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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 |
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Ep: 340 Fortunes Forged in History
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May 16, 2025 |
Ep: 339 House to Homebase
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May 08, 2025 |
Ep: 338 Social Security Playbook
|
May 01, 2025 |
Ep: 337 Tax Season Reset
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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
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Apr 03, 2025 |
Ep: 333 Wealth RX: The Doctor’s Blueprint
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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!
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Feb 27, 2025 |
Ep: 329 TRUST Smarter, Build Forever
|
Feb 21, 2025 |
Ep: 328 Decode Your Statements
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Feb 13, 2025 |
Ep: 327 Couple's Wealth: One Language
|
Feb 05, 2025 |
Ep: 326 Long-Term Care Realities
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Jan 30, 2025 |
Ep: 325 Crack the Wealth Code
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Jan 23, 2025 |
Ep: 324 Family Fusion & Finances
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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
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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
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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
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Oct 10, 2024 |
Ep: 309 Digital Defense, CPA Shortage Solutions
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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
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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
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Jul 10, 2024 |
Ep: 297 Special Needs Wealth
|
Jul 03, 2024 |
Ep: 296 Establishing Trusts
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Jun 25, 2024 |
Ep: 295 Beyond Uncertainty: Interest Rate Financial Strategies
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Jun 21, 2024 |
Ep: 294 Beyond Uncertainty: Charitable Legacy Planning
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Jun 12, 2024 |
Ep: 293 Beyond Uncertainty: Safeguarding Your Capacity
|
Jun 06, 2024 |
Ep: 292 Stock Option Insights
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May 28, 2024 |
Ep: 291 Prosperity In Retirement
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May 23, 2024 |
Ep: 290 Tuition Tactics
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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
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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
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Jul 24, 2022 |