Today we are joined by Rabbi Jeffery Wildstein, founder of Kavod Daily Money Management. Jeffrey discusses his experience as a former attorney and college administrator and why he chose to become a Daily Money Manager. We learn about the services a Daily Money Manager provides, which includes going through bills, mail sorting, tracking insurance claims, and more. We also hear about the process one must go through to become a licensed or bonded money manager, and the importance of having a money manager who is a member of the Alliance of Daily Money Managers. 

What's Next?

What are your views, comments or questions on finances as you age?  Share them with us at [email protected]!

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