Episodes | Best in Wealth

How Do Millionaires Become Millionaires? Ep #154

By SCOTT WELLENS | 10/02/2020 |

What do millionaires do to become millionaires? What are some of the habits that contribute to their success? In this episode of Best in Wealth, I share 25 survey answers that were conducted by Chris Hogan in his latest book, Everyday Millionaires. If you want to achieve millionaire status in your lifetime, I highly suggest…

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

By SCOTT WELLENS | 09/18/2020 |

I often get asked, “Should I pay off my house early?” and “Should I refinance my mortgage?” So in this episode of Best in Wealth, I answer those two questions. But to answer those questions, there are a few other questions YOU have to consider. What are they? How do they influence your decision? Which…

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

By SCOTT WELLENS | 09/04/2020 |

What is the Mega Backdoor Roth IRA Contribution? How can it be a game-changer for some high-earning individuals who are already maxing out their 401k plans? If you are investing the maximum you can a year, think of how quickly you can hit financial freedom. If you are passionate about investing as much of your income…

THE Best in Wealth Business Startup Checklist, Ep #151

By SCOTT WELLENS | 08/21/2020 |

Do you enjoy your job? Are you working every day in a field that you are passionate about? Or are you like me and realized that doing something you are passionate about means starting your own business? In this episode of Best in Wealth, I share a business startup checklist. I will cover many of…

Accounts that Will Help You SAVE More, Ep #150

By SCOTT WELLENS | 08/07/2020 |

Are you trying to figure out how to save more? Are you in debt right now? Are you motivated to get out of debt? You can use your abilities to make more and save more. But how do you accomplish that? In this episode of Best in Wealth, I share some of the accounts you…

Scott Wellens, CFP® is an investment advisor and founder of Fortress Planning Group. After earning his Bachelor of Science degree from the University of Wisconsin-Oshkosh, Scott quickly ascended to become a Vice President of North American Sales at a major regional provider of telecommunications infrastructure. While financially successful in this role, Scott searched for ways to pursue his passion related to financial literacy and providing financial freedom for both his own family and others. During his search, Scott became curious about the significant gap he found in the financial services sector: he was unable to find a comprehensive financial planner that maintained a family stewardship lens without being attached to financial products. Scott decided to fill that gap by creating his own planning firm that maintains a strong passion for comprehensive, unbiased wealth planning that is genuinely client-centered.

Scott resides in Menomonee Falls, WI with his family. He is the father of three active and independent daughters who keep him on his toes. Scott is an active community member, serving on the Hamilton Education Foundation Board, serves as a Dave Ramsey Financial Peace facilitator and leads the All Pro Dad’s group at their local elementary school. Scott enjoys spending his free time visiting state parks with his family, reading, and watching the Milwaukee Bucks and the Green Bay Packers win ball games.