Best In Wealth Podcast

Scott Wellens

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

11/15/2024 • 16 min

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 a portfolio allocated to large value, we maintain that percentage. We also practice strategic rebalancing. If something has an upward momentum, we set tolerance zon… Play episode

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Demystifying Financial Advisors
Does the Outcome of the Presidential Election Impact My Investments?
6 Lessons from Fritz Gilbert’s 6 Years of Retirement
The 3 Big Rules of Investing
Buying a New Car: What to Learn from My Experience
How Much Should You Spend on Vacations? Ep #247
4 Questions to Help You Decide When to Retire
How to Teach Your Kids How to Budget
How to Overcome “The Wall of Worry”
Understanding the Mutual Fund Landscape
Solving the Two Biggest Retirement Problems
Do Roth Conversions Make Sense For You?
The Positive Impact of Uncertainty
Why Your Portfolio Should Be Internationally Diversified
How Often Should You Look at Your Investments?
Should You Invest in the Magnificent Seven?
Charlie Munger’s Life Lessons
The Average Net Worth of US Households by Age
Is American Household Wealth Growing?
5 Life Lessons Kids Need to Learn
Will We See a 4th Quarter Rally?
End-of-Year Financial Planning Issues to Consider
The 9 Traits of a Happy Retirement
3 Important Observations on Wealth and Health
Will Social Security Run Out by 2023?
The Pros and Cons of Owning a Second Home
Dissecting the Illusion of Moral Decline
How to Choose a Financial Power of Attorney
The Importance of Staying Disciplined in Asset Classes
Are You Rich?
The Concept of Work Ethic vs. Life Ethic
Why A Recession Shouldn’t Be Scary
Inflation: Why There’s Reason to Remain Hopeful
March Madness: Your NCAA Bracket vs. Investing
How Vacations Make You Wealthier
What is Your TRUE Net Worth?
Savings Accounts: Earn the Interest Rate You Deserve
Withstanding the Roller-Coaster of Investing
The Psychology of Spending
Can Your Investment Plan Withstand the Stock Market?
Stick With It: How to Build Good Habits in the New Year
Say Goodbye to Bad Habits in 4 Steps
What is Driving the Stock Market Gains?
The Best in Wealth Guide to Understanding Medicare
The Pros and Cons of Being Rich
How 17 Different Countries Define Meaningful Lives
How Do You Earn More Time?
7 Tips to Help You Navigate Money in Your Marriage

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