Episodes | Best in Wealth

084 – You Control What Matters Most

By SCOTT WELLENS | 06/30/2017 |

This is the start of a 10 part season on behavioral finance. Do not miss the kickoff episode and take the first step in shrinking the behavior gap to increase your investment returns.

083 – 7 Steps to Financial Peace

By SCOTT WELLENS | 06/23/2017 |

Do you have debt? If so, are following the steps from the authority on getting out of debt – Dave Ramsey. Today we discuss these steps within the context of a listener’s situation.

082 – Quantifying the Value of Financial Planning Advice

By SCOTT WELLENS | 06/09/2017 |

What is the true value of financial planning advice? When I buy a new coat or car, I can touch and feel my new purchase. I can visualize exactly what my investment is. We can’t touch or feel financial planning advice. Today we will attempt to quantify the value of financial planning advice.

081 – Are You Hands-On or Hands-Off when it comes to investing?

By SCOTT WELLENS | 06/02/2017 |

The first step to investing is figuring out your investor personality. Tune in today and read the article below to determine if you are a hands-on or hands-off investor. Are You a Hands-On or Hands-Off Investor? How to Determine the Best Approach to Investing for Retirement article by Scott Spann Choosing your investment options in…

080 – 6 Steps to Buying a New Car

By SCOTT WELLENS | 05/26/2017 |

Is buying a new car a fun experience? Most people do not enjoy the process, and they rarely leave the dealership thinking they got a good deal. Follow the 6 steps in today’s podcast, and you will not only enjoy the experience, but you will also get you BEST DEAL possible on your next new…

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.