New York Financial Organizers, Inc.

02/04/2025

Organizing Life's Daily Demands with Peter Gordon, Episode 57

In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Amy Cook, Founder of Amy Cook Maven Lane Financial Group. Amy is also author of the book, “YOUR MONEY NARRATIVE — Understanding Your Story to Build a Stronger Financial Future.”

Tune in to the episode to hear about::
🔸 Understanding Your Money Narrative
🔸 Real estate decisions and planning tips
🔸 Financial literacy for teens
🔸 Navigating financial challenges in divorce
🔸 Essential steps for getting started with financial planning

Learn more about Amy Cook:
* Connect with Amy on LinkedIn: https://www.linkedin.com/in/amy-cook-mspfp-mpas%C2%AE-cfp%C2%AE-3239199
* Visit Amy Cook Maven Lane Financial Group’s website: https://www.mavenlanefinancialgroup.com
* Check out Amy’s book, “Your Money Narrative,” which includes a a budget worksheet and a checklist: https://www.yourmoneynarrative.com
* Email: [email protected]

Organizing Life's Daily Demands with Peter Gordon, Episode 57In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Amy Cook, Founder o...

01/29/2025

Organizing Life's Daily Demands with Peter Gordon, Episode 56

In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Dr. Ken Redcross, a Concierge Physician at Dr. Ken Redcross, LLC. Dr. Redcross is a practicing internal medicine doctor who offers personalized care through his concierge practice, focusing on providing access, convenience, and time to his patients. He combines his medical expertise with a passion for wellness and holistic care, ensuring a meaningful doctor-patient connection.

Tune in to the episode to hear about:
💠 The importance of trust, respect, empathy, and communication in the doctor-patient relationship
💠 How stress and lifestyle can impact health, including Dr. Redcross’s personal story of overcoming a health scare
💠 The challenges in modern medicine, including physician burnout and the pressure to see more patients in less time
💠 The role of diet, exercise, and mindful living in preventing illness and maintaining health
💠 Dr. Redcross’s balance of private pay medicine with giving back through elder care services

Learn more about Ken Redcross:
* Connect with Ken on LinkedIn: https://www.linkedin.com/in/drredcross

Organizing Life's Daily Demands with Peter Gordon, Episode 56In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Dr. Ken Redcross, a...

01/21/2025

Organizing Life's Daily Demands with Peter Gordon, Episode 55

In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Jennifer Martin, a Funeral Director with over 30 years of experience. Jennifer brings extensive experience and compassion to her role, helping families navigate funeral planning with personalized care and support.

Tune in to the episode to hear about:

🔹Pre-Planning Importance: Jennifer Martin emphasizes the benefits of planning funerals in advance to reduce stress and avoid emotional decision-making.

🔹Financial Advantages: Jennifer Martin highlights how prepaying for funerals locks in costs and protects against price increases, and how prepaid funds can affect Medicaid asset limits.

🔹 Cremation vs. Burial: She talks about how personal and religious beliefs influence the choice between cremation and burial, and the importance of consulting with a funeral director.

🔹Detailed Preferences: Jennifer Martin mentions the benefits of including specific preferences in a prearranged plan for a more personalized memorial service.

🔹 Modernization of Services: Jennifer Martin goes over the trend toward personalized and modern funeral services, including unique music choices and customized displays.

* Connect with Jennifer Martin on LinkedIn: https://www.linkedin.com/in/jennifer-brody-martin-a384256
* Learn more about Forest Park Funeral Home: https://www.dignitymemorial.com/funeral-homes/new-york/forest-hills/forest-park-funeral-home/1025

Organizing Life's Daily Demands with Peter Gordon, Episode 55 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Jennifer Martin, a...

01/16/2025

Organizing Life's Daily Demands with Peter Gordon, Episode 54

In this episode of "Organizing Life's Daily Demands," Peter Gordon speaks with Katya Sverdlov, the founding attorney at Sverdlov Law PLLC. After spending 12 years on Wall Street in investment banking and risk management, Katya shifted her career path post-financial crash to become an estate planning attorney, combining her financial expertise with a passion for helping people plan for incapacity and death, to preserve dignity, family harmony and assets.

Tune in to the episode to hear about:
🔘 The crucial role of a power of attorney and healthcare proxy in managing your affairs and healthcare decisions, especially when incapacitated.
🔘 The potential complications and legal battles that can arise without these documents, as illustrated through real-life cases and court scenarios.
🔘 The importance of specifying your wishes in these legal documents to prevent family disputes and ensure your intentions are honored.
🔘The transition from high-stakes finance to estate planning and how personal experiences with aging parents influenced Katya's career change.
🔘 Insights into advanced directives and guardianship, explaining the legal ramifications and the process involved when no prior planning has been done.

