225 Epizód

  1. The Unexpected Way You’re Timing the Market, Ep #177

    Közzétéve: 2021. 09. 03.
  2. Retirement Savings Research: Are You on the Right Track? Ep #176

    Közzétéve: 2021. 08. 20.
  3. Everything Screams Inflation: What Does it Mean For Your Portfolio? Ep #175

    Közzétéve: 2021. 08. 06.
  4. The 4 Pillars of the “New” Definition of Retirement, Ep #174

    Közzétéve: 2021. 07. 23.
  5. Don’t Let Your Investments Drift Away, Ep #173

    Közzétéve: 2021. 07. 09.
  6. 4 Factors that Help Determine What You Need to Save for Retirement, Ep #172

    Közzétéve: 2021. 06. 25.
  7. Should You Buy the Top 10 Companies in the US? Ep #171

    Közzétéve: 2021. 06. 11.
  8. 3 Things People Question about Dave Ramsey’s Baby Steps, Ep #170

    Közzétéve: 2021. 05. 28.
  9. Start with the End in Mind, Ep #169

    Közzétéve: 2021. 05. 14.
  10. The Next New Normal Is On the Horizon, Ep #168

    Közzétéve: 2021. 04. 30.
  11. The 5 Types of Retirement Savers: Which One Are You? Ep #167

    Közzétéve: 2021. 04. 16.
  12. 3 Reasons Why Bitcoin is a Speculative Investment—At Best, Ep #166

    Közzétéve: 2021. 04. 02.
  13. 6 Behavioral Biases that Can Negatively Impact Your Long-Term Investments, Ep #165

    Közzétéve: 2021. 03. 19.
  14. Your Guide to Strategic Rebalancing, Ep #164

    Közzétéve: 2021. 03. 05.
  15. Take Your Family Stewardship to the Next Level with These 5 Steps, Ep #163

    Közzétéve: 2021. 02. 19.
  16. The GameStop Stock Frenzy: Do You Want In? Ep #162

    Közzétéve: 2021. 02. 05.
  17. Chase the Expected Returns—Not the Unexpected, Ep #161

    Közzétéve: 2021. 01. 22.
  18. The Best in Wealth One-Word Challenge, Ep #160

    Közzétéve: 2021. 01. 08.
  19. Why You Need to Know Your Benchmark, Ep #159

    Közzétéve: 2020. 12. 25.
  20. End-of-Year Financial Planning: 5 Things to Look at, Ep #158

    Közzétéve: 2020. 12. 11.

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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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