Craft & Sage Podcast
Hosted by Megan Jewett, WMS™, CFP®, Wisdom for What’s Next explores the financial questions that come with life’s biggest transitions.
Meet The Host
Megan Jewett, WMS™ CFP®
Co-Founder, Wealth Advisor
Megan understands that financial decisions are rarely just about numbers. They’re often connected to family, identity, relationships, personal experiences, and the future someone hopes to build.
Her goal is to make complex topics easier to understand while giving listeners useful questions and ideas to consider in their own lives.
Wisdom for What’s Next
Life rarely follows a perfectly straight path. Retirement, a career move, an inheritance, divorce, the loss of someone you love, or caring for aging parents can change more than your circumstances; these moments can also bring important financial decisions.
Each episode offers practical perspective to help you:
- Understand how major life changes may affect your financial plan
- Identify important questions before making a decision
- Consider the financial, personal, and family implications together
- Prepare more intentionally for what may come next
Whether you’re approaching retirement, navigating an unexpected transition, supporting someone you love, or simply thinking ahead, Wisdom for What’s Next can help you better understand your options and determine your next step.
Latest Episodes
Wisdom For What’s Next is a podcast about money, life transitions, and the financial decisions that shape your next chapter.
Hosted by Megan Jewett, WMS™ CFP®, the show brings thoughtful, practical conversations about retirement, family, career changes, divorce, loss, inheritance, aging parents, estate planning, and the moments when life asks, “What now?”
Each episode is designed to help listeners slow down, get organized, understand their options, and make more intentional decisions about their financial future. You’ll hear approachable guidance, real-world planning conversations, and perspective from professionals who help individuals and families move through change with greater direction and support.
The podcast is produced by Craft & Sage Wealth, a Kansas City-based financial planning firm helping people plan wisely for what comes next.
Whether you’re preparing for retirement, adjusting after a major life event, helping someone you love, or simply trying to make smarter decisions for the future, Wisdom For What’s Next helps you think through what matters now, what can wait, and what steps may be worth taking next.
A disability can change a family’s finances quickly. Income may fall, caregiving responsibilities may grow, and the person handling the bills and accounts may no longer be able to do so.
In this episode of Wisdom for What’s Next, Megan Jewett, WMS™ CFP®, co-founder and wealth advisor at Craft & Sage Wealth, closes her three-part conversation on death, divorce, and disability. She discusses steps families can take before a crisis, from reviewing account access and insurance coverage to understanding cash flow and updating an estate plan. Megan also shares why caregivers need support and room to care for themselves.
Key Takeaways
- Make sure someone can manage the household finances
Review how accounts are titled, who can access them, and where essential account information is kept. - Know what income and benefits may be available
Understand your disability insurance coverage and explore whether Social Security disability benefits may apply. - Plan for a change in cash flow
If a household income is reduced, review expenses and discuss potential income sources with your financial and tax professionals before making decisions. - Revisit your estate plan
A spouse’s or child’s disability may change what your plan needs to provide, including how an inheritance could affect a child’s eligibility for benefits. - Give caregivers room to breathe
Taking on someone else’s care while managing the household is a major change. Megan encourages caregivers to seek support and make time for themselves.
For more resources, visit craftandsage.com. Follow Wisdom for What’s Next for more conversations about life’s financial transitions, and share this episode with someone who may find it helpful.