Learn more about Katya Sverdlov:
* LinkedIn Profile: https://www.linkedin.com/in/katya-sverdlov-cfa-esq-3aab406/
* Youtube Channel: https://www.youtube.com//videos
* Website: http://www.sverdlovlaw.com

Organizing Life's Daily Demands with Peter Gordon, Episode 55 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Jennifer Martin, a...

01/14/2025

Organizing Life's Daily Demands with Peter Gordon, Episode 53

In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Marvin Diaz, an AI evangelist and founder of Think Build Launch, a technology & startup consultancy at the intersection of human expertise & artificial intelligence. Marvin Diaz began his career as a web designer and has evolved into a tech consultant specializing in assisting startups with software and AI projects.

Tune in to the episode to hear about:

📌AI’s Impact on Scams and Fraud: Marvin Diaz discussed how AI has significantly changed the landscape of scams and fraud, making them more sophisticated and harder to detect.

📌Common Types of Scams: Marvin explained that most scams are "passive," casting a wide net to see who falls into the trap, such as the common flashing screen scam.

📌Role of Personal Information in Scams: Marvin highlighted the importance of protecting personal information, particularly email accounts, as they are often the key to accessing other accounts.

📌Human and AI Collaboration in Defense: Marvin advocated for a combination of human and AI efforts in combating scams suggesting to leverage AI’s strengths.

Learn more about Marvin Diaz:
* Connect with Marvin Diaz on LinkedIn: https://www.linkedin.com/in/marvindiazjr
* Follow Think Build Launch on LinkedIn: https://www.linkedin.com/company/think-build-launch
* Visit Think Build Launch's official website: https://thinkbuildlaunch.com
* Visit Ask the Appraiser's official website: https://asktheappraiser.com

Organizing Life's Daily Demands with Peter Gordon, Episode 53In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Marvin Diaz, an AI ...

12/31/2024

Welcome 2025, let’s make this a great year!

12/24/2024

Have a safe and happy holiday!

12/19/2024

Phishing and scam emails and calls occur every day. We constantly hear "be careful and watch for scams", but unfortunately our seniors are often the ones who fall for the scams.

Here's a quick video to help our seniors to not fall for some of the current scams and phishing attempts.

Let me know your thoughts and what other topics you would like to see me address, as a daily money organizer.

12/17/2024

In this episode of Organizing Life's Daily Demands, Peter Gordon, CSA, CDMM speaks with Stephanie Keenan Rhee, a holistic esthetician, essential oil educator, and Holistic Health and Wellness Coach. Stephanie has been passionate about holistic healing since childhood, teaching herself reflexology and dedicating her life to learning and sharing wellness practices.

Tune in to the episode to hear about:

💠 Power and Uses of Essential Oils: Stephanie discusses the versatile applications of essential oils & highlights how they can support various health aspects.

💠 Aromas and Emotional Well-being: Stephanie shares personal anecdotes illustrating how diffusing specific essential oil blends can create a positive atmosphere and more.

💠 Aroma Touch Technique: Stephanie introduces the Aroma Touch Technique, and explains how this technique can be beneficial for personal use and in professional settings.

💠 Educational Courses and Personalized Products: Stephanie talks about her business, Natural Beauties, and the courses she offers on skincare from the inside out. Check out Stephanie’s upcoming classes, coaching & events on her website here: https://stephaniekeenanre.wixsite.com/website/blank-page-1

Learn more about Stephanie Keenan Rhee:

* Connect with Stephanie Keenan Rhee on LinkedIn: https://www.linkedin.com/in/stephanie-keenan-re-0950b178/

* Subscribe to Stephanie’s Youtube channel: https://www.youtube.com/

* Visit Stephanie Keenan Rhee's Website: https://stephaniekeenanre.wixsite.com/website

* Join the Natural Beauties Community on Facebook: https://www.facebook.com/naturalbeautiesnaturalmommas

* Follow Natural Beauties on Instagram: https://www.instagram.com/natural_beauties_skin/

* Visit Stephanie’s linktr.ee: https://linktr.ee/natural_beauties

Organizing Life's Daily Demands with Peter Gordon, Episode 52In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Stephanie Keenan Rh...

