Best In Wealth Podcast

A podcast by Scott Wellens

Categories:

219 Episodes

  1. 072 – Investment Shock Absorbers

    Published: 3/10/2017
  2. 071 – The Dynamic Index Fund Approach

    Published: 3/3/2017
  3. 070 – The Index Fund Approach: Pros & Cons

    Published: 2/24/2017
  4. 069 – The Mutual Fund Landscape

    Published: 2/18/2017
  5. 068 – The Best Way to Invest for Retirement Income

    Published: 2/11/2017
  6. 067 – 2016 Lessons to Save Your Financial Life

    Published: 2/3/2017
  7. 066 – Which is More Important: Wealth or Health?

    Published: 1/28/2017
  8. 065 – 2016 Stock Market Review

    Published: 1/13/2017
  9. 064 – Your ONE Big Thing in 2017

    Published: 1/6/2017
  10. 063 – The Powerhouse of Mutual Funds

    Published: 12/17/2016
  11. 062 – It’s time to make 2017 predictions

    Published: 12/3/2016
  12. 061 – Lessons about Your Money and Your Brain

    Published: 11/19/2016
  13. 060 – 5 Rules for Loaning Money to Family Members

    Published: 11/11/2016
  14. 059 – The Power of the Stock Market!

    Published: 11/5/2016
  15. 058 – Are Annuities In MY Best Interest?

    Published: 10/29/2016
  16. 057 – What should I do with MY INVESTMENTS during the presidential election?

    Published: 10/14/2016
  17. 056 – Quarterly Market Review Q3 2016

    Published: 10/8/2016
  18. 055 – Projecting the Cost of Healthcare in Your Lifestyle Retirement Plan

    Published: 9/30/2016
  19. 054 – 4 of the Fastest Ways to Go Broke in Retirement

    Published: 9/24/2016
  20. 053 – Small Company Stocks Need to be Part of YOUR Stock Portfolio

    Published: 9/16/2016

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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.