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Managing To Be Wealthy

by John E. Sestina and Company

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.

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22 Episodes
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Episodes

Showing 6 of 22 episodes

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Ep: 340 Fortunes Forged in History

33m
•May 16, 2025

Ep: 339 House to Homebase

27m
•May 8, 2025

Ep: 338 Social Security Playbook

25m
•May 1, 2025

Ep: 337 Tax Season Reset

30m
•Apr 24, 2025

Ep: 336 No Will?...Now What?!

25m
•Apr 17, 2025

Ep: 335 Who's Got YOUR back?

24m
•Apr 10, 2025