Serving Seniors Podcast

In this inspiring episode of the Serving Seniors Podcast, host Matt Helton welcomes Jennifer Parker, a Patient Advocate, Transformational Speaker, and Healthcare Leadership Speaker, to share her powerful personal journey of survival, courage, and speaking up when it matters most.Jennifer opens up about her experience with breast cancer, chemotherapy-induced congestive heart failure, and receiving a heart transplant. Her story shows how patient advocacy can save lives, especially for seniors and families trying to make sense of big healthcare decisions. 🏥💙This episode is all about helping seniors feel more confident when talking with doctors, asking questions, bringing someone with them to appointments, and making sure their concerns are heard. Jennifer also shares how family support, second opinions, and being prepared before a doctor visit can make a big difference. Because let’s be honest, remembering every question at the doctor’s office can be harder than finding your reading glasses when they are already on your head. 👓😊Jennifer’s message is clear: your voice matters, your questions matter, and your health is worth speaking up for.Connect with our Guest at: Phone: +1 (731) 614-4967Guest Name: Jennifer Parker Guest Title: Patient Advocate, Transformational Speaker, Healthcare Leadership Speaker📌 Company & Podcast InformationCompany Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show highlights professionals, leaders, and trusted voices who help seniors not just survive, but thrive in retirement.Each week, Matt meets with experienced guests who share helpful information on topics like healthcare, financial planning, retirement, estate planning, senior living, home equity, and ways to live with more confidence and peace of mind.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 https://www.nmlsconsumeraccess.org 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone: (888) 488-3807.All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice.By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F)Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027Contact Number: (888) 488-3807Company Website: https://onetrusthomeloans.com/Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube Link: https://www.youtube.com/@servingseniorspodcast🏷️ Hashtags#ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #SeniorLiving #PatientAdvocacy #SeniorHealth #HealthcareAdvocacy #RetirementPlanning #AgingInPlace #SeniorCare #HealthcareTips #FamilyCaregivers #ReverseMortgage #HomeEquity #MortgageTips #FinancialFreedom #SeniorSupport #HeartTransplantAwareness #BreastCancerAwareness #PatientEmpowerment⚠️ DisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Dr. Kavin Mistry of Kavin Mistry MD for a powerful conversation about helping seniors live longer, healthier, and more energized lives.Dr. Mistry is a Board-Certified Neuroradiologist, author, speaker, and human performance and longevity strategist in the age of AI. After reviewing more than 300,000 brain and body scans during his career, Dr. Mistry began noticing something important: some people appeared to be aging much faster than their actual age, while others in their 70s and 80s had brains and bodies that looked much younger.That discovery led him to write Primal Health Design, a book focused on the habits, lifestyle choices, and mindset shifts that may help people improve their biological age.In this episode, Matt and Dr. Mistry discuss:🧠 Why biological age matters for seniors 🌱 How lifestyle choices can affect aging ☀️ The importance of connecting with nature, food, and movement 💪 Why it is never too late to make healthy changes ❤️ How physical, mental, emotional, and “existential” health work together 📘 Dr. Mistry’s book, Primal Health Design ✨ Simple ways seniors can begin building healthier habits todayDr. Mistry’s message is encouraging and clear: you are never too old to make a positive change. Small steps can make a big difference, and a healthier lifestyle does not have to feel like climbing Mount Everest in flip-flops.Connect with our Guest at:  https://kavinmistrymd.com/Company Name:  One Trust Home LoansHost:  Matt HeltonPodcast Name:  Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the unique challenges and opportunities that retirement presents.Each week, Matt meets with seasoned professionals from various fields who share their expertise to help answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure activities, estate planning, senior living, home equity, and retirement stability, no topic is off the table.Whether you are on the cusp of retirement, just beginning this new chapter, or have been enjoying it for years, the Serving Seniors Podcast helps you gain knowledge so you can not just survive, but truly thrive.Podcast URL:  https://www.servingseniorspodcast.com/Sponsor Name:  One Trust Home LoansSponsor URL:  https://onetrusthomeloans.com/Company Website:  https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 https://www.nmlsconsumeraccess.org 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone: (888) 488-3807.All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice.By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F)Address:  320 Seven Springs Way, Ste 250, Brentwood, TN 37027Contact Number:  (888) 488-3807Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube Link:  https://www.youtube.com/@servingseniorspodcastHashtags: #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #SeniorLiving #SeniorHealth #Longevity #HealthyAging #ReverseMortgage #RetirementPlanning #AgingInPlace #HomeEquity #FinancialFreedom #MortgageTips #RealEstateEducation #PrimalHealthDesign #BiologicalAge #SeniorWellness #KavinMistry #SeniorLongevityDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this heartfelt episode of Serving Seniors Podcast, host Matt Helton welcomes Connie Jean Catalano, Life Transition Specialist, Sales Leader, Dale Carnegie Certified Trainer, Senior Advocate, Speaker, and Author.Connie brings wisdom, warmth, and real-life guidance to a topic many families face: what happens when a longtime home no longer fits a senior’s current needs? 🏠➡️🌅Whether it is because of health, safety, family changes, downsizing, or simply wanting a fresh start, moving into the next chapter of life can feel big. Sometimes really big. Like “where did all this stuff come from?” big. 📦😄In this episode, Matt and Connie talk about the emotional side of life transitions, how seniors and their families can start the conversation, and why having the right support can make the next step feel less scary and more hopeful.This episode is a helpful listen for seniors, adult children, caregivers, and families who are navigating change and wondering what comes next.✨ Connect with our Guest at:https://conniejeancatalano.com/📞 Guest Contact:Connie Jean CatalanoLife Transition Specialist678-773-5715 Call or Text📌 Episode DetailsCompany Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description:Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show dives into the unique challenges and opportunities that retirement presents.Each week, Matt meets with seasoned professionals from many fields who bring their expertise to the table, helping answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure activities, estate planning, senior living, and life transitions, no topic is off the table.The goal is simple: help seniors and their families feel informed, prepared, and encouraged as they make important life decisions.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers:Matt Helton, NMLS#178551OneTrust Home Loans, NMLS #46375Licensing Information:Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375https://www.nmlsconsumeraccess.org3838 Camino del Rio N Suite 305, San Diego, CA 92108Corporate phone: (888) 488-3807All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice.By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F)Contact Number: (888) 488-3807Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube Link: https://www.youtube.com/@servingseniorspodcastCompany Website: https://onetrusthomeloans.com/🏷️ Hashtags#SeniorLiving#AgingInPlace#RetirementPlanning#ServingSeniorsPodcast#MattHelton#OneTrustHomeLoans#SeniorAdvocate#LifeTransitions#Downsizing#SeniorCare#Caregivers#HomeEquity#ReverseMortgage#MortgageTips#RealEstateEducation#HomeOwnership#FinancialFreedom#RetirementLiving#SeniorSupport#ConnieJeanCatalano⚠️ DisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this new episode of the Serving Seniors Podcast, host Matt Helton sits down with Cory Boldroff, Certified Real Estate Planner, Senior Advocate, and Senior Transition Specialist with The Complete Real Estate Planners, to talk about how seniors can use real estate planning to create a safer, smarter retirement.If you or a loved one are thinking about downsizing, aging in place, moving closer to family, or making confident housing decisions for the future, this episode is packed with helpful insight. Matt and Cory break down how real estate planning can help seniors protect their finances, reduce stress, and make choices that support long-term comfort and peace of mind. 🏠💙This conversation shines a light on the steps seniors and their families can take to avoid common mistakes, build a solid plan, and better understand their housing options in retirement. Cory shares practical guidance from his experience helping seniors transition through important life changes with care, clarity, and confidence.Connect with our Guest at:https://thecompleterealestategroup.com/tcrgCompany Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table. Our aim is to provide a comprehensive resource that addresses the holistic needs of seniors. Whether you're on the cusp of retirement, just beginning this new chapter, or have been relishing it for some time, Serving Seniors Podcast helps equip you with the knowledge to not just survive, but truly thrive.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/Podcast Audience: Seniors, families of seniors, and professionals serving the senior communityAddress: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027Contact Number: (888) 488-3807NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (https://www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastCompany Website: https://onetrusthomeloans.com/Hashtags:#ServingSeniorsPodcast #MattHelton #CoryBoldroff #SeniorLiving #RetirementPlanning #RealEstatePlanning #SeniorAdvocate #AgingInPlace #HomeEquity #FinancialFreedom #MortgageTips #RealEstateEducation #SaferRetirement #OneTrustHomeLoansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Ken Himmler, Co-Founder of One Wealth Map, LLC, to talk about one of the biggest topics facing retirees today: retirement planning for seniors.Ken Himmler has spent 42 years helping individuals and business owners navigate major financial life changes. He is the author of Live Rich, Stay Wealthy, which sold 25,000 copies in its first two weeks, and he also hosted the Money Talks radio show for ten years, helping listeners make sense of retirement, inheritance, and business sale decisions. 💼📘In this conversation, Matt and Ken break down how the moving parts of a financial plan — including taxes, investments, insurance, and estate planning — can sometimes work against each other without people even realizing it. Ken shares why even smart savers can fall into expensive traps during big life transitions, and how having a clear map can help protect wealth and create more confidence for the road ahead.Whether you are preparing for retirement, helping a loved one make financial decisions, or simply trying to make sense of the many puzzle pieces involved in long-term planning, this episode offers practical insight in a simple, easy-to-follow way. Think of it like using GPS for your money — because guessing at the next turn is not a great retirement strategy. 🚗💰Connect with our Guest at: https://onewealthmap.com/🏡 Company Name: One Trust Home Loans 🎤 Host: Matt Helton 🎧 Podcast Name: Serving Seniors Podcast 📝 Episode Title: Retirement Planning for Seniors - Ken Himmler’s One Wealth Map 📖 Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping answer important questions about living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, the show is designed to help seniors not just get by, but truly thrive. 🌐 Podcast URL: https://www.servingseniorspodcast.com/ 🤝 Sponsor Name: One Trust Home Loans 🔗 Sponsor URL: https://onetrusthomeloans.com/ 📌 NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS #46375 📄 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (https://www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) 📞 Contact Number: (888) 488-3807 📍 Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 📱 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ ▶️ YouTube Link: https://www.youtube.com/@servingseniorspodcast 🏠 Company Website: https://onetrusthomeloans.com/#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose. 

