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