Episodes | Best in Wealth

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.

072 – Investment Shock Absorbers

By SCOTT WELLENS | 03/10/2017 |

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions. In a motor vehicle, the suspension system keeps the tires in contact with the road and provides a smooth ride…

071 – The Dynamic Index Fund Approach

By SCOTT WELLENS | 03/03/2017 |

The family stewardship to investing starts with the dynamic index fund approach to investing. Listen today if you are a family steward.

070 – The Index Fund Approach: Pros & Cons

By SCOTT WELLENS | 02/24/2017 |

In this episode, we talk about the pros and cons to index funds. Click Here for S&P Indices Click Here for Russell Indices

069 – The Mutual Fund Landscape

By SCOTT WELLENS | 02/17/2017 |

Click Here to Download The US Mutual Fund Landscape 2016 Report

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.