Best In Wealth Podcast

A podcast by Scott Wellens

Categories:

Business Kids & Family

219 Episodes

  1. Does the Outcome of the Presidential Election Impact My Investments? Ep #251

    Published: 9/20/2024

  2. 6 Lessons from Fritz Gilbert’s 6 Years of Retirement, Ep #250

    Published: 8/30/2024

  3. The 3 Big Rules of Investing, Ep #249

    Published: 8/2/2024

  4. Buying a New Car: What to Learn from My Experience, Ep #248

    Published: 7/19/2024

  5. How Much Should You Spend on Vacations? Ep #247

    Published: 7/5/2024

  6. 4 Questions to Help You Decide When to Retire, Ep #246

    Published: 6/7/2024

  7. How to Teach Your Kids How to Budget, Ep #245

    Published: 5/24/2024

  8. How to Overcome “The Wall of Worry,” Ep #244

    Published: 4/26/2024

  9. Understanding the Mutual Fund Landscape, Ep #243

    Published: 4/12/2024

  10. Solving the Two Biggest Retirement Problems, Ep #242

    Published: 3/15/2024

  11. Do Roth Conversions Make Sense For You? Ep #241

    Published: 3/1/2024

  12. The Positive Impact of Uncertainty, Ep #240

    Published: 2/16/2024

  13. Why Your Portfolio Should Be Internationally Diversified, Ep #239

    Published: 2/2/2024

  14. How Often Should You Look at Your Investments? Ep #238

    Published: 1/19/2024

  15. Should You Invest in the Magnificent Seven? Ep #237

    Published: 12/22/2023

  16. Charlie Munger’s Life Lessons, Ep #236

    Published: 12/8/2023

  17. The Average Net Worth of US Households by Age, Ep #235

    Published: 11/24/2023

  18. Is American Household Wealth Growing? Ep #234

    Published: 11/10/2023

  19. 5 Life Lessons Kids Need to Learn, Ep #233

    Published: 10/27/2023

  20. Will We See a 4th Quarter Rally? Ep #232

    Published: 10/13/2023

1 / 11

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.