Episodes | Best in Wealth

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.

The Number 1 Reason You Won’t Reach Your Goals, Ep #134

By SCOTT WELLENS | 01/04/2020 |

Did you set your 2020 goals? What is your process for setting goals? In today’s episode Scott is going to show you how to set and crush your 2020 goals and be the family steward you always wanted to be.

A Recession is Coming! Ep #133

By SCOTT WELLENS | 11/08/2019 |

A Recession is coming! Find out why a recession is coming and protect yourself with Scott’s eight-point plan.

Are Value Stocks Dead? Ep #132

By SCOTT WELLENS | 10/25/2019 |

The theoretical support for value investing is longstanding—paying a lower price means a higher expected return. However, realized returns are volatile. A 10-year negative premium, while not expected, is not unusual. But history also tells us that changing course after a disappointing spell for known premiums can lead to missed opportunities. When those drivers of…

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.