Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Content provided by Stacy Francis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Francis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Similar to Financially Ever After Widowhood
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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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Brains On!® is a science podcast for curious kids and adults from American Public Media. Each week, a different kid co-host joins Molly Bloom to find answers to fascinating questions about the world sent in by listeners. Like, do dogs know they’re dogs? Or, why do feet stink? Plus, we have mystery sounds for you to guess, songs for you to dance to, and lots of facts -- all checked by experts.
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Getting Financially Organized in Life’s Toughest Moments with Jacob and Peter Gordon
Manage episode 485145400 series 1508100
Content provided by Stacy Francis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Francis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What happens when you’re suddenly the one in charge of all the paperwork, passwords, and decisions, but you’re not sure where to begin? In this heartfelt and practical episode, father-and-son duo Peter and Jacob Gordon share how daily money management can be a lifeline for people navigating everything from grief and memory loss to major life changes like retirement, divorce, or moving across the country.
They didn’t set out to become financial organizers—but life led them here through personal family experiences, and now they’re helping others find order and peace during some of life’s most overwhelming moments.
You’ll hear them discuss:
• How their family’s own challenges with elder care inspired them to create a service that supports others in managing the emotional and practical sides of personal finance.
• The unexpected transitions that often lead people to seek help—like a partner’s death, a dementia diagnosis, or simply realizing the bills haven’t been opened in months.
• What it means to be a daily money manager, and how their work goes far beyond bill pay to include safeguarding personal data, organizing financial records, and helping clients feel less isolated.
• Why solo agers—those without family support nearby—often rely on them as trusted fiduciaries to serve as power of attorney, healthcare proxy, or executor when no one else can.
• The ways loneliness, memory loss, and vulnerability intersect—and how just having someone to check in weekly can dramatically improve a person’s wellbeing and confidence.
• How they collaborate with financial advisers, attorneys, and care professionals to create a wraparound team that protects clients from falling through the cracks.
• Their top piece of advice for anyone suddenly managing money on their own: start by finding out exactly where everything is, before trying to make sense of it.
ResourcesJacob and Peter Gordon on the Web | YouTube | Facebook | LinkedIn | Email: [email protected]
Jacob Gordon on Email: [email protected] I Phone number: 917-945-0912
Peter Gordon on LinkedIn | Email: [email protected] | Phone number: 917-279-3972
Other resources mentioned:
Article on How to Freeze Credit Card
Quicken - Manage Your Finances in One Place
Stacy Francis on LinkedIn | X(Twitter) | Email
Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!
200 episodes
Share
Manage episode 485145400 series 1508100
Content provided by Stacy Francis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Francis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What happens when you’re suddenly the one in charge of all the paperwork, passwords, and decisions, but you’re not sure where to begin? In this heartfelt and practical episode, father-and-son duo Peter and Jacob Gordon share how daily money management can be a lifeline for people navigating everything from grief and memory loss to major life changes like retirement, divorce, or moving across the country.
They didn’t set out to become financial organizers—but life led them here through personal family experiences, and now they’re helping others find order and peace during some of life’s most overwhelming moments.
You’ll hear them discuss:
• How their family’s own challenges with elder care inspired them to create a service that supports others in managing the emotional and practical sides of personal finance.
• The unexpected transitions that often lead people to seek help—like a partner’s death, a dementia diagnosis, or simply realizing the bills haven’t been opened in months.
• What it means to be a daily money manager, and how their work goes far beyond bill pay to include safeguarding personal data, organizing financial records, and helping clients feel less isolated.
• Why solo agers—those without family support nearby—often rely on them as trusted fiduciaries to serve as power of attorney, healthcare proxy, or executor when no one else can.
• The ways loneliness, memory loss, and vulnerability intersect—and how just having someone to check in weekly can dramatically improve a person’s wellbeing and confidence.
• How they collaborate with financial advisers, attorneys, and care professionals to create a wraparound team that protects clients from falling through the cracks.
• Their top piece of advice for anyone suddenly managing money on their own: start by finding out exactly where everything is, before trying to make sense of it.
ResourcesJacob and Peter Gordon on the Web | YouTube | Facebook | LinkedIn | Email: [email protected]
Jacob Gordon on Email: [email protected] I Phone number: 917-945-0912
Peter Gordon on LinkedIn | Email: [email protected] | Phone number: 917-279-3972
Other resources mentioned:
Article on How to Freeze Credit Card
Quicken - Manage Your Finances in One Place
Stacy Francis on LinkedIn | X(Twitter) | Email
Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!
200 episodes
All episodes
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Similar to Financially Ever After Widowhood
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Brains On!® is a science podcast for curious kids and adults from American Public Media. Each week, a different kid co-host joins Molly Bloom to find answers to fascinating questions about the world sent in by listeners. Like, do dogs know they’re dogs? Or, why do feet stink? Plus, we have mystery sounds for you to guess, songs for you to dance to, and lots of facts -- all checked by experts.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
…
continue reading
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