Organizing Life's Daily Demands with Peter Gordon, Episode 59

In 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-organized

Learn 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

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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 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

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  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

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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

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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

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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

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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

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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

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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/