Managing To Be Wealthy

By John E. Sestina and Company

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Category: Investing

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Subscribers: 3
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Episodes: 100

Description

Managing to Be Wealthy® is one of the nation’s premier financial planning podcasts—informative, innovative, and rooted in real-world experience. Hosted by Tracey Bennett and our team of CERTIFIED FINANCIAL PLANNER™ professionals, each episode blends decades of insight with relatable conversations to help you take charge of your financial life with clarity and confidence. Produced by John E. Sestina and Company in tandem with Boxland Media, LLC, a fee-only financial planning firm registered with the SEC and based in Columbus, Ohio, the podcast reflects a philosophy more than 50 years in the making. Grounded in our comprehensive and time-tested approach, Managing to Be Wealthy®, we deliver planning guidance that is personal, practical, and built around your goals—because peace of mind is the true measure of wealth. Each weekly episode covers timely and timeless topics alike—from “Do you feel financially secure for retirement?” to “What does it take to become financially independent?”—offering valuable takeaways for listeners at every stage of life. You can tune in anytime, wherever you stream your podcasts. If you have a question or would like to join the conversation, we’d love to hear from you.

www.managingtobewealthy.com.


Episode Date
Ep: 340 Fortunes Forged in History
May 16, 2025
Ep: 339 House to Homebase
May 08, 2025
Ep: 338 Social Security Playbook
May 01, 2025
Ep: 337 Tax Season Reset
Apr 24, 2025
Ep: 336 No Will?...Now What?!
Apr 17, 2025
Ep: 335 Who's Got YOUR back?
Apr 10, 2025
Ep: 334 Turning Properties into Profits
Apr 03, 2025
Ep: 333 Wealth RX: The Doctor’s Blueprint
Mar 28, 2025
Ep: 332 Tax Bracket Playbook
Mar 21, 2025
Ep: 331 Leverage Debt, Grow Wealth
Mar 06, 2025
Ep: 330 Unlock Backdoor & Mega Roth Secrets!
Feb 27, 2025
Ep: 329 TRUST Smarter, Build Forever
Feb 21, 2025
Ep: 328 Decode Your Statements
Feb 13, 2025
Ep: 327 Couple's Wealth: One Language
Feb 05, 2025
Ep: 326 Long-Term Care Realities
Jan 30, 2025
Ep: 325 Crack the Wealth Code
Jan 23, 2025
Ep: 324 Family Fusion & Finances
Jan 16, 2025
Ep: 323 Get Help From the Pro!
Jan 10, 2025
Ep: 322 Protect Your Safe Haven
Jan 03, 2025
Ep: 321 Grad Goals - Financial Freedom
Dec 26, 2024
Ep: 320 Cash Hoarding's Hidden Cost
Dec 19, 2024
Ep: 319 Naughty or Nice: Financial Wins!
Dec 12, 2024
Ep: 318 Life Events and Your Money
Dec 05, 2024
Ep: 317 RMD Success Strategies
Nov 29, 2024
Ep: 316 Veteran Wealth Strategies
Nov 20, 2024
Ep: 315 Last Call: Year-End Financial Tips
Nov 13, 2024
Ep: 314 A Woman's Legacy
Nov 07, 2024
Ep: 313 Optimize Benefits, Plan Ahead
Oct 31, 2024
Ep: 312 Alternative Investments Uncovered
Oct 23, 2024
Ep: 311 Money Myths: Fact or Fiction?
Oct 16, 2024
Ep: 310 Future Healthcare, Medicare's Impact
Oct 10, 2024
Ep: 309 Digital Defense, CPA Shortage Solutions
Oct 02, 2024
