Rob Schulz - Thoughts On Things Financial (#69)

On this episode of the Maximize Business Value Podcast, host Tom Bronson speaks with guest Rob Schulz, CFP - President of Schulz Wealth. The two discuss jarring statistics about saving for retirement, and how a wealth manager can improve those stats for business owners. Rob’s book, Thoughts on Things Financial: Your Guide to a Chaotic Money World, is a wonderful asset for business owners as they navigate financially planning for their future. Listen now to advance your financial future!

Rob Schulz is the founder and President of Schulz Wealth. Rob has found his true calling by becoming a Certified Financial Planner, and spends a lot of time writing on financial planning and investment topics. The best way to get to know him is to read the blog posts on his website. Rob finished his first book in 2020 entitled Thoughts on Things Financial: Your Guide to a Chaotic Money World. He was recognized as a 2019 Five Star Wealth Manager as well as a 2019 Investopedia Top 100 Investment Advisor in the country.

Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom’s career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at [email protected] or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).

CONNECT WITH TOM
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LinkedIn: https://www.linkedin.com/in/tom-bronson/
Website: https://www.masterypartners.com/

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Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon.
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