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Barbara Gustavson, Founder & Brain Health Coach at Discover Next Step, to talk about practical brain health tips for seniors. Together, they explore how sleep, stress, and memory all connect — and what simple daily steps can help support a healthier, more resilient brain.Barbara’s work is deeply personal and powerful. After watching her mother carry the heavy emotional load of caring for Barbara’s father through Huntington’s Disease, and later stepping into a caregiving role herself, Barbara found her mission: helping the quiet supporters — the people who hold everything together for others — protect their energy, restore their strength, and build resilience without losing themselves in the process. 💙Barbara Gustavson is a Brain-Based Leadership & Wellness Educator, Amazon bestselling author, and speaker. Her work blends occupational psychology, neuroscience, and resilience research to teach practical ways to regroup, prevent burnout, and lead with greater calm and clarity. She is the creator of the REGROUP framework and the author of Permission to Be Bold.In this conversation, Matt and Barbara discuss:✨ Why good sleep matters more than most people realize✨ How stress affects memory and everyday brain function✨ Simple ways seniors and caregivers can protect their mental energy✨ How resilience can be built one step at a time✨ Why supporters need support tooBarbara’s credentials include:🎓 Bachelor’s in Business Management🎓 Master’s in Psychology✅ Certified Health Coach (Institute for Integrative Nutrition)✅ Certified Brain Health Coach (Amen University)✅ ACE (Adverse Childhood Experiences) Certified Presenter✅ Trauma-Informed Level 1 (Community Resilience Initiative)Her mission is to guide those who quietly care for everyone else by equipping them with the tools and support they need to stay resilient. Her vision is a world where supporters feel seen, uplifted, and no longer running on empty. 🌿Connect with our Guest at:https://www.discovernextstep.com/Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping answer important questions about living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, the goal is to provide a helpful resource for seniors and their families.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags:#ServingSeniorsPodcast #BarbaraGustavson #BrainHealth #SeniorWellness #MemoryTips #SleepHealth #StressManagement #CaregiverSupport #HealthyAging #Resilience #MattHelton #OneTrustHomeLoansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Paul Barrett, Medicare Specialist and founder of The Modern Medicare Agency, to talk about one of the biggest questions many seniors face: How do you choose the right Medicare plan without feeling overwhelmed?Paul shares smart, simple guidance on how to compare Medicare options, what to watch out for, and why the “best” plan for your neighbor may not be the best plan for you. You’ll hear real-world advice on looking at doctors, prescriptions, budget, lifestyle, and long-term needs before making a decision.Paul’s mission is to make Medicare easier to understand. His official site says he has 18 years dedicated solely to Medicare, offers independent, unbiased plan comparisons, and works across 40+ contracted carriers to help clients find coverage that fits their needs. You’ll also hear why education matters, how to avoid common Medicare mistakes, and why asking questions now can save you stress later. Think of this episode as your friendly Medicare roadmap — with a lot less confusion and a lot fewer “insurance onion layers.” 😊Connect with our Guest at https://www.paulbinsurance.com/ 631-358-5793 631-482-7406📌 Company Name: One Trust Home Loans 🎙️ Host: Matt Helton 🏡 Podcast Name: Serving Seniors Podcast 📖 Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the unique challenges and opportunities that retirement presents, with expert guests who help seniors not just survive, but truly thrive. 🌐 Podcast URL: https://www.servingseniorspodcast.com/ 🤝 Sponsor Name: One Trust Home Loans 🔗 Sponsor URL: https://onetrusthomeloans.com/ 👥 Podcast Audience: Seniors, retirees, caregivers, and families looking for simple, trustworthy guidance on Medicare, retirement, and later-life planning. 🆔 NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS #46375 📜 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (https://www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) 📍 Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 📞 Contact Number: (888) 488-3807 📱 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews | LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ ▶️ YouTube Link: https://www.youtube.com/@servingseniorspodcast 🏢 Company Website: https://onetrusthomeloans.com/Hashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloans #Medicare #MedicarePlanning #MedicareEducation #SeniorHealthDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this exciting episode of the Serving Seniors Podcast, host Matt Helton sits down with Miles Spencer, Co-Founder and CEO of reflekta, to explore a powerful question: How can artificial intelligence help seniors preserve their family stories and memories for generations to come? 🤖📖Miles Spencer is the visionary behind reflekta, a platform designed to help families capture, organize, and preserve personal histories using modern AI technology. Instead of letting priceless stories fade with time, tools like reflekta allow seniors to record memories, reflect on life experiences, and create a lasting digital legacy for their children and grandchildren.During this conversation, Matt and Miles dive into how technology—especially AI—is transforming the way families document their history. From recording meaningful life stories to creating a permanent archive of family wisdom, AI tools are helping seniors ensure their voices and memories live on for generations.They discuss:✨ Why preserving family stories is more important than ever✨ How AI tools can help seniors document their life experiences✨ Simple ways families can capture memories before they are lost✨ How technology is making legacy storytelling easier for everyoneIf you or a loved one has ever said, “I wish I had written down my parents’ stories,” this episode will show you how modern tools can make preserving family memories easier than ever.👉 Connect with our Guest at:https://reflekta.ai/📄 Guest Additional Information:https://docs.google.com/document/d/1bQIoqgAyhCbx9TYqPWOlMlYwIMpwZqD3q0O-zpZGi1Y/edit?tab=t.0This episode is perfect for seniors, families, caregivers, and anyone interested in preserving their personal history using modern technology.📌 Company NameOne Trust Home Loans🎙️ HostMatt Helton🎧 Podcast NameServing Seniors Podcast📝 Podcast DescriptionWelcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents.Each week Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table. Our aim is to provide a comprehensive resource that addresses the holistic needs of seniors.Whether you're on the cusp of retirement, just beginning this new chapter, or have been relishing it for some time, the Serving Seniors Podcast ensures you're equipped with the knowledge to not just survive, but truly thrive.🌐 Podcast URLhttps://www.servingseniorspodcast.com/🤝 Sponsor NameOne Trust Home Loans🌍 Sponsor URLhttps://onetrusthomeloans.com/🏦 NMLS NumbersMatt Helton NMLS#178551OneTrust Home Loans NMLS #46375📜 Licensing InformationLoans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807.All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice.By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))☎️ Contact Number(888) 488-3807📍 Address320 Seven Springs Way, Ste 250, Brentwood, TN 37027📲 Social Media LinksFacebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/▶️ YouTube Linkhttps://www.youtube.com/@servingseniorspodcast🔖 Hashtags#HomeOwnership#FirstTimeHomeBuyer#ReverseMortgage#VeteranHomeLoans#RealEstateInvesting#MortgageTips#SeniorLiving#FinancialFreedom#RealEstateEducation#HomeEquity#RetirementPlanning#PropertyInvestment#BuyingAHome#SellingAHome#MortgageAdvisor#HomeLoanHelp#VAHomeLoan#AgingInPlace#InvestmentProperty#HomeFinancing#servingseniorspodcast#matthelton#onetrusthomeloans⚠️ DisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

