Managing To Be Wealthy
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We are a private professional financial planning firm, counseling individual clients on an objective basis. Managing To Be Wealthy, with John E.
03/25/2022
DISABILITY INSURANCE
PROTECT YOUR ABILITY TO PRODUCE INCOME
How To Fit Disability Insurance Into Your Financial Plan
- How does insurance fit into protecting your financial legacy?
- Fight the potential sticker shock!
- Employer provided insurance: The devil's in the details
- Look for ways to reinforce your coverage
- Consider your salary and how you're paid
- Understand the tax expectations
- Social Security disability insurance
- Athletes and business owners
- Don't get caught up in the "It's not gonna happen to me!" mindset
TALK TO YOUR Certified Financial Planner!
https://www.managingtobewealthy.com/podcast/2022/3/20/ep-226-disability-insurance
03/18/2022
MANAGING WINDFALL
So...you've been handed a bucket of money! NOW WHAT??
Financial Planning Strategies
for the Management and Protection of a
Monetary Windfall
- Take stock of your "buckets"
- Be wary of the temptation to change your lifestyle
- Knock! Knock!...it's TAX TIME!
- How does charity fit into your plan?
- Make it matter!
- Tips to protecting your new money
- Why is an ESTATE PLAN so important?
- Insurance is assurance
- Privacy is key
GET HELP from your Certified Financial Planner!
https://www.managingtobewealthy.com/podcast/2022/3/13/ep-225-managing-windfall
02/25/2022
Love and Money
BLEND YOUR FINANCES..In Harmony!
- The "Me" to "WE"
- Bond and connect over the monthly budget
- Sharing life's priorities and goals
- Pay attention early in the courtship
- Transparency from the get go
- The impact of childhood influences
- Until you're married..you're NOT!
- Who pays for what?
- Take the vows, then hit RESET!
- Communication is key in choosing lifestyle goals
- Start early- Get help from a Certified Financial Planner!
https://www.managingtobewealthy.com/podcast/2022/2/20/ep-222-love-and-money
02/04/2022
SAVING VS. DEBT REDUCTION
What would give YOU Greater Peace of Mind
..Prioritizing Your Savings, or Paying Down Your Debt?
- The importance of tracking your expenses
- The two faces of debt
- Prioritize savings while you manage payments
- Pay yourself first to get ahead!
- Understand your financial obligations
- Snowball versus Avalanche
- Is discipline your Achilles heel?
- Talk to your Certified Financial Planner
https://www.managingtobewealthy.com/podcast/2022/1/30/ep-221-saving-vs-debt-reduction
01/11/2022
Retirement Goals
Create a Successful Retirement Plan...YOUR Way!
- Do your homework before you make a change
- Don't forget your insurance footprint
- Evaluate your healthcare costs
- Know your goals to avoid missteps
- How family plays into your retirement plan
- The economy of today and your financial goals
- The various ways you can gift loved ones
- Consider the many faces of care giving
- Talk to your advisor along the way!
https://www.managingtobewealthy.com/podcast/2022/1/11/ep-218-retirement-goals
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Our Story
Managing To Be Wealthy was founded in 1965 by John Sestina. As a comprehensive financial planning firm, we counsel individual clients on an objective fee-only basis. Our guidance to clients throughout the United States includes cash flow management, investment management, tax planning, disability and life insurance planning, debt reduction strategies, education planning, retirement planning, and estate planning.
John Sestina has been widely recognized as a pioneer of the profession of fee-only financial planning. His stature as one of the earliest practitioners in the fee-only movement is reflected in a long career of firsts in financial planning education and service. In order to promote professionalism and credibility in a then-fledgling field, John participated in the earliest days of two fee-only professional associations: Society of Independent Financial Advisors (SIFA) and the National Association of Personal Financial Advisors (NAPFA) in 1982.
John was awarded the coveted Robert J. Underwood lifetime service award by the National Association of Personal Financial Advisors in 2008.
As our company celebrated its 50th anniversary in 2016, Stephen Lukan, CFP®, and Tyler Cook, CFP®, have assumed new roles as managing partners. Stephen joined the firm in 2002, with Tyler joining in 2004. Together, Stephen and Tyler bring a wealth of knowledge and leadership to the firm.
Though John is no longer involved in the day to day operations of the company, he continues to advocate the fee only financial planning profession. He also takes the time to host weekly installments of the “Managing to Be Wealthy” Radio Show and podcast. You may even occasionally see him in the office still meeting with long-time friends.
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Contact the business
Telephone
Address
1161 Bethel Road, Suite 201
Columbus, OH
43220
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
