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