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#80 – Sometimes, you reach a point in life when you can no longer oversee your personal finances.

Regular bill payments, updating checkbooks, monitoring different accounts, or looking out for fraudulent activities — it can be a little too much to handle on your own!

This is common among senior citizens or those suffering with conditions like dementia.

In this episode, Jeremy Keil speaks with Catherine A. Schramka Heidemann, Owner & Daily Money Manager at CASH In Balance, LLC. Catherine explains how Daily Money Managers can help you keep the finances in order for yourself or a loved one.

Catherine discusses:

Signs that someone needs to approach a Daily Money Manager
What happens if you miss to make some key financial decisions in time
The importance of organizing your beneficiaries and other estate documents
How to ensure if a particular Daily Money Manager is right for you
And more

Connect With Catherine A. Schramka Heidemann:

[email protected]
(414) 217-4510
CASH In Balance, LLC
LinkedIn: Catherine A. Schramka Heidemann

About Our Guest:

Catherine A. ​​​Schramka Heidemann, CASH In Balance, LLC's owner, is an accounting professional with 25+ years of experience and has worked in for-profit and nonprofit environments including: corporate​, charitable organization​, manufacturing, public accounting, healthcare, and small business. ​Catherine graduated Magna Cum Laude with her Bachelor's Degree in Accounting from Lakeland College and also has a Major in Management Information Systems from UW-Milwaukee. She started her career paying bills and reconciling checkbooks for Schramka Funeral Homes and ended her corporate career as the Controller at United Way in Waukesha County. After attending an American Association of Daily Money Managers' (AADMM) national conference in November of 2012, she felt that a career as a Daily Money Manager would provide her an opportunity to utilize her work experience to help others.

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