Best In Wealth Podcast - podcast cover

Best In Wealth Podcast

Scott Wellens•www.bestinwealth.com
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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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Episodes

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

The first step to investing is figuring out your investor personality. Tune in today and read the article below to determine if you are a hands-on or hands-off investor. Are You a Hands-On or Hands-Off Investor? How to Determine the Best Approach to Investing for Retirement article by Scott Spann Choosing your investment options in a 401(k) or IRA can be a challenge. This is because we do not all possess the investing knowledge and confidence to make an informed decision and the investing proces...

Jun 02, 2017•18 min

080 – 6 Steps to Buying a New Car

Is buying a new car a fun experience? Most people do not enjoy the process, and they rarely leave the dealership thinking they got a good deal. Follow the 6 steps in today's podcast, and you will not only enjoy the experience, but you will also get you BEST DEAL possible on your next new car purchase!

May 26, 2017•20 min

079 – This is Why You Should Never Retire

Do you have the ability to do the things that make you happy and not what makes you money? If so, it's time to start doing the things that make us happy. Tune in today to see if you are ready!

May 18, 2017•19 min

078 – The Stock Market Hates Uncertainty

“The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable condition of existence. As individuals, we can feel more or less uncertain, but that is a distinctly human phenomenon. Rather than ebbing and flowing with investor sentiment, uncertainty is an inherent and ever-present part of investing in markets. Any investment that ...

May 05, 2017•22 min

077 – 5 Things that Stress You Out the Most About Money

Seventy percent of people indicate that the number one cause of stress in life is money. in today's episode, Scott outlines five things that stress people out the most about money.....and what you need to about it.

Apr 22, 2017•24 min

076 – 3 Questions You Must Ask Yourself

It is tough for most people to dig deep to see what they want to get out of life. What do you want to do? What do you want to accomplish? How do you want to be remembered? What relationships are most important to you. Join Scott in today's episode as he asks the three most important questions you must ask yourself that will help uncover what you most important cornerstones are in life.

Apr 15, 2017•24 min

074 – 8 Reasons You Won’t Plan For Your Future

Most people spend more time planning a family vacation than planning for retirement. Today I will give you the top 8 reasons you won't plan for retirement. I will also explain why it is never too late and why you should start planning now. It's your life, plan it well!

Mar 24, 2017•19 min

073 – Goals Based Financial Planning

There are two philosophies when it comes to financial planning - cash flow based financial planning and goals-based financial planning. At Best In Wealth, we like the goals-based financial planning. Listen today and learn about both philosophies and why Scott things goals based is the better route and start your path to financial freedom today.

Mar 17, 2017•25 min

072 – Investment Shock Absorbers

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions. In a motor vehicle, the suspension system keeps the tires in contact with the road and provides a smooth ride for passengers by offsetting the forces of gravity, propulsion, and inertia. You can drive a car with a broken suspension system, but it will be an extremely u...

Mar 10, 2017•20 min

071 – The Dynamic Index Fund Approach

The family stewardship to investing starts with the dynamic index fund approach to investing. Listen today if you are a family steward.

Mar 03, 2017•22 min

068 – The Best Way to Invest for Retirement Income

How will you get income once you are in retirement? Do you have a plan? Tune in and find out the best way to accomplish the goal. Special thanks to Sergey Sanco for his article related to this episode. When it comes to tapping savings in retirement, many retirees fall into what I call the Income Investing Trap. They tilt their portfolios almost exclusively toward “income” investments—dividend stocks, high-yield bonds, annuities, etc.—figuring this is the best way to assure a safe supply of spend...

Feb 11, 2017•16 min

067 – 2016 Lessons to Save Your Financial Life

Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dylan receive the Nobel Prize in Literature, Donald Trump elected president, and the Dow Jones Industrial Average close out the year a whisker away from 20,000? The answer is very few—a lesson that investors would be wise to remember. At year-end 2015, financial optimists seemed in short supply. Not one of the nine investment strategists participating in...

Feb 03, 2017•23 min

064 – Your ONE Big Thing in 2017

Set your ONE big thing today using these five tips Don't pick a work goal. Post it everywhere so you are always reminded of your ONE big thing. Plan to measure your progress month by month Pick something that's a stretch but not impossible. Pick something that will make you happy. Listen to this weeks episode for all the details and pick your ONE big thing today.

Jan 06, 2017•19 min

063 – The Powerhouse of Mutual Funds

CLICKE HERE to read article from Wall Street Journal "The Active-Passive Powerhouse" CLICK HERE to read the article mentioned in "Pensions & Investment"

Dec 17, 2016•23 min

062 – It’s time to make 2017 predictions

In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. These outlooks are typically accompanied by recommended investment strategies and actions that are aimed at trying to avoid the next crisis or missing out on the next “great” opportunity. When faced with recommendations of this sort, it would be wise to remember that investors are better served by sticking with a long-term plan rather th...

Dec 03, 2016•24 min
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