Best In Wealth Podcast
A podcast by Scott Wellens
Categories:
219 Episodes
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072 – Investment Shock Absorbers
Published: 3/10/2017 -
071 – The Dynamic Index Fund Approach
Published: 3/3/2017 -
070 – The Index Fund Approach: Pros & Cons
Published: 2/24/2017 -
069 – The Mutual Fund Landscape
Published: 2/18/2017 -
068 – The Best Way to Invest for Retirement Income
Published: 2/11/2017 -
067 – 2016 Lessons to Save Your Financial Life
Published: 2/3/2017 -
066 – Which is More Important: Wealth or Health?
Published: 1/28/2017 -
065 – 2016 Stock Market Review
Published: 1/13/2017 -
064 – Your ONE Big Thing in 2017
Published: 1/6/2017 -
063 – The Powerhouse of Mutual Funds
Published: 12/17/2016 -
062 – It’s time to make 2017 predictions
Published: 12/3/2016 -
061 – Lessons about Your Money and Your Brain
Published: 11/19/2016 -
060 – 5 Rules for Loaning Money to Family Members
Published: 11/11/2016 -
059 – The Power of the Stock Market!
Published: 11/5/2016 -
058 – Are Annuities In MY Best Interest?
Published: 10/29/2016 -
057 – What should I do with MY INVESTMENTS during the presidential election?
Published: 10/14/2016 -
056 – Quarterly Market Review Q3 2016
Published: 10/8/2016 -
055 – Projecting the Cost of Healthcare in Your Lifestyle Retirement Plan
Published: 9/30/2016 -
054 – 4 of the Fastest Ways to Go Broke in Retirement
Published: 9/24/2016 -
053 – Small Company Stocks Need to be Part of YOUR Stock Portfolio
Published: 9/16/2016
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.