This week on P&L, I'm joined by Austin Smith, a Chief Investment Officer at Schultz Wealth. This episode dives into how we're adapting our financial planning strategies in today's volatile market conditions, and what kind of long-term strategies we focus on for those with retirement portfolios. Austin is a wealth of knowledge and shares why, though it's important to focus on day-to-day market changes, we really need to look at the long-term horizon when risk-managing, depending on the client's goals.

Tune in this week on P&L to learn how we're navigating 2025's market volatility.

Learn more at https://schulzwealth.com/

"It's hard to make strategic decisions, purchasing decisions, any decisions at all when stuff can flip flop so quickly." - Austin Smith

This week on Priorities Lifestyle:

Financial Planning Strategies In Volatile Markets
How We Tailor Investment Strategies For The Client's Goals
What Do Retirement Portfolios Look Like In Today's Market
Strategically Allocating Assets For Risk Management
The Importance Of Being Adaptable

Our Favorite Quotes:

"When you talk about really any big company, you could probably go back and find the time in that company's history where it was down 30, 40, 50%." - Austin Smith
"We're certainly not a set it and forget it shop by any stretch. We're not trying to predict the future, but we certainly are always trying to understand why things are how they are." - Rob Schulz

"Ultimately managing that after tax investment return is the most important piece." - Austin Smith

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.

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*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.