My Name Is ... Bob Schulz

'Retirement Guy' is veteran who offers free program

Posted 12/4/18

About me I was an Army brat. My father was in the military service, so I moved around the country and the world. I graduated college from the University of Iowa. I went in the military and spent a …

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My Name Is ... Bob Schulz

'Retirement Guy' is veteran who offers free program

Posted

About me

I was an Army brat. My father was in the military service, so I moved around the country and the world. I graduated college from the University of Iowa. I went in the military and spent a couple of tours in Vietnam, one on the ground as an infantry officer and then as a pilot.

When I moved back to the states I got my MBA from the University of Texas at Arlington. I ended up in human resources, where I spent 25 years. I've been retired for 10 years. I have a daughter who lives in Texas with three daughters and three grandchildren. I have a daughter who works for Metropolitan State University and a son who is going to Denver Seminary.

We've lived in Highlands Ranch for the past three years.

In human resources

I'd been a personnel officer in the military for part of my time. It just happened to be that there was a job opening in Dallas and I thought, oh that's something I could do.

I started out with a headhunting job in Dallas. That led to my first job as a personnel representative with Burger King — basically hiring restaurant managers and doing training, primarily in Texas. They had an opening for a regional director in Denver, so that's what brought us to Colorado in 1984.

Burger King decided to consolidate to their headquarters in Miami, but we had fallen in love with Colorado, so that's when I made the move to Jones Intercable. In 2002, I left Jones and went to Great-West Life.

Retirement Guy

I knew I would be retiring soon from Great-West and had been cutting out retirement articles for my own retirement. I've always been a planner.

We had over 500 people at the company over the age of 50. I used one of my vacations to put together a program, called "Taking the Mystery Out of Retirement.” There are five modules: are you ready to retire, Medicare/Medicaid and long-term care, Social Security, financial aspect of Social Security and creating a legacy — that's about how you want to be remembered.

I facilitate my program in the Denver area at various churches — pro bono — local, public and private companies, and around the country for a variety of city and state employees. 

The other thing I offer for people is a blog and website, retirementguy.org, which has a ton of resources and webpages on various topics — estate planning, women and retirement, Medicare.

Fun fact

I love playing bridge because it's mentally challenging. I play a couple times a week here and in Mexico — we spend about four months down there.

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