• P&L: Priorities & Lifestyle

  • By: Rob Schulz
  • Podcast
P&L: Priorities & Lifestyle  By  cover art

P&L: Priorities & Lifestyle

By: Rob Schulz
  • 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
  • The Life Of A Serial Entrepreneur (with Bob McCarthy)
    Apr 24 2024

    Bob McCarthy, a serial entrepreneur in a few diverse fields, joined me for a conversation on why he became an entrepreneur in the first place, what led him to sell his first company, and so much more. Bob was already hugely successful in his 30s, and we talked about what led him to continue his entrepreneurial pursuits even when he didn’t need to. We also talked about when he knew he needed to sell, when he decides to start delegating, the huge importance of a great GM, and what it was like to sell a company and go through a divorce at the same time. Join us to learn what the life of a serial entrepreneur has been like for Bob!

    Contact Bob at rmmsenior@gmail.com

    Join Entrepreneurs’ Organization at EONetwork.org

    "It doesn't matter if you're 37 or 67. If you don't use your brain, it goes away." - Bob McCarthy

    This week on Priorities Lifestyle:

    • Going From A Carpenter To A Serial Entrepreneur

    • Selling A Company At 37 And Starting Over

    • Building Multiple Successful Companies

    • Learning When To Start Delegating

    • Pushing Yourself To Go Farther, Even When You Don’t Need To

    Our Favorite Quotes:

    • "The people in the trench always have the answer." - Bob McCarthy

    • “[You need to have] the courage to be able to just go and tackle hard stuff, you know, and fail a little bit along the way. So figure it out and do something amazing with it." - Rob Schulz

    • "I would never run more than one company at a time. You can't give each one a hundred percent of your time, and no one's going to run it as good as you. And so with that focus being gone, where it could have been or could go is taken away.” - Bob McCarthy

    About Rob Schulz and P&L Priorities & LIfestyle Podcast

    The P&L: Priorities & Lifestyle 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 and comments, or 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 to the podcast here:

    Apple Podcast

    Spotify

    Audible

    And, if you enjoy the show, please leave a review to help others discover the podcast.

    *You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

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    58 mins
  • Business Insights From An Olympic Gold Medalist (with Adam Kreek)
    Apr 10 2024

    Adam Kreek, a Canadian Olympic gold medalist rower, competed in the heavyweight division at the 2008 Beijing Olympics and has since become a coach for high-performing executives and organizations. As if his Olympic gold medal wasn’t impressive enough, Adam also rowed across the Atlantic Ocean!

    He’s a supremely motivated athlete and person, and there are numerous parallels to draw between his athletic mindset and the mindset needed to win in business. Join Rob and Adam this week for a conversation on what it takes to make it to the Olympics, and what it takes to be a leader in your organization.

    Contact Adam at https://www.valuesdrivenachievement.com/

    "The gift of entrepreneurship and business building is personal development. It is perhaps the most intense form of personal development that might exist on this planet." - Adam Kreek

    This week on Priorities Lifestyle:

    • Rowing in the Beijing Olympics

    • The Atlantic Ocean Rowing Project

    • The Power of Teamwork

    • Why Family Support Is So Crucial, In Sports And Business

    • Why Teams Inspire Us To Push Ourselves Further

    Our Favorite Quotes:

    • “The hard thing about business is hard things. And what makes business the hardest is learning how to lead and manage and work with other people." - Adam Kreek

    • “I've done a lot of athletic competitions in the past. I still find that within business and the mental accomplishments and trying so hard within a team, trying to achieve something can still be very hard and very exhausting.” - Rob Schulz

    • "Stress is neither good nor bad, but thinking makes it so." - Adam Kreek

    • "It's about aligned values. It was about having difficult and long conversations and finding common ground. It's about teamwork." - Adam Kreek

    About Rob Schulz and P&L Priorities & LIfestyle Podcast

    The P&L: Priorities & Lifestyle 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 and comments, or 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 to the podcast here:

    Apple Podcast

    Spotify

    Google Podcasts

    Stitcher

    Audible

    And, if you enjoy the show, please leave a review to help others discover the podcast.

    *You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

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    1 hr and 3 mins
  • What It Means To Sell Your Business (with Dane Craig)
    Mar 27 2024
    Dane Craig is the founder of Dakota Distributing, a company he recently sold after over two decades. Rob and Dane focused on what it means to sell your business, how he came to that decision, and what it’s like for him in this post-sale environment. Craig affirms the importance of not only maximizing profits but also of building relationships within the industry, a factor that significantly contributed to his successful business transaction. One of Dane’s top priorities was his employee’s wellbeing, and his ability to still have a role at the company even after selling. Join Rob and Craig for a post-entreprenurial-themed conversation this week on P&L! Contact Dane at dane@dakotadistributing.com "If I ever got to the point where I was just running a business status quo and I was just there pulling a paycheck and not contributing as much, it was time to put it in the hands of somebody else to take it to another level, because I did not want to be complacent and I did not want to be a drain." - Dane Craig This week on Priorities Lifestyle: Navigating The Sale of Businesses with Varied Assets Getting Started In The Distribution Industry Delegating Responsibilities for Company Growth Timing and Valuation in Business Sales The Entrepreneur’s Journey, Post-Sale Our Favorite Quotes: "If I failed as a result of good work ethic and decent business decisions, then it wasn't meant to be." - Dane Craig "I think sometimes that transition after selling your business can [make you feel lost]. And then the best way to deal with it is to find something within your world that you can get excited about that fits within those boxes of what made you excited about getting in business in the first place." - Rob Schulz “Well, if I went for top dollar and sold to one of my multinational, multibillion dollar companies, they could have swallowed us onto their platform and released some employees. Okay, Dane's pocketbook would have looked good, but Dane's mind would have messed up because I hurt a lot of people.” - Dane Craig About Rob Schulz and P&L Priorities & LIfestyle Podcast The P&L: Priorities & Lifestyle 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 and comments, or 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 to the podcast here: Apple Podcast Spotify Google Podcasts Stitcher Audible And, if you enjoy the show, please leave a review to help others discover the podcast. *You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.
    Show more Show less
    50 mins

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