Managing To Be Wealthy

Managing To Be Wealthy

By John E. Sestina and CompanyBusinessInvesting
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Managing To Be Wealthy episodes

  • Episode 380: Pension Disability: When You Can’t Work, What Does Your Pension Really Do
    Ever skimmed a pension document and thought, “yep… future me will figure this out”? Pension disability benefits are one of those things most people don’t think about until they absolutely have to. We’ll talk through what it actually means in plain English, why it’s not always what people expect, and how it fits in with other benefits you might already have in the background. Important Note: The content shared is for informational purposes only and should not be considered personalized financial, legal, or tax advice. We do not recommend specific products, investments, or strategies. For advice tailored to your situation, please […]
    19 min
  • Episode 379: What to Do Before You Choose Your Pension
    You finally get to your pension decision… and it’s basically “pick your future” in a 30-second choose-your-own-adventure. Pensions are really just different paths—steady monthly income, or a lump sum you take and steer yourself. We break down what pensions actually do (and don’t do), how they plug into the rest of your financial life, and why things like timing, inflation, and survivor options matter more than they first appear. Think less jargon, more “what does this actually mean for real life?” And as always, this is general info—not advice—so loop in a pro before making the big call. Important Note: The […]
    24 min
  • Episode 378: College Funding Strategy Without Sacrificing Retirement
    College bills, retirement savings, aging parents, and somehow you’re supposed to make all of it work at once? In this episode, we break down how not to accidentally fund everyone else’s life while forgetting your own—from smart ways to pay for college without derailing your future, to student loans, to helping family as life shifts, and even thinking about long-term wealth in a way that doesn’t make your head spin. It’s less “perfect plan,” more “here’s how real people actually juggle it without losing their footing.”College bills, retirement savings, aging parents, and somehow you’re supposed to make all of it work […]
    29 min
  • Episode 377: Support Aging Parents Without Derailing Your Plan
    At some point, caring for your parents becomes part of the story of adulthood—and it can actually bring a lot of meaning when it’s done with a plan. Aging parents bring up big but very normal questions around money, care, and how to support them without throwing your own financial future off track. We talk through how to make that support feel structured instead of stressful, how long-term care planning and insurance can fit in, and how to keep things organized as needs change over time—without everything turning into a last-minute scramble. Important Note: The content shared is for informational purposes […]
    26 min
  • Episode 376: Special Needs Planning
    Special needs planning has a way of becoming urgent in the most unexpected moments—whether it’s a child born with lifelong care needs or an adult whose life changes overnight after an accident. We talk through how families can use special needs trusts to protect benefits while still making sure care is fully supported, why life insurance often plays a bigger role here than people expect, and how to build financial and legal structures that don’t collapse under real-life pressure. We also get into the human side—how to coordinate caregivers and professionals, keep siblings and family on the same page, and design […]
    14 min
  • Episode 375: Multigenerational wealth planning, and Family communication
    Money, family, and legacy—aka the combo that can turn a normal conversation into a group chat disaster real fast. In this episode, we break down how families actually build multigenerational wealth without the drama: from avoiding the “why didn’t I know about this?” fights, to deciding whether to give money now or later, to having family money talks that don’t feel like an interrogation. We also dig into keeping heirs from accidentally becoming spoiled trust-fund zombies, using philanthropy to give wealth some purpose, and setting up just enough structure so things don’t fall apart when life gets messy. Important Note: The […]
    20 min
  • Episode 374: Life changes that should trigger an estate plan
    Your estate plan is basically your life’s autopilot… until life changes the destination mid-flight. Marriage, kids, job changes, and family shifts all nudge the controls in new directions. We walk through when it’s time to check the flight path and why small updates can keep everything headed where you actually meant to go. Important Note: The content shared is for informational purposes only and should not be considered personalized financial, legal, or tax advice. We do not recommend specific products, investments, or strategies. For advice tailored to your situation, please consult a qualified professional such as a financial planner, tax advisor, […]
    24 min
  • Episode 373: The Estate Planning Decisions That Shape Family Outcomes
    Estate planning is like setting the ground rules before everyone shows up with opinions. In this episode, we unpack the quiet decisions that shape family outcomes—why “fair” doesn’t always feel fair, why timing can matter more than money, and how unspoken expectations can create tension. It’s a real‑life conversation about aligning plans, people, and priorities—before misunderstandings take over. Important Note: The content shared is for informational purposes only and should not be considered personalized financial, legal, or tax advice. We do not recommend specific products, investments, or strategies. For advice tailored to your situation, please consult a qualified professional such as […]
    17 min
  • Episode 372: Easing Into Retirement
    Retirement isn’t a switch you flip—it’s a shift you feel. In this episode, we talk about how to ease into retirement without wrecking your cash flow, your taxes, or your peace of mind. From smart withdrawal strategies and healthcare planning to spending choices and what comes next, this conversation is for people who want more freedom now without creating problems later. Important Note: The content shared is for informational purposes only and should not be considered personalized financial, legal, or tax advice. We do not recommend specific products, investments, or strategies. For advice tailored to your situation, please consult a qualified […]
    24 min
  • Episode 371: Protecting Parents: Financial Moves for Parents in Declining Health
    When a parent’s health changes fast, families are forced into financial decisions they never expected to make. In this episode, we walk through the real‑life choices adult children face—from care decisions and using the family home to coordinating siblings and protecting their own financial future—when everything feels uncertain and rushed.When a parent’s health changes fast, families are forced into financial decisions they never expected to make. In this episode, we walk through the real‑life choices adult children face—from care decisions and using the family home to coordinating siblings and protecting their own financial future—when everything feels uncertain and rushed. Important Note: […]
    25 min

About Managing To Be Wealthy

From the publisher's feed

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.