225 Epizód

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

    Közzétéve: 2022. 06. 10.

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

    Közzétéve: 2022. 05. 27.

  3. Should You Buy I Bonds? Ep #195

    Közzétéve: 2022. 05. 13.

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

    Közzétéve: 2022. 04. 29.

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

    Közzétéve: 2022. 04. 15.

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

    Közzétéve: 2022. 04. 01.

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

    Közzétéve: 2022. 03. 18.

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

    Közzétéve: 2022. 03. 04.

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

    Közzétéve: 2022. 02. 18.

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

    Közzétéve: 2022. 02. 04.

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

    Közzétéve: 2022. 01. 21.

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

    Közzétéve: 2022. 01. 07.

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

    Közzétéve: 2021. 12. 24.

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

    Közzétéve: 2021. 12. 10.

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

    Közzétéve: 2021. 11. 26.

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

    Közzétéve: 2021. 11. 12.

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

    Közzétéve: 2021. 10. 29.

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

    Közzétéve: 2021. 10. 15.

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

    Közzétéve: 2021. 10. 01.

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

    Közzétéve: 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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