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 352: Boomers on the Move- Travel Trends & Financial Tips for the Golden Years
    Travel is a top priority for many retirees—but how do you make it fit your financial plan? In this episode, we explore smart budgeting for bucket-list trips, maximizing travel rewards, planning for healthcare abroad, and avoiding scams. Plus, we cover estate considerations for foreign property and tips for balancing family travel with long-term financial health—so […]
    21 min
  • 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 347: 529 Plans and Scholarships- Smart Moves When Your Child Gets a Big Win
    What happens when your child lands a big scholarship—and you still have money in their 529? In this episode, we break down the common “now what?” questions families face. We talk about using leftover funds without penalties, timing withdrawals, shifting beneficiaries, how scholarships interact with education tax credits, and whether extra 529 money could affect siblings’ […]
    24 min
  • Episode 345: Behavioral Triggers in Financial Decision-Making
    Why do emotions drive money choices? We’re unpacking common biases—like loss aversion, anchoring, and herd mentality—and how they shape decisions every day. Tune in for practical insights on staying grounded and making smarter financial moves. Important Note: The content shared is for informational purposes only and should not be considered personalized financial, legal, or tax […]
    27 min
  • Episode 344: Open Enrollment Made Simple – Maximizing Your Benefits
    Open enrollment doesn’t have to be overwhelming. In this episode, we break down the basics, compare health plans, and explain FSAs vs. HSAs, and show you how to maximize employer perks and retirement contributions. Practical tips, real-life examples, and strategies to avoid costly mistakes—so you can make confident benefit choices. Important Note: The content shared […]
    19 min
  • Episode 343: Year-End Financial Checklist: Setting Yourself Up for Success
    Close out the year with confidence! This episode walks through smart moves to review your budget, maximize retirement contributions, fine-tune tax strategies, update insurance, and set exciting goals for the year ahead. Practical tips to help you start strong and stay on track. Important Note: The content shared is for informational purposes only and should […]
    23 min
  • Episode 342: What Does “Fee-Only” Financial Planning Really Mean?
    This episode provides general educational information about the concept of fee-only financial planning. We’ll explain what the term means, how it differs from commission-based models, and discuss common considerations individuals may evaluate when choosing an approach. We’ll also cover general factors related to transparency and client-advisor relationships. Important Note: The content shared is for informational […]
    28 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.