• P&L: Priorities & Lifestyle

  • De: Rob Schulz
  • Podcast

P&L: Priorities & Lifestyle

De: Rob Schulz
  • Resumen

  • 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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Episodios
  • Protecting Your Family From Cyber Threats (with Bill Roth)
    Apr 9 2025

    Bill Roth, CEO of HardTarget, joined me this week for an informative, but somewhat scary episode of P&L. We talked about the growing world of cyber threats, how these attacks have become significantly more sophisticated over the years, and how they might become much more effective through the use of artificial intelligence. Bill shared some proactive, practical tips that anybody can use to protect their identity, including restricting how much personal information we share on social media, staying vigilant and cautious online, and implementing security measures to make sure our accounts aren’t hijacked.

    Tune in this week on P&L to learn how to protect your family from cyber threats.

    Contact Bill Roth through his LinkedIn profile: https://www.linkedin.com/in/bill-roth/

    “There's so many more sophisticated attacks now happening that look real, that feel real, and that's why this is so important." - Bill Roth

    This week on Priorities Lifestyle:

    • Why cyber threats continue to grow

    • What Bill sees as the future of these threats

    • Stop oversharing personal information online

    • The role of AI in cybersecurity

    • Protecting you and your family’s identities

    • Proactive, practical cybersecurity measures

    Our Favorite Quotes:

    • "If there's one sort of tidbit I'd leave each listener with, it’s to challenge yourself on how to reinvent what you're doing." - Bill Roth

    • “I guess one of the main things that we have to come to grips with is we have to understand that there are people that want to do us harm.” - Rob Schulz

    • "If you can turn a hard thing into a game, you can make it much more tenable." - Bill Roth

    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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    1 h y 8 m
  • The Story Behind "I Just Got Hit" (with David Godsey)
    Mar 10 2025

    David Godsey is a co-founder behind Godsey & Martin, P.C., marketed as “I Just Got Hit”. He’s a good friend of mine, and I wanted to have him join the show to share how he found the law profession, what led him to come up with such a unique marketing angle, and how the immediate success they had required them to scale operations quickly. David and I also talked more broadly about the role of trial lawyers in our country and economy, and how his law practice will need to change to adapt in the near future.

    Tune in this week on P&L to learn the story behind “I Just Got Hit”!

    Contact David at david@ijustgothit.com

    "You got to be delusional in order to be successful. You got to believe something nobody else believes." - David Godsey

    This week on Priorities Lifestyle:

    • Uniquely marketing a law firm

    • Scaling operations, fast

    • The role of trial lawyers in our country

    • Finding the legal profession

    • How this type of law practice will change in the near future

    Our Favorite Quotes:

    • "People let you down. But processes never let you down, right?" - David Godsey

    • “So we have business owners who own trucks and stuff out on the roads. Some of them are sitting there going, why did Rob have Dave on? He's like the enemy. I want to talk about that.” - Rob Schulz

    • "I think trial lawyers make the world safer. I think the cars that we drive are as safe as they are because of trial lawyers." - David Godsey

    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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    47 m
  • Implement EOS, Accelerate Your Growth (with Gary Leeman)
    Feb 26 2025

    Gary Leeman implements EOS, Entrepreneurial Operating System, in growing and scaling businesses to help them accelerate that expansion. He joined me on this episode of P&L to share what he sees in these businesses, why EOS is right for them, and when he knows a business is in the right spot to take off. We also discussed the downstream effects of implementing EOs, which include retention and acquisition of talent. The top people want to work at well-organized companies, and Gary helps companies get organized.

    Tune in this week on P&L to learn about implementing EOS in growing businesses!

    Contact Gary at https://www.eosworldwide.com/gary-leeman

    "A players want to work with A players, top talent wants to work with well-run companies. They don't want to join a chaotic, questionable culture, inefficiently run company because their long-term success is tied to the success of who they join." - Gary Leeman


    This week on Priorities Lifestyle:

    • Why EOS can be so important during growth

    • Cultivating a good organizational culture

    • Using EOS to attract top talent

    • Scaling a business successfully

    • How Gary implements EOS for his clients

    Our Favorite Quotes:

    • "When everything's important, nothing's important." - Gary Leeman


    • “EOS is great. It has all these different components to it, it's almost like individual lessons.” - Rob Schulz

    • "If you're not ruffling feathers, you're not making change." - Gary Leeman

    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 m
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