Best In Wealth Podcast
Un podcast de Scott Wellens
225 Épisodes
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The Basics of Tax-Loss Harvesting, Ep #197
Publié: 10/06/2022 -
Don’t Let Recency Bias Destroy Your Retirement, Ep #196
Publié: 27/05/2022 -
Should You Buy I Bonds? Ep #195
Publié: 13/05/2022 -
To Buy or to Lease? How to Choose the Right Option for You, Ep #194
Publié: 29/04/2022 -
Teach Your Kids that Investing is NOT a Game, Ep #193
Publié: 15/04/2022 -
3 Types of Retirement: Which One is Right for You? Ep #192
Publié: 01/04/2022 -
Retirees: You Might Be Able to Spend MORE Money, Ep #191
Publié: 18/03/2022 -
How the Russia-Ukraine Crisis Will Impact Your Investments, Ep #190
Publié: 04/03/2022 -
Reframe How You Think About Retirement, Ep #189
Publié: 18/02/2022 -
Market Predictions: Where is the Stock Market Heading? Ep #188
Publié: 04/02/2022 -
Why it Pays to be Optimistic about the Market, Ep #187
Publié: 21/01/2022 -
How Family Goal Sessions Can Move Your Family To The Next Level, Ep #186
Publié: 07/01/2022 -
Reflecting on the Past to Build a Better Future, Ep #185
Publié: 24/12/2021 -
Why Health Savings Accounts Are A WIN For Most People, Ep #184
Publié: 10/12/2021 -
Greenlight: A Great Tool to Teach Your Kids about Money, Ep #183
Publié: 26/11/2021 -
3 Tips to Boost Financial Satisfaction in your Marriage, Ep #182
Publié: 12/11/2021 -
How to Avoid These 5 Mistakes in Retirement, Ep #181
Publié: 29/10/2021 -
How a Family Steward Should React to Record-High Stock Market Prices, Ep #180
Publié: 15/10/2021 -
How Your Home Can Benefit You in Retirement, Ep #179
Publié: 01/10/2021 -
The 22 Age Milestones in Your Financial Journey, Ep #178
Publié: 17/09/2021
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.
