Organizing Life's Daily Demands with Peter Gordon, Episode 60In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Deborah Yelvington, President of Dynamic Permits, The Fastest & Most Reliable Building Permit Expeditors.Tune in to the episode to hear about: * The services daily money managers and permit professionals provide that help people organize their financial and property-related demands * How unresolved building permits impact homeowners, especially when selling or transferring property * The steps involved in closing out open or missing permits, and why it’s important to have updated property surveys * How permit professionals assist clients in dealing with contractors and navigating complex permit processes * The best ways for homeowners and professionals to find help and avoid common pitfalls related to property permitsLearn more about Deborah Yelvington: * Visit Dynamic Permits’ website: https://www.dynamicpermits.com * Connect with Deborah on LinkedIn: https://www.linkedin.com/in/deborah-yelvington-4b3a8955***********************************Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances.In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands.Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordonLearn more about New York Financial Organizers: https://nyfo.nyc
Organizing Life's Daily Demands with Peter Gordon, Episode 59In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Sonya Weisshappel, professional organizer, move manager, and inventory expert who is the founder and CEO of Seriatim Inc in New York, celebrating 25 years this year. In May of 2024, she debuted her new memoir, "Confessions of a Chaos Whisperer."Tune in to the episode to hear about:- The origins of her business, Seriatim Inc, and the importance of organizing tangible assets, paperwork, and memorabilia, especially during major life transitions or crises- The critical role of knowing what you own, both for proper insurance and for smoothly handling estates, divorces, and other significant transitions- Seriatim's services, including dealing with clutter, managing moves, and coordinating logistics with trusted advisors to ensure clients understand their financial pictures and avoid accidental or unknown assets- The value of collaboration and the peace of mind that comes from being well-organizedLearn more about Sonya Weisshappel: * Visit Seriatim Inc.’s website: http://www.seriatim.net * Connect with Sonya on LinkedIn: https://www.linkedin.com/in/sonyaweisshappel * Learn more about Sonya’s book & get a peek inside: https://www.seriatim.net/chaos-whisperer-book * Follow Seriatim on Facebook: https://www.facebook.com/SeriatimInc * Follow Seriatim on Instagram: https://www.instagram.com/seriatim_inc***********************************Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances.In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands.Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordonLearn more about New York Financial Organizers: https://nyfo.nyc
Organizing Life's Daily Demands with Peter Gordon, Episode 58 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Nora Diaz Bretherton, Founder of Silver Lining Care Solutions. Tune in to the episode to hear about: * The benefits and differences of Nora’s registry service for matching home health aides with families compared to traditional agencies * The importance of skilled care and long-term relationships for better continuity and quality of care * The challenges faced by solo agers and the sandwich generation, highlighting the importance of planning, having essential legal documents, and utilizing a team approach for aging in place * The significance of educating the public about available services and the critical role of geriatric care managers and daily money managers in supporting elderly individuals and their families Learn more about Nora Diaz Bretherton: * Visit Silver Lining Care Solutions’ website: http://www.SLCareSolutions.com * Connect with Nora on LinkedIn: https://www.linkedin.com/in/noradiazbretherton * Follow Silver Lining Care Solutions on Facebook: https://www.facebook.com/profile.php?id=61555439301532 *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc
Organizing Life's Daily Demands with Peter Gordon, Episode 57 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Amy Cook, Founder of Amy Cook Maven Lane Financial Group. Amy is also author of the book, “YOUR MONEY NARRATIVE — Understanding Your Story to Build a Stronger Financial Future.” Tune in to the episode to hear about:: * Understanding Your Money Narrative * Real estate decisions and planning tips * Financial literacy for teens * Navigating financial challenges in divorce * Essential steps for getting started with financial planning Learn more about Amy Cook: * Connect with Amy on LinkedIn: https://www.linkedin.com/in/amy-cook-mspfp-mpas%C2%AE-cfp%C2%AE-3239199 * Visit Amy Cook Maven Lane Financial Group’s website: https://www.mavenlanefinancialgroup.com * Check out Amy’s book, “Your Money Narrative,” which includes a a budget worksheet and a checklist: https://www.yourmoneynarrative.com * Email: acook@mavenlanefinancial.com *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc
