Best In Wealth Podcast
Un podcast de Scott Wellens
225 Épisodes
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Best In Wealth Trailer
Publié: 18/02/2020 -
Set Up a Budget in 7 Steps, Ep #137
Publié: 07/02/2020 -
New Retirement and Tax Opportunities provided by the 2019 Secure Act, Ep #136
Publié: 24/01/2020 -
2019 Year In Review. Ep #135
Publié: 10/01/2020 -
The Number 1 Reason You Won’t Reach Your Goals, Ep #134
Publié: 04/01/2020 -
A Recession is Coming! Ep #133
Publié: 09/11/2019 -
Are Value Stocks Dead? Ep #132
Publié: 25/10/2019 -
3rd Quarter 2019 Stock Market Review, Ep #131
Publié: 11/10/2019 -
The ONE Thing You Need to Teach Your Adult Children! Ep #130
Publié: 27/09/2019 -
A Tale of Two Decades, Ep #129
Publié: 14/09/2019 -
Key Questions for the Long Term Investor Part 2, Ep #128
Publié: 16/08/2019 -
Key Questions for the Long Term Investor Part 1, Ep #127
Publié: 03/08/2019 -
2nd Quarter 2019 Stock Market Review, Ep #126
Publié: 22/07/2019 -
You Need to Know These Things Before Retirement, Ep #125
Publié: 28/06/2019 -
Stay in Control! Ep #124
Publié: 31/05/2019 -
Making the Most of Your 401(k), Ep #123
Publié: 18/05/2019 -
The NFL Draft & The Stock Market, Ep #122
Publié: 28/04/2019 -
Q1 2019 Stock Market Review, Ep #121
Publié: 13/04/2019 -
Will I Run Out of Money in Retirement? Ep #120
Publié: 29/03/2019 -
119 – Beware of Investment (and diet) Fads
Publié: 23/02/2019
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.
