school, tucked right next to the Perry Castaneda Library,…

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Nov 21
0

Freedom and Financial Independence

By Rob Schulz | All, Financial Planning

  I was reminded recently how different we are, as Americans, compared to the rest of the World as it relates to financial independence. First off, a wide majority of…

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May 19
0
adult-architecture

You Want Financial Independence? Here’s the First Step

By Rob Schulz | All, Financial Industry Regulation, Financial Planning

Only a very small percentage of American’s will ever experience financial independence. Why? Because just being successful in our professional careers is not enough. We have to know how to…

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May 16
0
cable-call

Calling It: The Exciting Day When Financial Independence Just Happens.

By Rob Schulz | All, Financial Planning

“I think we’re going to be able to call it.”, Austin says as we review our client’s financial plan and assets on the big screen in my office. We’ve been…

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May 10
0
boy-child-clouds

A Life Lived

By Rob Schulz | All, Financial Planning

You have never heard of any of my heroes, so naming them by name is unimportant. Besides, my hero’s are not interested in the publicity.   My hero’s lead quiet…

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Sep 11
0

Equifax Breach Important Information

By Rob Schulz | All, Security

Unfortunately, the recent Equifax data breach affected almost any American who has ever used credit; so that probably includes you and me. After a little bit of research and thought…

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Mar 08
0

Protecting your Downside in an Up-Market

By Rob Schulz | Financial Planning, Investing

Wow, the market is pretty hot right now with valuations at all time highs. Data suggests small investors are jumping in with both feet. A recent WSJ article quoted Martin…

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Mar 02
0

Automatic Saving May Be Better Than Intentional Budgeting

By Rob Schulz | Budgeting, Financial Planning

We’ve had some great budgeting discussions with some our clients recently. If you work with us, you know we regularly update cash flow statements. Knowing your “burn rate”, as we…

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Feb 17
0

A Simple Estate Plan Review is Worthwhile

By Rob Schulz | Financial Planning

We tend to believe once our estate documents are signed, we can lock them away only to be seen again when we are gone from this world. The sense of…

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      © 2022 Schulz Wealth. © 2021 Schulz Wealth. Schulz Wealth, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Schulz Wealth, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The content that is provided from the Priorities and Lifestyles podcast (P&L) is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.

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