Meet Gideon Schein, Professional Daily Money Manager. Podcast.

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Cannes fashionLife Keeping, Not Just Bookkeeping

I recently sat down with Gideon Schein, co-founder of Eddy & Schein, Inc. to discuss how he helps seniors address the challenges of aging. Gideon is a professional daily money manager (PDMM). Daily money managers are experts who specialize in helping people manage and coordinate their personal, financial, legal, and health insurance matters. PDMM’s are not to be confused with financial planners and advisors who may implement investment and insurance financial decisions.

Click below to listen to the interview.

 

 

 


 

Professional daily money managers offer a very specialized kind of service, yet the scope of what they can do is incredibly broad. Whether you are a concerned child, wanting to make sure your parent has a trusted liaison on their side, or a very busy business professional who needs some help juggling their personal finances, a PDMM can do wonders to make life easier. Like Rebecca Eddy says, “It’s life keeping, not just bookkeeping.”

Read our previous post on his partner Rebecca Eddy.

Written by Jaimie Blackman

Jaimie Blackman

Jaimie Blackman has created Sound Financial Decisions ™ powered by MoneyCapsules®, to help guide business owners through the complexities of succession planning.

Jaimie writes “Smart Succession”, a monthly column in Music Inc., and also writes a bimonthly column for Canadian Music Trades magazine. He has spoken at NAMM U Idea Center, and at Yamah’s Succession Advantage.

As a financial literacy educator he has taught at New York University and has lectured at the 92nd Street Y, Marymount Manhattan College, and CUNY.

As President of BH Wealth Management, Jaimie also helps his clients implement investment and insurance solutions which are aligned to their personal values. Visit bhwealth.com to learn more.

To subscribe to Jaimie’s Succession Success: Insights for Music Retailers, visit moneycapsules.com.

The purpose of this post is to educate. Our content should not be construed as advice. If legal, tax or other advice is required by the readers, professional advice should be sought.

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