Serving Seniors Podcast

Episode 95: When Home No Longer Fits: A Senior’s Next Chapter ft. Connie Jean Catalano

Matt Helton — Fri, 24 Apr 2026 15:58:17 -0500

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 Catalano
Life Transition Specialist
678-773-5715 Call or Text

📌 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 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 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

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/

🏷️ Hashtags

#SeniorLiving
#AgingInPlace
#RetirementPlanning
#ServingSeniorsPodcast
#MattHelton
#OneTrustHomeLoans
#SeniorAdvocate
#LifeTransitions
#Downsizing
#SeniorCare
#Caregivers
#HomeEquity
#ReverseMortgage
#MortgageTips
#RealEstateEducation
#HomeOwnership
#FinancialFreedom
#RetirementLiving
#SeniorSupport
#ConnieJeanCatalano

⚠️ 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.

Episode 94: How Seniors Can Use Real Estate Planning for a Safer Retirement

Matt Helton — Fri, 17 Apr 2026 00:00:00 -0500

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/tcrg

Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027
Contact Number: (888) 488-3807

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))

Social Media Links:
Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: https://www.youtube.com/@servingseniorspodcast
Company Website: https://onetrusthomeloans.com/

Hashtags:
#ServingSeniorsPodcast #MattHelton #CoryBoldroff #SeniorLiving #RetirementPlanning #RealEstatePlanning #SeniorAdvocate #AgingInPlace #HomeEquity #FinancialFreedom #MortgageTips #RealEstateEducation #SaferRetirement #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.

Episode 93: Retirement Planning for Seniors - Ken Himmler’s One Wealth Map

Matt Helton — Fri, 10 Apr 2026 00:00:00 -0500

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 #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.

Episode 92: Brain Health Tips for Seniors: Sleep, Stress & Memory ft. Barbara Gustavson

Matt Helton — Fri, 03 Apr 2026 00:00:00 -0500

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 too

Barbara’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/

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:
#ServingSeniorsPodcast #BarbaraGustavson #BrainHealth #SeniorWellness #MemoryTips #SleepHealth #StressManagement #CaregiverSupport #HealthyAging #Resilience #MattHelton #OneTrustHomeLoans

Episode 91: Medicare Made Simple with Paul Barrett — Your Guide to Choosing the Right Plan

Matt Helton — Fri, 20 Mar 2026 14:39:58 -0500

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 #SeniorHealth

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.

Episode 90: How Seniors Can Preserve Family Memories with AI — Featuring Miles Spencer

Matt Helton — Fri, 06 Mar 2026 00:00:00 -0600

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 everyone

If 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.0

This episode is perfect for seniors, families, caregivers, and anyone interested in preserving their personal history using modern technology.

📌 Company Name

One Trust Home Loans

🎙️ Host

Matt Helton

🎧 Podcast Name

Serving Seniors Podcast

📝 Podcast Description

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 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

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

🔖 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

Episode 89: Dispelling Myths That Keep Us in Pain & Cause Us to Decline as We Age

Matt Helton — Fri, 27 Feb 2026 10:33:52 -0600

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 live

And here’s the exciting part… she does it without drugs, procedures, or surgery.

👩‍⚕️ Meet Our Guest: Eileen Kopsaftis

Eileen 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 independently

You do NOT have to suffer with pain or chronic conditions.

🏢 About Have Lifelong Wellbeing

Through 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 at

https://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 mobility

If you or someone you love wants to age stronger, more mobile, and more confident — this episode is a must-listen.

📌 Podcast Information

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 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 Information

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

Address:
320 Seven Springs Way, Ste 250, Brentwood, TN 37027

🌎 Connect With Us

Company 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
#ReverseMortgage
#SeniorLiving
#RetirementPlanning
#AgingInPlace
#FinancialFreedom
#RealEstateEducation
#HomeEquity
#MortgageAdvisor
#HomeLoanHelp
#servingseniorspodcast
#matthelton
#onetrusthomeloans

⚖️ Disclaimer

Episode 88: $50K Home Mod vs $14K/Month Assisted Living? Smart Senior Housing Options Explained

Matt Helton — Fri, 20 Feb 2026 14:05:21 -0600

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 living
How accessibility remodels can extend independence
What seniors and families should consider before making housing decisions
How to “take the medical out of medical equipment”
Why education and choice matter in senior care

If 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 & CEO

Now 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 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 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 #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

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: https://www.youtube.com/@servingseniorspodcast

⚠️ Disclaimer

🔖 Hashtags

#HomeOwnership
#ReverseMortgage
#SeniorLiving
#AgingInPlace
#RetirementPlanning
#HomeEquity
#FinancialFreedom
#RealEstateEducation
#servingseniorspodcast
#matthelton
#onetrusthomeloans

Episode 87: How a Reverse Mortgage Helped Me Downsize and Eliminate My Mortgage Payment - Maureen’s Story

Matt Helton — Fri, 13 Feb 2026 00:00:00 -0600

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: MaureenKinzer235@gmail.com
📍 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

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
#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.

