225 Epizód

  1. 098 – Catchphrase Investing

    Közzétéve: 2017. 12. 15.

  2. 097 – Nine Key Questions for the Long-Term Investor…..and Being Thankful YOU Know the Answer

    Közzétéve: 2017. 11. 25.

  3. 096 – 3 Ways to MAKE Your Money Goal

    Közzétéve: 2017. 11. 10.

  4. 095 – HELP! Is My 401(k) Going to Tank?

    Közzétéve: 2017. 10. 28.

  5. 094 – 3rd Quarter 2017 Stock Market Review

    Közzétéve: 2017. 10. 13.

  6. 093 – Risk defined

    Közzétéve: 2017. 10. 06.

  7. 092 – Diversification Means having to Say Your Sorry

    Közzétéve: 2017. 09. 22.

  8. 091 – Excess Is Never Permanent

    Közzétéve: 2017. 09. 08.

  9. 090 – Forecasting is for Weathermen

    Közzétéve: 2017. 08. 26.

  10. 089 – Your Life is the Best Benchmark

    Közzétéve: 2017. 08. 12.

  11. 088 – You Are Not That Special

    Közzétéve: 2017. 07. 29.

  12. 087 – 2nd Quarter 2017 Stock Market Review

    Közzétéve: 2017. 07. 22.

  13. 086 – If You’re Excited, it’s a Bad Idea

    Közzétéve: 2017. 07. 14.

  14. 085 – Trouble is Opportunity

    Közzétéve: 2017. 07. 08.

  15. 084 – You Control What Matters Most

    Közzétéve: 2017. 07. 01.

  16. 083 – 7 Steps to Financial Peace

    Közzétéve: 2017. 06. 24.

  17. 082 – Quantifying the Value of Financial Planning Advice

    Közzétéve: 2017. 06. 09.

  18. 081 – Are You Hands-On or Hands-Off when it comes to investing?

    Közzétéve: 2017. 06. 02.

  19. 080 – 6 Steps to Buying a New Car

    Közzétéve: 2017. 05. 26.

  20. 079 – This is Why You Should Never Retire

    Közzétéve: 2017. 05. 18.

9 / 12

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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