Best In Wealth Podcast
A podcast by Scott Wellens
225 Episoade
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Should You Invest in the Magnificent Seven? Ep #237
Publicat: 22.12.2023 -
Charlie Munger’s Life Lessons, Ep #236
Publicat: 08.12.2023 -
The Average Net Worth of US Households by Age, Ep #235
Publicat: 24.11.2023 -
Is American Household Wealth Growing? Ep #234
Publicat: 10.11.2023 -
5 Life Lessons Kids Need to Learn, Ep #233
Publicat: 27.10.2023 -
Will We See a 4th Quarter Rally? Ep #232
Publicat: 13.10.2023 -
End-of-Year Financial Planning Issues to Consider, Ep #231
Publicat: 29.09.2023 -
The 9 Traits of a Happy Retirement, Ep #230
Publicat: 15.09.2023 -
3 Important Observations on Wealth and Health, Ep #229
Publicat: 01.09.2023 -
Will Social Security Run Out by 2033? Ep #228
Publicat: 18.08.2023 -
The Pros and Cons of Owning a Second Home, Ep #227
Publicat: 04.08.2023 -
Dissecting the Illusion of Moral Decline, Ep #226
Publicat: 21.07.2023 -
How to Choose a Financial Power of Attorney, Ep #225
Publicat: 07.07.2023 -
The Importance of Staying Disciplined in Asset Classes, Ep #224
Publicat: 23.06.2023 -
Are You Rich? Ep #223
Publicat: 09.06.2023 -
The Concept of Work Ethic vs. Life Ethic, Ep #222
Publicat: 26.05.2023 -
Why A Recession Shouldn’t Be Scary, Ep #221
Publicat: 12.05.2023 -
Inflation: Why There’s Reason to Remain Hopeful, Ep #220
Publicat: 28.04.2023 -
March Madness: Your NCAA Bracket vs. Investing, Ep #219
Publicat: 14.04.2023 -
How Vacations Make You Wealthier, Ep #218
Publicat: 31.03.2023
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.
