Best In Wealth Podcast

En podcast av Scott Wellens

Kategorier:

Ekonomi Barn och familj

225 Avsnitt

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

    Publicerades: 2022-06-10

  2. Don’t Let Recency Bias Destroy Your Retirement, Ep #196

    Publicerades: 2022-05-27

  3. Should You Buy I Bonds? Ep #195

    Publicerades: 2022-05-13

  4. To Buy or to Lease? How to Choose the Right Option for You, Ep #194

    Publicerades: 2022-04-29

  5. Teach Your Kids that Investing is NOT a Game, Ep #193

    Publicerades: 2022-04-15

  6. 3 Types of Retirement: Which One is Right for You? Ep #192

    Publicerades: 2022-04-01

  7. Retirees: You Might Be Able to Spend MORE Money, Ep #191

    Publicerades: 2022-03-18

  8. How the Russia-Ukraine Crisis Will Impact Your Investments, Ep #190

    Publicerades: 2022-03-04

  9. Reframe How You Think About Retirement, Ep #189

    Publicerades: 2022-02-18

  10. Market Predictions: Where is the Stock Market Heading? Ep #188

    Publicerades: 2022-02-04

  11. Why it Pays to be Optimistic about the Market, Ep #187

    Publicerades: 2022-01-21

  12. How Family Goal Sessions Can Move Your Family To The Next Level, Ep #186

    Publicerades: 2022-01-07

  13. Reflecting on the Past to Build a Better Future, Ep #185

    Publicerades: 2021-12-24

  14. Why Health Savings Accounts Are A WIN For Most People, Ep #184

    Publicerades: 2021-12-10

  15. Greenlight: A Great Tool to Teach Your Kids about Money, Ep #183

    Publicerades: 2021-11-26

  16. 3 Tips to Boost Financial Satisfaction in your Marriage, Ep #182

    Publicerades: 2021-11-12

  17. How to Avoid These 5 Mistakes in Retirement, Ep #181

    Publicerades: 2021-10-29

  18. How a Family Steward Should React to Record-High Stock Market Prices, Ep #180

    Publicerades: 2021-10-15

  19. How Your Home Can Benefit You in Retirement, Ep #179

    Publicerades: 2021-10-01

  20. The 22 Age Milestones in Your Financial Journey, Ep #178

    Publicerades: 2021-09-17

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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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