Episodes | Best in Wealth

077 – 5 Things that Stress You Out the Most About Money

By SCOTT WELLENS | 04/21/2017 |

Seventy percent of people indicate that the number one cause of stress in life is money. in today’s episode, Scott outlines five things that stress people out the most about money…..and what you need to about it.

076 – 3 Questions You Must Ask Yourself

By SCOTT WELLENS | 04/14/2017 |

It is tough for most people to dig deep to see what they want to get out of life. What do you want to do? What do you want to accomplish? How do you want to be remembered? What relationships are most important to you. Join Scott in today’s episode as he asks the three…

075 – 1st Quarter 2017 Stock Market Review

By SCOTT WELLENS | 04/07/2017 |

CLICK HERE to get Q1 2017 Stock Market Review

074 – 8 Reasons You Won’t Plan For Your Future

By SCOTT WELLENS | 03/24/2017 |

Most people spend more time planning a family vacation than planning for retirement. Today I will give you the top 8 reasons you won’t plan for retirement. I will also explain why it is never too late and why you should start planning now. It’s your life, plan it well!

073 – Goals Based Financial Planning

By SCOTT WELLENS | 03/17/2017 |

There are two philosophies when it comes to financial planning – cash flow based financial planning and goals-based financial planning. At Best In Wealth, we like the goals-based financial planning. Listen today and learn about both philosophies and why Scott things goals based is the better route and start your path to financial freedom today.

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.