When handling the bills and the paperwork are just too much for your loved one and you are too busy or too far away, consider hiring a Daily Money Manager. Professional money managers are advocates who help people sort out bills, health insurance, magazine subscriptions, and more to create a system that works for everybody.

Host Lenore Tracey meets up with Money Manager Barbara Boustead to learn what these professionals do – and don’t do – and how to find one.

Enjoy the podcast and check out the American Association of Daily Money Managers (https://www.aadmm.com/) to learn more.

About Our Guest:

Barbara Boustead, LCSW is a social worker who shifted her focus from working with youth to helping seniors and older adults, military personnel, Veterans, and people with disabilities and chronic illness, including mental illness.

After learning first-hand how important it was to organize and stay current with medical, legal and financial documents for her aging mother, Barbara founded her company, Mary’s Daughter LLC in 2011. Based in Madison, Wisconsin, Mary’s Daughter helps individuals and families with their daily money management and organizing tasks.

Barbara is an active member of the American Association of Daily Money Managers (https://www.aadmm.com/), leading the organization’s Southern Wisconsin chapter.