What if aging didn’t have to mean pain, stiffness, and slowing down? 🤔In Episode 89 of the Serving Seniors Podcast, host Matt Helton sits down with Eileen Kopsaftis, BS, PT, FAFS, CMI, NE, Founder of Have Lifelong Wellbeing, to break down the biggest myths that keep us stuck in pain and believing decline is “just part of getting older.”Eileen’s mission for more than 30 years has been simple but powerful: 👉 Teach people how to age without decline 👉 Be free of pain 👉 Have REAL life function as long as they liveAnd here’s the exciting part… she does it without drugs, procedures, or surgery.👩‍⚕️ Meet Our Guest: Eileen KopsaftisEileen is a physical therapist, chronic pain consultant, certified Applied Functional Science professional, MELT certified instructor, and nutrition educator. She specializes in identifying and correcting the root causes of pain — because often the painful body part is actually the victim of another area not doing its job.After losing two brothers in their forties — one to cancer and one to heart disease — Eileen made it her life’s mission to improve the health and longevity of others.Now at 67 (in 2025!), she takes no medications — not even over-the-counter — and has the energy to accomplish all her goals. And she firmly believes:💬 “I’m not an anomaly. You can do this too.”She teaches a Four Prong Approach that helps people: ✔ Reduce or eliminate chronic pain ✔ Restore function ✔ Improve mobility ✔ Age confidently and independentlyYou do NOT have to suffer with pain or chronic conditions.🏢 About Have Lifelong WellbeingThrough live Zoom classes, in-person classes at Hudson Valley Community College, online programs, video consultations, and international coaching, Eileen has helped clients across:America, Ireland, Israel, Canada, South Africa, UK, Australia, Austria, Greece, Turkey and more 🌎Her approach focuses on science-based truth — not mainstream symptom management.🔗 Connect with Our Guest athttps://havelifelongwellbeing.com/🎧 In This Episode We Discuss:• The biggest myths about aging and pain • Why decline is NOT inevitable • How the body works in 3-plane movement • Why food can be a hidden cause of chronic pain • The danger of only treating symptoms • Practical steps to restore function safely • How seniors can protect independence and mobilityIf you or someone you love wants to age stronger, more mobile, and more confident — this episode is a must-listen.📌 Podcast InformationCompany Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores retirement challenges and opportunities, covering financial planning, healthcare, estate planning, lifestyle, and aging with independence. Each episode delivers practical tips and expert insights designed to help seniors thrive.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/📞 Contact & Licensing InformationNMLS Numbers: Matt Helton NMLS#178551 OneTrust Home Loans NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027🌎 Connect With UsCompany Website: https://onetrusthomeloans.com/YouTube Link: https://www.youtube.com/@servingseniorspodcastFacebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/🔖 Hashtags#HomeOwnership #ReverseMortgage #SeniorLiving #RetirementPlanning #AgingInPlace #FinancialFreedom #RealEstateEducation #HomeEquity #MortgageAdvisor #HomeLoanHelp #servingseniorspodcast #matthelton #onetrusthomeloans⚖️ DisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In Episode 88 of the Serving Seniors Podcast, host Matt Helton sits down with Erica Sell, ATP, CAPS, CSA, Founder & CEO of Harmony Home Medical Supply, to break down one of the biggest questions seniors and their families are asking today:👉 Is it smarter to modify your home for $50,000… or move into assisted living at $14,000 per month?This eye-opening conversation explores the true cost of senior housing, aging in place, and how the right equipment and home modifications can protect both independence and your financial future.Erica founded Harmony Home Medical in 2008 after seeing families struggle with limited options and insurance-driven decisions. She believed seniors deserved choice, education, and hands-on access to equipment that improves quality of life. Today, Harmony Home Medical is San Diego’s most diverse and complete medical equipment showroom—offering everything from wheelchairs and power mobility devices to lift chairs, scooters, bathroom safety products, home accessibility remodels, and more.With a registered physical therapist and assistive technology specialists on staff, Erica and her team are passionate about helping seniors stay safe, comfortable, and independent at home.💡 In this episode, we cover:The real financial comparison between home modifications and assisted livingHow accessibility remodels can extend independenceWhat seniors and families should consider before making housing decisionsHow to “take the medical out of medical equipment”Why education and choice matter in senior careIf you or a loved one is thinking about aging in place, this episode is packed with practical guidance and cost-saving insights.📲 Connect with our Guest at:https://harmonyhomemedical.com/Erica Sell, ATP, CAPS, CSA Founder & CEONow with two locations to serve you:📍 7640 Clairemont Mesa Blvd San Diego, CA 92111📍 1929 W Vista Way Ste A Vista, CA 92083📞 858-560-8177 📠 858-560-8167📌 Podcast DetailsCompany Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show dives into the unique challenges and opportunities retirement brings. From financial planning and healthcare to housing decisions and aging in place, each episode delivers practical strategies designed to help seniors thrive.Podcast URL:  https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home Loans Sponsor URL:  https://onetrusthomeloans.com/NMLS Numbers: Matt Helton NMLS#178551 OneTrust Home Loans NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube:  https://www.youtube.com/@servingseniorspodcast⚠️ DisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.🔖 Hashtags#HomeOwnership #ReverseMortgage #SeniorLiving #AgingInPlace #RetirementPlanning #HomeEquity #FinancialFreedom #RealEstateEducation #servingseniorspodcast #matthelton #onetrusthomeloans

In this exciting Episode 87 of the Serving Seniors Podcast, host Matt Helton sits down with local real estate expert Maureen Kinzer, Realtor with Reliant Realty ERA Powered, to talk about what seniors in Gallatin and the greater Nashville area really need to know about today’s real estate market.Maureen brings her experience, integrity, and deep knowledge of the real estate industry to this powerful conversation. She shares practical tips for seniors who are thinking about downsizing, relocating, selling, or aging in place. 🏠💙As a proud member of the National Association of Realtors, Tennessee Association of Realtors, Sumner Realtors, Women's Council of Realtors, and the Gallatin Chamber of Commerce, Maureen understands the local market inside and out. She also has a special heart for military families and proudly serves those who have sacrificed for our country. 🇺🇸Her passion extends beyond real estate. She supports incredible organizations including Wounded Warriors, the Cancer Society, Habitat for Humanity, Make a Wish Foundation, and The Homeless Coalition. When she’s not helping families buy and sell homes, she’s spending time with her Siberian Husky Drake, Queen Chloe the cat, or enjoying her happy place — the beaches of Florida. 🌊🐾If you’re a senior homeowner, a military family, or someone helping aging parents navigate their next move, this episode is packed with wisdom, heart, and practical steps you can use today.🔗 Connect with our Guest at: https://www.era.com/agent/detail/tn/gallatin/agents/maureen-kinzer/aid-P00200000FPddWwqk6Ug9yk7jcI3jgbVNvVlsucC📞 Guest Phone: 6615-300-0496 📧 Email: [email protected] 📍 Office Address: 1517 Hunt Club Blvd, Suite 200, Gallatin, TN 37066🏢 Company Name: One Trust Home Loans 🎙️ Host: Matt Helton 🎧 Podcast Name: Serving Seniors Podcast📝 Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show dives deep into the unique challenges and opportunities retirement presents. From financial planning and healthcare to real estate and estate planning, no topic is off the table. Our goal is simple — to help seniors not just survive, but truly thrive.🌐 Podcast URL: https://www.servingseniorspodcast.com/🤝 Sponsor Name: One Trust Home Loans 🌐 Sponsor URL: https://onetrusthomeloans.com/🔢 NMLS Numbers: Matt Helton NMLS#178551 OneTrust Home Loans NMLS #46375📜 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))📞 Contact Number: (888) 488-3807📱 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/▶️ YouTube Link: https://www.youtube.com/@servingseniorspodcast#HomeOwnership#FirstTimeHomeBuyer#ReverseMortgage#VeteranHomeLoans#RealEstateInvesting#MortgageTips#SeniorLiving#FinancialFreedom#RealEstateEducation#HomeEquity#RetirementPlanning#PropertyInvestment#BuyingAHome#SellingAHome#MortgageAdvisor#HomeLoanHelp#VAHomeLoan#AgingInPlace#InvestmentProperty#HomeFinancing#servingseniorspodcast#matthelton#onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Welcome to Episode 86 of the Serving Seniors Podcast, hosted by Matt Helton! In this powerful and eye-opening episode, Matt sits down with Raymond Lavine, Financial Professional and founder of Lavine LTC Benefits, to break down why long-term care (LTC) planning is no longer optional for seniors and their families.👤 Meet Our Guest – Raymond LavineRaymond Lavine is a seasoned financial professional and U.S. Army veteran with deep personal and professional experience in long-term care planning. Through his company, Lavine LTC Benefits, Raymond helps individuals and families protect their savings, dignity, and independence by planning ahead for long-term care needs.Raymond’s passion for LTC planning is personal. After walking through his father’s long-term care journey and seeing his mother rely on LTC benefits, he understands firsthand how the right plan can mean the difference between peace of mind and financial stress.🎯 What You’ll Learn in This Episode:✅ Why seniors should plan for long-term care before a crisis happens✅ How LTC insurance can protect retirement savings and family assets✅ Common myths and misunderstandings about long-term care coverage✅ How tactical empathy and real-life experience shape better financial decisions✅ Why waiting can cost you more — emotionally and financially📺 Raymond has shared his expertise on national TV, including Moving America Forward, and on numerous podcasts. He’s also a contributing author to Empathy & Understanding in Business, where he explores how empathy leads to better outcomes during life’s most challenging moments.🎖️ As a proud U.S. Army veteran who served in the 82nd Airborne Division and 173rd Airborne Brigade in Vietnam, Raymond brings discipline, compassion, and integrity to everything he does.🔗 Connect with our Guest at:Website: https://www.lavineltcins.com/📞 Telephone or Text: 253.275.6091🎥 Video: https://raymondlavineofficial.com📅 Schedule a Conversation: https://meetings-na2.hubspot.com/meetings/raymond-lavineCompany Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description:Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show dives into the challenges and opportunities of retirement. Each episode features trusted professionals who provide clear, practical education on finances, healthcare, real estate, and estate planning—helping seniors not just survive, but truly thrive.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers:Matt Helton, NMLS #178551OneTrust Home Loans, NMLS #46375Licensing Information:Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807.All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice.By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags:#ServingSeniorsPodcast #LongTermCarePlanning #LTCInsurance#SeniorLiving #RetirementPlanning #FinancialSecurity#AgingInPlace #VeteranOwned #MattHelton#OneTrustHomeLoans #LavineLTCBenefitsDisclaimer:The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Barry R. Levine, Esq., Attorney with The Law Office of Barry R. Levine, for an important conversation every senior and family should hear.Barry has spent years helping individuals and seniors navigate financial hardship, real estate matters, and legal challenges. He explains why planning ahead is the smartest legal strategy, especially for seniors who want to protect their assets, reduce stress, and avoid financial surprises later in life.Together, Matt and Barry break down complex legal topics in a clear, easy-to-understand way, covering: ⚖️ Why seniors should prepare for financial challenges before they happen 🛑 How the law can help stop creditor harassment 🏡 The role legal planning plays in real estate and retirement security 💡 Practical steps to reduce debt burdens and regain financial peace of mindBarry shares a powerful insight from his career: it’s far better to prepare for tough times in advance than to wait until it “hits the fan.” This episode is packed with real-world advice designed to help seniors stay informed, protected, and confident about their future.👥 Connect with our Guest at: https://levineslaw.com/📌 Episode InformationCompany Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the unique challenges and opportunities of retirement through conversations with trusted professionals. From financial planning and real estate to healthcare and estate planning, each episode delivers practical insights to help seniors not just survive — but truly thrive.Podcast URL:  https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home Loans Sponsor URL:  https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS #178551 One Trust Home Loans, NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube:  https://www.youtube.com/@servingseniorspodcast🔖 Hashtags#ServingSeniorsPodcast #SeniorLegalPlanning #RetirementSecurity #DebtRelief #AgingInPlace #SeniorLiving #EstatePlanning #FinancialProtection #HomeEquity #MattHelton #OneTrustHomeLoans #SeniorEducation⚠️ DisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

