Best In Wealth Podcast
A podcast by Scott Wellens
Categories:
219 Episodes
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THE Best in Wealth Business Startup Checklist, Ep #151
Published: 8/21/2020 -
Accounts that Will Help You SAVE More, Ep #150
Published: 8/7/2020 -
How to Get on Track for Retirement, Ep #149
Published: 7/24/2020 -
Welcome to The New Normal, Ep #148
Published: 7/10/2020 -
3 Decisions That Could RUIN Your Retirement Plan, Ep #147
Published: 6/26/2020 -
Your Investment Mix: Small Companies or Large Companies? Ep #146
Published: 6/12/2020 -
4 Steps to WIN with Money in Your Marriage, Ep #145
Published: 5/29/2020 -
Credit Scores 101: Everything You Should Know, Ep #144
Published: 5/15/2020 -
5 Tips to Prepare for a Recession, Ep #143
Published: 5/1/2020 -
Dissecting 3 Market Timing Strategies, Ep #142
Published: 4/17/2020 -
What you NEED to Know About the CARES Act, Ep #141
Published: 4/3/2020 -
3 Unexpected Ways to Build Wealth During the Coronavirus, Ep #140
Published: 3/20/2020 -
Will the Coronavirus Outbreak Affect my Investments? Ep #139
Published: 3/6/2020 -
You Need Retirement Goals, Ep #138
Published: 2/21/2020 -
Best In Wealth Trailer
Published: 2/18/2020 -
Set Up a Budget in 7 Steps, Ep #137
Published: 2/7/2020 -
New Retirement and Tax Opportunities provided by the 2019 Secure Act, Ep #136
Published: 1/24/2020 -
2019 Year In Review. Ep #135
Published: 1/10/2020 -
The Number 1 Reason You Won’t Reach Your Goals, Ep #134
Published: 1/4/2020 -
A Recession is Coming! Ep #133
Published: 11/9/2019
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.