Protecting Seniors with Daily Money Management, with Barbara Scurry, Senior Partners (North Fulton Business Radio, Episode 832)
In this episode of North Fulton Business Radio, host John Ray interviews Barbara Scurry of Senior Partners. Barbara shares how her company provides daily money management services to seniors, helping them with tasks like sorting mail, paying bills, and managing finances. The discussion highlights the importance of protecting seniors from financial scams, with Barbara sharing various success stories where her intervention saved clients substantial amounts of money. Additionally, Barbara discusses the characteristics one should look for when hiring a daily money manager and provides practical advice on how seniors can protect themselves from financial scams.
John Ray is the host of North Fulton Business Radio. The show is recorded and produced by the North Fulton affiliate of Business RadioX® inside Renasant Bank in Alpharetta.
Barbara Scurry, Founder, Senior Partners
Barbara Scurry grew up in Minneapolis, Minnesota, but has lived in the Atlanta area since late 2000. She earned a Bachelor’s of Business Administration with honors from Middle Tennessee State University and pursued a career in marketing within the manufacturing, financial services, and geriatric healthcare industries. While doing sales and business development in nursing homes and marketing for a continuing care retirement community and a private-duty home care company, she developed a passion for working with senior citizens.
In 2011, Barbara founded Senior Partners, formerly known as The Money Moxie, with the aim of serving as a financial advocate for seniors who are grappling with their daily life and financial concerns. With her skill at organizing chaos, Barbara and her staff get things done for their clients, protect them from fraud, help keep them independent, and save them money. Senior Partners specializes in providing above and beyond personalized, concierge-type services for their clients.
Barbara lives in Peachtree Corners with her husband Darryl and their adorable Maltipoo, Mr. Mojo.
Senior Partners
Senior Partners is a daily money management company founded in 2011 that provides comprehensive financial support and peace of mind to seniors facing challenges with daily financial management. Their dedicated team of “Senior Partners” offers compassionate, professional services designed to help seniors maintain their independence and financial well-being, particularly for those without local family support or who have recently lost a spouse responsible for managing household finances.
The company serves a diverse clientele, including seniors living alone, families in the “Sandwich Generation” struggling to manage their parents’ finances, and industry professionals seeking trusted advocacy for their senior clients. Their in-home services cover a wide range of financial needs, from bill-paying and budgeting to fraud protection and professional service coordination. With a commitment to personalized care, Senior Partners offers a free 15-minute consultation to help potential clients understand how they can provide support and maintain financial security for seniors.
Topics Discussed in this Episode
00:00 Introduction and Welcome to North Fulton Business Radio
00:27 Guest Introduction: Barbara Scurry, Senior Partners
01:45 Daily Money Management Explained
04:30 Barbara’s Journey and Passion
07:46 Comprehensive Services Offered
15:20 Protecting Seniors from Scams
24:10 Client Success Stories
27:57 How to Choose a Daily Money Manager
30:17 Conclusion and Contact Information
31:29 Host’s Final Remarks
Renasant Bank supports North Fulton Business Radio
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.
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About North Fulton Business Radio and host John Ray
With over 800 shows and having featured over 1,200 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!
The show welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media leans left. Some media leans right. We lean business.
John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.
The studio address is 275 South Main Street, Alpharetta, GA 30009.
John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.
John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.
Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.