What if the best chapter of your life hasn’t happened yet?In Episode 84 of the Serving Seniors Podcast, host Matt Helton sits down with Wayne Lehrer, Author and Founder of Conscious Aging – The New Third Act, for a powerful and deeply human conversation about what it really means to thrive in mid-to-late life.Wayne Lehrer is on a mission to help people of all ages turn the Third Act of life into a time of authentic happiness, radical acceptance, meaningful relationships, and legacy-driven purpose. His work challenges outdated beliefs about aging and replaces them with clarity, joy, and conscious living.Wayne shares his personal journey — from a lifetime of success, creativity, and exploration to facing an unexpected Third Act Identity Crisis in his 60s. What followed was a complete re-examination of aging, purpose, and identity, leading to the creation of what he calls the Operating Manual for the New Third Act.In this episode, you’ll learn:Why many seniors experience a “Third Act Identity Crisis” (and why no one talks about it)How to let go of old labels and redefine who you are nowWhat conscious aging really means — emotionally, mentally, and spirituallyHow joy, meaning, and fulfillment are choices you can still makeWhy aging can be a time of awakening, not winding downWayne’s background spans Oriental Medicine, meditation with Tibetan masters, yoga and mindfulness training, filmmaking, entrepreneurship, art, and authorship — yet his greatest lessons came from navigating his own fears, depression, and rebirth later in life.This episode is a must-listen for anyone who believes growing older should mean growing deeper, not smaller.Connect with our Guest at: https://waynelehrer.com/📌 Episode Details & Compliance InformationCompany Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description:Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the challenges and opportunities of retirement through conversations with seasoned professionals across finance, healthcare, estate planning, lifestyle, and more. Each episode provides practical insights to help seniors live independently, confidently, and with purpose.Podcast URL: servingseniorspodcast.comSponsor Name: One Trust Home LoansSponsor URL: http://onetrusthomeloans.com/NMLS Numbers:Matt Helton NMLS #178551One Trust Home Loans NMLS #46375Licensing Information:Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org);3838 Camino del Rio N Suite 305, San Diego, CA 92108Corporate phone (888) 488-3807All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice.By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807Social Media Links:Facebook: facebook.com/MattsMortgageNewsLinkedIn: linkedin.com/in/matt-helton-7b3bab6YouTube: youtube.com/@servingseniorspodcastHashtags:#ServingSeniorsPodcast#ConsciousAging#ThirdActLife#SeniorLiving#AgingWithPurpose#RetirementPlanning#LifeAfter60#LegacyLiving#MindfulAging#MattHelton#OneTrustHomeLoansDisclaimer:The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this heartfelt and eye-opening episode of the Serving Seniors Podcast, host Matt Helton welcomes Marianna Keller, a real client who courageously shares her personal journey with a reverse mortgage—and how it helped transform her retirement from uncertainty to confidence.Marianna isn’t a financial professional. She’s a homeowner who faced real worries about retirement income, rising costs, and long-term security. In this honest conversation, she opens up about the doubts she had, the questions she asked, and what ultimately helped her feel comfortable moving forward with a reverse mortgage as part of her retirement plan.Together, Matt and Marianna break down what life looked like before the reverse mortgage, what surprised her during the process, and how having access to her home equity has given her greater peace of mind and flexibility in retirement.This episode is perfect for seniors—and families of seniors—who want to hear a real story, not a sales pitch. If you’ve ever wondered whether a reverse mortgage could help support your retirement lifestyle, this episode delivers clarity, comfort, and confidence through lived experience.📌 Episode InformationCompany Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description:Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the real-life challenges and opportunities of retirement. Through expert insights and real client stories, the podcast empowers seniors to make informed decisions and thrive in retirement.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers:Matt Helton NMLS #178551One Trust Home Loans NMLS #46375Licensing Information:Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807.All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice.By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number:(888) 488-3807Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags:#ReverseMortgage#RetirementConfidence#SeniorLiving#AgingInPlace#HomeEquity#FinancialFreedom#ServingSeniorsPodcast#MattHelton#OneTrustHomeLoans#RealClientStory#RetirementPlanningDisclaimer:The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this inspiring new episode of the Serving Seniors Podcast, host Matt Helton sits down with George Jerjian, internationally known Mindset Mentor, Writer, and Speaker, to explore how seniors can turn retirement into the beginning of the best chapter of their lives.George’s journey is nothing short of remarkable—after being mistakenly told he had just six months to live, he didn’t slow down… he refired. His quest to discover his true purpose led him to create the groundbreaking DARE Method®, a transformational program shaped by a global study of more than 21,000 retirees across the U.S., UK, Canada, and Australia.Today, George empowers boomers and seniors to break free from outdated ideas about retirement, rewire the subconscious mind, and boldly design a life filled with meaning, joy, and purpose. His international bestseller, DARE to Discover Your Purpose, has become a guidebook for those ready to “unretire” and start living with intention.If you're a senior wondering “What’s next?” or if you’re supporting a loved one entering this new stage, this episode brings clarity, insight, and a refreshing spark of hope—delivered in a warm, easy-to-understand style.Connect with our Guest at: https://georgejerjian.com/PODCAST + COMPANY INFORMATIONCompany Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description:Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals who bring their expertise to the table—offering insights on financial planning, healthcare, leisure, estate planning, and more. Whether you're just beginning this chapter or have been enjoying retirement for years, the Serving Seniors Podcast equips you with the knowledge to thrive.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton NMLS #178551OneTrust Home Loans NMLS #46375Licensing Information:Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027Contact Number: (888) 488-3807Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/Company Website: https://onetrusthomeloans.com/YouTube Link: https://www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer:The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this special solo episode of the Serving Seniors Podcast, host Matt Helton takes you on a clear, friendly, and easy-to-understand journey into one of the most misunderstood financial tools for retirees: the reverse mortgage.With Matt’s signature blend of simplicity, warmth, and just a dash of humor, you’ll learn why reverse mortgages exist, who they’re designed to help, and how they can become a powerful part of a senior’s retirement strategy.Whether you're planning for retirement, helping a loved one age comfortably, or simply curious about how home equity can support long-term financial security, this episode lays everything out step-by-step — just the way our listeners love it.Podcast Information & Required DetailsCompany Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show dives into the unique challenges and opportunities that retirement presents. Each week, Matt meets with professionals who bring expertise to the table, helping answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off-limits. Whether you're nearing retirement or already enjoying it, the Serving Seniors Podcast ensures you're equipped to not just survive—but thrive. Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/NMLS Numbers:Matt Helton, NMLS #178551OneTrust Home Loans, NMLS #46375Licensing Information: Loans provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Contact Number: (888) 488-3807Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/Company Website: https://onetrusthomeloans.com/ YouTube Link: https://www.youtube.com/@servingseniorspodcastHashtags#HomeOwnership #ReverseMortgage #SeniorLiving #RealEstateEducation #FinancialFreedom #RetirementPlanning #HomeEquity #AgingInPlace #MortgageAdvisor #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoansDisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this powerful new episode of the Serving Seniors Podcast, host Matt Helton sits down with Patrick J. Negado, ChFC®, Author, Speaker, and Founder of Canoe & Current Wealth Strategies℠. Patrick brings more than two decades of expertise in retirement income design, wealth management, and multi-generational wealth transfer — all focused on helping seniors move into retirement with clarity, confidence, and purpose.Patrick’s signature framework, inspired by his book The Canoe and The Current: Rethinking Retirement So You Can Stop Worrying and Start Living, blends sound financial strategy with meaningful family values. Together, Matt and Patrick unpack how retirees can align their “Canoe” (the income needed for security) with their “Current” (the growth, meaning, and joy that bring life to retirement).If you're stepping into retirement, already navigating it, or supporting aging loved ones, this episode will help you find direction in the waters ahead — and maybe even enjoy the ride a little more.Connect with our Guest at:https://canoeandcurrent.com/✅ Podcast Episode DetailsCompany Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure and estate considerations, this podcast equips seniors to not just survive—but truly thrive. Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/Podcast Audience: Seniors, retirees, adult children supporting aging parents, and professionals serving senior communities.Contact Phone: (888) 488-3807🏛️ Licensing InformationLoans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))NMLS Numbers: Matt Helton NMLS #178551 OneTrust Home Loans NMLS #46375Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027Contact Number: (888) 488-3807🌐 Connect With UsCompany Website: https://onetrusthomeloans.com/ YouTube Link: https://www.youtube.com/@servingseniorspodcast Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/🏷️ Hashtags#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloans⚠️ DisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this episode of the Serving Seniors Podcast, host Matt Helton talks with Annalee Kruger, Founder of Care Right, Inc. (https://carerightinc.com/). With more than 28 years of experience and over 20,000 families helped, Annalee is a nationally respected expert on aging, caregiving, dementia support, and long-term care planning.Annalee explains why families must prepare before a crisis happens and shares practical, easy-to-follow steps to reduce stress, conflict, and burnout. She also discusses her hybrid and DIY planning programs, employer workforce solutions (learn more at https://www.careright-consulting.com/solutions), and her training organizations: the Certified Elder Planning Specialist Program (CEPS) and the Aging Strategy Coaching Academy (ASCA) (https://www.joinasca.com/).Annalee has delivered more than 500 keynotes and 2,000 webinars, and she is the author of The Invisible Patient, a guide that helps families understand the emotional and financial impact of caregiving.Connect with our Guest at: https://carerightinc.com/ Guest Phone (Office): (239) 676-3170 Guest Phone (Cell): (239) 770-6322Podcast DetailsCompany Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/Podcast Description: A weekly show offering simple, helpful guidance for seniors and their families. From retirement planning to healthcare and senior living, every episode gives practical advice to help seniors not just survive—but thrive.Contact Phone: (888) 488-3807Licensing InformationLoans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) NMLS Numbers: Matt Helton NMLS #178551 | OneTrust Home Loans NMLS #46375Address320 Seven Springs Way, Ste 250, Brentwood, TN 37027Social Media LinksFacebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube: https://www.youtube.com/@servingseniorspodcastCompany Websitehttps://onetrusthomeloans.com/Hashtags#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Welcome to another inspiring episode of the Serving Seniors Podcast with your host, Matt Helton! In Episode 78, Matt sits down with Shari Ross, the brilliant mind behind Senior Living Made S.I.M.P.L.E.™, to talk about how families can confidently navigate the often-overwhelming world of senior living options.As an Author, Speaker, and Consultant, Shari brings over a decade of hands-on experience helping families transition loved ones into assisted living, memory care, and long-term support communities. Her S.I.M.P.L.E.™ Method offers a compassionate, step-by-step approach that replaces confusion with clarity and fear with confidence.Together, Matt and Shari discuss what really matters when it’s time to make important decisions about senior living — from financial planning and emotional readiness to understanding care options and maintaining dignity throughout the process.✨ Connect with our Guest at: https://www.seniorlivingmadesimple.com/🎙️ Podcast DetailsPodcast Name: Serving Seniors Podcast Host: Matt Helton Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ Company Name: One Trust Home Loans Company Website: https://onetrusthomeloans.com/ YouTube Link: https://www.youtube.com/@servingseniorspodcast Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Contact Number: (888) 488-3807🏠 About This EpisodeThis conversation dives deep into how Shari’s Senior Living Made S.I.M.P.L.E.™ Toolkit empowers families to plan ahead, communicate effectively, and make informed choices. Whether you’re helping a parent move into assisted living or preparing for your own future needs, this episode will equip you with tools, empathy, and confidence to make the journey smoother.🔖 Licensing InformationLoans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))NMLS Numbers: Matt Helton, NMLS#178551 | OneTrust Home Loans, NMLS#46375📱 Follow UsFacebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastWebsite: https://onetrusthomeloans.com/🏷️ Hashtags#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloans⚠️ DisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Justin Hammond, Owner and Operator of Let’s Get Moving — a senior-focused moving and downsizing company based in Brentwood, Tennessee.Justin and his team specialize in helping older adults and their families navigate the emotional and logistical challenges of relocating, downsizing, and letting go of a lifetime of memories. With a background in social work and a passion for serving the senior community, Justin brings empathy, expertise, and structure to one of life’s most overwhelming transitions.In this conversation, Matt and Justin discuss:Why senior moves require a special touch and an understanding of emotional needs.The concept of “rightsizing” — how to simplify your living space without sacrificing comfort or independence.Practical strategies for organizing, sorting, and transitioning your home after 50.How families can support their loved ones through the moving process with compassion.The importance of planning early and choosing the right professionals to help every step of the way.Whether you’re a senior considering your next move, a family member helping with the transition, or a real estate professional supporting older clients, this episode is packed with useful insights to make moving simpler, safer, and less stressful.Connect with our Guest at: https://letsgetmoving.net/Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast URL: https://www.servingseniorspodcast.com/ Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show dives deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals who share practical advice and expert insights to help seniors thrive — from financial planning and healthcare to leisure, housing, and estate planning.Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton NMLS #178551 | One Trust Home Loans NMLS #46375 Licensing Information: Loans provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate Phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807 Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcast🔖 Hashtags#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloans⚠️ DisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this episode may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this episode. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon, for any other purpose.

