Mar 10, 2026
In this episode, Donna Kendrick hosts Jeremy Zizmor to discuss how daily money management and financial caregiving can ease the lives of families navigating widowhood, divorce, aging parents, or other transitions. Jeremy shares insights into establishing financial organization, protecting assets, and leveraging professional teams to provide clarity during challenging times.
Key Topics:
- The role of daily money managers in supporting families through life transitions
- How to organize and streamline financial documents and insurance policies
- Importance of establishing trusted contacts and clear family communication
- Building a professional team: financial planners, estate attorneys, care managers, and accountants
- Proactive planning vs. reactionary approaches to money management crises
- Tools like the Financial Caregiving Toolkit for assessing and managing finances
- Confidentiality and trust considerations when working with families
- Tips for educating young adults on financial basics with practical tools
- How to find qualified daily money management professionals in your area
Chapters:
00:00 - Introduction and overview of Jeremy Zizmor's background and mission
02:23 - Jeremy’s personal story of caring for his grandmother and founding Assurance Family Partners
04:08 - The core services of daily money management and financial caregiving
07:16 - How financial organization helps families in crisis and prevents costly oversights
09:41 - Macro and immediate planning strategies for transitional families
11:32 - Communicating with family members and safeguarding confidentiality
13:26 - Building a trusted professional team for ongoing support
15:40 - Handling family dynamics and legal considerations in financial management
17:24 - The role of care managers and the sandwich generation’s unique needs
19:05 - Additional services like insurance management, household payroll, and document organization
22:33 - Common challenges and the importance of proactive planning
24:44 - Learning from reactive crises and the value of early intervention
25:23 - The Financial Caregiving Toolkit: resources for families starting their journey
27:19 - Educating young adults on finances and the benefits of self-guided or professional support
28:24 - How to find a qualified daily money manager; Jeremy’s recommended resources
29:22 - Jeremy’s location and contact info for Assurance Family Partners
Resources & Links
Connect with Jeremy Zizmor and discover resources:
Website: https://assurancefamilypartners.com/
Assessment for an interested person or family to continue the conversation: https://assessment.assurancefamilypartners.com/
Financial Caregiving Toolkit 6 Biggest Hurdles to Overcome when Managing a Loved One's Finances: https://6hurdles.assurancefamilypartners.com/register
Find a Daily Money Manager in your area: https://secure.aadmm.com/find-a-dmm/
This episode offers practical advice for families wishing to prevent financial crises and build resilient support systems during times of transition, emphasizing the importance of organization, trust, and proactive planning.
Citations for the aging in place percentages mentioned in this episode:
75% https://www.aarp.org/home-living/home-community-preferences-survey-2024/?utm_source=chatgpt.com
84% https://point.com/blog/aging-in-place-2025?utm_source=chatgpt.com
88% https://www.retirementliving.com/aging-in-place/aging-in-place-statistics?utm_source=chatgpt.com
87% https://medicalxpress.com/news/2025-06-poll-wide-variation-older-adults.html?utm_source=chatgpt.com
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CONTACT ☎
Website: https://sephtonfinancial.com/
Phone: (215) 948-3945
Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10...
Downloadables and Resources: https://sephtonfinancial.com/resources/
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Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 314 Washington Ln, Jenkintown, PA 19046. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice. The guests on the podcast are not affiliated or registered with Cetera Financial Specialist. Any information provided by the guests are in no way related to Cetera Financial Specialist or its registered representatives.