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 4 de 10

8 Reasons to Remain Positive about the Stock Market, Ep #204 16/09/2022
What Should Your Net Worth Be Right Now? Ep #203 02/09/2022
Giving Money to Loved Ones: 4 Things You Need to Consider, Ep #202 19/08/2022
Three BIG Questions to Ponder, Ep #201 05/08/2022
The FIRE Movement Retirement Strategy, Ep #200 22/07/2022
The 6 Traits that Make You a Smart Person, Ep #199 08/07/2022
Timing the Market? Here’s What It’ll Cost You, Ep #198 24/06/2022
The Basics of Tax-Loss Harvesting, Ep #197 10/06/2022
Don’t Let Recency Bias Destroy Your Retirement, Ep #196 27/05/2022
Should You Buy I Bonds? Ep #195 13/05/2022
To Buy or to Lease? How to Choose the Right Option for You, Ep #194 29/04/2022
Teach Your Kids that Investing is NOT a Game, Ep #193 15/04/2022
3 Types of Retirement: Which One is Right for You? Ep #192 01/04/2022
Retirees: You Might Be Able to Spend MORE Money, Ep #191 18/03/2022
How the Russia-Ukraine Crisis Will Impact Your Investments, Ep #190 04/03/2022
Reframe How You Think About Retirement, Ep #189 18/02/2022
Market Predictions: Where is the Stock Market Heading? Ep #188 04/02/2022
Why it Pays to be Optimistic about the Market, Ep #187 21/01/2022
How Family Goal Sessions Can Move Your Family To The Next Level, Ep #186 07/01/2022
Reflecting on the Past to Build a Better Future, Ep #185 24/12/2021
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