In this heartwarming episode of the Serving Seniors Podcast, host Matt Helton welcomes Haven Gooch, Sales & Marketing Director at Charter Senior Living of Franklin, to discuss how seniors can turn a “house” into a true “haven.”Haven shares how Charter Senior Living of Franklin redefines what senior living means — blending comfort, compassion, and community to help residents thrive. From chef-prepared meals and meaningful activities to personalized care and vibrant social engagement, Charter offers more than a place to live — it offers a place to belong.During this engaging conversation, Matt and Haven explore:How Charter Senior Living helps residents embrace independence and joyWhat sets Charter’s approach to care, hospitality, and lifestyle apartTips for families choosing the right senior living communityThe surprising benefits of short-term or respite staysWhy creating “home” is about connection, not just location💬 Connect with our guest: Website: https://www.charterfranklin.com/ Email: [email protected] Office: 615.591.3362 Cell: 843.964.6096Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the challenges and opportunities of retirement living. Each week, Matt sits down with professionals who share expert insight on aging gracefully, financial security, housing options, and holistic wellness — ensuring you’re equipped with the knowledge to thrive in your golden years. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS #178551 | OneTrust Home Loans, NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube: https://www.youtube.com/@servingseniorspodcast Hashtags: #SeniorLiving #AgingInPlace #RetirementPlanning #HomeEquity #FinancialFreedom #servingseniorspodcast #matthelton #onetrusthomeloans #RealEstateEducation #MortgageTips #HomeLoanHelp #ReverseMortgage #SeniorCare #CommunityLiving #PurposefulAgingDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this episode may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this episode. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

What really happens when a loved one starts forgetting things — and the healthcare system forgets them?In this moving and insightful episode of the Serving Seniors Podcast, host Matt Helton welcomes Dr. Elizabeth Helton, a board-certified psychiatrist and founder of Cerebral Care Consulting (https://www.cerebralcareconsulting.com/), for an eye-opening conversation about the real impacts of neurocognitive disorders.👩‍⚕️ Dr. Helton brings more than credentials to the mic — she brings her heart. Her personal journey through her father’s dementia diagnosis shaped her mission to radically rethink how we approach cognitive care, trauma, and the dignity of aging.In this episode, we unpack:✅ The emotional toll of dementia on families✅ How trauma, inflammation & obesity intersect with brain health✅ Early warning signs to watch for — and what to do about them ✅ The must-have conversations around legal planning and autonomy ✅ Why our healthcare system needs a complete mindset shiftWhether you're a caregiver, senior, medical professional, or simply want to age smarter, this episode is full of compassion, clarity, and clinical truth bombs. 🎤💥🧩 Dr. Helton's background includes training at Allegheny General Hospital, the Chicago Psychoanalytic Institute, and now the Nashville School of Law — all grounded in a personal promise: to bring whole-person care to the forefront of psychiatry.✨ Her message is clear: We must treat the brain, the body, and the story behind the symptoms.🔗 Connect with our Guest at: https://www.cerebralcareconsulting.com/🎙️ Host: Matt Helton 🏢 Company Name: One Trust Home Loans 📘 Podcast Name: Serving Seniors Podcast 🌐 Podcast URL: https://www.servingseniorspodcast.com/ 📝 Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show dives deep into retirement living, real estate, healthcare, and lifestyle — always with heart and humor.💼 Sponsor Name: One Trust Home Loans 🔗 Sponsor URL: https://onetrusthomeloans.com/🔢 NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS#46375 📜 Licensing Info: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org) 3838 Camino del Rio N Suite 305, San Diego, CA 92108 Corporate Phone: (888) 488-3807 All products are not available in all states. All options are not available on all programs. Rates, terms and conditions subject to change without notice. Refinancing may increase total finance charges over the life of the loan.📞 Contact Number: (888) 488-3807📲 Stay Connected📘 Facebook: https://www.facebook.com/MattsMortgageNews 💼 LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ 📺 YouTube Channel: https://www.youtube.com/@servingseniorspodcast🔖 Hashtags#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloans⚠️ DisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Aging is inevitable—but struggling through it doesn’t have to be. In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Richard Wexler, President & CEO of APlan2Age, to talk about what it really means to age well.Richard leads APlan2Age, a nonprofit dedicated to helping seniors and their families take charge of the future before a crisis hits. From mapping out healthcare and housing to tackling finances and long-term care, Richard’s mission is simple: give people the tools they need to age with dignity, independence, and peace of mind.💡 Richard reminds us that the best time to plan for the future isn’t later—it’s now. You’ll learn why creating an “age well” roadmap today can save you stress, money, and heartache tomorrow.✨ Bonus: Richard also shares details about his upcoming National Conversation on Aging, happening October 14th, with the timely topic “10 Ways to Pay.” It’s a must-hear for anyone curious about how to afford the golden years with confidence. (Events – APlan2Age)👉 Connect with our Guest at: https://aplan2age.org/Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551; OneTrust Home Loans, NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Contact Number: (888) 488-3807 Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/Company Website: https://onetrusthomeloans.com/YouTube: https://www.youtube.com/@servingseniorspodcastDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.Hashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloans

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Francine Ruth, Owner of Home Matters Caregiving in Williamson County, TN. With a background in customer experience and people leadership, Francine brings passion, dignity, and purpose-driven care to the senior community.Francine shares her journey into caregiving, inspired by her own experience supporting her mother with the help of a compassionate caregiver. She discusses how Home Matters Caregiving is filling critical gaps in the industry through Nurse Guided Care, technology integration, and their Purpose Driven Care Model — all focused on helping seniors age safely and comfortably at home.If you’ve ever wondered what it takes to ensure loved ones receive compassionate and professional care while remaining in the comfort of their own home, this is an episode you won’t want to miss.👉 Connect with our Guest at: https://homematters.com/williamson-county-tn/Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table—helping to answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS#178551 | OneTrust Home Loans, NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.Would you like me to also create shorter social media post versions of this description (Facebook, LinkedIn, Instagram captions) to help promote Episode 73?