Episode 86: Why Seniors Must Plan LTC Insurance Now — Avoid Financial Stress & Secure Care

Matt Helton — Fri, 06 Feb 2026 11:01:29 -0600

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 Lavine
Raymond 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-lavine

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 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 Loans

Sponsor URL: https://onetrusthomeloans.com/

NMLS Numbers:

Matt Helton, NMLS #178551
OneTrust Home Loans, NMLS #46375

Licensing Information:

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:

#ServingSeniorsPodcast #LongTermCarePlanning #LTCInsurance
#SeniorLiving #RetirementPlanning #FinancialSecurity
#AgingInPlace #VeteranOwned #MattHelton
#OneTrustHomeLoans #LavineLTCBenefits

Disclaimer:

Episode 85: Legal Strategies Every Senior Should Know | Barry R. Levine, Esq.

Matt Helton — Fri, 16 Jan 2026 15:44:45 -0600

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 mind

Barry 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 Information

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 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 #46375

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

#ServingSeniorsPodcast #SeniorLegalPlanning #RetirementSecurity
#DebtRelief #AgingInPlace #SeniorLiving #EstatePlanning
#FinancialProtection #HomeEquity #MattHelton
#OneTrustHomeLoans #SeniorEducation

⚠️ Disclaimer

Epispde 84: How Seniors Can Thrive in Mid-Late Life - Wayne Lehrer on Joy, Identity & Conscious Aging

Matt Helton — Fri, 02 Jan 2026 00:00:00 -0600

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 now
What conscious aging really means — emotionally, mentally, and spiritually
How joy, meaning, and fulfillment are choices you can still make
Why aging can be a time of awakening, not winding down

Wayne’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 Information

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 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.com

Sponsor Name: One Trust Home Loans

Sponsor URL: http://onetrusthomeloans.com/

NMLS Numbers:
Matt Helton NMLS #178551
One Trust Home Loans NMLS #46375

Contact Number: (888) 488-3807

Social Media Links:

Facebook: facebook.com/MattsMortgageNews
LinkedIn: linkedin.com/in/matt-helton-7b3bab6
YouTube: youtube.com/@servingseniorspodcast

Hashtags:
#ServingSeniorsPodcast
#ConsciousAging
#ThirdActLife
#SeniorLiving
#AgingWithPurpose
#RetirementPlanning
#LifeAfter60
#LegacyLiving
#MindfulAging
#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.

Episode 83: Reverse Mortgage in Retirement - Marianna Keller’s Real Story

Matt Helton — Fri, 26 Dec 2025 15:10:10 -0600

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 Information

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 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 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. 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:
#ReverseMortgage
#RetirementConfidence
#SeniorLiving
#AgingInPlace
#HomeEquity
#FinancialFreedom
#ServingSeniorsPodcast
#MattHelton
#OneTrustHomeLoans
#RealClientStory
#RetirementPlanning

Disclaimer:

Episode 82: The DARE Method: A Science-Backed Path for Seniors to Rediscover Meaning After Retirement

Matt Helton — Fri, 12 Dec 2025 00:00:00 -0600

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 INFORMATION

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 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 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/

Company Website: https://onetrusthomeloans.com/

YouTube Link: https://www.youtube.com/@servingseniorspodcast

Hashtags:

Disclaimer:

Episode 81: Why Reverse Mortgage

Matt Helton — Fri, 05 Dec 2025 00:00:00 -0600

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 Details

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/
Company Website: https://onetrusthomeloans.com/
YouTube Link: https://www.youtube.com/@servingseniorspodcast

Hashtags

#HomeOwnership #ReverseMortgage #SeniorLiving #RealEstateEducation #FinancialFreedom #RetirementPlanning #HomeEquity #AgingInPlace #MortgageAdvisor #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans

