Managing To Be Wealthy

Managing To Be Wealthy

By John E. Sestina and CompanyBusinessInvestingBusiness News
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Managing To Be Wealthy episodes

  • Episode 349: Smart Debt Strategy: Using a HELOC to Accelerate Payoff
    Thinking about using a HELOC to help tackle debt—but not sure if it’s a smart move or a risky one? In this episode, we walk through how a home equity line of credit works, why some people use it to pay down higher‑interest debt, and the trade‑offs to think about along the way. It’s a […]
    18 min
  • Episode 348: Cash Flow Modeling for Early Retirement
    Planning to retire early and wondering how the numbers actually shake out? In this episode, we break down cash‑flow modeling in a simple, conversational way—looking at how your timeline, inflation, healthcare costs, Social Security, and shifting spending habits all play into a long‑term plan. It’s a down‑to‑earth chat about building flexibility into your future and […]
    25 min
  • Episode 367: Taxes and Beyond- The Foundation of Your Wealth Strategy
    Unlock more of what you keep by making tax work for you—not against you. We cover simple ways to free up cash flow today, turn debt and major purchases into tax‑smart moves, gift strategically, protect your estate, and coordinate investments and retirement benefits—so your wealth plan goes beyond April 15. Important Note: The content shared […]
    30 min
  • Episode 368: Sharing A Home Without Marriage
    Sharing a home with someone—no matter the relationship—comes with real money choices and no built‑in rulebook. This episode breaks down the conversations that keep co‑living fair, clear, and financially steady when you’re building a life under one roof in your own way. Important Note: The content shared is for informational purposes only and should not […]
    23 min
  • Episode 365: IOUs and Family Ties – Lending Without the Stress or the Mess
    What if helping family could feel good, stay simple, and strengthen your relationships along the way? This episode explores how to support the people you love without stress, confusion, or awkward money moments — just clear intentions, healthy boundaries, and confidence in the choices you make. Important Note: The content shared is for informational purposes […]
    22 min
  • Episode 364: Navigating Financial Growth in Subscription-Driven Businesses
    Running a subscription business feels amazing—money shows up on schedule like a well‑trained golden retriever. Expenses, however, behave more like a raccoon in your trash cans. In this episode, we break down how to budget during those “good months,” save for taxes before they sneak‑attack you, and reinvest without buying every shiny tool the internet […]
    32 min
  • Episode 363: Roth conversion strategies across life stages
    Tax Now, Party Later. A Roth conversion is basically choosing to pay taxes now so Future You can live their best tax‑free life. In this episode, we show how it plays out in your 20s and 30s (cheap taxes!), your 40s and 50s (timing is everything), and retirement (the golden “convert before RMDs attack” window). […]
    27 min
  • Episode 362: Estate Plans Without Family Governance: Like a Car Without a Driver
    Picture a legacy that practically runs itself—not just because the paperwork is solid, but because everyone already knows how to carry the plan forward with confidence. This episode explores the behind‑the‑scenes structure that helps families stay coordinated, informed, and genuinely connected as they move through the future together. Important Note: The content shared is for […]
    23 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.