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Brent Ward, CEO/Association Executive of the Central West Tennessee Association of REALTORS®. With nearly two decades as a real estate agent, a background as a principal broker, and six years as a certified real estate instructor, Brent brings a wealth of experience to the table.Brent shares how West TN Home Search helps buyers and REALTORS® navigate today’s competitive market with confidence. From education and resources for REALTORS® to practical tips for buyers, Brent’s insight highlights how having the right tools and connections makes all the difference.✨ Connect with our Guest at: https://www.westtnhomesearch.com/Whether you’re a first-time buyer, seasoned investor, or real estate professional, this conversation sheds light on how technology, education, and community collaboration come together to create real success in homeownership.Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table. Our aim is to provide a comprehensive resource that addresses the holistic needs of seniors. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Contact Number: (888) 488-3807 Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastDisclaimerThe information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.Hashtags#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloans

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Gregg Lunceford, Ph.D, CFP®, Managing Director and Wealth Advisor at Mesirow Wealth Management, to uncover the keys to building lasting financial security in retirement. With over three decades of experience in the financial services industry, Gregg works with individuals, families, organizations, athletes, and business owners to create comprehensive strategies that not only grow wealth but protect and distribute it wisely.Gregg shares insights from his extensive career, his leadership role as Chair of the Mesirow Inclusion Council, and his research on retirement conducted during his doctoral studies at Case Western Reserve University. From investment planning and wealth distribution to creating peace of mind in uncertain markets, Gregg’s approach focuses on helping retirees thrive—not just survive.Connect with our Guest at: https://www.mesirow.com/bio/gregg-luncefordCompany Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields to answer the myriad of questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table. Whether you're on the cusp of retirement, just beginning this new chapter, or have been relishing it for some time, the Serving Seniors Podcast ensures you're equipped with the knowledge to not just survive, but truly thrive. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube: https://www.youtube.com/@servingseniorspodcast Hashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this inspiring episode of the Serving Seniors Podcast, host Matt Helton sits down with Jennifer Vazquez, Owner of JV The Coach, to explore the powerful connection between clearing your physical space and finding peace in your mind.Jennifer is a professional declutterer, organizer, and mindset coach based in the greater Nashville area. She helps clients from 27 to 85 years old break free from the overwhelm in both their homes and their lives. Whether it’s organizing garages, downsizing for a move, or uncovering and replacing limiting beliefs, Jennifer’s approach combines compassion, structure, and mindful coaching to create calm, sustainable spaces and purposeful living.From home offices to storage units, Jennifer guides people out of chaos and into clarity—equipping them with tools and techniques to keep their homes and minds serene. You’ll learn about her four-step process for mindset coaching, hear real-world transformations, and get tips for starting your own decluttering journey.Connect with our Guest at: https://jvthecoach.com/Podcast InformationCompany Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table. Our aim is to provide a comprehensive resource that addresses the holistic needs of seniors.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton NMLS#178551; OneTrust Home Loans NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this powerful solo episode of the Serving Seniors Podcast, host Matt Helton dives into one of the most misunderstood — yet incredibly powerful — financial tools available to seniors: reverse mortgages.If you've ever wondered how a reverse mortgage can be used strategically, this is the episode for you. Matt breaks it down in plain, easy-to-understand language so that anyone — whether you're planning for retirement, already retired, or helping a loved one — can learn how to:Access home equity without monthly paymentsStay in your home and increase cash flowUse a reverse mortgage as part of a broader retirement strategyProtect against market downturnsDelay Social Security to maximize benefitsAnd more!Matt shares real-world scenarios, answers common questions, and offers up his own insights after years of helping seniors make smart, informed financial decisions.This episode is designed to empower you with the knowledge you need to consider if a reverse mortgage is the right fit for you or someone you care about.🧠 No guest this week — just Matt, breaking it all down for you. ✅ Connect with Matt at: https://onetrusthomeloans.com/Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table. Our aim is to provide a comprehensive resource that addresses the holistic needs of seniors.Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube: www.youtube.com/@servingseniorspodcastHashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this deeply informative and compassionate episode of the Serving Seniors Podcast, host Matt Helton welcomes two extraordinary guests from Abe’s Garden Community — Jackie Scully, Community Relations Specialist, and Judy Given, Director of Campus Development.Abe’s Garden Community, located in Nashville, TN, is a nationally recognized leader in memory care innovation. As a nonprofit senior living community, Abe’s Garden is dedicated to providing person-centered care and housing for those living with Alzheimer’s disease and other forms of dementia. Their mission is to elevate the standard of care for those affected and to provide a safe, enriching, and dignified environment for both residents and their families. Learn more about their work at https://www.abesgarden.org/Together, Jackie and Judy give us a powerful inside look at the dementia-centered model Abe’s Garden has pioneered. From their purpose-built campus design to evidence-based engagement programs and caregiver support, this episode delivers actionable insights for seniors, caregivers, and families navigating memory loss challenges.Whether you're a senior seeking a supportive community, a family member searching for answers, or a real estate or healthcare professional wanting to better understand your clients’ needs — this episode is a must-listen.Connect with our Guest at: https://www.abesgarden.org/Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table — from financial planning and healthcare to leisure and estate planning — ensuring that you or your loved one can thrive in retirement with dignity and confidence. Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS #46375Licensing Information: Loans provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807 Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this heartfelt and insightful episode of the Serving Seniors Podcast, host Matt Helton welcomes Beth Bedore, an accomplished Occupational Therapist, REALTOR®, ECHM, CPS with COMPASS. With over 23 years of experience in the Franklin, Tennessee community, Beth brings a powerful combination of real estate expertise and occupational therapy knowledge to help seniors live more independently and comfortably in their homes.Beth’s journey—from Pulaski native to one of Middle Tennessee’s most trusted real estate professionals—is nothing short of inspiring. Her certifications in Home Modifications from USC and as a Certified Probate Specialist, along with her role as a founding member of the Senior Home Coach and member of the National Aging in Place Council, make her a true advocate for aging in place and right-sizing with dignity.In this episode, Matt and Beth discuss:How home modifications can enhance safety and independence for aging adultsThe emotional and practical aspects of downsizingWhat it means to "right size" rather than just "downsize"The importance of planning ahead for aging in placeWhether you're a senior, a caregiver, or a real estate professional, Beth’s tips and experiences will resonate deeply.Connect with our Guest at: https://www.compass.com/agents/beth-baker/Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show dives deep into the unique challenges and opportunities that retirement presents. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551 | OneTrust Home Loans, NMLS #46375 Licensing Information: Loans provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube: https://www.youtube.com/@servingseniorspodcastHashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this heartwarming and insightful episode of the Serving Seniors Podcast, host Matt Helton welcomes Saudia Gajadhar, Vice President of Marketing & Communications at Comfort Keepers, for a conversation that will leave you inspired about the power of joy in senior care.Saudia brings a fresh perspective to aging and caregiving by focusing on how brands can differentiate themselves through compassion, innovation, and emotional connection. With a stellar career spanning major names like Johnson & Johnson, Coca-Cola, and Kellogg’s, she shares how her unique blend of psychology, integrated marketing, and personal passion is transforming the way seniors and their families experience care.Learn how Comfort Keepers’ brand of “Soul Care” goes beyond services and speaks directly to the emotional and spiritual needs of seniors. Saudia also dives into the role storytelling plays in marketing, and how the little things—like a shared laugh or a remembered favorite song—can make a world of difference.Connect with our Guest at: https://www.comfortkeepers.com/Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the unique challenges and opportunities that retirement presents. Featuring expert guests from fields such as finance, healthcare, and estate planning, the podcast delivers practical tips and thoughtful insights to help seniors thrive.Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton NMLS#178551, OneTrust Home Loans NMLS#46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube: https://www.youtube.com/@servingseniorspodcastHashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this heartfelt and enlightening episode of the Serving Seniors Podcast, your host Matt Helton sits down with the incredible Emily Manning, PA-C, Owner of homeRN Franklin, to discuss how she’s changing the face of healthcare—by bringing it home. 🛋️✨From emergency rooms to living rooms, Emily has worn many white coats 👩‍⚕️—ER scribe, medical assistant, PA in urology and oncology—and now, she's on a mission to bridge the gap between clinical care and home comfort for patients across Williamson County. 🏥➡️🏠She shares her journey, her why, and her commitment to helping patients feel safe, seen, and supported. Whether it’s managing chronic conditions or providing post-surgical care, Emily and her team at homeRN Franklin are delivering health and healing where it matters most—home. ❤️🎯 Don’t miss this one if you care about compassionate care, aging in place, or how in-home healthcare is reshaping retirement!👉 Connect with our Guest at https://www.homerncare.com/franklin🔹 Company Name: One Trust Home Loans 🎤 Host: Matt Helton 📻 Podcast Name: Serving Seniors Podcast 🌐 Podcast URL: https://www.servingseniorspodcast.com/📝 Podcast Description: Welcome to the Serving Seniors Podcast, your go-to show for guidance and wisdom as you navigate your golden years. 🌟 Each week, host Matt Helton brings on expert guests to explore everything from health and finances to fun and freedom. Whether you're approaching retirement or deep in the groove, this show is packed with tips to help you thrive, not just survive! 🙌🎙️ Sponsor: One Trust Home Loans 🔗 Sponsor URL: https://onetrusthomeloans.com/🔢 NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS #46375📜 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. ⚠️ All products are not available in all states and are subject to qualifications. Rates and terms may change without notice. By refinancing, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))📍 Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 📞 Contact Number: (888) 488-3807📲 Follow Us: 🔹 Facebook: https://www.facebook.com/MattsMortgageNews 🔹 LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/▶️ Watch on YouTube: https://www.youtube.com/@servingseniorspodcast🔖 Hashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloans🛑 Disclaimer: The information is intended to be viewed for informational purposes only. This content is not guaranteed or endorsed by the company, or any company mentioned, nor is it an offer of credit. The info may not apply to all situations or jurisdictions. Please consult a professional mortgage advisor before taking action. This is intended as a training tool only—not legal or financial advice.

