225 Epizód

  1. The Six Stages of Retirement, Ep #157

    Közzétéve: 2020. 11. 27.

  2. How to Build Your Family Fortress, Ep #156

    Közzétéve: 2020. 10. 30.

  3. Will the Outcome of the Election Impact Your Investments? Ep #155

    Közzétéve: 2020. 10. 16.

  4. How Do Millionaires Become Millionaires? Ep #154

    Közzétéve: 2020. 10. 02.

  5. Want to Refinance Your Mortgage? Here’s What You NEED to Know, Ep #153

    Közzétéve: 2020. 09. 18.

  6. How to Execute a Mega Backdoor Roth IRA Contribution, Ep #152

    Közzétéve: 2020. 09. 04.

  7. THE Best in Wealth Business Startup Checklist, Ep #151

    Közzétéve: 2020. 08. 21.

  8. Accounts that Will Help You SAVE More, Ep #150

    Közzétéve: 2020. 08. 07.

  9. How to Get on Track for Retirement, Ep #149

    Közzétéve: 2020. 07. 24.

  10. Welcome to The New Normal, Ep #148

    Közzétéve: 2020. 07. 10.

  11. 3 Decisions That Could RUIN Your Retirement Plan, Ep #147

    Közzétéve: 2020. 06. 26.

  12. Your Investment Mix: Small Companies or Large Companies? Ep #146

    Közzétéve: 2020. 06. 12.

  13. 4 Steps to WIN with Money in Your Marriage, Ep #145

    Közzétéve: 2020. 05. 29.

  14. Credit Scores 101: Everything You Should Know, Ep #144

    Közzétéve: 2020. 05. 15.

  15. 5 Tips to Prepare for a Recession, Ep #143

    Közzétéve: 2020. 05. 01.

  16. Dissecting 3 Market Timing Strategies, Ep #142

    Közzétéve: 2020. 04. 17.

  17. What you NEED to Know About the CARES Act, Ep #141

    Közzétéve: 2020. 04. 03.

  18. 3 Unexpected Ways to Build Wealth During the Coronavirus, Ep #140

    Közzétéve: 2020. 03. 20.

  19. Will the Coronavirus Outbreak Affect my Investments? Ep #139

    Közzétéve: 2020. 03. 06.

  20. You Need Retirement Goals, Ep #138

    Közzétéve: 2020. 02. 21.

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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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