Organizing Life's Daily Demands with Peter Gordon, Episode 56 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Dr. Ken Redcross, a Concierge Physician at Dr. Ken Redcross, LLC. Dr. Redcross is a practicing internal medicine doctor who offers personalized care through his concierge practice, focusing on providing access, convenience, and time to his patients. He combines his medical expertise with a passion for wellness and holistic care, ensuring a meaningful doctor-patient connection. Tune in to the episode to hear about: * The importance of trust, respect, empathy, and communication in the doctor-patient relationship * How stress and lifestyle can impact health, including Dr. Redcross’s personal story of overcoming a health scare * The challenges in modern medicine, including physician burnout and the pressure to see more patients in less time * The role of diet, exercise, and mindful living in preventing illness and maintaining health * Dr. Redcross’s balance of private pay medicine with giving back through elder care services Learn more about Ken Redcross: * Connect with Ken on LinkedIn: https://www.linkedin.com/in/drredcross *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc
Organizing Life's Daily Demands with Peter Gordon, Episode 55 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Jennifer Martin, a Funeral Director with over 30 years of experience. Jennifer brings extensive experience and compassion to her role, helping families navigate funeral planning with personalized care and support. Tune in to the episode to hear about: * Pre-Planning Importance: Jennifer Martin emphasizes the benefits of planning funerals in advance to reduce stress and avoid emotional decision-making. * Financial Advantages: Jennifer Martin highlights how prepaying for funerals locks in costs and protects against price increases, and how prepaid funds can affect Medicaid asset limits. * Cremation vs. Burial: She talks about how personal and religious beliefs influence the choice between cremation and burial, and the importance of consulting with a funeral director. * Detailed Preferences: Jennifer Martin mentions the benefits of including specific preferences in a prearranged plan for a more personalized memorial service. * Modernization of Services: Jennifer Martin goes over the trend toward personalized and modern funeral services, including unique music choices and customized displays. * Connect with Jennifer Martin on LinkedIn: https://www.linkedin.com/in/jennifer-brody-martin-a384256/ * Learn more about Forest Park Funeral Home: https://www.dignitymemorial.com/funeral-homes/new-york/forest-hills/forest-park-funeral-home/1025 *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc
Organizing Life's Daily Demands with Peter Gordon, Episode 54 In this episode of "Organizing Life's Daily Demands," Peter Gordon speaks with Katya Sverdlov, the founding attorney at Sverdlov Law PLLC. After spending 12 years on Wall Street in investment banking and risk management, Katya shifted her career path post-financial crash to become an estate planning attorney, combining her financial expertise with a passion for helping people plan for incapacity and death, to preserve dignity, family harmony and assets. Tune in to the episode to hear about: * The crucial role of a power of attorney and healthcare proxy in managing your affairs and healthcare decisions, especially when incapacitated. * The potential complications and legal battles that can arise without these documents, as illustrated through real-life cases and court scenarios. * The importance of specifying your wishes in these legal documents to prevent family disputes and ensure your intentions are honored. * The transition from high-stakes finance to estate planning and how personal experiences with aging parents influenced Katya's career change. * Insights into advanced directives and guardianship, explaining the legal ramifications and the process involved when no prior planning has been done. Learn more about Katya Sverdlov: * LinkedIn Profile: https://www.linkedin.com/in/katya-sverdlov-cfa-esq-3aab406/ * Youtube Channel: https://www.youtube.com/@sverdlovlaw2038/videos * Website: http://www.sverdlovlaw.com *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc
Organizing Life's Daily Demands with Peter Gordon, Episode 53 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Marvin Diaz, an AI evangelist and founder of Think Build Launch, a technology & startup consultantcy at the intersection of human expertise & artificial intelligence. Marvin Diaz began his career as a web designer and has evolved into a tech consultant specializing in assisting startups with software and AI projects. Tune in to the episode to hear about: * AI’s Impact on Scams and Fraud: Marvin Diaz discussed how AI has significantly changed the landscape of scams and fraud, making them more sophisticated and harder to detect. * Common Types of Scams: Marvin explained that most scams are "passive," casting a wide net to see who falls into the trap, such as the common flashing screen scam. * Role of Personal Information in Scams: Marvin highlighted the importance of protecting personal information, particularly email accounts, as they are often the key to accessing other accounts. * Human and AI Collaboration in Defense: Marvin advocated for a combination of human and AI efforts in combating scams suggesting to leverage AI’s strengths. Learn more about Marvin Diaz: * Connect with Marvin Diaz on LinkedIn: https://www.linkedin.com/in/marvindiazjr/ * Follow Think Build Launch on LinkedIn: https://www.linkedin.com/company/think-build-launch/ * Visit Think Build Launch's official website: https://thinkbuildlaunch.com * Visit Ask the Appraiser's official website: https://asktheappraiser.com *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc/
