Best In Wealth Podcast
En podcast av Scott Wellens
Kategorier:
225 Avsnitt
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Should You Invest in the Magnificent Seven? Ep #237
Publicerades: 2023-12-22 -
Charlie Munger’s Life Lessons, Ep #236
Publicerades: 2023-12-08 -
The Average Net Worth of US Households by Age, Ep #235
Publicerades: 2023-11-24 -
Is American Household Wealth Growing? Ep #234
Publicerades: 2023-11-10 -
5 Life Lessons Kids Need to Learn, Ep #233
Publicerades: 2023-10-27 -
Will We See a 4th Quarter Rally? Ep #232
Publicerades: 2023-10-13 -
End-of-Year Financial Planning Issues to Consider, Ep #231
Publicerades: 2023-09-29 -
The 9 Traits of a Happy Retirement, Ep #230
Publicerades: 2023-09-15 -
3 Important Observations on Wealth and Health, Ep #229
Publicerades: 2023-09-01 -
Will Social Security Run Out by 2033? Ep #228
Publicerades: 2023-08-18 -
The Pros and Cons of Owning a Second Home, Ep #227
Publicerades: 2023-08-04 -
Dissecting the Illusion of Moral Decline, Ep #226
Publicerades: 2023-07-21 -
How to Choose a Financial Power of Attorney, Ep #225
Publicerades: 2023-07-07 -
The Importance of Staying Disciplined in Asset Classes, Ep #224
Publicerades: 2023-06-23 -
Are You Rich? Ep #223
Publicerades: 2023-06-09 -
The Concept of Work Ethic vs. Life Ethic, Ep #222
Publicerades: 2023-05-26 -
Why A Recession Shouldn’t Be Scary, Ep #221
Publicerades: 2023-05-12 -
Inflation: Why There’s Reason to Remain Hopeful, Ep #220
Publicerades: 2023-04-28 -
March Madness: Your NCAA Bracket vs. Investing, Ep #219
Publicerades: 2023-04-14 -
How Vacations Make You Wealthier, Ep #218
Publicerades: 2023-03-31
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.
