Best In Wealth Podcast

Best In Wealth Podcast

Por: Scott Wellens
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.
200 episodios disponibles

Latest episodes of the podcast Best In Wealth Podcast

Mostrando página 10 de 10

085 – Trouble is Opportunity 08/07/2017
084 – You Control What Matters Most 30/06/2017
083 – 7 Steps to Financial Peace 23/06/2017
082 – Quantifying the Value of Financial Planning Advice 09/06/2017
081 – Are You Hands-On or Hands-Off when it comes to investing? 02/06/2017
080 – 6 Steps to Buying a New Car 26/05/2017
079 – This is Why You Should Never Retire 18/05/2017
078 – The Stock Market Hates Uncertainty 05/05/2017
077 – 5 Things that Stress You Out the Most About Money 21/04/2017
076 – 3 Questions You Must Ask Yourself 14/04/2017
075 – 1st Quarter 2017 Stock Market Review 07/04/2017
074 – 8 Reasons You Won’t Plan For Your Future 24/03/2017
073 – Goals Based Financial Planning 17/03/2017
072 – Investment Shock Absorbers 10/03/2017
071 – The Dynamic Index Fund Approach 03/03/2017
070 – The Index Fund Approach: Pros & Cons 24/02/2017
069 – The Mutual Fund Landscape 17/02/2017
068 – The Best Way to Invest for Retirement Income 10/02/2017
067 – 2016 Lessons to Save Your Financial Life 03/02/2017
066 – Which is More Important: Wealth or Health? 27/01/2017
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