Episodes | Best in Wealth

100 – Should I buy Bitcoin?

By SCOTT WELLENS | 01/21/2018 |

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania? December 2017 Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money,…

099 – 2017 Market Review

By SCOTT WELLENS | 01/09/2018 |

Tune in today for Scott’s 2017 market review. Click here for Q4 & 2017 Yearly Market Review

098 – Catchphrase Investing

By SCOTT WELLENS | 12/15/2017 |

The financial media is drawn to catchphrases, acronyms, and buzzwords that can be sold as the new thing. FAANG (Facebook, Apple, Amazon, Netflix, and Google) is the latest of these. But does this constitute an investment strategy? For journalists, commentators, and marketers, acronyms like FAANG…

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.

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.