Best In Wealth Podcast

En podcast av Scott Wellens - Fredagar

Fredagar

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225 Avsnitt

  1. Experts, Predictions, and the Uncertainty of the Stock Market, Ep #257

    Publicerades: 2025-02-14
  2. The Ultimate Planner to Jumpstart Your 2025, Ep #256

    Publicerades: 2025-01-10
  3. Why I Don’t Want You to Spend the Money in Your HSA, Ep #255

    Publicerades: 2024-12-13
  4. The Importance of Remaining Disciplined with Asset Allocation, Ep #254

    Publicerades: 2024-11-15
  5. Are You in the Top 5% of Income-Earners or Net Worth? Ep #253

    Publicerades: 2024-10-18
  6. Demystifying Financial Advisors, Ep #252

    Publicerades: 2024-10-04
  7. Does the Outcome of the Presidential Election Impact My Investments? Ep #251

    Publicerades: 2024-09-20
  8. 6 Lessons from Fritz Gilbert’s 6 Years of Retirement, Ep #250

    Publicerades: 2024-08-30
  9. The 3 Big Rules of Investing, Ep #249

    Publicerades: 2024-08-02
  10. Buying a New Car: What to Learn from My Experience, Ep #248

    Publicerades: 2024-07-19
  11. How Much Should You Spend on Vacations? Ep #247

    Publicerades: 2024-07-05
  12. 4 Questions to Help You Decide When to Retire, Ep #246

    Publicerades: 2024-06-07
  13. How to Teach Your Kids How to Budget, Ep #245

    Publicerades: 2024-05-24
  14. How to Overcome “The Wall of Worry,” Ep #244

    Publicerades: 2024-04-26
  15. Understanding the Mutual Fund Landscape, Ep #243

    Publicerades: 2024-04-12
  16. Solving the Two Biggest Retirement Problems, Ep #242

    Publicerades: 2024-03-15
  17. Do Roth Conversions Make Sense For You? Ep #241

    Publicerades: 2024-03-01
  18. The Positive Impact of Uncertainty, Ep #240

    Publicerades: 2024-02-16
  19. Why Your Portfolio Should Be Internationally Diversified, Ep #239

    Publicerades: 2024-02-02
  20. How Often Should You Look at Your Investments? Ep #238

    Publicerades: 2024-01-19

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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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