This week on P&L, I'm joined by John Donelley, a good friend of mine and a high-achieving leader in the mortgage space. This episode dives into the transformative power of visionary goal setting and the importance of embracing massive challenges to spark personal change. John is a wealth of knowledge and shares the full story behind his inspiring ascent of Mount Kilimanjaro, how he lives by a "say yes until you have to say no" philosophy, and why he created a "personal board of directors" to guide his decisions.

Tune in this week on P&L to learn how to use ambitious goals to transform your life and career.

Connect with John at https://www.linkedin.com/in/thejohndonnelly

"If you get really clear on the vision, everything falls in place." - John Donelley

This week on Priorities & Lifestyle:

• How to Set and Achieve Transformative Goals

• Using "Visionary Goal Setting" for Personal Growth

• Creating a "Class Act Council" or Personal Board of Directors

• Why Authenticity and Listening are Keys to Success

• Embracing Catalytic Experiences to Transform Your Habits

Our Favorite Quotes:

• "It's good to know that somebody's in charge. When we face challenges, it's okay to stand up and tell people how it needs to go. People feel safe when that happens." - John Donelley

• "A misogi is doing a year-defining event.There's a 50/50 chance you'll fail at it. Whatever this thing is." - John Donelley

• "My philosophy is say yes until you have to say no. And that just means always listen and consider things because you never know what door might open." - John Donelley

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.

This week on P&L, I'm joined by Sean Hammerle, founder of the international powerhouse OnQ Global. This episode dives into the complex world of offshoring and the future of the global workforce in the age of AI. Sean shares how his company provides life-changing opportunities in countries like Kenya and Panama, arguing for a balanced approach that considers cost, quality, and social impact. We also tackle the big question of AI, discussing how to integrate new technology to boost productivity without sacrificing a people-first mission to elevate others.

Tune in this week for a forward-thinking conversation on how we can integrate AI without replacing people.

Learn more at https://onq.global/

"The point is, AI is going to help us increase that production. Both us and the client are going to succeed." - Sean Hammerle

This week on Priorities & Lifestyle:

• Navigating the Complexities of Offshoring in Regulated Industries

• Integrating AI to Boost Productivity Without Replacing People

• Balancing Profitability and Cash Flow in a High-Growth Company

• The Positive Social and Economic Impact of a Global Workforce

• How to Stick to a "People-First" Mission During Rapid Growth

Our Favorite Quotes:

"Balancing your profitability with everything that you got going on your cash flow. It's just a constant entrepreneurial problem." - Sean Hammerle

"I'm not giving you an AI assistant so that you can do less work. I'm giving you an assistant so that you can be more productive and be able to make more money for you and for me." - Rob Schulz

"For every one of us, every Kenyan that we hire, statistics show that we're really helping 8 to 12. Like that one person is really supporting a family of 8 to 12." - Sean Hammerle

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.

This week on P&L, I'm joined by Travis Springer, who shares his firsthand experience of becoming president of his family's cybersecurity firm, Sagiss. This episode is a deep dive into the realities of a multi-generational business transition, from the initial conversations with his father to structuring a multi-year buyout of a founding partner. Travis provides a transparent look at the financial and personal complexities involved, offering a practical blueprint for anyone considering a similar path. We also touch on the challenges of leading a modern tech company, including the ever-present demands of cybersecurity and business continuity.

Tune in this week on P&L for a masterclass on navigating a family business buyout.

Contact Travis at tspringer@sagiss.com

"I think there's just a tendency to say, 'I want my kids to have the best. I've built this business...and if they can just keep doing that and growing it, that's going to set them up for success.'" - Travis Springer

This week on Priorities & Lifestyle:

• Structuring a Tax-Efficient Family Business Buyout

• The Financial and Personal Complexities of a Succession Plan

• From Son to President: Stepping into a Leadership Role

• Navigating Personal Guarantees and Equity in a Buyout Deal

• The Daily Struggles and Rewards of Running a Family Business

Our Favorite Quotes:

"It was very clean from that standpoint of, 'This is what it's worth today. You're going to transition out... Any future growth and the headaches that go with that, you know, you're not at the table anymore.'" - Travis Springer

"Building up that leadership team so that they can sustain something...is very, very crucial." - Rob Schulz

"I've learned to seek out opportunities for projects that have a defined start and finish because it just feels good to be like, okay, that's done." - Travis Springer

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.