225 Épisodes

  1. Should You Invest in the Magnificent Seven? Ep #237

    Publié: 22/12/2023

  2. Charlie Munger’s Life Lessons, Ep #236

    Publié: 08/12/2023

  3. The Average Net Worth of US Households by Age, Ep #235

    Publié: 24/11/2023

  4. Is American Household Wealth Growing? Ep #234

    Publié: 10/11/2023

  5. 5 Life Lessons Kids Need to Learn, Ep #233

    Publié: 27/10/2023

  6. Will We See a 4th Quarter Rally? Ep #232

    Publié: 13/10/2023

  7. End-of-Year Financial Planning Issues to Consider, Ep #231

    Publié: 29/09/2023

  8. The 9 Traits of a Happy Retirement, Ep #230

    Publié: 15/09/2023

  9. 3 Important Observations on Wealth and Health, Ep #229

    Publié: 01/09/2023

  10. Will Social Security Run Out by 2033? Ep #228

    Publié: 18/08/2023

  11. The Pros and Cons of Owning a Second Home, Ep #227

    Publié: 04/08/2023

  12. Dissecting the Illusion of Moral Decline, Ep #226

    Publié: 21/07/2023

  13. How to Choose a Financial Power of Attorney, Ep #225

    Publié: 07/07/2023

  14. The Importance of Staying Disciplined in Asset Classes, Ep #224

    Publié: 23/06/2023

  15. Are You Rich? Ep #223

    Publié: 09/06/2023

  16. The Concept of Work Ethic vs. Life Ethic, Ep #222

    Publié: 26/05/2023

  17. Why A Recession Shouldn’t Be Scary, Ep #221

    Publié: 12/05/2023

  18. Inflation: Why There’s Reason to Remain Hopeful, Ep #220

    Publié: 28/04/2023

  19. March Madness: Your NCAA Bracket vs. Investing, Ep #219

    Publié: 14/04/2023

  20. How Vacations Make You Wealthier, Ep #218

    Publié: 31/03/2023

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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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