Organizing Life's Daily Demands with Peter Gordon, Episode 65

In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with David Stamberg, Certified Placement and Referral specialist with Senior Care Authority of Northern and Central New Jersey.

Senior Care Authority is an advocate for Elder Care. They offer no-cost placement services and will guide you through finding care options based on your loved one's needs. They also offer family coaching, Alzheimer's and Dementia placement services, stay-at-home care plans, and long-distance visitations.

Tune in to the episode to hear about:

* How David Stamberg is helping families navigate senior living at Senior Care Authority

* David sharing his career change from wholesale footwear to elder care, opening his practice in January 2021

* How Senior Care Authority offers no-fee placement assistance model, touring and advocating with families while being paid by communities via referral fees, and how they assess needs, budgets, location, and lifestyle to shortlist options

* Outlines about independent living, assisted living, and memory care, including dementia-related supervision and safety

* David explains New Jersey Medicaid rules (10% Medicaid capacity and typical two-year private pay expectation), common family mistakes, and predatory lead sitesLearn more about David Stamberg:

* Visit Senior Care Authority’s - NJ website: www.seniorcareauthority.com/newjersey

* Call Senior Care Authority - NJ: ( 201) 564-7997

* Connect with David on LinkedIn: https://www.linkedin.com/in/davidstamberg/

* Email David: davids@seniorcareauthority.com

* Follow Senior Care Authority - NJ on Facebook: https://www.facebook.com/SeniorCareNJOrangeRocklandNY

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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 64

In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Sonya Weisshappel, Founder and CEO of Seriatim Inc., a proud women-owned company. Since 1999, Seriatim has helped individuals, families, and businesses bring order to life’s biggest transitions through personalized, expert guidance made stronger by the Chaos Whispererᵀᴹ System, an expert-designed system that transforms the chaos of tangible assets into an organized, protected, and meaningful legacy.

Tune in to the episode to hear about:

* The meaning of Seriatim’s name and logo and the connection to its mission of helping people from a mental breaking point to being whole and organized

* How Sonya aligns people’s intentions with their possessions to reduce clutter that can create physical and financial problems

* The Chaos Whispererᵀᴹ System, which focuses on planning, inventorying tangible assets, and consolidating information to help families and advisors

* Recommendations and advice on how to overcome fear and shame around overwhelm and discarding items

Learn more about Sonya Weisshappel:

* Visit Seriatim Inc.’s website: http://www.seriatim.net

* Call Sonya: (212) 877-3267

* Book a time to speak with Sonya: https://calendly.com/harmony-seriatim/1-1-sonya-weisshappel

* Follow Seriatim Inc. on Facebook: https://www.facebook.com/SeriatimInc

* Follow Seriatim Inc. on Instagram: https://www.instagram.com/seriatim_inc

* Follow Seriatim Inc. on LinkedIn: https://www.linkedin.com/company/seriatim.net

* Subscribe to Seriatim Inc.’s YouTube channel: https://www.youtube.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 63

In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Kelley Joyce, career and business coach, and founder of The Truth at Work.

Tune in to the episode to hear about:

* How Kelley helps her clients clarify next career steps, manage job searches and transitions, and performance challenges

* Kelley’s path from B2B tech public relations, rising to managing director to an MBA and eventually a coach

* Common client issues across generations, emphasizes aligning values, boundaries, skills, and finances with career choices,

* Corporate-to-solopreneur transitions via “bridge jobs”

* How AI can improve job-search strategy, narrative, and systems

Learn more about Kelley Joyce:

* Connect with Kelley on LinkedIn: https://www.linkedin.com/in/kelleyjoycecareercoach

* Visit Kelley’s website: https://thetruthatwork.com

* Book a 45-minute Free Career Consult: http://www.thetruthatwork.com/consult

* Email Kelley: kelley@thetruthatwork.com

* Check out Kelly’s "AI + Job Search" Group Coaching Program: https://thetruthatwork.com/career-accelerator-lab

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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 62

In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Michael Blumenfeld, president of Mile Square Insurance, a local Hudson County insurance agency dedicated to bringing back the personal touch in insurance protection for families, condo associations, and small businesses.

Tune in to the episode to hear about:

* Michael’s background in insurance, beginning in the late 1980s to founding his independent agency and growing it to nine employees serving about 3,000 customers with home, auto, and business coverage across multiple carriers.

* Why policies should reflect individual risk tolerance

* How insurance needs become more complex with age (more assets, classic cars, teen drivers)

* Why umbrella policies protect assets in a litigious environment beyond typical auto liability limits

* The importance of regularly reviewing policies

* Common mistakes in insurance such as over-focusing on deductibles instead of coverage quality and adequate dwelling replacement limits

* Consequences of inflation and post-disaster rebuilding cost spikes

* Policy provisions that can provide additional funds after widespread calamities

* Michael’s take on the recent homeowners insurance market

* Mile Square’s review process

* The role of agents/brokers in advocating for clients during claims issues

Learn more about Michael Blumenfeld:

* Connect with Michael on LinkedIn: https://www.linkedin.com/in/michaelblumenfeld

* Visit Mile Square Insurance Agency’s website: https://www.milesquareinsurance.com

* Email Michael: mike@msqia.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 61

In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Deborah Donenfeld, the owner of Photosynthesis Coaching. Deborah is a life coach specializing in supporting people in midlife who are starting over. She has been coaching since 2011, and moved into this niche when her own life was turned upside down and she found herself in the position of navigating several big and painful changes all at once. Deborah coaches from the heart and compassionately helps her clients to work their edge and move through tough changes with grace.

Tune in to the episode to hear about:

* Supporting individuals through difficult life transitions, such as dealing with aging parents or special needs children

* Debra’s personal experience with multiple significant life changes that inspired her to become a coach

* The emotional challenges of role reversal in caregiving

* The societal reluctance to ask for help.

* The importance of acknowledging and processing emotions

* The distinct difference between coaching and therapy

* The challenges of change, maintaining self-awareness and navigating obstacles with curiosity

Learn more about Deborah Donenfeld:

* Visit Photosynthesis Coaching’s website (and schedule a free consult): https://www.photosynthesiscoaching.com

* Connect with Deborah on LinkedIn: https://www.linkedin.com/in/deborahdonenfeld

* Follow Photosynthesis Coaching on Instagram: https://www.instagram.com/photosynthesiscoaching

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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 60

In 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 permits

Learn 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

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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 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