Posts by SCOTT WELLENS
The 22 Age Milestones in Your Financial Journey, Ep #178
Are you familiar with the 22 age milestones that you will experience throughout your—and your children’s—life? Maximizing these 22 milestones is incredibly important for a successful monetary journey through life. Listen to this episode of Best in Wealth to learn what they are and why they are important! Outline of This Episode [1:17] The psychological…
The Unexpected Way You’re Timing the Market, Ep #177
Retirement Savings Research: Are You on the Right Track? Ep #176
A recent Charles Schwab survey of 401k participants found that they believed they needed to save at least $1.9 million for their money to last through retirement. When Schwab did this survey in 2019, the target retirement savings was $1.7 million. People are projecting needing $200,000 more over a short two years! So let us pretend that your…
Everything Screams Inflation: What Does it Mean For Your Portfolio? Ep #175
A Wall Street article, “Everything Screams Inflation,” was published on May 5th, 2021. The opening line says, “We could be at a generational turning point for finance. Politics, economics, international relations, demography and labor are all shifting to supporting inflation.” Is inflation headed higher? The short-term answer is that it already has. So what does…
The 4 Pillars of the “New” Definition of Retirement, Ep #174
Edward Jones recently completed a large study on the 4 pillars of the “new” retirement. So in this episode of Best in Wealth, I am going to talk about some of the topics covered in this study: changing times, the definition of the new retirement, the definition of success, and the 4 pillars. Don’t miss…