Episodes | Best in Wealth

057 – What should I do with MY INVESTMENTS during the presidential election?

By SCOTT WELLENS | 10/14/2016 |

Download the quarterly report below and go to page 15 & 16 for the article and graphs that were presented in today’s episode. Download Quarterly Market Review Q3 2016 Here

056 – Quarterly Market Review Q3 2016

By SCOTT WELLENS | 10/07/2016 |

Today we take a look inside the numbers of the 3rd quarter global stock markets and see which asset classes performed the best and the worst according to the Indexes. Download Quarterly Market Review Q3 2016 Here

055 – Projecting the Cost of Healthcare in Your Lifestyle Retirement Plan

By SCOTT WELLENS | 09/30/2016 |

Do you know how much Healthcare will cost in your retirement? Do you have a plan for projecting healthcare costs? Tune in today and find out what you need to know.

054 – 4 of the Fastest Ways to Go Broke in Retirement

By SCOTT WELLENS | 09/23/2016 |

Ah, retirement. The golden years. Time to kick back and enjoy a little well-earned rest and relaxation. Not so fast. For many older Americans, their later years are filled with financial worry. And much of it is self-inflicted. Here are four key mistakes retirees make that can leave them living on financially shaky ground Investing…

053 – Small Company Stocks Need to be Part of YOUR Stock Portfolio

By SCOTT WELLENS | 09/16/2016 |

What is a small company stock? Why do small company stocks belong in my portfolio? Learn the answers to thest questions and many more in today’s episode.

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.