• P&L: Priorities & Lifestyle

  • By: Rob Schulz
  • Podcast
  • Summary

  • P&L (Priorities and Lifestyle) Podcast with Rob Schulz is a show for business owners. Join us as host and financial planner Rob Schulz connects with business owners and experts to talk about business building, life, money — and the all-important transition out of the business, which is a challenge and an opportunity for everyone who steps on this path. See our disclosures here - https://www.schulzwealth.com/
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Episodes
  • Jun 28 2022
    Mark Cabal is a professional realtor who runs Mark Cabal Realty with his wife, Brenda. Mark has been in the real estate scene for over 15 years. He witnessed the state of the market in 2008 and used his experience to navigate the crash in 2020. He produces $25 million yearly in real estate transactions and is in the top 5% of over 700 agents in their office. Mark was recognized as a Best Agent by D Magazine for his expertise and dedication in 2012, 2013, 2016, and 2018.   Mark joins me today to describe the current state of the real estate economy. He explains what new investors should do when hunting for their first contract and what property owners should do with their homes. He discusses why transactions must be completed as fast as possible. He differentiates between the pricing accuracies of Realtor.com and Zillow. Mark also shares how his wife became his business partner and why he was initially hesitant.   "If you try to do things traditionally, you're going to lose." - Mark Cabal   This week on Priorities Lifestyle:   Real estate and why it's the weirdest market everZillow's house pricing accuracy compared to Realtor.comMark's advice to homeowners when they're trying to sellWhat you should do when you get the opportunity to buy or sell a propertyWhy you should think about the future when you hold a propertyHow fast a transaction should be conductedWhy Mark prefers to hold properties Mark's advice for first-time home buyersMark's wife as his business partnerThe common pitfalls of new real estate investorsThe importance of CPAs in this industryWhy Mark and his team don't work as hard as they used toHow the pandemic changed the way Mark did business and his long-term perspective   Resources Mentioned:   Realtor.comZillow   Our Favorite Quotes:     "If you pay top price for your home, you're going to sell at top price." - Mark Cabal "When I ask a client what their house's worth, it's a whole other conversation." - Rob Schulz "On a flip, the key is fast." - Rob Schulz     Connect with Mark Cabal:   Mark Cabal Website Mark Cabal on TwitterMark Cabal on LinkedIn Mark Cabal on YouTubeEmail: mark@markcabal.com   About Rob Schulz and P&L Podcast   The P&L Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.    Email Rob at rob.schulz@schulzwealth.com with questions, comments, and to schedule a one-on-one conversation.    Follow Rob on LinkedIn. Follow Schulz Wealth on LinkedIn Follow Schulz Wealth on Facebook   Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle   Subscribe here:   Apple Podcast  Spotify Google Podcasts Stitcher Audible    And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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    42 mins
  • Jun 14 2022
    Burt Hicks is the President and Chief Strategy and Growth Officer at Encore Bank, a private boutique bank that provides a full suite of financial products and services with a commercial focus on businesses, owners, professionals, and their families. As Chief Strategy and Growth Officer, Burt’s specialties and responsibilities include strategic and financial planning, change management, mergers and acquisitions, investor relations, and risk management. Before joining Encore Bank, Burt worked at Simmons Bank as their Director of Mortgage Banking. Burt joins me today to discuss the importance of finding a mentor who imparts wisdom as a professional and human being. He shares what sets Encore Bank apart from other companies and how they uphold an employee-ownership mentality. He describes his takeaways from working in investment banking and how he applies them in his current career. Burt also explains how the pandemic changed what is essential to their consumers.   "It's important when you're young to have a mentor who isn't just focused on your career, but also on you as a human." - Burt Hicks   This week on Priorities Lifestyle: The number of markets Burt's company is working inTheir team composition and what sets them apart from other banksEstablishing an employee-ownership mentalityHow they manage to have employees who are 6-digit investorsWhy semantics matter in their organizationHow technology has allowed them to hire top-level peopleWhat Burt learned in investment banking that he applies todayThe people who heavily influenced Burt's careerWhy mentorship is more than just a focus on careerWhat you can give back to your mentorsLearning what is valuable from the perspective of a buyerWhy every business owner should always have an exit in mindHow the pandemic affected the way Burt does businessThe long-lasting effects of the pandemic on what consumers value Our Favorite Quotes:   "You don't have to do things differently, but you have to be willing to think about doing things differently." - Burt Hicks When you get to be my age, people really do want to help. If you don't ask, it's never going to happen." - Rob Schulz "There's always going to be some type of exit. None of us live forever. Always having an exit in mind is good business." - Rob Schulz     Connect with Burt Hicks: Encore BankBurt Hicks on LinkedInEmail: burt.hicks@bankencore.com   About Rob Schulz and P&L Podcast The P&L Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.    Email Rob at rob.schulz@schulzwealth.com with questions, comments, and to schedule a one-on-one conversation.    Follow Rob on LinkedIn. Follow Schulz Wealth on Facebook   Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle   Subscribe here: Apple Podcast  Spotify Google Podcasts Stitcher Audible    And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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    51 mins
  • May 31 2022
    Jennilee Autry is the HCM Account Executive at Paylocity, a product suite built for both HR and Payroll solutions and designed for the employee experience. As the company’s HCM Account Executive, Jennilee incorporates a consultative approach to the company’s sales technique, is capable of finding promising prospects, and is persistent without being pushy. Before joining Paylocity, Jennilee was a Senior Solutions Consultant for Oracle. Jennilee joins me today to discuss all things related to HR. She describes her role at Paylocity and shares why having an HR team is a must for any organization, big or small. She outlines the process of finding the right HR team and explains what owners should look for when hiring an HR manager. She discusses why employees form unions and how it doesn’t always mean they don’t like the company. Jennilee also describes how the pandemic affected her family and what they’ve done to move forward.   "If you want to attract a modern worker, you need a modern process." - Jennilee Autry   This week on Priorities Lifestyle: Jennilee's role and responsibilities in PaylocityWhy HR is a necessityHR best practices from the angle of payroll and outsourcingHiring the right HR team and why word of mouth is the best resourceWhat business owners should look for in an HR managerHow having a good HR team can translate to better customer service and higher profitsJennilee's advice for attracting younger employeesThe risks attached to becoming an HR personWhy the HR file is the most crucial file at your disposalHR systems and tools and how they can optimize your HR departmentBeing proactive if an employee is at risk of leaving your companyThe number one reason employees unionizeHow Jennilee's family was affected by Covid-19   Our Favorite Quotes: "Employers wanting to do better for their employees is a great trend and I hope it continues." - Jennilee Autry"We talk to business owners: the employee is such an important part of their success. Only the good ones recognize that." - Rob Schulz "Hierarchy in the workforce today needs to go away." - Rob Schulz    Connect with Jennilee Autry: PaylocityJennilee Autry on LinkedInPhone: (817) 403 8070   About Rob Schulz and P&L Podcast The P&L Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.    Email Rob at rob.schulz@schulzwealth.com with questions, comments, and to schedule a one-on-one conversation.    Follow Rob on LinkedIn. Follow Schulz Wealth on Facebook   Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle   Subscribe here: Apple Podcast  Spotify Google Podcasts Stitcher Audible    And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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    54 mins

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