Best In Wealth Podcast
A podcast by Scott Wellens
225 Episoade
-
The Six Stages of Retirement, Ep #157
Publicat: 27.11.2020 -
How to Build Your Family Fortress, Ep #156
Publicat: 30.10.2020 -
Will the Outcome of the Election Impact Your Investments? Ep #155
Publicat: 16.10.2020 -
How Do Millionaires Become Millionaires? Ep #154
Publicat: 02.10.2020 -
Want to Refinance Your Mortgage? Here’s What You NEED to Know, Ep #153
Publicat: 18.09.2020 -
How to Execute a Mega Backdoor Roth IRA Contribution, Ep #152
Publicat: 04.09.2020 -
THE Best in Wealth Business Startup Checklist, Ep #151
Publicat: 21.08.2020 -
Accounts that Will Help You SAVE More, Ep #150
Publicat: 07.08.2020 -
How to Get on Track for Retirement, Ep #149
Publicat: 24.07.2020 -
Welcome to The New Normal, Ep #148
Publicat: 10.07.2020 -
3 Decisions That Could RUIN Your Retirement Plan, Ep #147
Publicat: 26.06.2020 -
Your Investment Mix: Small Companies or Large Companies? Ep #146
Publicat: 12.06.2020 -
4 Steps to WIN with Money in Your Marriage, Ep #145
Publicat: 29.05.2020 -
Credit Scores 101: Everything You Should Know, Ep #144
Publicat: 15.05.2020 -
5 Tips to Prepare for a Recession, Ep #143
Publicat: 01.05.2020 -
Dissecting 3 Market Timing Strategies, Ep #142
Publicat: 17.04.2020 -
What you NEED to Know About the CARES Act, Ep #141
Publicat: 03.04.2020 -
3 Unexpected Ways to Build Wealth During the Coronavirus, Ep #140
Publicat: 20.03.2020 -
Will the Coronavirus Outbreak Affect my Investments? Ep #139
Publicat: 06.03.2020 -
You Need Retirement Goals, Ep #138
Publicat: 21.02.2020
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.