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Ever feel overwhelmed by bills, paperwork, and financial records? In this eye-opening discussion, host Steve Gurney of Positive Aging sits down with three experienced Daily Money Managers (DMMs) — Sharon Zissman, Paul Orsinger, and Ed Jackson — to explain exactly what this profession is, who it serves, and why it's becoming an essential part of smart aging planning.In this conversation, you'll learn:What Daily Money Managers do (bill paying, budgeting, medical claims, fraud prevention, and more)How DMMs differ from financial advisors, CPAs, and elder law attorneysWho typically hires a DMM — seniors, busy professionals, sandwich generation families, and solo agersHow DMMs help protect clients from scams and financial fraudWhat to look for when hiring a DMM, and how to find one near youHow the American Association of Daily Money Managers (AADMM) certifies and vets its membersTypical hourly rates ($75–$150/hr) and how the engagement worksWhether you're planning ahead, supporting an aging parent from a distance, or simply ready to hand off the paperwork chaos — this conversation is a must-watch.🔗 Find a certified Daily Money Manager near you: aadmm.com🌐 More resources at: proaging.comPresented in partnership with the Senior Service Alliance.
By Positive Aging Community - Steve Gurney4.9
88 ratings
Ever feel overwhelmed by bills, paperwork, and financial records? In this eye-opening discussion, host Steve Gurney of Positive Aging sits down with three experienced Daily Money Managers (DMMs) — Sharon Zissman, Paul Orsinger, and Ed Jackson — to explain exactly what this profession is, who it serves, and why it's becoming an essential part of smart aging planning.In this conversation, you'll learn:What Daily Money Managers do (bill paying, budgeting, medical claims, fraud prevention, and more)How DMMs differ from financial advisors, CPAs, and elder law attorneysWho typically hires a DMM — seniors, busy professionals, sandwich generation families, and solo agersHow DMMs help protect clients from scams and financial fraudWhat to look for when hiring a DMM, and how to find one near youHow the American Association of Daily Money Managers (AADMM) certifies and vets its membersTypical hourly rates ($75–$150/hr) and how the engagement worksWhether you're planning ahead, supporting an aging parent from a distance, or simply ready to hand off the paperwork chaos — this conversation is a must-watch.🔗 Find a certified Daily Money Manager near you: aadmm.com🌐 More resources at: proaging.comPresented in partnership with the Senior Service Alliance.

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