Disclaimer

Episode 80: Flow With the Current: Patrick J. Negado on Rethinking Retirement Your Way

Matt Helton — Fri, 28 Nov 2025 11:58:06 -0600

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 Details

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 Information

NMLS Numbers:
Matt Helton NMLS #178551
OneTrust Home Loans NMLS #46375

Address:
320 Seven Springs Way, Ste 250, Brentwood, TN 37027

Contact Number: (888) 488-3807

🌐 Connect With Us

Company 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

⚠️ Disclaimer

Episode 79: Planning Before the Panic - Senior Care Wisdom with Annalee Kruger

Matt Helton — Fri, 21 Nov 2025 00:00:00 -0600

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) 770-6322

Podcast Details

Company 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) 488-3807

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))
NMLS Numbers: Matt Helton NMLS #178551 | OneTrust Home Loans NMLS #46375

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: https://www.youtube.com/@servingseniorspodcast

Company Website

https://onetrusthomeloans.com/

Hashtags

Disclaimer

Episode 78: Simplifying Senior Living with Shari Ross – The S.I.M.P.L.E.™ Way to Confident Care Choices

Matt Helton — Fri, 14 Nov 2025 00:00:00 -0600

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 Details

Podcast 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 Episode

This 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 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))

NMLS Numbers: Matt Helton, NMLS#178551 | OneTrust Home Loans, NMLS#46375

📱 Follow Us

Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: https://www.youtube.com/@servingseniorspodcast
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

⚠️ Disclaimer

Episode 77: Making the Move After 50+ — Expert Justin Hammond Shares Senior Relocation Tips

Matt Helton — Fri, 31 Oct 2025 02:27:36 -0500

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/

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/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: https://www.youtube.com/@servingseniorspodcast

🔖 Hashtags

⚠️ 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 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.

Episode 76: From House to Haven: How Charter Senior Living Supports the Next Chapter

Matt Helton — Fri, 17 Oct 2025 00:00:00 -0500

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 joy
What sets Charter’s approach to care, hospitality, and lifestyle apart
Tips for families choosing the right senior living community
The surprising benefits of short-term or respite stays
Why creating “home” is about connection, not just location

💬 Connect with our guest:
Website: https://www.charterfranklin.com/
Email: marketing@charterfranklin.com
Office: 615.591.3362
Cell: 843.964.6096

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 #PurposefulAging

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 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.

Episode 75: Real Talk on Cognitive Health & Quality of Life with Dr. Elizabeth Helton

Matt Helton — Sat, 20 Sep 2025 13:54:51 -0500

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 shift

Whether 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

⚠️ Disclaimer

Episode 74: Future-Proof Your Golden Years with Richard Wexler of APlan2Age

Matt Helton — Fri, 05 Sep 2025 19:32:36 -0500

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/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
Company Website: https://onetrusthomeloans.com/
YouTube: https://www.youtube.com/@servingseniorspodcast

Episode 73: Safe, Secure, and at Home: How Seniors Benefit from Home Matters in Williamson County

Matt Helton — Fri, 29 Aug 2025 00:00:00 -0500

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 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 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 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
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: https://www.youtube.com/@servingseniorspodcast

Hashtags

Disclaimer

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Episode 72: Simplifying Home Decisions – The Realtor Advantage for Seniors

Matt Helton — Fri, 22 Aug 2025 13:46:24 -0500

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/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: https://www.youtube.com/@servingseniorspodcast

Disclaimer

Hashtags

Episode 71: Wealth Without Worry: Gregg Lunceford’s Playbook for a Secure and Thriving Retirement

Matt Helton — Fri, 15 Aug 2025 00:00:00 -0500

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-lunceford

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 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 #onetrusthomeloans

Episode 70: Declutter Your Space, Unclutter Your Life with Jennifer Vazquez of JV The Coach

Matt Helton — Mon, 11 Aug 2025 12:53:40 -0500

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 Information

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: https://www.youtube.com/@servingseniorspodcast

Hashtags

Episode 69: Strategic Uses of Reverse Mortgages

Matt Helton — Fri, 25 Jul 2025 00:00:00 -0500

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 payments
Stay in your home and increase cash flow
Use a reverse mortgage as part of a broader retirement strategy
Protect against market downturns
Delay Social Security to maximize benefits
And 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/

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

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. 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.