Organizing Life's Daily Demands with Peter Gordon, Episode 52 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Stephanie Keenan Rhee, a holistic esthetician, essential oil educator, and Holistic Health and Wellness Coach. Stephanie has been passionate about holistic healing since childhood, teaching herself reflexology and dedicating her life to learning and sharing wellness practices. Tune in to the episode to hear about: * Power and Uses of Essential Oils: Stephanie discusses the versatile applications of essential oils & highlights how they can support various health aspects. * Aromas and Emotional Well-being: Stephanie shares personal anecdotes illustrating how diffusing specific essential oil blends can create a positive atmosphere and more. * Aroma Touch Technique: Stephanie introduces the Aroma Touch Technique, and explains how this technique can be beneficial for personal use and in professional settings. * Educational Courses and Personalized Products: Stephanie talks about her business, Natural Beauties, and the courses she offers on skincare from the inside out. Check out Stephanie’s upcoming classes, coaching & events on her website here: https://stephaniekeenanre.wixsite.com/website/blank-page-1 Learn more about Stephanie Keenan Re: * Connect with Stephanie Keenan Rhee on LinkedIn: https://www.linkedin.com/in/stephanie-keenan-re-0950b178/ * Subscribe to Stephanie’s Youtube channel: https://www.youtube.com/@stephaniekeenanre * Visit Stephanie Keenan Rhee's Website: https://stephaniekeenanre.wixsite.com/website * Join the Natural Beauties Community on Facebook: https://www.facebook.com/naturalbeautiesnaturalmommas * Follow Natural Beauties on Instagram: https://www.instagram.com/natural_beauties_skin/ * Visit Stephanie’s linktr.ee: https://linktr.ee/natural_beauties *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc/
Organizing Life's Daily Demands with Peter Gordon, Episode 51 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Kish Melwani, the CEO of ServiceByte, a leading managed service provider revolutionizing IT support for businesses and offering tailored home services for older adults. With over 25 years of industry experience, Kish shares insights on how IT solutions can transform workspaces and living spaces alike. Tune in to the episode to hear about: * Kish Melwani's Background and Motivation: Kish began his IT career over 25 years ago, right out of high school in New York, starting in a break-fix shop. Motivated by his financially challenging upbringing, he aimed to make a positive impact on his life and others. * Transition from Break-Fix to Managed Services: Kish discusses founding ServiceByte in 2011, initially focusing on consumer break-fix services. * Focus on Older Adults and Scam Prevention: Kish discusses ServiceByte's program, ServiceByte Home, designed for older adults, addressing the rising scam trend. * Innovative Educational Components: Kish stressed the need to educate older adults through custom training programs, surpassing standard business security training. * Identity Theft Protection and Future Plans: Kish mentioned the company's upcoming identity theft protection service with TransUnion. Learn more about Kish Melwani: * Connect with Kish Melwani on LinkedIn: https://www.linkedin.com/in/kishmelwani/ * Follow ServiceByte on LinkedIn: https://www.linkedin.com/company/servicebyte * Visit ServiceByte’s YouTube: https://www.youtube.com/servicebyte * Visit ServiceByte’s website: https://www.servicebyte.com/ * Follow Kish Melwani on Facebook: https://www.facebook.com/kishmelwani * Follow ServiceByte on Facebook: https://www.facebook.com/ServiceByte * Familiar with ServiceByte? Leave a review on Google: https://bit.ly/3zs6rGm *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc/
Organizing Life's Daily Demands with Peter Gordon, Episode 50 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Corey Bliss, Senior Care Director at Renewal Memory Partners. Renewal Memory Partners provides innovative, holistic, person-centered homecare expertly designed for people facing neurocognitive health challenges. They specialize in serving clients with Alzheimer’s disease, Lewy body dementia, frontotemporal dementia, vascular dementia, Parkinson’s disease, and other neurodegenerative conditions. With a background in performing arts and nonprofits, Corey's personal connection to dementia drives her dedication to providing compassionate support to individuals with cognitive changes. Tune in to the episode to hear about: * Personal Journey: Corey Bliss shares her personal journey from the performing arts and nonprofits to senior care, driven by a family connection to dementia. * Challenges of Supporting Aging Parents: Corey discusses the challenges families face when supporting aging parents, including the need to balance independence with safety and navigating the complexities of the "sandwich generation." * Circle of Care: Emphasizing the importance of collaboration and a "circle of care," Corey highlights the necessity of integrating various support services and professionals to meet the diverse needs of aging