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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]!
Stay Connected
Get in touch with our host Cathleen Toomey on LinkedIn
You can also find Seniority Authority on Facebook, on Instagram, or you can connect with us on our website!
Subscribe to our show on Apple Podcasts, Spotify, or anywhere you get your podcasts.
By Cathleen Toomey4.9
4949 ratings
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]!
Stay Connected
Get in touch with our host Cathleen Toomey on LinkedIn
You can also find Seniority Authority on Facebook, on Instagram, or you can connect with us on our website!
Subscribe to our show on Apple Podcasts, Spotify, or anywhere you get your podcasts.

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