Episode 68: Nurturing Minds and Memories: Inside Abe’s Garden’s Dementia-Centered Model

Matt Helton — Fri, 18 Jul 2025 00:00:00 -0500

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/

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
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: 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. 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.

Episode 67: Home with Heart: Beth Bedore on Real Estate, Aging, and Independence

Matt Helton — Fri, 27 Jun 2025 00:00:00 -0500

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 adults
The emotional and practical aspects of downsizing
What it means to "right size" rather than just "downsize"
The importance of planning ahead for aging in place

Whether 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/

Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: https://www.youtube.com/@servingseniorspodcast

Episode 66: Branding Joy: How Saudia Gajadhar and Comfort Keepers Turn Senior Care into Soul Care

Matt Helton — Fri, 20 Jun 2025 00:00:00 -0500

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/

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

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.

Episode 65: Paging Dr. Home: How Emily Manning Brings the Clinic to the Couch

Matt Helton — Fri, 13 Jun 2025 00:00:00 -0500

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.

Episode 64: Empowering Seniors Through Movement Education with P.J. Olsen

Matt Helton — Fri, 06 Jun 2025 00:00:00 -0500

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/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: https://www.youtube.com/@servingseniorspodcast

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.

Episode 63: Understanding Medicare Coverage for Skilled Nursing with Vivian Johnson

Matt Helton — Tue, 27 May 2025 18:30:22 -0500

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: v0774770@gmail.com

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/@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. 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.

Episode 62: What Is A Reverse Mortgage?

Matt Helton — Wed, 21 May 2025 00:00:00 -0500

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 is
Who qualifies for one
How it can be a powerful tool for financial flexibility in retirement
Common myths and misunderstandings
How 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 terms

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

Hashtags:
#HomeOwnership
#ReverseMortgage
#SeniorLiving
#FinancialFreedom
#RetirementPlanning
#HomeEquity
#MortgageTips
#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.

Episode 61: Protecting Personal & Business Information from IDENTITY Theft Thieves ft. Jim Hughes

Matt Helton — Wed, 23 Apr 2025 08:24:18 -0500

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:

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:

🔖 Hashtags:

Episode 60: Forget the Rocking Chair: Rewire Your Brain & Life After Retirement with Cyn Meyer

Matt Helton — Wed, 02 Apr 2025 00:00:00 -0500

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 neuroplasticity
How seniors can shift from "aimless" to "amazing"
The science behind purposeful living after retirement
Why a rocking chair is optional—but rewiring your life is essential

Whether 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/@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. 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.

Episode 59: Caring for the Caregivers: Dr. Megan Schwalm on Advocacy, Support & Overcoming Burnout

Matt Helton — Wed, 26 Mar 2025 00:00:00 -0500

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 Details

Company 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 # 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: www.facebook.com/MattsMortgageNews
LinkedIn: www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: www.youtube.com/@servingseniorspodcast

Hashtags:
#ServingSeniorsPodcast #CaregiverSupport #SeniorLiving #CompassionFatigue #CaregiverBurnout #TennesseeCaregiverCoalition #AgingInPlace #HomeFinancing #RetirementPlanning #RealEstateEducation #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.

Episode 58: Housing for All – How The Housing Fund is Shaping Affordable Communities ft. Joanna Foust

Matt Helton — Wed, 12 Mar 2025 00:00:00 -0500

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.

Episode 57: Better Days Ahead: Alzheimer’s Education and Empowerment for Families

Matt Helton — Wed, 05 Mar 2025 00:00:00 -0600

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/

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

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.

Let me know if this hits the mark or if you'd like any tweaks!

Episode 56: Retire Smart with Don ("The Senior Solutions Guy") Hastings

Matt Helton — Wed, 12 Feb 2025 00:00:00 -0600

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# 178551
OneTrust 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/MattsMortgageNews
LinkedIn: 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

Episode 55: Home Is Where the Heart Is: Rita and Jason’s Commitment to Independence and Home Comfort

Matt Helton — Wed, 05 Feb 2025 00:00:00 -0600

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:

Licensing & Contact Information:

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: www.facebook.com/MattsMortgageNews
LinkedIn: www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: 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. 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.

Episode 54: Your Happiness Equation: Unlocking the Formula for Lasting Fulfillment

Matt Helton — Wed, 11 Dec 2024 00:00:00 -0600

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 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.
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 #46375
Licensing 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) 488-3807

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:
#HappinessEquation
#MakingMeaningfulConnections
#SeniorLiving
#RetirementPlanning
#FinancialFreedom
#RealEstateEducation
#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.

