Best In Wealth Podcast
En podkast av Scott Wellens
225 Episoder
-
Experts, Predictions, and the Uncertainty of the Stock Market, Ep #257
Publisert: 14.2.2025 -
The Ultimate Planner to Jumpstart Your 2025, Ep #256
Publisert: 10.1.2025 -
Why I Don’t Want You to Spend the Money in Your HSA, Ep #255
Publisert: 13.12.2024 -
The Importance of Remaining Disciplined with Asset Allocation, Ep #254
Publisert: 15.11.2024 -
Are You in the Top 5% of Income-Earners or Net Worth? Ep #253
Publisert: 18.10.2024 -
Demystifying Financial Advisors, Ep #252
Publisert: 4.10.2024 -
Does the Outcome of the Presidential Election Impact My Investments? Ep #251
Publisert: 20.9.2024 -
6 Lessons from Fritz Gilbert’s 6 Years of Retirement, Ep #250
Publisert: 30.8.2024 -
The 3 Big Rules of Investing, Ep #249
Publisert: 2.8.2024 -
Buying a New Car: What to Learn from My Experience, Ep #248
Publisert: 19.7.2024 -
How Much Should You Spend on Vacations? Ep #247
Publisert: 5.7.2024 -
4 Questions to Help You Decide When to Retire, Ep #246
Publisert: 7.6.2024 -
How to Teach Your Kids How to Budget, Ep #245
Publisert: 24.5.2024 -
How to Overcome “The Wall of Worry,” Ep #244
Publisert: 26.4.2024 -
Understanding the Mutual Fund Landscape, Ep #243
Publisert: 12.4.2024 -
Solving the Two Biggest Retirement Problems, Ep #242
Publisert: 15.3.2024 -
Do Roth Conversions Make Sense For You? Ep #241
Publisert: 1.3.2024 -
The Positive Impact of Uncertainty, Ep #240
Publisert: 16.2.2024 -
Why Your Portfolio Should Be Internationally Diversified, Ep #239
Publisert: 2.2.2024 -
How Often Should You Look at Your Investments? Ep #238
Publisert: 19.1.2024
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.
