Best In Wealth Podcast
Ein Podcast von Scott Wellens
225 Folgen
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Experts, Predictions, and the Uncertainty of the Stock Market, Ep #257
Vom: 14.2.2025 -
The Ultimate Planner to Jumpstart Your 2025, Ep #256
Vom: 10.1.2025 -
Why I Don’t Want You to Spend the Money in Your HSA, Ep #255
Vom: 13.12.2024 -
The Importance of Remaining Disciplined with Asset Allocation, Ep #254
Vom: 15.11.2024 -
Are You in the Top 5% of Income-Earners or Net Worth? Ep #253
Vom: 18.10.2024 -
Demystifying Financial Advisors, Ep #252
Vom: 4.10.2024 -
Does the Outcome of the Presidential Election Impact My Investments? Ep #251
Vom: 20.9.2024 -
6 Lessons from Fritz Gilbert’s 6 Years of Retirement, Ep #250
Vom: 30.8.2024 -
The 3 Big Rules of Investing, Ep #249
Vom: 2.8.2024 -
Buying a New Car: What to Learn from My Experience, Ep #248
Vom: 19.7.2024 -
How Much Should You Spend on Vacations? Ep #247
Vom: 5.7.2024 -
4 Questions to Help You Decide When to Retire, Ep #246
Vom: 7.6.2024 -
How to Teach Your Kids How to Budget, Ep #245
Vom: 24.5.2024 -
How to Overcome “The Wall of Worry,” Ep #244
Vom: 26.4.2024 -
Understanding the Mutual Fund Landscape, Ep #243
Vom: 12.4.2024 -
Solving the Two Biggest Retirement Problems, Ep #242
Vom: 15.3.2024 -
Do Roth Conversions Make Sense For You? Ep #241
Vom: 1.3.2024 -
The Positive Impact of Uncertainty, Ep #240
Vom: 16.2.2024 -
Why Your Portfolio Should Be Internationally Diversified, Ep #239
Vom: 2.2.2024 -
How Often Should You Look at Your Investments? Ep #238
Vom: 19.1.2024
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.
