Best In Wealth Podcast
Ein Podcast von Scott Wellens
225 Folgen
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Should You Invest in the Magnificent Seven? Ep #237
Vom: 22.12.2023 -
Charlie Munger’s Life Lessons, Ep #236
Vom: 8.12.2023 -
The Average Net Worth of US Households by Age, Ep #235
Vom: 24.11.2023 -
Is American Household Wealth Growing? Ep #234
Vom: 10.11.2023 -
5 Life Lessons Kids Need to Learn, Ep #233
Vom: 27.10.2023 -
Will We See a 4th Quarter Rally? Ep #232
Vom: 13.10.2023 -
End-of-Year Financial Planning Issues to Consider, Ep #231
Vom: 29.9.2023 -
The 9 Traits of a Happy Retirement, Ep #230
Vom: 15.9.2023 -
3 Important Observations on Wealth and Health, Ep #229
Vom: 1.9.2023 -
Will Social Security Run Out by 2033? Ep #228
Vom: 18.8.2023 -
The Pros and Cons of Owning a Second Home, Ep #227
Vom: 4.8.2023 -
Dissecting the Illusion of Moral Decline, Ep #226
Vom: 21.7.2023 -
How to Choose a Financial Power of Attorney, Ep #225
Vom: 7.7.2023 -
The Importance of Staying Disciplined in Asset Classes, Ep #224
Vom: 23.6.2023 -
Are You Rich? Ep #223
Vom: 9.6.2023 -
The Concept of Work Ethic vs. Life Ethic, Ep #222
Vom: 26.5.2023 -
Why A Recession Shouldn’t Be Scary, Ep #221
Vom: 12.5.2023 -
Inflation: Why There’s Reason to Remain Hopeful, Ep #220
Vom: 28.4.2023 -
March Madness: Your NCAA Bracket vs. Investing, Ep #219
Vom: 14.4.2023 -
How Vacations Make You Wealthier, Ep #218
Vom: 31.3.2023
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.
