Episodes | Best in Wealth

You Need Retirement Goals, Ep #138

By SCOTT WELLENS | 02/21/2020 |

Podcast Intro: Do you want to finish your life well? Today in an All-Pro Dad group that I run at my kids’ elementary school we talked about finishing well. I talked about trying your best but knowing you will make mistakes in any sport, instrument, or competition that you are involved in. The key is learning from the…

Best In Wealth Trailer

By SCOTT WELLENS | 02/17/2020 |

Listen to the podcast trailer to learn exactly what you’re going to hear in the Best In Wealth podcast.

Set Up a Budget in 7 Steps, Ep #137

By SCOTT WELLENS | 02/07/2020 |

Podcast Intro: Scott starts the podcast by discussing the recent roller coaster ride that has happened in the global financial markets over the past couple of weeks and how the ups and downs can make many people feel out of control. Feeling out of control is often how people feel when they have a lot of…

New Retirement and Tax Opportunities provided by the 2019 Secure Act, Ep #136

By SCOTT WELLENS | 01/24/2020 |

Do you want to get a jump on the new retirement and tax opportunities provided by the 2019 Secure Act? In this episode, Scott explains some of the critical features of this new act and how we can use what we learn to plan our retirement and finances better. RETIREMENT PROVISIONS: Elimination of the stretch provision.…

2019 Year In Review. Ep #135

By SCOTT WELLENS | 01/10/2020 |

Let’s review the 2019 market returns and then learn from it so we can crush 2020 and beyond.

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.