Best In Wealth Podcast

A podcast by Scott Wellens - Fridays

Fridays

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225 Episodes

  1. Experts, Predictions, and the Uncertainty of the Stock Market, Ep #257

    Published: 2/14/2025
  2. The Ultimate Planner to Jumpstart Your 2025, Ep #256

    Published: 1/10/2025
  3. Why I Don’t Want You to Spend the Money in Your HSA, Ep #255

    Published: 12/13/2024
  4. The Importance of Remaining Disciplined with Asset Allocation, Ep #254

    Published: 11/15/2024
  5. Are You in the Top 5% of Income-Earners or Net Worth? Ep #253

    Published: 10/18/2024
  6. Demystifying Financial Advisors, Ep #252

    Published: 10/4/2024
  7. Does the Outcome of the Presidential Election Impact My Investments? Ep #251

    Published: 9/20/2024
  8. 6 Lessons from Fritz Gilbert’s 6 Years of Retirement, Ep #250

    Published: 8/30/2024
  9. The 3 Big Rules of Investing, Ep #249

    Published: 8/2/2024
  10. Buying a New Car: What to Learn from My Experience, Ep #248

    Published: 7/19/2024
  11. How Much Should You Spend on Vacations? Ep #247

    Published: 7/5/2024
  12. 4 Questions to Help You Decide When to Retire, Ep #246

    Published: 6/7/2024
  13. How to Teach Your Kids How to Budget, Ep #245

    Published: 5/24/2024
  14. How to Overcome “The Wall of Worry,” Ep #244

    Published: 4/26/2024
  15. Understanding the Mutual Fund Landscape, Ep #243

    Published: 4/12/2024
  16. Solving the Two Biggest Retirement Problems, Ep #242

    Published: 3/15/2024
  17. Do Roth Conversions Make Sense For You? Ep #241

    Published: 3/1/2024
  18. The Positive Impact of Uncertainty, Ep #240

    Published: 2/16/2024
  19. Why Your Portfolio Should Be Internationally Diversified, Ep #239

    Published: 2/2/2024
  20. How Often Should You Look at Your Investments? Ep #238

    Published: 1/19/2024

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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.