12/12/2024

I was recently introduced to a fantastic YouTube page run by Hospice Nurse Julie. Most people don’t understand the role hospice can play in someone’s end of life. Julie McFadden, RN educates her viewers by providing a bevy of videos on the many topics of illness and death. Her goal is to advocate “open discussions, hospice care, and preparation for life’s end with hope.

The “End-of-Life Parkinson’s and How Dementia is Related” video helped me understand the issues a client of mine has been going through. The YouTube page is an invaluable resource for helping people learn, and deal with, end life issues.

In this video, I delve into the realities of how Parkinson's disease leads to death and its connection with dementia. While Parkinson's and dementia are dist...

12/10/2024

In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Kish Melwani, the CEO of ServiceByte, a leading managed service provider revolutionizing IT support for businesses and offering tailored home services for older adults. With over 25 years of industry experience, Kish shares insights on how IT solutions can transform workspaces and living spaces alike.

Tune in to the episode to hear about:
🔸Kish Melwani's Background and Motivation: Kish began his IT career over 25 years ago, right out of high school in New York, starting in a break-fix shop. Motivated by his financially challenging upbringing, he aimed to make a positive impact on his life and others.
🔸Transition from Break-Fix to Managed Services: Kish discusses founding ServiceByte in 2011, initially focusing on consumer break-fix services.
🔸Focus on Older Adults and Scam Prevention: Kish discusses ServiceByte's program, ServiceByte Home, designed for older adults, addressing the rising scam trend.
🔸Innovative Educational Components: Kish stressed the need to educate older adults through custom training programs, surpassing standard business security training.
🔸Identity Theft Protection and Future Plans: Kish mentioned the company's upcoming identity theft protection service with TransUnion.

Learn more about Kish Melwani:
* Connect with Kish Melwani on LinkedIn: https://www.linkedin.com/in/kishmelwani/
* Follow ServiceByte on LinkedIn: https://www.linkedin.com/company/servicebyte
* Visit ServiceByte’s YouTube: https://www.youtube.com/servicebyte
* Visit ServiceByte’s website: https://www.servicebyte.com/
* Follow Kish Melwani on Facebook: https://www.facebook.com/kishmelwani
* Follow ServiceByte on Facebook: https://www.facebook.com/ServiceByte
* Familiar with ServiceByte? Leave a review on Google: https://bit.ly/3zs6rGm

Organizing Life's Daily Demands with Peter Gordon, Episode 51In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Kish Melwani, the C...

12/03/2024

In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Corey Bliss, Senior Care Director at Renewal Memory Partners. Renewal Memory Partners provides innovative, holistic, person-centered homecare expertly designed for people facing neurocognitive health challenges. They specialize in serving clients with Alzheimer’s disease, Lewy body dementia, frontotemporal dementia, vascular dementia, Parkinson’s disease, and other neurodegenerative conditions.
With a background in performing arts and nonprofits, Corey's personal connection to dementia drives her dedication to providing compassionate support to individuals with cognitive changes.

Tune in to the episode to hear about:

🔹 Personal Journey: Corey Bliss shares her personal journey from the performing arts and nonprofits to senior care, driven by a family connection to dementia.

🔹 Challenges of Supporting Aging Parents: Corey discusses the challenges families face when supporting aging parents, including the need to balance independence with safety and navigating the complexities of the "sandwich generation."

🔹 Circle of Care: Emphasizing the importance of collaboration and a “circle of care,” Corey highlights the necessity of integrating various support services and professionals to meet the diverse needs of aging individuals and their families.

🔹 Advanced Directives: Corey explains the importance of advanced directives, including healthcare proxies, living wills, and DNR orders, in ensuring individuals' wishes are honored during times of incapacity or medical crisis.

🔹 Referral Sources and Trust: Corey discusses the primary referral sources for home care services and emphasizes the importance of trust, reputation, and word-of-mouth referrals in the industry.

Learn more about Corey Bliss:
* Connect with Corey Bliss on LinkedIn: https://www.linkedin.com/in/corey-bliss-cdp-74792aa9
* Follow Renewal Memory Partners on LinkedIn: https://www.linkedin.com/company/renewal-memory-partners
* Visit Renewal Memory Partners’s website: https://renewalmemory.org
* Follow Renewal Memory Partners on Facebook: https://www.facebook.com/renewalmemorypartners
* Follow Renewal Memory Partners on Instagram: https://www.instagram.com/renewalmemorypartners

Organizing Life's Daily Demands with Peter Gordon, Episode 50In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Corey Bliss, Senior...