Rob Schultz, CFP®, CDFA® @rschultzwealth

For over 25 years my passion has been working with physicians throughout the country to create and preserve wealth; From Residency through Retirement robschultzwealth.com Encino, CA Joined February 2013

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Rob Schultz, CFP®, CDFA® @rschultzwealth

4 weeks ago

Does your job qualify for no tax on tips? Digital content creator took me a minute but think I get that one now. cnbc.com/2025/09/03/tre…

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Rob Schultz, CFP®, CDFA® @rschultzwealth

a month ago

Hope everyone is staying cool in the dog days of summer. #NationalDogDay

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Rob Schultz, CFP®, CDFA® @rschultzwealth

a month ago

"Everything you buy was a problem that was monetized" - house - car - sandwich -shoes -pen -medicine, etc.

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Rob Schultz, CFP®, CDFA® @rschultzwealth

a month ago

Social Security credits don't mean you have to work a full quarter for one. $1,810 = one credit $7,240 = Max 4 credits per year * Could be earned all in one month

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Rob Schultz, CFP®, CDFA® @rschultzwealth

a month ago

Social Security COLA adjustments are all over the place the last decade. 2016 = 0% 2023 = 8.7% The average is 2.8% historically. Can you imagine the financial pain retirees would feel who didn't plan for inflation in retirement without the COLA?

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Rob Schultz, CFP®, CDFA® @rschultzwealth

a month ago

Social Security Full Retirement Age (FRA) by Birth Year 1943 – 1954 66 1955 66 + 2 months 1956 66 + 4 months 1957 66 + 6 months 1958 66 + 8 months 1959 66 + 10 months 1960 or later 67 ✅ Claiming at FRA = full benefit ⏰ Claiming early (as soon as age 62) =…