Episodes | Best in Wealth

097 – Nine Key Questions for the Long-Term Investor…..and Being Thankful YOU Know the Answer

By SCOTT WELLENS | 11/24/2017 |

There are nine key questions every long-term investor should know. I bet most listeners know the answer to some or most of them. But the really confident investor knows the answer to all nine questions.

096 – 3 Ways to MAKE Your Money Goal

By SCOTT WELLENS | 11/10/2017 |

Do you stuggle with money goals? Do want to be finacially fit? Let me help you achieve your money goal with these three steps.

095 – HELP! Is My 401(k) Going to Tank?

By SCOTT WELLENS | 10/27/2017 |

Today I talk about the three ways to protect your 401(k) during the next market downturn. Want to know your risk number? Do you wonder if your risk number matches the risk number of your 401(k) or IRA? Send an email to scott@bestinwealth.com and ask to take the online risk number assessment. This simple step…

094 – 3rd Quarter 2017 Stock Market Review

By SCOTT WELLENS | 10/13/2017 |

Today we go over the 3rd Quarter 2017 Market Review. CLICK HERE FOR THE – Quarterly Market Review Q3 2017

093 – Risk defined

By SCOTT WELLENS | 10/06/2017 |

This is part 9 of a 10 part series about behavioral finance.

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.