Managing To Be Wealthy
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.
Episodes
This episode provides general educational information about the role of financial advisors and considerations for determining whether professional guidance may be appropriate. We’ll discuss common factors individuals evaluate, the potential benefits of working with an advisor, and general strategies for managing personal finances.
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