Show Notes
- The Grow Your Business and Grow Your Wealth podcast with Gary Heldt
- Episode 030 Rob Schulz: Founder & President of Schulz Wealth
Rob Schulz is the founder and President of Schulz Wealth. He grew up in a small, Central Texas town and attended The University of Texas. In 1990, in the span of only six months, he got married, graduated with his accounting degree, was commissioned as a naval officer, and subsequently lost my dad to a sudden heart attack. Rob grew up quickly that year. Over the next four years, he lived in Newport, RI, Virginia Beach, VA, and Charleston, SC while he served as a Surface Warfare Officer aboard the USS John Rodgers, a Spruance class destroyer.
Rob loved his job but found it difficult to balance sea duty with home life, so he resigned his commission in 1994 and moved back to Texas. Rob knew what he wanted to do, but didn’t know how to do it, so he took a commission job with a financial services firm – The Principal Financial Group. He learned a lot from some really great people at Principal, but after a few years, he decided to launch into an independent firm called First Texas Financial Services with four other partners. It was during this transition that he achieved his Certified Financial Planner designation. At First Texas, they specialized in businesses and their owners. We were a one-stop shop for insurance, benefits, 401(K), and investments, so he found himself wearing many hats.
What Rob really loves and enjoy doing is financial planning and asset management. With this in mind, he sold a big chunk of his business and launched Schulz Wealth on his own in 2014. Now he is able to focus solely on my true calling.
Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Rob Schulz about financial planning and wealth management.
Here are some of the beneficial topics covered on this week’s show:
● Why having a financial plan is incredibly important for everyone.
● How a good team is vital to the success of any business.
● How there can be a lot of stress in the initial parts of financial planning.
● Why meeting quarterly is too often, and meeting yearly is not enough.
● How it’s important to teach your kids the do’s and don’ts of financial services.
Connect with Rob:
Links Mentioned:
schulzwealth.com
Guest Contact Info:
Twitter
@robschulztx
Facebook
facebook.com/SchulzWealth
LinkedIn
linkedin.com/in/robschulz
Connect with Gary:
Website
sbadvisors.cc/
Facebook
facebook.com/SmallBusinessAdvisors
LinkedIn
linkedin.com/in/gary-d-heldt-jr-388a051/
