Managing to Be Wealthy [Illustrated] [Paperback]

John F. Sestina (Author)

Book Description

Publication Date: April 4, 2000

Getting started, maintaining momentum, maximizing investment returns and minimizing the tax bite is a daunting task. Novice or seasoned Certified Financial Planner John Sestina provides the information to move investors to the next level.

Sestina's new book summarizes more than three decades of financial counseling and training financial advisors to help investors create a realistic and goal-oriented financial plan. Details on how to get started and when to do it, complete with time lines and sequences of activities are included. He addresses the significance of each stage in the planning process, and points out questions to get answered by professionals. His "big picture" approach is supported with more than 70 detailed checklists and calculations to keep investors on track. Sestina addresses:

* financial concepts needed to get started * how to identify where you are and where you want to go * the importance of big goals and how to achieve them--retirement,

education, home ownership * strategies to manage risk with insurance * investment allocations, tax reduction and estate planning issues * how to find a good financial advisor

Editorial Reviews

From the Publisher

John Sestina is a legend in our industry and his book is a gem. If you earn about $50,000 per year, Managing to Be Wealthy will benefit you. You will not need a computer since this book is your financial plan. Johns folksy style is easy to read. There are lots of practical worksheets. This book is a how-to guide to financial independence. John debunks some myths, and makes sense of the complex financial world we live in today.

Gary R. Greenbaum, CFA, CFP, CIMA President Greenbaum and Orecchio, Inc., Wealth Management Services

About the Author

John Sestina, CFP, ChFC, has been a top financial planner in private practice since 1965. He created The Sestina Network for Fee-Only Financial Planning Professionals to make high-quality financial advice more accessible to consumers at all income levels. In addition to his private practice, Mr. Sestina teaches at The Ohio State University and is cofounder of the National Association of Personal Financial Advisors (NPAFA). He has been featured in The Wall Street Journal, Kiplingers Personal Finance, USA Today, Newsweek, Bloomberg, and others.

Product Details

• Paperback: 336 pages
• Publisher: Kaplan Publishing; illustrated edition edition (April 4, 2000)
• Language: English
• ISBN-10: 0793137160
• ISBN-13: 978-0793137169
• Product Dimensions: 9 x 7.3 x 0.8 inches
• Shipping Weight: 1.3 pounds
• Average Customer Review: 4.4 out of 5 stars  See all reviews (8 customer reviews)
• Amazon Best Sellers Rank: #1,089,925 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

6 of 7 people found the following review helpful:

5.0 out of 5 stars The best book on finances period !, June 19, 2000

By 

"dannyboysc" - See all my reviews

This review is from: Managing to Be Wealthy (Paperback)

Voted by his peers to be the #1 planner in the business, John Sestina is the undisputed expert when it comes to financial planning. The book is written in a readable format, without compromising the integrity of the complex subject. I have already given away my first copy and have ordered a second one. This is not a novel; you will want to have a notebook and hi-lighters on hand if you are serious about applying his teaching. John's clients pay hundreds of dollars an hour for his advice, and you can get his thought process here for less than twenty dollars. If you are even remotely interested in learning more about finances, I highly recommend this book.

4 of 5 people found the following review helpful:

5.0 out of 5 stars "Where we live" book on planning, July 25, 2000

By 

Greg Frueh (Dayton, Ohio) - See all my reviews
(REAL NAME)   

This review is from: Managing to Be Wealthy (Paperback)

John Sestina shows how with Common Sense you can get on track to having a truly secure financial future. The steps he describes are in laymen's terms that can be followed without having to have a Doctorate Degree in Finance. Great Book. I've given copies of this book to my family.

4 of 5 people found the following review helpful:

5.0 out of 5 stars John is the source and the most qualified, June 7, 2000

By A Customer

This review is from: Managing to Be Wealthy (Paperback)

in the world of Financial Planning John Sestina is the MAN. No one absolutely no one is more qualified to write about FP. No matter what your income is there's incredible tips for you. Especially at this price. He accomplishments alone are enough. Read anything by him and/or listen to his radio programs. Ask yourself who are you getting your financial information from? if you take their advice ( which is meant to help you of course) ask yourself, " do I want what they have?" John Sestina no nonsense logical approach works - he has the fruit on the tree to support his book. Again for the price how can you go wrong?