Best In Wealth Podcast

A podcast by Scott Wellens - Fridays

Fridays

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225 Episodes

  1. The Basics of Tax-Loss Harvesting, Ep #197

    Published: 10/06/2022
  2. Don’t Let Recency Bias Destroy Your Retirement, Ep #196

    Published: 27/05/2022
  3. Should You Buy I Bonds? Ep #195

    Published: 13/05/2022
  4. To Buy or to Lease? How to Choose the Right Option for You, Ep #194

    Published: 29/04/2022
  5. Teach Your Kids that Investing is NOT a Game, Ep #193

    Published: 15/04/2022
  6. 3 Types of Retirement: Which One is Right for You? Ep #192

    Published: 1/04/2022
  7. Retirees: You Might Be Able to Spend MORE Money, Ep #191

    Published: 18/03/2022
  8. How the Russia-Ukraine Crisis Will Impact Your Investments, Ep #190

    Published: 4/03/2022
  9. Reframe How You Think About Retirement, Ep #189

    Published: 18/02/2022
  10. Market Predictions: Where is the Stock Market Heading? Ep #188

    Published: 4/02/2022
  11. Why it Pays to be Optimistic about the Market, Ep #187

    Published: 21/01/2022
  12. How Family Goal Sessions Can Move Your Family To The Next Level, Ep #186

    Published: 7/01/2022
  13. Reflecting on the Past to Build a Better Future, Ep #185

    Published: 24/12/2021
  14. Why Health Savings Accounts Are A WIN For Most People, Ep #184

    Published: 10/12/2021
  15. Greenlight: A Great Tool to Teach Your Kids about Money, Ep #183

    Published: 26/11/2021
  16. 3 Tips to Boost Financial Satisfaction in your Marriage, Ep #182

    Published: 12/11/2021
  17. How to Avoid These 5 Mistakes in Retirement, Ep #181

    Published: 29/10/2021
  18. How a Family Steward Should React to Record-High Stock Market Prices, Ep #180

    Published: 15/10/2021
  19. How Your Home Can Benefit You in Retirement, Ep #179

    Published: 1/10/2021
  20. The 22 Age Milestones in Your Financial Journey, Ep #178

    Published: 17/09/2021

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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.

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