Rob Schultz, CFP®, CDFA®

For over 25 years my passion has been working with physicians throughout the country to create and preserve wealth; From Residency through Retirement

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

Are lawyers required when talking to clients to use the phrase "I'll give you the lawyer answer, it depends" #attorneys

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

SpaceX IPO is a frequent client topic now. Hear from Osaic's Chief Market Strategist Phil Blancato on the upcoming IPP #spaceX
https://t.co/r3pjdcbQ3L

[CFP Board @CFPBoard]

Working with a CFP® professional can make a meaningful difference. In CFP Board’s latest study, 94% of households advised by a CFP® professional say they are confident about achieving their financial goals. Read the report to learn why: https://t.co/nn3O5SSd4C

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

Happy Easter from my family to yours. Taking a moment today to slow down, spend time together, and appreciate what really matters. Hope your day is filled with the same.

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

@markcecchini Agree but the gap is mostly on the CPA trying to crank out to many returns. Maybe they need new tax professional.

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

@GuyDealership They lease them right?

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

What an effort! As someone who has finished (and failed to finish) the LA marathon, the depth of his mind and body he had to explore to finish like this is incredible! #USA

[John W. Davis @johnwdavis]

Exclusive: American Nathan Martin, a 36-year-old high school cross county coach from Jackson, Michigan, is the personification of never giving up.

He won the 2026 Los Angeles Marathon in 2:11:16.50, capturing the title in the final stride of the 26.2 mile race Sunday.

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

Proud to support mental health services for the Alabama student community through the work of the IFC. #BAMA

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

Thailand for Election Day Fun Facts
🇨🇷
- Advertisements are uniform
- about 40 political parties
- coalition government
- ID required to vote
- no alcohol allowed to be sold or even given out during election
#Thailand

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

Happy New year everyone! Cheers to 2026 and thank you for a wonderful 2025

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

ROLL TIDE!!!

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

@KolinHayesFP Best wishes was in a rewarding career

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

An insightful comparison between the Dot Com era and today's AI market reveals significant trends. Current stock prices of relevant companies are closely tracking earnings growth, a stark contrast to the '90s to 2020 period where this alignment was lacking.
https://t.co/WRZNgZpa1x

[tom keene @tomkeene]

tweet of the day

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

Had a great day conducting mock interviews for high school students. Some kids were very impressive, others still maturing. One started slow but then learned he had been in the US 6 months! My interview if I had lived in India for that short of time, yikes.

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

Incredible lineup of speakers and educational sessions. Alternatives outside of traditional equities and bonds keep growing as part of our business. @CAISgroup

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

Does your job qualify for no tax on tips? Digital content creator took me a minute but think I get that one now.
https://t.co/sYK0eKC8nL

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

Don’t let multi-jurisdictional estate taxes catch your heirs off-guard. Know your exposure, plan proactively. The tax tail is long—but smart planning can help your legacy endure. #EstatePlanning #TaxPlanning

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

📢 2025 Federal estate tax is steep—top rate at 40%, and most people are well below the limits. But don’t forget: several states still impose their own estate taxes too. Let’s explore what that means for you. 🧵

[Rob Schultz, CFP®, CDFA® @rschultzwealth]

Plan ahead! Strategies may include lifetime gifting, trusts, charitable giving, or estate freezing techniques. Methods vary by state, so work with a knowledgeable estate planning advisor licensed in your jurisdiction.