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

You Need a Budget

Personal Capital / Empower

Stacy Francis on LinkedIn | X(Twitter) | Email

FrancisFinancial.com

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