225 Épisodes

  1. 118 – Dave Ramsey’s Baby Steps

    Publié: 02/02/2019

  2. 117 – 2018 Stock Market Review

    Publié: 07/01/2019

  3. 116 – Why is the Stock Market Freaking Out?

    Publié: 07/12/2018

  4. 115 – Midterm Elections: What Do They Mean for Markets?

    Publié: 02/11/2018

  5. 114 – 3RD Quarter 2018 Market Summary….Plus Recent Volatility

    Publié: 13/10/2018

  6. 113 – Taking Initiative in your Career Cornerstone

    Publié: 28/09/2018

  7. 112 – Mentally Preparing for Retirement

    Publié: 14/09/2018

  8. 111 – HOW MUCH IS MY ANNUITY COSTING ME?

    Publié: 31/08/2018

  9. 110 – To Roth or NOT to Roth

    Publié: 18/08/2018

  10. 109 – The Family Stewardship Approach to Investing (part 2)

    Publié: 03/08/2018

  11. 108 – 2nd Quarter 2018 Market Update

    Publié: 22/07/2018

  12. 107 – The Family Stewardship Approach to Investing (part 1)

    Publié: 07/07/2018

  13. 106 – The Pros (and cons) of Index Investing

    Publié: 23/06/2018

  14. 105 – The Results of Conventional Investing

    Publié: 16/06/2018

  15. 104 – What is Conventional Investing?

    Publié: 08/06/2018

  16. 103 – How Do I Access the Power of the Stock Market

    Publié: 03/06/2018

  17. 102 – Diversify Like a Family Steward

    Publié: 25/05/2018

  18. 101 – Investing Perspective

    Publié: 20/05/2018

  19. 100 – Should I buy Bitcoin?

    Publié: 21/01/2018

  20. 099 – 2017 Market Review

    Publié: 10/01/2018

8 / 12

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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