Best In Wealth Podcast

A podcast by Scott Wellens

Categories:

219 Episodes

  1. 112 – Mentally Preparing for Retirement

    Published: 9/14/2018
  2. 111 – HOW MUCH IS MY ANNUITY COSTING ME?

    Published: 8/31/2018
  3. 110 – To Roth or NOT to Roth

    Published: 8/18/2018
  4. 109 – The Family Stewardship Approach to Investing (part 2)

    Published: 8/3/2018
  5. 108 – 2nd Quarter 2018 Market Update

    Published: 7/22/2018
  6. 107 – The Family Stewardship Approach to Investing (part 1)

    Published: 7/7/2018
  7. 106 – The Pros (and cons) of Index Investing

    Published: 6/23/2018
  8. 105 – The Results of Conventional Investing

    Published: 6/16/2018
  9. 104 – What is Conventional Investing?

    Published: 6/8/2018
  10. 103 – How Do I Access the Power of the Stock Market

    Published: 6/3/2018
  11. 102 – Diversify Like a Family Steward

    Published: 5/25/2018
  12. 101 – Investing Perspective

    Published: 5/20/2018
  13. 100 – Should I buy Bitcoin?

    Published: 1/21/2018
  14. 099 – 2017 Market Review

    Published: 1/10/2018
  15. 098 – Catchphrase Investing

    Published: 12/15/2017
  16. 097 – Nine Key Questions for the Long-Term Investor…..and Being Thankful YOU Know the Answer

    Published: 11/25/2017
  17. 096 – 3 Ways to MAKE Your Money Goal

    Published: 11/10/2017
  18. 095 – HELP! Is My 401(k) Going to Tank?

    Published: 10/28/2017
  19. 094 – 3rd Quarter 2017 Stock Market Review

    Published: 10/13/2017
  20. 093 – Risk defined

    Published: 10/6/2017

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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.