Simplify Senior Transitions Podcast
Simplify Senior Transitions Podcast – Helping Families Navigate Senior Living & Real Estate with Confidence
Navigating senior transitions can feel overwhelming—whether it’s choosing the right senior living community, figuring out how to fund long-term care, or selling a loved one’s home. But you don’t have to do it alone!
Join Dale Corpus, a Senior Transition Specialist and real estate expert, as he sits down with top professionals in senior care, estate planning, long-term care insurance, and real estate to bring you insightful conversations, expert advice, and real-world solutions.
✅ How to choose the right senior living community
✅ Avoiding common mistakes when transitioning a loved one
✅ How to sell a senior’s home without stress
✅ Long-term care insurance & financial planning tips
✅ Estate planning essentials for families
If you’re an adult child, caregiver, or senior looking for answers, this podcast is your go-to resource to make informed decisions with confidence.
Simplify Senior Transitions Podcast
EP 134 - Daily Money Managers: The Most Overlooked Professional in Senior Care
Most families don’t realize it…
But there’s a HUGE gap in senior care that no one is talking about — and it’s costing families money, time, and peace of mind.
Daily Money Managers (DMMs) are one of the most important — and most overlooked — professionals in a senior transition.
They help aging parents manage bills, avoid scams, organize financial documents, prevent late fees, coordinate with accountants and fiduciaries, and reduce stress for the entire family… yet most adult children don’t even know this profession exists.
In this episode, I break down:
✅ What a Daily Money Manager actually does
✅ How they protect seniors from financial mistakes and fraud
✅ When families should bring one in (earlier than you think)
✅ Real stories of what happens when families DON’T use one
✅ How DMMs work with fiduciaries, CPAs, care managers — and your realtor
✅ Why they’re becoming essential in complex senior transitions
If you’re part of the Sandwich Generation — or you’re navigating a parent’s senior care, home sale, or move — this is an episode you cannot skip.
📄 Show notes: https://simplifyseniortransitions.com/the-daily-money-manager-the-bay-areas-missing-link-in-senior-care
📞 Schedule a FREE consultation and learn more about my services: www.simplifyseniortransitions.com
📲 Have a quick question? DM me on Instagram: @soldbydale
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If you enjoyed this episode, please leave a 5-star review on Apple Podcasts or Spotify — it helps more families discover the show.