Sign up to save your podcasts
Or
Share Managing To Be Wealthy
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Managing To Be Wealthy
Managing To Be Wealthy episodes
- Episode 361: The Sequence of Savings Funding HSA, Roth, 401(k), or Taxable FirstWhat if saving wasn’t about rules at all — but about unlocking the smartest sequence for building real financial freedom? This episode peeks behind the curtain at how savvy savers quietly turn everyday choices into long‑term power moves… and why where you stash your next dollar might matter more than how much you save. Think […]25 min
- Episode 360: Equity Compensation Unlocked – Turning Stock into StrategyEver wondered how to turn company stock into real strategy? This episode breaks down RSUs, stock options, ESPPs, tax timing, concentration risk, and what to do when big liquidity events hit. We’ll talk through how equity can fund real‑life goals, how to avoid surprise taxes, and how to build a plan that grows with you—simple, […]16 min
- Episode 359: Beyond the Nest- Power Moves for Your Next Wealth ChapterAs you approach your next wealth chapter, this conversation digs into how to redirect extra cash more intentionally, sharpen your tax and investing moves, refresh estate and insurance plans, and prep confidently for big financial decisions—all while keeping an eye on long‑term goals, family conversations, and the mindset shifts that come with major life transitions. […]29 min
- Episode 358: Boomer Futures – Planning to Live Long, Live Well, and Leave on Your TermsBoomers aren’t just aging — they’re redefining what the next 30 years can look like. This episode dives into how today’s longest‑living, most financially powerful generation can turn longevity into leverage. We’re talking thriving into your 90s, supporting kids and parents without losing momentum, navigating rising health costs with confidence, building a retirement paycheck that […]31 min
- Episode 357: Peace of Mind in Your Lifetime: Planning for Loved Ones with Special NeedsWhen someone you love needs lifelong support, the decisions you make today can shape their security for decades. This episode pulls back the curtain on the thoughtful, behind‑the‑scenes choices families consider when building a plan that protects benefits, honors trust, and keeps everyone confidently aligned for the long run. Important Note: The content shared is […]19 min
- Episode 354: Life After Graduation- Preparing Your College Grad for What’s NextPost‑college life comes with paychecks, bills, decisions, and plenty of “wait… how do I do this?” moments. This episode helps new grads ease into adulthood with a simple, supportive look at money, work, and building confidence in the real world—served with a little humor to make the transition feel a lot less intimidating. Important Note: […]28 min
- Episode 356: Gray Divorce: Protecting Wealth and Independence After 50Splitting up after 50? Let’s make sure the only thing that breaks is the relationship, not your retirement plan. We’ll cover the big stuff: using QDROs without triggering tax nightmares, smart IRA moves, Social Security secrets (hello, 10‑year rule), and why “keeping the house” might actually be keeping you broke. We’ll also hit the must‑dos: […]27 min
- Episode 355: Smart Spending How Small Businesses Can Use Section 179 to Strengthen Their Financial PlanSection 179 can be a real boost—if you use it with purpose. In this episode, we’ll talk about making confident, well‑timed decisions, choosing upgrades that actually move your business forward, and weaving tax strategy into a bigger financial plan – with the right pros in your corner. Important Note: The content shared is for informational […]19 min
- Episode 351: Beyond the Mortgage Hidden Costs, Builder Buydowns & Protecting Your Home and IdentityOwning a home is more than a mortgage payment—it’s a whole ecosystem of costs, decisions, and “wait… no one told me that” moments. In this episode, we explore the often‑overlooked parts of homeownership, from surprising expenses to smart ways to protect both your property and your identity. With practical guidance, a little levity, and a […]40 min
- Episode 353: Spending Smart in RetirementYou did the saving… so why does spending feel so uncomfortable? This episode walks through retirement income and withdrawals in a practical way that helps replace worry with confidence. 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 […]22 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.
www.managingtobewealthy.com.