67. The Importance of Cash while Investing with Rob Schulz


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Join Mike Cavaggioni with Rob Schulz on the 67th episode of the Average Joe Finances Podcast as they talk about what financial planning achieves, why you should have a line of credit prepared anytime, how short-term biases affect our finances today, and so much more. After they share the schemes that fit folks who are averse to investing, Rob speaks about the asset classes he invests in and explains why it's vital not to put all your eggs in one basket, plus the tips he can impart to investors who are just getting into the space.

In this episode, you'll learn:

● Rob Schulz – on what short term bias is and how it affects us

● Why "no-debt" is also no sense

To make money on money, you have to take risks!

● What happens in financial planning?

● What asset classes does Rob Schulz invest in?

● And much more!

About Rob Schulz:

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. Rob spends a lot of his 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. In 2020, Rob finished his first book entitled "Thoughts on Things Financial: Your Guide to a Chaotic Money World."

Over a 25 year career, Rob has attained many awards and accolades. Most recently, he has been recognized by his peers and publicly as "2019 Five Star Wealth Manager" as well as a "2019 Investopedia Top 100 Investment Advisor in the Country." He has also taught Retirement Planning for the Certified Financial Planning Certificate Program at Texas Christian University and The University of Texas at Arlington.

Find Rob Schulz on:

Website: https://schulzwealth.com

LinkedIn: https://www.linkedin.com/in/robschulz/

Twitter: https://twitter.com/robschulztx

Facebook: https://www.facebook.com/groups/thoughtsonthingsfinancial

Order your copy of Thoughts on Things Financial: Your Guide To A Chaotic Money World, Book by Rob Schulz:


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79 episodes