individuals and their families. * Advanced Directives: Corey explains the importance of advanced directives, including healthcare proxies, living wills, and DNR orders, in ensuring individuals' wishes are honored during times of incapacity or medical crisis. * Referral Sources and Trust: Corey discusses the primary referral sources for home care services and emphasizes the importance of trust, reputation, and word-of-mouth referrals in the industry. Learn more about Corey Bliss: * Connect with Corey Bliss on LinkedIn: https://www.linkedin.com/in/corey-bliss-cdp-74792aa9/ * Follow Renewal Memory Partners on LinkedIn: https://www.linkedin.com/company/renewal-memory-partners * Visit Renewal Memory Partners’s website: https://renewalmemory.org * Follow Renewal Memory Partners on Facebook: https://www.facebook.com/renewalmemorypartners * Follow Renewal Memory Partners on Instagram: https://www.instagram.com/renewalmemorypartners/ *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc
Organizing Life's Daily Demands with Peter Gordon, Episode 49 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Laverne Wilson-Valis, Founder and CEO of Elder Friends. Elder Friends Concierge Services™ provides Elder Home Care in NYC to support those wishing to age in place and assess Senior Care in NYC for those in need. Tune in to the episode to hear about: * Background and Motivation: A former law enforcement officer with 23 years of experience, Laverne founded Elder Friends after witnessing the plight of isolated elderly individuals during her career. * Comprehensive Services: Laverne outlines a range of personalized services provided by Elder Friends including companion care and more. * Emphasis on Trust and Personalization: Laverne emphasizes the importance of trust in the eldercare industry, highlighting the need for genuine, personalized services over impersonal franchise options. * Dedication to Underserved Communities: Laverne's dedication to providing compassionate care extends to underserved communities, as Elder Friends is certified to provide services tailored to the LGBTQ+ community. Learn more about Laverne Wilson-Valis: * Visit Elder Friends Concierge Services’s website: https://www.enhanceaging.com * Visit Laverne Wilson-Valis’s website: https://www.wilsonvalis.com *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc
Organizing Life's Daily Demands with Peter Gordon, Episode 48 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Anne Markowitz Recht, a Licensed Master Social Worker with 25 years of experience in senior care. She is a Senior Placement Advisor guiding seniors and their families in selecting suitable independent and assisted living facilities. Join Peter as he explores Anne's expertise in navigating the complexities of senior housing options. Tune in to the episode to hear about: * Career Transition: Anne Recht transitioned from public relations to a 25-year career in geriatric care management and later became a specialist in senior housing placement. * Assessment Skills: Anne emphasized thorough assessments to understand seniors' backgrounds, support systems, care needs, finances, and preferences. * Senior Housing Options: Anne discussed various options, including living at home with support, independent living, assisted living, nursing homes, and continuing care retirement communities, each catering to different care needs and preferences. * Financial Considerations: Anne outlined payment options such as private pay, long-term care insurance, and Medicaid, emphasizing the importance of understanding costs and potential increases. * Impact of COVID-19: Anne mentioned COVID-19's influence on the industry, including heightened scrutiny, changes in occupancy rates, and concerns about safety and isolation, affecting decision-making for families considering senior housing. Learn more about Anne Markowitz Recht: * Connect with Anne Markowitz Recht on Linkedin: https://www.linkedin.com/in/annerecht *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc/
Organizing Life's Daily Demands with Peter Gordon, Episode 47 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Russell Rivera, CFA, CFP(R) is founder and President of Voice Wealth Management. He helps clients make prudent financial decisions regarding spending, saving, investing, and planning while giving a voice to their individual financial priorities and experiences. In addition to his individual clients, he also works with businesses who provide their employees the benefits of being better educated about personal finances so they can get more out of every dollar they earn and use. Tune in to the episode to hear about: * Russell Rivera's transition from Wall Street to financial planning * The importance of understanding how people use money to create effective financial plans * The role of financial literacy in achieving long-term financial stability * How Voice Wealth Management uses planning software to help clients visualize different financial scenarios * The significance of networking and referrals in building trust with clients in the financial services industry Learn more about Russell Rivera: * Connect with Russell on LinkedIn: https://www.linkedin.com/in/russellriveracfa * Follow Voice Wealth Management on LinkedIn: https://www.linkedin.com/company/voicewealth * Visit and subscribe to Voice’s YouTube Page: https://www.youtube.com/@voicewealthmanagement3719 * Visit Voice’s Website: http://www.voicewealth.com * Follow Voice Wealth Management on Facebook: https://www.facebook.com/voicewealth *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc/
