Organizing Life's Daily Demands

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Jul 2026

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About the show

I'm Peter Gordon, founder of New York Financial Organizers, and I'm a Daily Money Manager. We help people handle their bills, insurance claims, and all the other non-investment aspects of their finances.

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July 20, 202626 min

The Financial Side of Losing a Spouse with Stacy Francis

Organizing Life's Daily Demands with Peter Gordon, Episode 70 In this episode of Organizing Life's Daily Demands, Peter Gordon President and CEO of Francis Financial, a fee-only boutique wealth management and financial planning firm in New York City that helps women navigate the financial side of major life transitions such as divorce and widowhood. A Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience, Stacy is also the founder of the nonprofit Savvy Ladies, which offers free financial education and guidance to women nationwide. Tune in to the episode to hear about: * How Stacy turned her grandmother's story, trapped financially in an abusive marriage, into her life's mission * What are the first three things to do when you lose a spouse? * Why a widow's income drops about 22%, and the Social Security moves that offset it * Which documents to gather, and who to notify before a joint account gets frozen? * Why a fee-only fiduciary matters far more than just picking investments Learn more about Stacy Francis: * Connect with Stacy on LinkedIn: https://www.linkedin.com/in/stacyfrancis * Visit Francis Financial website: https://francisfinancial.com * Email Stacy: stacy@francisfinancial.com * Visit Savvy Ladies website: https://www.savvyladies.org *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc

June 26, 202618 min

Navigating Complex Medical Billing & Insurance Challenges with Adria Gross

Organizing Life's Daily Demands with Peter Gordon, Episode 69 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Adria Gross, CEO and Founder of MedWise Insurance Advocacy and MedWise Billing, Inc. A New York State Licensed Insurance Broker and Consultant with over 25 years of experience in the medical claims and health insurance industry, Adria helps patients fight denied claims, reduce overcharged and out-of-network bills, and navigate the maze of Medicare, pre-authorizations, and long-term care coverage. Tune in to the episode to hear about: * How Adria turned an early illness involving encephalitis, epilepsy, and eventually a left temporal lobectomy that left her seizure-free, into a career advocating for patients * What can you actually do when a claim is denied, a bill comes back out-of-network or overcharged, or pre-authorization is blocked? * Why her years processing and denying claims at Blue Cross Blue Shield and American National * Rehab/nursing home coverage basics under traditional Medicare * Real life examples of bill reduction work, including cutting a Medicare recovery demand from $108,000 to $22,000 and a current case seeking to reduce $309,000 to about $40,000 * Why does the "three midnights as an inpatient" rule decide whether Medicare covers your rehab, and how does outpatient observation quietly cost people that coverage? Learn more about Adria Gross: * Check out Adria’s books, “Solved! Curing Your Medical Insurance Problems,” “Apparently DIFFERENT: The Struggle for Understanding, Acceptance, and Compassion,” and “Multi-Payer Medicine Nightmare Made in the USA”: https://adriagross.com/books-published * Become a medical insurance advocate: https://medwisetraining.com * Visit MedWise Insurance Advocacy’s website: https://www.medicalinsuranceadvocacy.com/about-us * Email Adria: adria@adriagross.com * Connect with Adria on LinkedIn: https://www.linkedin.com/in/adriagross * Subscribe to Adria’s YouTube channel: https://www.youtube.com/@adriagross1658 * Follow MedWise Insurance Advocacy on Facebook: https://www.facebook.com/MedWiseInsuranceAdvocacy * Follow MedWise Insurance Advocacy on Instagram: https://www.instagram.com/medwise_insurance_advocacy *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc

