Best In Wealth Podcast
A podcast by Scott Wellens
Categories:
219 Episodes
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End-of-Year Financial Planning Issues to Consider, Ep #231
Published: 9/29/2023 -
The 9 Traits of a Happy Retirement, Ep #230
Published: 9/15/2023 -
3 Important Observations on Wealth and Health, Ep #229
Published: 9/1/2023 -
Will Social Security Run Out by 2033? Ep #228
Published: 8/18/2023 -
The Pros and Cons of Owning a Second Home, Ep #227
Published: 8/4/2023 -
Dissecting the Illusion of Moral Decline, Ep #226
Published: 7/21/2023 -
How to Choose a Financial Power of Attorney, Ep #225
Published: 7/7/2023 -
The Importance of Staying Disciplined in Asset Classes, Ep #224
Published: 6/23/2023 -
Are You Rich? Ep #223
Published: 6/9/2023 -
The Concept of Work Ethic vs. Life Ethic, Ep #222
Published: 5/26/2023 -
Why A Recession Shouldn’t Be Scary, Ep #221
Published: 5/12/2023 -
Inflation: Why There’s Reason to Remain Hopeful, Ep #220
Published: 4/28/2023 -
March Madness: Your NCAA Bracket vs. Investing, Ep #219
Published: 4/14/2023 -
How Vacations Make You Wealthier, Ep #218
Published: 3/31/2023 -
What is Your TRUE Net Worth? Ep #217
Published: 3/17/2023 -
Savings Accounts: Earn the Interest Rate You Deserve, Ep #216
Published: 3/3/2023 -
Withstanding the Roller-Coaster of Investing, Ep #215
Published: 2/17/2023 -
The Psychology of Spending, Ep #214
Published: 2/3/2023 -
Can Your Investment Plan Withstand the Stock Market? Ep #213
Published: 1/20/2023 -
Stick With It: How to Build Good Habits in the New Year, Ep #212
Published: 1/6/2023
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.