Best In Wealth Podcast
En podcast af Scott Wellens
225 Episoder
-
The Basics of Tax-Loss Harvesting, Ep #197
Udgivet: 10.6.2022 -
Don’t Let Recency Bias Destroy Your Retirement, Ep #196
Udgivet: 27.5.2022 -
Should You Buy I Bonds? Ep #195
Udgivet: 13.5.2022 -
To Buy or to Lease? How to Choose the Right Option for You, Ep #194
Udgivet: 29.4.2022 -
Teach Your Kids that Investing is NOT a Game, Ep #193
Udgivet: 15.4.2022 -
3 Types of Retirement: Which One is Right for You? Ep #192
Udgivet: 1.4.2022 -
Retirees: You Might Be Able to Spend MORE Money, Ep #191
Udgivet: 18.3.2022 -
How the Russia-Ukraine Crisis Will Impact Your Investments, Ep #190
Udgivet: 4.3.2022 -
Reframe How You Think About Retirement, Ep #189
Udgivet: 18.2.2022 -
Market Predictions: Where is the Stock Market Heading? Ep #188
Udgivet: 4.2.2022 -
Why it Pays to be Optimistic about the Market, Ep #187
Udgivet: 21.1.2022 -
How Family Goal Sessions Can Move Your Family To The Next Level, Ep #186
Udgivet: 7.1.2022 -
Reflecting on the Past to Build a Better Future, Ep #185
Udgivet: 24.12.2021 -
Why Health Savings Accounts Are A WIN For Most People, Ep #184
Udgivet: 10.12.2021 -
Greenlight: A Great Tool to Teach Your Kids about Money, Ep #183
Udgivet: 26.11.2021 -
3 Tips to Boost Financial Satisfaction in your Marriage, Ep #182
Udgivet: 12.11.2021 -
How to Avoid These 5 Mistakes in Retirement, Ep #181
Udgivet: 29.10.2021 -
How a Family Steward Should React to Record-High Stock Market Prices, Ep #180
Udgivet: 15.10.2021 -
How Your Home Can Benefit You in Retirement, Ep #179
Udgivet: 1.10.2021 -
The 22 Age Milestones in Your Financial Journey, Ep #178
Udgivet: 17.9.2021
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.