June 10, 202642 min

The Move Manager You Didn't Know You Needed with Janine Sarna-Jones

Organizing Life's Daily Demands with Peter Gordon, Episode 68 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Janine Sarna-Jones, CEO and Founder of Organize Me Inc., celebrating 25 years of helping people navigate major life transitions. Tune in to the episode to hear about: * How did a chaotic museum photo department accidentally launch a 25-year organizing career? * What's the one thing most people get completely wrong when planning a move? * Why does that $10,000 piece of furniture you're holding onto probably fetch far less than you think? * What does "treasure hunting" have to do with helping seniors downsize, and how does it change everything? * How do professional organizers help families navigate the emotional and logistical chaos of life's biggest transitions? Learn more about Janine Sarna-Jones: * Connect with Janine on LinkedIn: https://www.linkedin.com/in/jsarnajones/ * Follow Janine on Facebook: https://www.facebook.com/OrganizeMeInc/ * Visit Organize Me website: https://organizeme-inc.com * Follow Organize Me on Instagram: https://www.instagram.com/organizemeinc *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc

May 27, 202618 min

Smart Dental Care for New Yorkers with Dr. Robert Rawdin

Organizing Life's Daily Demands with Peter Gordon, Episode 67 In this episode of Organizing Life’s Daily Demands, Peter Gordon speaks with Dr. Robert Rawdin, Board Certified Prosthodontist at CitySpireDental in New York City. With more than four decades of experience in cosmetic, implant, and restorative dentistry, Dr. Rawdin specializes in resolving complex, lifelong dental problems through advanced prosthodontic care. As one of the few board-certified prosthodontists in the country, he combines clinical expertise with cutting-edge digital technology to deliver highly personalized, efficient treatment for patients with complex dental and health needs. From same-day ceramic restorations to full-mouth rehabilitations, Dr. Rawdin has built a patient-centered practice focused on precision, innovation, and long-term care. As partner at CitySpireDental, he continues to lead a modern multidisciplinary practice dedicated to helping busy New Yorkers restore not only their smiles, but their overall confidence and quality of life. Tune in to the episode to hear about: * How Dr. Rawdin’s interests in science, hands-on craftsmanship, and helping people naturally led him into dentistry, a profession he still enjoys more than 40 years later * The evolution of CitySpireDental into a modern Midtown Manhattan group practice featuring two fathers, two daughters, an associate dentist, and an on-site laboratory * How advanced digital dentistry allows the practice to create same-day crowns and restorations in-office, often eliminating temporary crowns and multiple visits * Dr. Rawdin clarifying the reality behind “teeth in a day” implant procedures, explaining the planning, healing, and temporary restoration process involved * The importance of continuing education, prosthodontic specialty training, and staying current with rapidly evolving dental technology * How Dr. Rawdin’s practice prioritizes patient-centered care through extended office hours, efficient scheduling, and a culture focused on comfort and empathy Learn more about Dr. Robert Rawdin: * Connect with Dr. Rawdin on LinkedIn: https://www.linkedin.com/in/robertrawdindds * Email Dr. Rawdin: dr.r@cityspiredental.com * Visit CitySpireDental’s website: https://cityspiredental.com * Follow CitySpireDental on Facebook: https://www.facebook.com/Gallery57Dental * Call CitySpireDental: 212-246-8700*********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc

May 4, 202620 min

Making Smarter Real Estate Decisions with Brian Dusseau

Organizing Life's Daily Demands with Peter Gordon, Episode 66 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Brian Dusseau, a Licensed Real Estate Salesperson at Compass. Brian is a skilled negotiator with a knack for spotting trends and value. Brian saw the potential of Long Island City real estate back in the late 90’s and purchased there in 1996. Active in the city market since 2002, Brian has consistently exceeded his clients’ expectations – whether buying, selling, investing, or leasing – by combining his market knowledge and expertise with VIP-level customer service. Brian has lived and worked in Manhattan and LIC for over 20 years. Having owned several apartments and a home in Orange County, NY, he understands the diverse marketplace and has a keen eye for value. Tune in to the episode to hear about: * Brian’s path into real estate after the 2000 crash, including founding Click Radio, an early digital music database that invented thumbs up/down and skip features * Early career in real estate, showing over 1,000 rental units in 2002 while unknowingly working on a fractured foot * Queens’ appeal: relative affordability, central access to Manhattan/Brooklyn/Long Island, a more relaxed feel, and exceptional diversity * Brian notes market misunderstandings center on local nuances: some areas (e.g., Wall Street, Murray Hill) may offer bargains, while others face low inventory or bidding wars * The value of a professional who listens first, builds trust, and advises clients when to pursue deals, pay above ask, or wait * Brian gives examples of “private exclusives” to test pricing and build demand, including a Sunnyside co-op that drew five offers and sold $100K over ask Learn more about Brian Dusseau: * Connect with Brian on LinkedIn: https://www.linkedin.com/in/brian-dusseau-7674476/ * Follow Brian on Instagram: https://www.instagram.com/my_nyc_broker/ * Know more about Brian and his listings: https://www.compass.com/agents/brian-dusseau/ * Email Brian: brian.dusseau@compass.com * Call Brian: 917-596-3139 *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc

