Managing To Be Wealthy

Managing To Be Wealthy

By John E. Sestina and CompanyBusinessInvestingBusiness News
Download on the App Store

Managing To Be Wealthy episodes

  • 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 […]
    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, […]
    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 […]
    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 […]
    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 […]
    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: […]
    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 […]
    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 […]
    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, […]
    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.