In this exciting episode of the Serving Seniors Podcast, host Matt Helton sits down with P.J. Olsen, founder and owner of Restorative Strength, to dive deep into the powerful world of movement education for seniors. P.J. shares his personal journey — once a desk-bound professional facing chronic discomfort and mobility loss, now a passionate advocate for senior fitness and independence.Learn how P.J. discovered Original Strength™ and transformed his life by regaining his ability to move freely, stay active, and reconnect with the things he loves. Now, through Restorative Strength, he helps seniors take back their lives without relying on cookie-cutter treatments.This episode is packed with insights on how to maintain and regain mobility, stay socially active, and preserve independence through specialized fitness programs designed for aging bodies.Connect with our Guest at: https://restorativestrength.com/Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS#46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) Contact Number: (888) 488-3807 Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Vivian Johnson, Founder of VJ’s Consulting Services, to demystify one of the most critical — and often misunderstood — aspects of senior healthcare: Medicare coverage for skilled nursing care.Vivian shares her wealth of knowledge, breaking down the fine print around what Medicare really does and doesn’t cover when it comes to skilled nursing.Whether you're preparing for your own care or helping a loved one, this episode is packed with real talk, expert advice, and easy-to-follow explanations that can save families thousands and reduce stress during a tough time.If you've ever found yourself asking:“Will Medicare cover a nursing home stay after surgery?”“How long does Medicare pay for skilled nursing care?”“What are the qualifying factors?”…then this is the episode you can’t afford to miss.Connect with our Guest: 📞 Phone: 615.853.0887 📧 Email: [email protected] Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the unique challenges and opportunities retirement brings. Featuring expert guests in finance, healthcare, lifestyle, and more, the podcast empowers seniors with practical knowledge and actionable advice.Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS#46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Contact Number: (888) 488-3807 Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Welcome back to the Serving Seniors Podcast with your host, Matt Helton of One Trust Home Loans! In this solo episode, Matt dives deep into a question many seniors (and their families) are asking: "What is a reverse mortgage?"With clarity, compassion, and a touch of humor, Matt breaks down:What a reverse mortgage actually isWho qualifies for oneHow it can be a powerful tool for financial flexibility in retirementCommon myths and misunderstandingsHow home equity can work for you instead of just sitting there!This episode is especially helpful for retirees, adult children helping aging parents, and anyone curious about leveraging home equity for a more stable financial future. Whether you're brand new to the concept or looking for deeper insights, Matt’s got you covered.✅ Hosted by: Matt Helton ✅ Presented by: Serving Seniors Podcast ✅ Topic: Reverse Mortgages explained in simple, real-life termsCompany Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast URL: https://www.servingseniorspodcast.com/ Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table. Our aim is to provide a comprehensive resource that addresses the holistic needs of seniors.Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube: www.youtube.com/@servingseniorspodcastHashtags: #HomeOwnership #ReverseMortgage #SeniorLiving #FinancialFreedom #RetirementPlanning #HomeEquity #MortgageTips #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this eye-opening episode of the Serving Seniors Podcast, host Matt Helton sits down with Jim Hughes, President of Business Risk Solutions, to dig into a critical topic affecting families, small businesses, and employees across the nation—identity theft and cybersecurity threats.With over 40 years of experience in risk management, Jim has made it his mission to educate and protect small business owners, their families, and their staff. From battling identity theft in the workplace and at home, to defending against ransomware and malware attacks, Jim brings deep insights and practical tools that are easy to understand—even for the least tech-savvy among us.This episode is perfect for retirees, small business owners, veterans, and anyone looking to protect what matters most. Jim also shares resources for legal services that can be a lifeline in times of digital crisis.👉 Connect with our Guest at: https://businessrisksolutions.net/📝 Show Notes & Free Resources🔐 Identity Theft Protection TIPS for Seniors – Free Report https://business-risk-solutions.kit.com/80c3f42aa8🖥️ Cybersecurity Self Assessment "Checklist" – Free Assessment https://business-risk-solutions.kit.com/d06ed4644b📢 Episode Details:Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. From financial planning and healthcare to leisure and estate planning, every episode equips listeners with knowledge to thrive in retirement.Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551 | OneTrust Home Loans, NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube: www.youtube.com/@servingseniorspodcast Company Website: https://onetrusthomeloans.com/⚠️ Disclaimer:The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.🔖 Hashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloans

In this energizing episode of the Serving Seniors Podcast, host Matt Helton sits down with Cyn Meyer, Founder of Second Wind Movement, to talk about how retirement is not the end of the road—it's the start of your next big adventure.Cyn is a Certified Retirement Life Coach, Amazon Bestselling Author of The Rewire Retirement Method, and a powerhouse in guiding retirees toward purpose and passion. Since founding Second Wind Movement in 2018, Cyn has made it her mission to help older adults tackle the invisible challenges of retirement that go way beyond finances—think mindset, identity, and brainpower.In this episode, Cyn unpacks:The Rewire Retirement Method and how it leverages neuroplasticityHow seniors can shift from "aimless" to "amazing"The science behind purposeful living after retirementWhy a rocking chair is optional—but rewiring your life is essentialWhether you're newly retired or a few years in, this conversation will light a fire in you to live your best years now.Connect with our Guest at: https://secondwindmovement.com/about-cyn/Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table. Our aim is to provide a comprehensive resource that addresses the holistic needs of seniors. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551 | OneTrust Home Loans, NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube: https://www.youtube.com/@servingseniorspodcastHashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Dr. Megan Schwalm, President and CEO of the Tennessee Caregiver Coalition. With over 15 years of experience as a nonprofit leader, Dr. Schwalm is at the forefront of advocacy and support for caregivers across Tennessee.Dr. Schwalm shares her insights on the challenges caregivers face, the critical need for advocacy, and how organizations can better support those who dedicate their lives to caring for others. From tackling burnout and compassion fatigue to creating a culture of support in nonprofit spaces, this conversation is a must-listen for caregivers, healthcare professionals, and anyone passionate about senior care.Connect with our Guest: Visit Dr. Megan Schwalm’s page at tncaregiver.org/staff-member/dr-megan-schwalm/Podcast DetailsCompany Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, your go-to resource for navigating the golden years. Hosted by Matt Helton, this podcast brings expert insights on retirement, healthcare, financial planning, and more. Tune in weekly as we empower seniors and their families to thrive in every stage of life.Podcast URL: www.servingseniorspodcast.com Sponsor Name: One Trust Home Loans Sponsor URL: www.onetrusthomeloans.com NMLS Numbers: Matt Helton NMLS# 178551 | OneTrust Home Loans NMLS # 46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807Follow Us on Social Media:Facebook: www.facebook.com/MattsMortgageNewsLinkedIn: www.linkedin.com/in/matt-helton-7b3bab6/YouTube: www.youtube.com/@servingseniorspodcastHashtags: #ServingSeniorsPodcast #CaregiverSupport #SeniorLiving #CompassionFatigue #CaregiverBurnout #TennesseeCaregiverCoalition #AgingInPlace #HomeFinancing #RetirementPlanning #RealEstateEducation #MattHelton #OneTrustHomeLoansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Joanna Foust, MBA, Relationship Manager for Community and Economic Development at The Housing Fund. Joanna brings over 12 years of expertise in relationship sales, community and economic development, commercial real estate, and small business growth. With a strong track record of driving impact in affordable housing initiatives, she shares invaluable insights into how The Housing Fund is making homeownership and affordable housing accessible to all.We dive into: ✅ The Housing Fund’s mission and how they support communities ✅ Affordable housing programs and initiatives ✅ How first-time homebuyers, seniors, and investors can benefit ✅ The role of economic development in shaping sustainable communities🔗 Connect with our Guest: Visit The Housing Fund’s website at thehousingfund.org/staff-and-board/Don’t miss this engaging discussion on how we can create housing opportunities for everyone!Podcast Details🎙 Company Name: One Trust Home Loans 🎙 Host: Matt Helton 🎙 Podcast Name: Serving Seniors Podcast 🎙 Podcast URL: serv seniorspodcast.com/ 🎙 Sponsor Name: One Trust Home Loans 🎙 Sponsor URL: onetrusthomeloans.com/ 📍 NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS# 46375 📍 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC, NMLS #46375 (www.nmlsconsumeraccess.org). 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) 📍 Contact Number: (888) 488-3807📢 Follow Us on Social Media: ✅ Facebook: facebook.com/MattsMortgageNews ✅ LinkedIn: linkedin.com/in/matt-helton-7b3bab6/ ✅ YouTube: youtube.com/@servingseniorspodcast🎯 Hashtags: #HousingForAll #AffordableHousing #FirstTimeHomeBuyer #HomeOwnership #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans🔹 Disclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this enlightening episode of the Serving Seniors Podcast, host Matt Helton sits down with two incredible guests: Barbara Abramson, Founder of Making Meaningful Connections, and Allen Ross, CEO of Better Days on the Horizon. This dynamic duo brings a wealth of knowledge and compassion to the conversation, focusing on Alzheimer’s education and providing essential tools to empower families navigating this challenging journey.Barbara shares insights into creating meaningful connections with loved ones, offering practical advice for maintaining bonds even when memory fades. Meanwhile, Allen dives deep into the support systems available through Better Days on the Horizon, highlighting resources that provide comfort and guidance for caregivers and families.Connect with our guests:Barbara Abramson, Making Meaningful Connections: https://www.barbabramson.com/Allen Ross, Better Days on the Horizon: https://www.betterdaysonthehorizon.org/Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description:Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping answer the myriad of questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton NMLS#178551; OneTrust Home Loans NMLS #46375Licensing Information:Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807.All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice.By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer:The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.Let me know if this hits the mark or if you'd like any tweaks!

