There are three choices people have when they decide to invest money in a mutual fund.  In this episode you will learn what these three choices are and how they compare to the evolution of media.  Is the money in your mutual fund invested like the equivalent of a VHS tape, a DVD player or a Blu-ray player?  Learn the evolution of investment philosophies and why this is so important to give you the greatest chance for success in your quest to grow your wealth.

There are three choices people have when they decide to invest money in a mutual fund. In this episode you will learn what these three choices are and how they compare to the evolution of media. Is the money in your mutual fund invested like the equivalent of a VHS tape, a DVD player or a Blu-ray player? Learn the evolution of investment philosophies and why this is so important to give you the greatest chance for success in your quest to grow your wealth.

There are three choices people have when they decide to invest money in a mutual fund.&nbsp; In this episode you will learn what these three choices are and how they compare to the evolution of media.&nbsp; Is the money in your mutual fund invested like the equivalent of a VHS tape, a DVD player or a Blu-ray player?&nbsp; Learn the evolution of investment philosophies and why this is so important to give you the greatest chance for success in your quest to grow your wealth.

008 – Do Your Mutual Fund Investments Look Like a VHS Tape or a Blu-ray Player?

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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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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008 – Do Your Mutual Fund Investments Look Like a VHS Tape or a Blu-ray Player?

008 – Do Your Mutual Fund Investments Look Like a VHS Tape or a Blu-ray Player?

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