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 — a former music educator & retailer— is a Certified Wealth Strategist & Succession Planner. Jaimie helps business owners maximize the value of their company through education & coaching. He is a frequent speaker at the National Association of Music Merchants, (NAMM) Idea Center and has spoken at Yamaha’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.

His column is published in The Music & Sound Retailer and contributes to NAMM U online, as well as other industry trade magazines.

Jaimie is CEO of Jaimie Blackman & Company, President of BH Wealth Management, and Creator of MoneyCapsules® and the Sound of Money®.

To register for Jaimie’s live webinars, or to subscribe to his podcasts, visit jaimieblackman.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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