April 3, 202620 min

Choosing the Right Senior Living Path with David Stamberg

Organizing Life's Daily Demands with Peter Gordon, Episode 65 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with David Stamberg, Certified Placement and Referral specialist with Senior Care Authority of Northern and Central New Jersey. Senior Care Authority is an advocate for Elder Care. They offer no-cost placement services and will guide you through finding care options based on your loved one's needs. They also offer family coaching, Alzheimer's and Dementia placement services, stay-at-home care plans, and long-distance visitations. Tune in to the episode to hear about: * How David Stamberg is helping families navigate senior living at Senior Care Authority * David sharing his career change from wholesale footwear to elder care, opening his practice in January 2021 * How Senior Care Authority offers no-fee placement assistance model, touring and advocating with families while being paid by communities via referral fees, and how they assess needs, budgets, location, and lifestyle to shortlist options * Outlines about independent living, assisted living, and memory care, including dementia-related supervision and safety * David explains New Jersey Medicaid rules (10% Medicaid capacity and typical two-year private pay expectation), common family mistakes, and predatory lead sitesLearn more about David Stamberg: * Visit Senior Care Authority’s - NJ website: www.seniorcareauthority.com/newjersey * Call Senior Care Authority - NJ: ( 201) 564-7997 * Connect with David on LinkedIn: https://www.linkedin.com/in/davidstamberg/ * Email David: davids@seniorcareauthority.com * Follow Senior Care Authority - NJ on Facebook: https://www.facebook.com/SeniorCareNJOrangeRocklandNY *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc

March 25, 202623 min

Transforming Life’s Chaos into Legacy with Sonya Weisshappel

Organizing Life's Daily Demands with Peter Gordon, Episode 64 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Sonya Weisshappel, Founder and CEO of Seriatim Inc., a proud women-owned company. Since 1999, Seriatim has helped individuals, families, and businesses bring order to life’s biggest transitions through personalized, expert guidance made stronger by the Chaos Whispererᵀᴹ System, an expert-designed system that transforms the chaos of tangible assets into an organized, protected, and meaningful legacy. Tune in to the episode to hear about: * The meaning of Seriatim’s name and logo and the connection to its mission of helping people from a mental breaking point to being whole and organized * How Sonya aligns people’s intentions with their possessions to reduce clutter that can create physical and financial problems * The Chaos Whispererᵀᴹ System, which focuses on planning, inventorying tangible assets, and consolidating information to help families and advisors * Recommendations and advice on how to overcome fear and shame around overwhelm and discarding items Learn more about Sonya Weisshappel: * Visit Seriatim Inc.’s website: http://www.seriatim.net * Call Sonya: (212) 877-3267 * Book a time to speak with Sonya: https://calendly.com/harmony-seriatim/1-1-sonya-weisshappel * Follow Seriatim Inc. on Facebook: https://www.facebook.com/SeriatimInc * Follow Seriatim Inc. on Instagram: https://www.instagram.com/seriatim_inc * Follow Seriatim Inc. on LinkedIn: https://www.linkedin.com/company/seriatim.net * Subscribe to Seriatim Inc.’s YouTube channel: https://www.youtube.com/@Seriatim-Inc *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc

