Best In Wealth Podcast

A podcast by Scott Wellens - Fridays

Fridays

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225 Episodes

  1. Best In Wealth Trailer

    Published: 18/02/2020
  2. Set Up a Budget in 7 Steps, Ep #137

    Published: 7/02/2020
  3. New Retirement and Tax Opportunities provided by the 2019 Secure Act, Ep #136

    Published: 24/01/2020
  4. 2019 Year In Review. Ep #135

    Published: 10/01/2020
  5. The Number 1 Reason You Won’t Reach Your Goals, Ep #134

    Published: 4/01/2020
  6. A Recession is Coming! Ep #133

    Published: 9/11/2019
  7. Are Value Stocks Dead? Ep #132

    Published: 25/10/2019
  8. 3rd Quarter 2019 Stock Market Review, Ep #131

    Published: 11/10/2019
  9. The ONE Thing You Need to Teach Your Adult Children! Ep #130

    Published: 27/09/2019
  10. A Tale of Two Decades, Ep #129

    Published: 14/09/2019
  11. Key Questions for the Long Term Investor Part 2, Ep #128

    Published: 16/08/2019
  12. Key Questions for the Long Term Investor Part 1, Ep #127

    Published: 3/08/2019
  13. 2nd Quarter 2019 Stock Market Review, Ep #126

    Published: 22/07/2019
  14. You Need to Know These Things Before Retirement, Ep #125

    Published: 28/06/2019
  15. Stay in Control! Ep #124

    Published: 31/05/2019
  16. Making the Most of Your 401(k), Ep #123

    Published: 18/05/2019
  17. The NFL Draft & The Stock Market, Ep #122

    Published: 28/04/2019
  18. Q1 2019 Stock Market Review, Ep #121

    Published: 13/04/2019
  19. Will I Run Out of Money in Retirement? Ep #120

    Published: 29/03/2019
  20. 119 – Beware of Investment (and diet) Fads

    Published: 23/02/2019

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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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