Organizing Life's Daily Demands with Peter Gordon, Episode 46 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Nancy Ruffner, a patient advocate, consultant, educator, and coach. Drawing from an unusual mix of Sales + Social Work she founded and worked inside her patient advocacy agency, NAVIGATE NC, for 10 years and soon emerged as a market leader in the Southeast. Nancy serves as the voice of patients and their loved ones and she was among the first in her industry to earn the credential of BCPA (Board Certified Patient Advocate). She has designed and delivered coursework within a gerontology curriculum that ushered talented people into the senior care industry. Along with her online consulting, Nancy has served as an Adjunct Instructor at both Duke and NC State University's lifelong learning programs teaching a course of her design. You will find Nancy guesting on podcasts or presenting at events and conferences on topics involving navigating a complex healthcare system, solo and successful aging, communication techniques, planning, and living with chronic conditions. Nancy has answered a call within her industry to coach both new and young-in-business owners to connect with clients and grow their practices. Today Nancy’s online consulting and education helps clients and their loved ones to navigate medical, legal, insurance and housing challenges. Tune in to the episode to hear about: * The evolution of independent patient advocacy and its significance beyond hospital settings * How patient advocates, including those from diverse professional backgrounds like insurance and pharmacy, are uniquely equipped to assist patients and families * The role of patient advocates in managing complex health care situations, such as navigating Parkinson's disease treatments and care plans * The multidisciplinary approach of patient advocacy, covering medical, legal, financial, insurance, housing, and support aspects * The impact of telehealth on patient advocacy and how it expands the reach and effectiveness of advocates Learn more about Nancy Ruffner: * Connect with Nancy on LinkedIn: https://www.linkedin.com/in/nancyruffner/ * Visit Nancy’s website: http://nancyruffner.com/ * Follow Facebook Business: https://www.facebook.com/nancyruffnerpatientadvocateagingexper *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc/
Organizing Life's Daily Demands with Peter Gordon, Episode 45 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Wendy Taddeucci, the expert at Her Aging Parents, Her Thriving Business. Wendy supports high achievers who are also looking after an aging parent and as a result are struggling with their work, health, relationships, peace of mind, and financial security. Through her coaching, Wendy helps entrepreneurs who lose time and experience frustration and overwhelm as a result of having to constantly solve the problems surrounding taking care of an aging parent. Drawing from her personal experience and professional expertise, Wendy provides invaluable insights and support to those facing the complexities of elder care. Tune in to the episode to hear about: * Wendy's personal journey and the inspiration behind her mission to support caregivers * Strategies for effective communication and decision-making when caring for aging parents * The importance of self-care for caregivers and practical tips for maintaining balance * Coping mechanisms for managing worry and stress associated with caring for elderly parents * Wendy's upcoming Q&A sessions and resources for further support and guidance Learn more about Wendy Taddeucci: * Connect with Wendy on LinkedIn: https://www.linkedin.com/in/wendytaddeucci/ * Subscribe to Wendy’s YouTube Channel: https://www.youtube.com/@HerAgingParents * Visit Wendy’s Business Website: https://coach-wendy.com * Follow Wendy’s Business on Facebook: https://www.facebook.com/CoachWendyLifePurpose/ * Follow Wendy on Pinterest: https://www.pinterest.com/CoachWT/ * Register for Wendy’s upcoming online event happening on July 18, 2024, Embracing the Journey: Overcome Caregiving Challenges through Coaching: https://www.eventbrite.com/e/embracing-the-journey-overcome-caregiving-challenges-through-coaching-tickets-899345455467 *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc/
Organizing Life's Daily Demands with Peter Gordon, Ep 44 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Joseph Nivin, a Principal Attorney of The Law Offices of Joseph H. Nivin, P.C., a family and matrimonial law firm in Forest Hills, Queens. Joseph Nivin shares his background, starting with his upbringing in Long Island and education, including graduating from the University of Pennsylvania in 2004 and Brooklyn Law School in 2007. He discusses his early career in prosecuting child abuse and neglect cases for the Administration for Children's Services, leading to the founding of his practice in 2010, specializing in family law litigation, uncontested and contested divorces in the New York metropolitan area. Tune in to the episode to hear about: *The importance of financial organization and planning in the context of divorce, including the necessity of compiling detailed financial statements and