Summiting Mount Kilimanjaro: The Motivation for a Life-Changing Goal (with John Donelley)
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 knowl…
Life After the Sale, with Rick Larkin
This week on P&L, I'm joined by Rick Larkin, the former president and co-founder of a transportation company. This episode dives into Rick's entrepreneurial journey, from bootstrapping a trucking company in 2011 to its strategic sale in late 2022. Rick shares his "numbers-first" approach to busin…
EP 030 Rob Schulz: CFP®, 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…
Scaling a Sandwich Empire: From 1 to 37 Stores (with Chad Huffhines)
This week on P&L, I'm joined by Chad Huffhines, a prolific Jersey Mike's franchisee who has mastered the art of rapid scaling. This episode dives into Chad's transition from the corporate world at Chipotle to building a sandwich empire that grew from a single store in 2010 to 37 locations today. …
P&L Episode 93: Navigating Health Insurance Before (And After) 65 - with Jon Thurmond
This week on P&L, I'm joined by Jon Thurmond, a life and health insurance specialist at Axis Financial and a longtime partner in our planning process. This episode dives into why your health is actually a greater predictor of retirement success than your assets, and why waiting for a medical issu…
Leaving Corporate Politics for the Recycling Business (with Tim Haugh)
This week on P&L, I'm joined by Tim Haugh, the founder and president of Evergreen Companies. This episode dives into Tim's fascinating leap from a comfortable corporate career into entrepreneurship - a jump he made not because he was fired, but because he was offered a promotion he didn't want. …
Navigating the Current IRS Chaos (with Gil Vollmering)
This week on P&L, I'm joined by my long-time friend and trusted CPA, Gil Vollmering, partner at Waters, Vollmering, Beavers and Addams. This episode dives into the current state of the IRS, exploring Gil's unique perspective as a former internal auditor for the agency. We discuss the IRS's strugg…
Bringing Northern Electrical Standards to Texas (with Jason Mills)
This week on P&L, I'm joined by Jason Mills, a former Marine and founder of ElectraTex. After working in his family's highly successful, third-generation union electrical business in upstate New York, Jason decided to forge his own path. He packed up, moved to Mansfield, Texas, and started his ow…
Building, Selling, and Starting Over in the Trades (with Joe Strittmatter)
This week on P&L, I'm joined by Joe Strittmatter, a second-generation HVAC entrepreneur who turned a reluctant entry into the family business into a massive industry success story.
This episode traces Joe's evolution from surviving the 2008 construction crash to scaling a highly sophisticated …
The Real Cost of Doing Business: Tracking Essential KPIs (with Ruth King)
This week on P&L, I'm joined by Ruth King, a renowned financial consultant and profitability expert in the HVAC, plumbing, and electrical industries. With a background in chemical engineering and an MBA in finance, Ruth brings a highly analytical, numbers-first approach to building and scaling hom…
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