March 16, 202624 min

Coaching People Across the Career Lifecycle with Career Coach Kelly Joyce

Organizing Life's Daily Demands with Peter Gordon, Episode 63 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Kelley Joyce, career and business coach, and founder of The Truth at Work. Tune in to the episode to hear about: * How Kelley helps her clients clarify next career steps, manage job searches and transitions, and performance challenges * Kelley’s path from B2B tech public relations, rising to managing director to an MBA and eventually a coach * Common client issues across generations, emphasizes aligning values, boundaries, skills, and finances with career choices, * Corporate-to-solopreneur transitions via “bridge jobs” * How AI can improve job-search strategy, narrative, and systems Learn more about Kelley Joyce: * Connect with Kelley on LinkedIn: https://www.linkedin.com/in/kelleyjoycecareercoach * Visit Kelley’s website: https://thetruthatwork.com * Book a 45-minute Free Career Consult: http://www.thetruthatwork.com/consult * Email Kelley: kelley@thetruthatwork.com * Check out Kelly’s "AI + Job Search" Group Coaching Program: https://thetruthatwork.com/career-accelerator-lab *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc

February 25, 202619 min

Untangling the Ever-Changing Personal Insurance Market with Michael Blumenfeld

Organizing Life's Daily Demands with Peter Gordon, Episode 62 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Michael Blumenfeld, president of Mile Square Insurance, a local Hudson County insurance agency dedicated to bringing back the personal touch in insurance protection for families, condo associations, and small businesses. Tune in to the episode to hear about: * Michael’s background in insurance, beginning in the late 1980s to founding his independent agency and growing it to nine employees serving about 3,000 customers with home, auto, and business coverage across multiple carriers. * Why policies should reflect individual risk tolerance * How insurance needs become more complex with age (more assets, classic cars, teen drivers) * Why umbrella policies protect assets in a litigious environment beyond typical auto liability limits * The importance of regularly reviewing policies * Common mistakes in insurance such as over-focusing on deductibles instead of coverage quality and adequate dwelling replacement limits * Consequences of inflation and post-disaster rebuilding cost spikes * Policy provisions that can provide additional funds after widespread calamities * Michael’s take on the recent homeowners insurance market * Mile Square’s review process * The role of agents/brokers in advocating for clients during claims issues Learn more about Michael Blumenfeld: * Connect with Michael on LinkedIn: https://www.linkedin.com/in/michaelblumenfeld * Visit Mile Square Insurance Agency’s website: https://www.milesquareinsurance.com * Email Michael: mike@msqia.com *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc

January 23, 202619 min

Navigating Life's Tough Transitions with Debra Donenfeld

Organizing Life's Daily Demands with Peter Gordon, Episode 61 In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Deborah Donenfeld, the owner of Photosynthesis Coaching. Deborah is a life coach specializing in supporting people in midlife who are starting over. She has been coaching since 2011, and moved into this niche when her own life was turned upside down and she found herself in the position of navigating several big and painful changes all at once. Deborah coaches from the heart and compassionately helps her clients to work their edge and move through tough changes with grace. Tune in to the episode to hear about: * Supporting individuals through difficult life transitions, such as dealing with aging parents or special needs children * Debra’s personal experience with multiple significant life changes that inspired her to become a coach * The emotional challenges of role reversal in caregiving * The societal reluctance to ask for help. * The importance of acknowledging and processing emotions * The distinct difference between coaching and therapy * The challenges of change, maintaining self-awareness and navigating obstacles with curiosity Learn more about Deborah Donenfeld: * Visit Photosynthesis Coaching’s website (and schedule a free consult): https://www.photosynthesiscoaching.com * Connect with Deborah on LinkedIn: https://www.linkedin.com/in/deborahdonenfeld * Follow Photosynthesis Coaching on Instagram: https://www.instagram.com/photosynthesiscoaching *********************************** Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands. Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990 Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon Learn more about New York Financial Organizers: https://nyfo.nyc