225 Épisodes

  1. 058 – Are Annuities In MY Best Interest?

    Publié: 29/10/2016

  2. 057 – What should I do with MY INVESTMENTS during the presidential election?

    Publié: 14/10/2016

  3. 056 – Quarterly Market Review Q3 2016

    Publié: 08/10/2016

  4. 055 – Projecting the Cost of Healthcare in Your Lifestyle Retirement Plan

    Publié: 30/09/2016

  5. 054 – 4 of the Fastest Ways to Go Broke in Retirement

    Publié: 24/09/2016

  6. 053 – Small Company Stocks Need to be Part of YOUR Stock Portfolio

    Publié: 16/09/2016

  7. 052 – 9 Stress-Reducing Truths About Money

    Publié: 09/09/2016

  8. 051 – How will I ever pay for my kid’s college costs?

    Publié: 03/09/2016

  9. 050 – Building Wealth by Starting Your Own Podcast

    Publié: 26/08/2016

  10. 049 – History on the Run

    Publié: 19/08/2016

  11. 048 – The Three Simple Steps to Retirement

    Publié: 13/08/2016

  12. 047 – Nine Elements of World-Class Wealth

    Publié: 05/08/2016

  13. 046- Money with John Oliver (HBO) part 2

    Publié: 31/07/2016

  14. 045- Money with John Oliver (HBO) part 1

    Publié: 22/07/2016

  15. 044 – Quarterly Market Review Q2 2016

    Publié: 16/07/2016

  16. 043 – Seven Roles of an Advisor

    Publié: 09/07/2016

  17. 042 – The Wine Lovers’ Guide to Investing

    Publié: 01/07/2016

  18. 041 – How does your net worth compare to others?

    Publié: 25/06/2016

  19. 040 – Ten reasons to Be Cheerful

    Publié: 17/06/2016

  20. 039 – Are You Cheap or Are You Just Frugal?

    Publié: 10/06/2016

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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.

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