Best In Wealth Podcast
Un podcast de Scott Wellens
225 Épisodes
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Experts, Predictions, and the Uncertainty of the Stock Market, Ep #257
Publié: 14/02/2025 -
The Ultimate Planner to Jumpstart Your 2025, Ep #256
Publié: 10/01/2025 -
Why I Don’t Want You to Spend the Money in Your HSA, Ep #255
Publié: 13/12/2024 -
The Importance of Remaining Disciplined with Asset Allocation, Ep #254
Publié: 15/11/2024 -
Are You in the Top 5% of Income-Earners or Net Worth? Ep #253
Publié: 18/10/2024 -
Demystifying Financial Advisors, Ep #252
Publié: 04/10/2024 -
Does the Outcome of the Presidential Election Impact My Investments? Ep #251
Publié: 20/09/2024 -
6 Lessons from Fritz Gilbert’s 6 Years of Retirement, Ep #250
Publié: 30/08/2024 -
The 3 Big Rules of Investing, Ep #249
Publié: 02/08/2024 -
Buying a New Car: What to Learn from My Experience, Ep #248
Publié: 19/07/2024 -
How Much Should You Spend on Vacations? Ep #247
Publié: 05/07/2024 -
4 Questions to Help You Decide When to Retire, Ep #246
Publié: 07/06/2024 -
How to Teach Your Kids How to Budget, Ep #245
Publié: 24/05/2024 -
How to Overcome “The Wall of Worry,” Ep #244
Publié: 26/04/2024 -
Understanding the Mutual Fund Landscape, Ep #243
Publié: 12/04/2024 -
Solving the Two Biggest Retirement Problems, Ep #242
Publié: 15/03/2024 -
Do Roth Conversions Make Sense For You? Ep #241
Publié: 01/03/2024 -
The Positive Impact of Uncertainty, Ep #240
Publié: 16/02/2024 -
Why Your Portfolio Should Be Internationally Diversified, Ep #239
Publié: 02/02/2024 -
How Often Should You Look at Your Investments? Ep #238
Publié: 19/01/2024
This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work with family stewards because I am one; I have become an expert in the unique wealth challenges family stewards face. Scott Wellens is the founder of Fortress Planning Group - an independent, fee-only, registered investment advisory firm. Fortress Planning Group is dedicated to coaching clients toward a holistic view of wealth and family stewardship. Scott is a certified financial planner, a fiduciary and has been quoted in the industry’s leading websites including Forbes, Business Insider and Yahoo Finance. Scott is also a Dave Ramsey Smartvestor Pro in the greater Milwaukee and Madison areas.