the potential complications of asset division. *The complexities of dividing pensions and homes in divorce proceedings, with specific formulas and legal precedents such as the Majauskas formula guiding the distribution of assets. *Strategies for addressing income disparities and maintenance, ensuring that non-moneyed spouses receive adequate support post-divorce. *Joseph Nivin's insights on the increasing trend of "gray divorces" among older adults and the unique challenges they present. *The profound impact legal assistance can have on individuals navigating the emotional and financial complexities of divorce, highlighting the difference between seeking justice in court versus finding it through personal resolution and organization. Learn more about Joseph Nivin: *LinkedIn Profile: https://www.linkedin.com/in/joseph-nivin-72559a6/ *Youtube Channel: https://www.youtube.com/@JosephHNivin *Website: http://www.nivinlaw.com *Facebook Personal Profile: https://www.facebook.com/jhnivin/ *Facebook Business: https://www.facebook.com/profile.php?id=100063562871915 *Twitter: https://twitter.com/nivinlaw *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. *Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 *Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon *Learn more about New York Financial Organizers: https://nyfo.nyc/
In this episode of Organizing Life's Daily Demands, join Peter Gordon as he sits down with Lou Camhe, Lou Camhe, client advisor at Acrisure LLC and insurance industry veteran. Acrisure is a global fintech leader, Acrisure provides customers with intelligence-driven financial services solutions for insurance, reinsurance, cyber services and more. Lou's wealth of experience, spanning over 30 years, provides invaluable insights into the insurance landscape. Tune in to the conversation to discover: * The Unconventional Path: Explore Lou's journey from the apparel industry to a thriving career in insurance, defying the odds with early success * Decoding Insurance Premium Hikes: Gain a deeper understanding of the factors fueling the rapid rise in insurance premiums, from COVID-19 impacts to supply chain disruptions * Practical Tips for Cost Management: Learn actionable strategies to navigate escalating insurance costs, including home mitigation tactics and the importance of umbrella insurance Don't miss out on this engaging discussion offering practical wisdom to safeguard your financial future! Learn more about Lou Camhe: * Connect with Lou on LinkedIn: https://www.linkedin.com/in/lou-camhe-insurance/ * Visit Acrisure online: https://www.acrisure.com/ *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc/
Organizing Life's Daily Demands with Peter Gordon, Ep 42 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Rick Gang, Co-founder of Holistic Home Care Associates, an organization that sources exceptional homecare staff for families. Tune in to the episode to hear about: * Defining Holistic HomeCare * Rick’s Professional Journey into Holistic HomeCare, beginning over 30 years ago * The Benefits of the Registry Model in HomeCare * Matching the right Caregivers to Clients * The Future of HomeCare Learn more about Rick Gang: * Connect with Rick on LinkedIn: https://www.linkedin.com/in/rick-gang-7634745a/ * Visit Rick’s business website: https://www.holistichomecareassociates.com * Follow Holistic HomeCare Associates on Facebook: https://www.facebook.com/HolisticHomeCareAssociates * Call: 646-240-4888 to speak with an intake coordinator to inquire about being a client, nurse or caregiver *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc/
Organizing Life's Daily Demands with Peter Gordon, Ep 41 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Leslie Utstein, a seasoned real estate professional known for her 15 years of expertise as a licensed real estate agent. Leslie's exceptional eye for detail and personalized attention cater to various clients, including first-time buyers, sellers, investors, and developers, showcasing her multi-faceted approach and design expertise in Co-op’s, Condos & Townhouses. Tune in to the episode to hear about: * Background and Inspiration: Leslie Utstein, a 15-year real estate veteran, discovered her passion through a friend's invitation, recognizing her detail-oriented and caring nature aligned perfectly with the profession. * Versatile Skills: Drawing from her design background, Leslie excels in virtual staging, project management, and hands-on client assistance beyond standard working hours. * Creative Problem Solver: Leslie's strength lies in creative problem-solving, crucial for successfully navigating challenges in real estate deals. * Balance in Life: Emphasizing work-life balance, Leslie, known as Leslie Utstein, finds joy in daily activities like dancing and exercising, positively influencing her client service. * Referral Opportunities: Leslie Utstein welcomes referrals from various professionals, showcasing her joy in assisting people and building positive relationships. Learn more about Leslie Utstein: * Follow Leslie Utstein on Linkedin: https://www.linkedin.com/in/leslieutstein/ * Follow Leslie Utstein on Instagram: https://www.instagram.com/lu.realty.nyc/ * Follow Leslie Utstein on TikTok: https://www.tiktok.com/@leslieutstein *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances.In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc/