Listen "Simplifying Life with Daily Money Manager Emily Lutz"
Episode Synopsis
Have you ever heard of a Daily Money Manager? Meet Emily Lutz, owner of Liberty Paperwork Solutions! Emily shares her journey of becoming a daily money manager, a profession that involves handling clients' administrative chores like bill payments and financial tracking. Even though these services have always leaned toward being 'fancy', Emily explains how daily money management is becoming more common and important for various demographics, including the elderly, people with special needs, and those too busy to manage their finances. We discuss the emotional and practical benefits of having a daily money manager, Emily's motivation for starting her business, the trust and efficiency of remote services, and the importance of community and strong female friendships, especially for women in their 50s. 00:00 Introduction and Guest Welcome01:07 Understanding Daily Money Management02:28 Client Demographics and Services03:18 Real-Life Examples and Success Stories07:43 Remote Operations and COVID-19 Impact09:09 Trust and Security in Financial Management13:54 Getting Started with Liberty Paperwork Solutions17:20 The Joy of Being a Daily Money Manager17:52 Charging for Daily Money Management Services18:29 Helping Younger Clients Manage Money19:31 Generational Differences in Money Management22:52 Finding Purpose Beyond Family27:18 The Value of Strong Female Friendships30:10 Conclusion and Contact Information Follow Christine Van Bloem on Instagram @theemptynestkitchen and on Facebook @emptynestkitchen Learn more about Menopause Meal Plans Sign up for my FREE 10 Essential Tools for the Empty Nest Kitchen
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