Best In Wealth Podcast
A podcast by Scott Wellens
Categories:
219 Episodes
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Should You Buy the Top 10 Companies in the US? Ep #171
Published: 6/11/2021 -
3 Things People Question about Dave Ramsey’s Baby Steps, Ep #170
Published: 5/28/2021 -
Start with the End in Mind, Ep #169
Published: 5/14/2021 -
The Next New Normal Is On the Horizon, Ep #168
Published: 4/30/2021 -
The 5 Types of Retirement Savers: Which One Are You? Ep #167
Published: 4/16/2021 -
3 Reasons Why Bitcoin is a Speculative Investment—At Best, Ep #166
Published: 4/2/2021 -
6 Behavioral Biases that Can Negatively Impact Your Long-Term Investments, Ep #165
Published: 3/19/2021 -
Your Guide to Strategic Rebalancing, Ep #164
Published: 3/5/2021 -
Take Your Family Stewardship to the Next Level with These 5 Steps, Ep #163
Published: 2/19/2021 -
The GameStop Stock Frenzy: Do You Want In? Ep #162
Published: 2/5/2021 -
Chase the Expected Returns—Not the Unexpected, Ep #161
Published: 1/22/2021 -
The Best in Wealth One-Word Challenge, Ep #160
Published: 1/8/2021 -
Why You Need to Know Your Benchmark, Ep #159
Published: 12/25/2020 -
End-of-Year Financial Planning: 5 Things to Look at, Ep #158
Published: 12/11/2020 -
The Six Stages of Retirement, Ep #157
Published: 11/27/2020 -
How to Build Your Family Fortress, Ep #156
Published: 10/30/2020 -
Will the Outcome of the Election Impact Your Investments? Ep #155
Published: 10/16/2020 -
How Do Millionaires Become Millionaires? Ep #154
Published: 10/2/2020 -
Want to Refinance Your Mortgage? Here’s What You NEED to Know, Ep #153
Published: 9/18/2020 -
How to Execute a Mega Backdoor Roth IRA Contribution, Ep #152
Published: 9/4/2020
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.