Best In Wealth - Retirement, Investments, Personal Finance, Financial Planning, Stock Market

By 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.

  1. 1.
    How to Get on Track for Retirement, Ep #149
    20:26
  2. 2.
    Welcome to The New Normal, Ep #148
    17:58
  3. 3.
    3 Decisions That Could RUIN Your Retirement Plan, Ep #147
    26:43
  4. 4.
    Your Investment Mix: Small Companies or Large Companies? Ep #146
    25:11
  5. 5.
    4 Steps to WIN with Money in Your Marriage, Ep #145
    23:07
  6. 6.
    Credit Scores 101: Everything You Should Know, Ep #144
    27:35
  7. 7.
    5 Tips to Prepare for a Recession, Ep #143
    27:52
  8. 8.
    Dissecting 3 Market Timing Strategies, Ep #142
    25:52
  1. 9.
    What you NEED to Know About the CARES Act, Ep #141
    29:32
  2. 10.
    3 Unexpected Ways to Build Wealth During the Coronavirus, Ep #140
    24:09
  3. 11.
    Will the Coronavirus Outbreak Affect my Investments? Ep #139
    20:25
  4. 12.
    You Need Retirement Goals, Ep #138
    23:41
  5. 13.
    Best In Wealth Trailer
    2:33
  6. 14.
    Set Up a Budget in 7 Steps, Ep #137
    29:21
  7. 15.
    New Retirement and Tax Opportunities provided by the 2019 Secure Act, Ep #136
    26:24
  8. 16.
    2019 Year In Review. Ep #135
    32:04
  9. 17.
    The Number 1 Reason You Won’t Reach Your Goals, Ep #134
    21:47
  10. 18.
    A Recession is Coming! Ep #133
    21:34
  11. 19.
    Are Value Stocks Dead? Ep #132
    19:22
  12. 20.
    3rd Quarter 2019 Stock Market Review, Ep #131
    20:04
  13. 21.
    The ONE Thing You Need to Teach Your Adult Children! Ep #130
    18:38
  14. 22.
    A Tale of Two Decades, Ep #129
    19:17
  15. 23.
    Key Questions for the Long Term Investor Part 2, Ep #128
    23:55
  16. 24.
    Key Questions for the Long Term Investor Part 1, Ep #127
    23:02
  17. 25.
    2nd Quarter 2019 Stock Market Review, Ep #126
    18:47
  18. 26.
    You Need to Know These Things Before Retirement, Ep #125
    23:06
  19. 27.
    Stay in Control! Ep #124
    22:09
  20. 28.
    Making the Most of Your 401(k), Ep #123
    21:14
  21. 29.
    The NFL Draft & The Stock Market, Ep #122
    20:48
  22. 30.
    Q1 2019 Stock Market Review, Ep #121
    22:27
  23. 31.
    Will I Run Out of Money in Retirement? Ep #120
    27:38
  24. 32.
    119 – Beware of Investment (and diet) Fads
    17:36
  25. 33.
    118 – Dave Ramsey’s Baby Steps
    28:35
  26. 34.
    117 – 2018 Stock Market Review
    24:28
  27. 35.
    116 – Why is the Stock Market Freaking Out?
    19:58
  28. 36.
    115 – Midterm Elections: What Do They Mean for Markets?
    22:06
  29. 37.
    114 – 3RD Quarter 2018 Market Summary….Plus Recent Volatility
    20:35
  30. 38.
    113 – Taking Initiative in your Career Cornerstone
    20:55
  31. 39.
    112 – Mentally Preparing for Retirement
    22:30
  32. 40.
    111 – HOW MUCH IS MY ANNUITY COSTING ME?
    26:08
  33. 41.
    110 – To Roth or NOT to Roth
    25:08
  34. 42.
    109 – The Family Stewardship Approach to Investing (part 2)
    19:48
  35. 43.
    108 – 2nd Quarter 2018 Market Update
    19:54
  36. 44.
    107 – The Family Stewardship Approach to Investing (part 1)
    24:30
  37. 45.
    106 – The Pros (and cons) of Index Investing
    27:17
  38. 46.
    105 – The Results of Conventional Investing
    26:12
  39. 47.
    104 – What is Conventional Investing?
    24:25
  40. 48.
    103 – How Do I Access the Power of the Stock Market
    25:20
  41. 49.
    102 – Diversify Like a Family Steward
    18:27
  42. 50.
    101 – Investing Perspective
    22:34

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