Episodes 200
Avg. Duration 21m
Activity Highly Active
Apple Rating 4.8 (54)
Since Mar 2017
Latest Episode Jun 2026

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Publishing Details

Schedule
Every 2 Weeks
Format
Episodic
Consistency
90%
Hosting
feeds.captivate.fm

About This Podcast

This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work with family stewards because I am one; I have become an expert in the unique wealth challenges family stewards face. Scott Wellens is the founder of Fortress Planning Group - an independent, fee-only, registered investment advisory firm. Fortress Planning Group is dedicated to coaching clients toward a holistic view of wealth and family stewardship. Scott is a certified financial planner, a fiduciary and has been quoted in the industry’s leading websites including Forbes, Business Insider and Yahoo Finance. Scott is also a Dave Ramsey Smartvestor Pro in the greater Milwaukee and Madison areas.

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Recent Episodes

Preparing Your Retirement Portfolio for a Grizzly Bear Market, Ep #279

Jun 12, 2026 27m

Are you ready for the next grizzly bear?—not the animal, but a major market downturn. He discusses the history of market corrections, bear markets, and the rare but devastating grizzly bear markets,…

The Retirement Trap Nobody's Talking About, Ep #269

May 15, 2026 19m

While most of us spend our working lives worrying about running out of money in retirement, Many retirees actually die with far more money than they anticipated—often missing out on the experiences,…

Should You Stay the Course? War, Oil, and Your Investments, Ep #268

Apr 17, 2026 26m

Watching the news recently has been an uneasy experience for investors and retirees. War headlines dominate the airwaves, oil prices have surged to new highs, and portfolio balances may not look as…

How Data, Discipline, and Human Ingenuity Shape Long-Term Wealth, Ep #267

Mar 13, 2026 23m

In a world where gut instinct once ruled the day—from football coaches making pivotal fourth-down decisions to investors choosing their next stock pick—a revolution has reshaped the landscape:…

Are We in an AI Bubble? And What That Means for Investors, Ep #266

Feb 13, 2026 23m

Investors have short memories—until the talk of a “bubble” resurfaces. We take investors on a quick trip down memory lane, discussing the infamous dot-com bubble of the late ‘90s and early 2000s, as…

Why Artificial Intelligence Can’t Replace Human Wisdom with Your Finances, Ep #265

Jan 16, 2026 26m

AI is everywhere, from investing apps and portfolio tools to recipe planners and vacation organizers, artificial intelligence touches countless corners of our lives. In finance, AI promises…

The Most Important Changes in the One Big Beautiful Bill Explained, Ep #264

Oct 03, 2025 24m

Tax laws may not be flashy, but understanding them can tilt the balance for your family’s finances and peace of mind. I am digging into the details of the much-talked-about “One Big Beautiful Tax…

Balancing US and International Stocks to Diversify Your Investments, Ep #263

Sep 19, 2025 19m

Most investors have been ignoring international stocks lately because the US market has been performing so well—but that strategy might backfire this year, with international markets significantly…

The Secret to Stress-Free Investing, Ep #262

Aug 22, 2025 21m

We all have some worries, those everyday anxieties that creep into our lives—money, kids, jobs, and adding more stress to your life in the form of an investment portfolio can seem like too much at…

The Truth About Bitcoin, Gold, and Safe Investing Strategies, Ep #261

Jul 18, 2025 25m

Bitcoin and gold are two assets often hailed as safe havens and reliable stores of value. I explore whether bitcoin and gold really deliver the security investors hope for, or if, instead, they are…

Common Retirement Myths You Shouldn’t Fall For, Ep #260

Jun 13, 2025 23m

Let’s unpack six of the top retirement misconceptions, from whether it is okay to splurge in retirement, to the necessity of paying off your mortgage before you retire, and the real risks that…

The Secret to Thriving Between Midlife and Retirement, Ep #259

May 16, 2025 20m

In this episode, inspired by my own family life, I am exploring the "holy trinity of assets": time, health, and money. Financial wealth alone does not guarantee a fulfilling future; you also need to…

How to Handle Stock Market Downturns, Ep #258

Apr 19, 2025 20m

Do downturns in the stock market inevitably lead to down years? On the show this month, I am walking you through an analysis of U.S. market trends over the past two decades, illustrating how…

Experts, Predictions, and the Uncertainty of the Stock Market, Ep #257

Feb 14, 2025 20m

Did you know that you can pay someone to give you advice on what to bet on? They can look at historical data like rushing and passing yards, touchdowns, and more—but so can we. Honestly, historical…

The Ultimate Planner to Jumpstart Your 2025, Ep #256

Jan 10, 2025 18m

Today, I am sharing something that my family has fallen in love with—The Clever Fox Dated Planner. This planner goes beyond simple scheduling with features like a gratitude section, vision board,…

Why I Don’t Want You to Spend the Money in Your HSA, Ep #255

Dec 13, 2024 19m

What is an HSA? Who can invest in one? What can you use the money for? Why do I love them? Why shouldn’t you spend the money you save in an HSA? I will unravel all of these questions in this episode…

The Importance of Remaining Disciplined with Asset Allocation, Ep #254

Nov 15, 2024 16m

We invest in large companies, small companies, value companies, international companies, emerging markets, etc. We practice discipline when investing in all of these asset classes. If we want 20% of…

Are You in the Top 5% of Income-Earners or Net Worth? Ep #253

Oct 18, 2024 20m

Ever wondered where you rank financially among Americans? Curious about what it takes to join the top 5% in income or net worth? Every three years, the Fed surveys the finances of American…

Demystifying Financial Advisors, Ep #252

Oct 04, 2024 27m

Did you know that anyone can say they are a financial advisor? They may not be licensed or experienced. So how do you know who to trust? In this episode of Best in Wealth, I will break down the…

Does the Outcome of the Presidential Election Impact My Investments? Ep #251

Sep 20, 2024 23m

Do we care who wins the election? Does it actually impact our investments? The issues at stake matter to each of us for different reasons. Most Democrats think things will be better if a Democrat is…

Frequently Asked Questions

How many episodes does Best In Wealth Podcast have?

Best In Wealth Podcast has published 200 episodes since March 2017, covering topics in Business, Investing.

Is Best In Wealth Podcast still active?

Best In Wealth Podcast is currently highly active with new episodes every 2 weeks. Average episode length is 21m.

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