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Don Hastings, the founder of Senior Solutions Today. Don, also known as "The Senior Solutions Guy", is a Registered Social Security Analyst (RSSA), Licensed Insurance Agency Principal, and Licensed Real Estate Broker. With his vast expertise, Don provides seniors with a personalized roadmap to navigate retirement with confidence and ease.💡 What You'll Learn in This Episode:✅ Maximizing Your Social Security Benefits – How Don helps seniors understand their best options for financial security.✅ Medicare Insurance Made Simple – Tips for finding the right healthcare plan tailored to your needs.✅ Downsizing & Relocation Services – Making the transition to a new home stress-free with Don's nationwide realtor referral network.✅ A Roadmap for Retirement Success – How Don guides seniors through every step of their journey.Connect with Don Hastings at: Senior Solutions Today (www.iainow.com)📢 Podcast Information:🎙 Podcast Name: Serving Seniors Podcast👤 Host: Matt Helton🔗 Podcast URL: www.servingseniorspodcast.com🏠 Company Name: One Trust Home Loans🌐 Company Website: www.onetrusthomeloans.com🎥 YouTube Channel: www.youtube.com/@servingseniorspodcast💰 Sponsor: One Trust Home Loans🔗 Sponsor URL: www.onetrusthomeloans.com📜 NMLS Numbers:Matt Helton, NMLS# 178551OneTrust Home Loans, NMLS #46375📍 Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027📞 Contact Number: (888) 488-3807📲 Follow Us on Social Media:Facebook: www.facebook.com/MattsMortgageNewsLinkedIn: www.linkedin.com/in/matt-helton-7b3bab6/⚠️ Disclaimer:The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this podcast may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this podcast. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.📢 Hashtags:#ServingSeniorsPodcast #RetirementPlanning #SocialSecurity #Medicare #SeniorLiving #FinancialFreedom #Downsizing #RealEstate #ReverseMortgage #MattHelton #OneTrustHomeLoans

In this episode of Serving Seniors Podcast, host Matt Helton sits down with Rita Huffer, Owner, and Jason Shrum, Director of Community Relations, from Rita’s Care at Home LLC to discuss the importance of aging in place and maintaining independence.Rita and Jason share their passion for helping seniors stay in the comfort of their own homes while receiving the care they need. From personalized in-home care services to the emotional benefits of staying in a familiar environment, this conversation dives deep into why "home" truly is where the heart is.Whether you're a senior looking for options, a family member exploring care solutions, or a professional in the senior care industry, this episode is packed with valuable insights.Connect with our Guests at: https://ritascareathome.com/Podcast Details:Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves into the unique challenges and opportunities that retirement presents. Each episode features expert insights on financial planning, healthcare, lifestyle, and more—ensuring seniors have the knowledge to not just survive, but thrive.Podcast URL: www.servingseniorspodcast.comSponsor Name: One Trust Home LoansSponsor URL: www.onetrusthomeloans.comLicensing & Contact Information:NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807Follow Us on Social Media:Facebook: www.facebook.com/MattsMortgageNewsLinkedIn: www.linkedin.com/in/matt-helton-7b3bab6/YouTube: www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoansDisclaimer:The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this episode may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this episode. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this inspiring episode of the Serving Seniors Podcast, host Matt Helton sits down with two remarkable guests: Barbara Abramson, Founder of Making Meaningful Connections, and Leighton O. Campbell, President of 1st Allegiant Insurance LLC and Author of Your Happiness Equation. Together, they delve into the strategies for creating meaningful relationships and unlocking the formula for lasting happiness and fulfillment.Barbara shares her insights on the power of authentic connections and how they can transform personal and professional lives. Meanwhile, Leighton brings his expertise as an author and entrepreneur to the discussion, offering actionable tips from his book, Your Happiness Equation, and revealing how anyone can chart their path to joy and satisfaction.Connect with our Guests:Barbara Abramson: Visit https://www.barbabramson.com/ to learn more about her work and initiatives.Leighton O. Campbell: Discover his services at https://1stallegiant.com/about/.Podcast Details:Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS#178551; One Trust Home Loans, NMLS #46375Licensing Information: Loans provided by One Trust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375. Visit www.nmlsconsumeraccess.org for details. 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone: (888) 488-3807.Contact Number: (888) 488-3807Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags:#HappinessEquation#MakingMeaningfulConnections#SeniorLiving#RetirementPlanning#FinancialFreedom#RealEstateEducation#servingseniorspodcast#MattHelton#OneTrustHomeLoansDisclaimer:The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this exciting episode of the Serving Seniors Podcast, host Matt Helton sits down with financial visionary Roy Matlock, Jr., Founder of Roy Matlock, Jr. & Associates. Together, they dive into the world of financial planning, discussing actionable strategies to achieve financial independence and create a lasting legacy. Roy shares his expert insights from over 40 years in the financial services industry, including tips on money management, mutual funds, and retirement planning.Listeners will also hear Roy’s inspirational journey from Nashville native to nationally recognized financial educator, radio host, and founder of the innovative CRM platform, SalesTeamPro. Roy’s wealth of knowledge and passion for empowering others will leave you inspired to take control of your financial future.Connect with our guest at www.roymatlockjr.com.Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents.Podcast URL: www.servingseniorspodcast.comSponsor Name: One Trust Home LoansSponsor URL: www.onetrusthomeloans.comNMLS Numbers: Matt Helton, NMLS#178551; One Trust Home Loans, NMLS#46375Licensing Information: Loans provided by One Trust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375. For additional licensing and disclaimer information, visit www.nmlsconsumeraccess.org.Contact Number: (888) 488-3807Social Media Links:Facebook: www.facebook.com/MattsMortgageNewsLinkedIn: www.linkedin.com/in/matt-helton-7b3bab6/YouTube: www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoansDisclaimer:The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this exciting episode of the Serving Seniors Podcast, host Matt Helton sits down with Kathy Root, Owner of SYNERGY HomeCare of Middle Tennessee, and Kayleigh Rogers, the Client Care Coordinator. Together, they discuss their passionate work in home care, focusing on how their team helps seniors maintain independence and dignity while receiving personalized, compassionate support.Discover the heartwarming stories and expert insights Kathy and Kayleigh share as they explore the benefits of professional home care for seniors and their families. Whether you’re seeking services for a loved one or looking to better understand senior care options, this episode is a must-listen!Connect with our Guests at: https://synergyhomecare.com/tn-murfreesboro-37129/about-us/Podcast Details:Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS#178551; One Trust Home Loans, NMLS #46375Licensing Information: Loans Provided by One Trust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027Contact Number: (888) 488-3807Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags:#ServingSeniorsPodcast #MattHelton #SYNERGYHomeCare #SeniorLiving #HomeCare #AgingInPlace #FinancialFreedom #RetirementPlanning #SeniorCare #OneTrustHomeLoansDisclaimer:The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this compelling episode of the Serving Seniors Podcast, host Matt Helton sits down with Vickie Knight, a client of OneTrust Home Loans, to dive into her unique journey with a reverse mortgage and how it has transformed her retirement years. Vickie shares her personal experience, detailing how a reverse mortgage allowed her to live more comfortably and securely in her golden years. Join us as we explore the financial options and opportunities available to retirees and how tools like reverse mortgages can support a thriving, independent lifestyle.Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS#178551; OneTrust Home Loans, NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #ReverseMortgage #SeniorLiving #FinancialFreedom #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #RetirementPlanning #AgingInPlace #MortgageTips #ThriveInRetirement #IndependentLivingDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

In this milestone 50th episode of the Serving Seniors Podcast, host Matt Helton welcomes Ben Davis III, CSA, Director of Outreach at Select Pointe LLC. Ben brings over 15 years of experience in the Medicare and long-term care industry, where he has become a trusted guide for seniors navigating the complexities of Medicare and Social Security. Throughout this enlightening conversation, Ben shares his insights on how to make informed decisions about health plans and retirement strategies.Ben discusses the latest updates in Medicare options and Social Security strategies, offering practical advice to help seniors optimize their retirement planning. Whether you're on the verge of retirement or looking for ways to better understand your healthcare choices, this episode is packed with valuable information to guide you through these important decisions.Connect with our Guest: https://selectpointebd.com/Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: The Serving Seniors Podcast is your guide to navigating the golden years, with expert interviews and helpful tips on everything from healthcare to financial planning.Podcast URL: serviceniorpodcast.comSponsor Name: One Trust Home LoansSponsor URL: onetrusthomeloans.comNMLS Numbers: Matt Helton, NMLS#178551; One Trust Home Loans, NMLS #46375Licensing Information: Loans provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone: (888) 488-3807.Contact Number: (888) 488-3807Social Media Links:Facebook: facebook.com/MattsMortgageNewsLinkedIn: linkedin.com/in/matt-helton-7b3bab6/YouTube: www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RetirementPlanning #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information provided may not be applicable to every situation or jurisdiction. Please consult your mortgage advisor before acting on any information in this episode. This content is for training purposes only and is not intended to serve any other purpose.

In this episode of the Serving Seniors Podcast, your host Matt Helton sits down with Denisse Bernal, a Community Engagement Professional from CenterWell Senior Primary Care. Together, they dive into how CenterWell is revolutionizing senior care by providing personalized healthcare solutions that meet you right where you are.Denisse shares her insights on the importance of community engagement in enhancing healthcare experiences and discusses how CenterWell tailors its services to fit the unique needs of seniors.Tune in to learn how CenterWell is making it easier for seniors to access the care they deserve while living healthier and more independent lives.Connect with our guest at: https://www.centerwellprimarycare.com/Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. From financial planning and healthcare to estate planning, no topic is off the table.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS#178551; OneTrust Home Loans, NMLS #46375Licensing Information: Loans provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807.Contact Number: (888) 488-3807Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #AgingInPlace #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this episode may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this episode. The information provided is for use as a training tool only.

In this exciting episode of Serving Seniors Podcast, your host Matt Helton sits down with Jim Hughes, President of Business Risk Solutions, to dive deep into the critical topic of cyber security and identity theft prevention. Jim, a seasoned expert, shares insights on how businesses, especially senior care living centers and small business owners, can protect their data and personal information from cyber criminals. Learn about the three big mistakes companies often make in securing their digital assets and how to avoid them.Business Risk Solutions offers innovative solutions such as Identity Theft Awareness Workshops for senior care centers, Cyber Security Pen Tests, vulnerability assessments for small and medium businesses, and comprehensive identity theft protection for individuals and families.Connect with our guest at: https://businessrisksolutions.net/Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior.Podcast URL: servingseniorspodcast.comSponsor Name: One Trust Home LoansSponsor URL: onetrusthomeloans.comNMLS Numbers: Matt Helton, NMLS #178551; OneTrust Home Loans, NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan.Contact Number: (888) 488-3807Social Media Links:Facebook: facebook.com/MattsMortgageNewsLinkedIn: linkedin.com/in/matt-helton-7b3bab6/YouTube: www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this episode may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this podcast. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon, for any other purpose.