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Managing to be Wealthy

Managing to be Wealthy

De : Boxland Media
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 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. Weekly episodes cover timely and timeless topics—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. This content is for educational purposes only and does not constitute an advisory relationship. See our company ADV at https://www.managingtobewealthy.comCopyright Boxland Media Développement personnel Economie Réussite personnelle
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    Épisodes
    • What Does “Fee Only” Financial Planning Really Mean?

      What Does “Fee Only” Financial Planning Really Mean?
      Nov 24 2025
      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 purposes only and should not be considered personalized financial, legal, or tax advice. We do not recommend specific products, investments, or strategies. For advice tailored to your situation, please consult a qualified professional such as a financial planner, tax advisor, or attorney.

      **DISCLAIMER***

      The information provided in this podcast is for general informational purposes only and should not be construed as personalized investment advice. Although we are a Registered Investment Adviser (RIA) firm regulated by the U.S. Securities and Exchange Commission (SEC), the content discussed here may not be suitable for everyone. Each individual’s financial situation is unique, and the topics we cover may not apply to your specific circumstances. We strongly encourage you to consult with a qualified financial advisor before making any investment decisions. Listening to this podcast does not create an advisory relationship between you and our firm

      Thank you!

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      27 min
    • Do You Need a Financial Advisor? Here's the Real Answer.

      Do You Need a Financial Advisor? Here's the Real Answer.
      Nov 24 2025
      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.

      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 products, investments, or strategies. For advice tailored to your situation, please consult a qualified professional such as a financial planner, tax advisor, or attorney.

      **DISCLAIMER***

      The information provided in this podcast is for general informational purposes only and should not be construed as personalized investment advice. Although we are a Registered Investment Adviser (RIA) firm regulated by the U.S. Securities and Exchange Commission (SEC), the content discussed here may not be suitable for everyone. Each individual’s financial situation is unique, and the topics we cover may not apply to your specific circumstances. We strongly encourage you to consult with a qualified financial advisor before making any investment decisions. Listening to this podcast does not create an advisory relationship between you and our firm

      Thank you!

      Afficher plus Afficher moins
      37 min
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