Money Management w/ Kay Bransford, Professional Financial Advocate & Fiduciary 3/24/26

About this episode

Cheryl Beversdorf discusses money management and the role of financial advocates with Kay Bransford.

Conversation w/ Kay Bransford, Professional Financial Advocate & Fiduciary, MemoryBanc, about services provided by DMMs, how these services help older adults remain independent and assist their families, and what to know when hiring a DMM.

People in this episode

Host: Cheryl Beversdorf

Guest: Kay Bransford

Topics covered

• money management
• financial advocacy
• independence for older adults
• DMM services
• family assistance

Keywords

• money management
• financial advocate
• DMM
• independence
• older adults

Mentioned in this episode

Organizations: MemoryBanc

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