Ep: 308 The Fed’s Rate Play
Sep 23, 2024
Ep: 307 Smart Growth for Small Biz
Sep 18, 2024
Ep: 306 Medicare Made Easy!
Sep 06, 2024
Ep: 305 Get Rich Quick!
Sep 06, 2024
Ep: 304 Long-Term Care: What's YOUR Game Plan?
Aug 29, 2024
Ep: 303 Wages and the Economy
Aug 13, 2024
Ep: 302 Bold Retirement Explorations
Aug 07, 2024
Ep: 301 Social Security Work Strategies
Jul 25, 2024
Ep: 300 Tax Tactics at All Ages
Jul 22, 2024
Ep: 299 401k or IRA?
Jul 12, 2024
Ep: 298 Real Estate Insights
Jul 10, 2024
Ep: 297 Special Needs Wealth
Jul 03, 2024
Ep: 296 Establishing Trusts
Jun 25, 2024
Ep: 295 Beyond Uncertainty: Interest Rate Financial Strategies
Jun 21, 2024
Ep: 294 Beyond Uncertainty: Charitable Legacy Planning
Jun 12, 2024
Ep: 293 Beyond Uncertainty: Safeguarding Your Capacity
Jun 06, 2024
Ep: 292 Stock Option Insights
May 28, 2024
Ep: 291 Prosperity In Retirement
May 23, 2024
Ep: 290 Tuition Tactics
May 06, 2024
Ep: 289 Solopreneur Tax Tips
Apr 09, 2024
Ep: 288 Credit Cards: Multiplying Effects
Apr 01, 2024
Ep: 287 Structuring YOUR Business
Mar 22, 2024
Ep: 286 Identity Theft
Mar 14, 2024
Ep: 285 Fee-Only Insights
Mar 11, 2024
Ep: 284 NIL's Possibilities
Mar 01, 2024
Ep: 283 Rollovers Made Easy
Feb 26, 2024
Ep: 282 Investment Blunders
Feb 20, 2024
Ep: 281 Insurance for Future Protection
Feb 09, 2024
Ep: 280 Unique Career Finance
Feb 08, 2024
Ep: 279 Estate Planning Perspectives
Jan 29, 2024
Ep: 278 Homebuying Aspirations
Jan 19, 2024
Ep: 277 Couple's Wealth: One Language
Jan 12, 2024
Ep: 276 Cashflow Resolution Secrets
Jan 10, 2024
Ep: 275 Family Tax Essentials
Dec 28, 2023
Ep: 274 Impactful Giving
Dec 15, 2023
Ep: 273 Social Security Mastery
Dec 11, 2023
Ep: 272 Wellness Wealth Synergy
Dec 06, 2023
Ep: 271 Good Credit/Bad Credit
Nov 22, 2023
Ep: 270 Using a 529 For Your Kid's Future
Nov 21, 2023
Ep: 269 The Future of Healthcare
Nov 10, 2023
Ep: 268 Healthcare and Your Money
Nov 06, 2023
Ep: 267 Navigating Financial Planning for Aging Parents
Nov 02, 2023
Ep: 266 Financial Planning for Divorce
Oct 24, 2023
Ep: 265 Single Stock Risks
Oct 06, 2023
Ep: 264 Kids and Money
Aug 10, 2023
Ep: 263 Do you have enough to retire?
Aug 03, 2023
Ep: 262 Are Your Employee Benefits on Point?
Jul 27, 2023
Ep: 261 Insure YOUR Legacy!
Jul 20, 2023
Ep: 260 HERE'S WHAT'S COMING NEXT!
Dec 21, 2022
Ep: 259 SPENDING DURING THE HOLIDAYS
Dec 11, 2022
Ep: 258 ARE YOU WORRIED ABOUT PROTECTING YOUR HOME?
Dec 04, 2022
Ep: 257 Social Security Benefits
Nov 20, 2022
Ep: 256 GENERALLY SPEAKING
Nov 13, 2022
Ep: 255 YOUR FIRST JOB
Nov 06, 2022
Ep: 254 YOUR ESTATE PLAN
Oct 30, 2022
Ep: 253 ASSET LOCATION & TAX DIVERSITY
Oct 23, 2022
Ep: 252 OPEN ENROLLMENT SEASON
Oct 16, 2022
Ep: 251 AMASS AND PASS
Oct 09, 2022
Ep: 250 HEALTHCARE TIPS
Oct 07, 2022
Ep: 249 Financial Leakage
Sep 30, 2022
Ep: 248 THE ENTREPRENEUR IN YOU
Sep 18, 2022
Ep: 247 ADJUSTABLE MORTGAGE RATES
Sep 16, 2022
Ep: 246 KIDS LOVE MONEY
Aug 28, 2022
Ep: 245 MONEY MAIL BAG
Aug 21, 2022
Ep: 244 SCHOOL PENSIONS
Aug 14, 2022
Ep: 243 INVESTING IN GOLD
Aug 07, 2022
Ep: 242 MORE LOAN FORGIVENESS
Aug 05, 2022
Ep: 241 CHIP SHORTAGE
Jul 24, 2022