Episode 53: Legacy in the Making: Roy Matlock, Jr.'s Formula for Financial Freedom

Matt Helton — Wed, 04 Dec 2024 00:00:00 -0600

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.

Social Media Links:

Facebook: www.facebook.com/MattsMortgageNews
LinkedIn: www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: 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. 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.

Episode 52: Kathy and Kayleigh’s Lifelong Mission to Move Lives Forward with SYNERGY HomeCare

Matt Helton — Wed, 20 Nov 2024 00:00:00 -0600

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 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; One Trust Home Loans, NMLS #46375
Licensing 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 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/@servingseniorspodcast

Hashtags:
#ServingSeniorsPodcast #MattHelton #SYNERGYHomeCare #SeniorLiving #HomeCare #AgingInPlace #FinancialFreedom #RetirementPlanning #SeniorCare #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.

Episode 51: Redefining Retirement: How a Reverse Mortgage is Helping Vickie Knight Thrive

Matt Helton — Fri, 08 Nov 2024 00:00:00 -0600

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 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/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: https://www.youtube.com/@servingseniorspodcast

Hashtags:
#HomeOwnership #ReverseMortgage #SeniorLiving #FinancialFreedom #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #RetirementPlanning #AgingInPlace #MortgageTips #ThriveInRetirement #IndependentLiving

Episode 50: Senior Solutions: Navigating Medicare & Social Security with Ben Davis III

Matt Helton — Wed, 02 Oct 2024 00:00:00 -0500

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 Loans
Host: Matt Helton
Podcast Name: Serving Seniors Podcast
Podcast 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.com
Sponsor Name: One Trust Home Loans
Sponsor URL: 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 (nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone: (888) 488-3807.
Contact Number: (888) 488-3807
Social Media Links:

Facebook: facebook.com/MattsMortgageNews
LinkedIn: linkedin.com/in/matt-helton-7b3bab6/
YouTube: www.youtube.com/@servingseniorspodcast

Hashtags:
#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RetirementPlanning #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 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.

Episode 49: Living Well with CenterWell: Personalized Care, Right Where You Are

Matt Helton — Wed, 25 Sep 2024 00:00:00 -0500

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 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 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.
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

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 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.

Episode 48: The Cyber Shield: Safeguarding Your Business and Personal Identity

Matt Helton — Wed, 18 Sep 2024 00:00:00 -0500

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 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: servingseniorspodcast.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.
Contact Number: (888) 488-3807

Social Media Links:

Facebook: facebook.com/MattsMortgageNews
LinkedIn: linkedin.com/in/matt-helton-7b3bab6/
YouTube: www.youtube.com/@servingseniorspodcast

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 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.

Episode 47: Tech, Law, and Community: The Life of Anton Jackson

Matt Helton — Wed, 11 Sep 2024 00:00:00 -0500

In this week's episode of the Serving Seniors Podcast, host Matt Helton sits down with Anton Jackson, Director of Mission Advancement at Rebuilding Together Nashville. Anton shares his inspiring journey from growing up in Nashville to giving back to his community through his work with Rebuilding Together. After his grandmother’s home was repaired by the organization, Anton was motivated to serve on the board for five years, two of which he spent as Board President.

With a unique blend of experience as an IT consultant and practicing attorney, Anton offers insights into how technology, law, and community service intersect to impact lives. Join us as we dive into his experiences, passions, and thoughts on the future of community advancement.

Connect with our Guest at www.rtnashville.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 into the unique challenges and opportunities that retirement presents.
Podcast URL: www.servingseniorspodcast.com
Sponsor Name: One Trust Home Loans
Sponsor URL: www.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.
Contact Number: (888) 488-3807

Social Media Links:

Facebook: www.facebook.com/MattsMortgageNews
LinkedIn: www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: www.youtube.com/@servingseniorspodcast

Hashtags:
#HomeOwnership #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #SeniorLiving #RealEstateEducation #RetirementPlanning #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.

Episode 46: The Ticking Time Bomb of Care ft. Kerry Morris and Tim Henderson

Matt Helton — Wed, 21 Aug 2024 00:00:00 -0500

In this eye-opening episode of the Serving Seniors Podcast, host Matt Helton sits down with Kerry Morris, CFP®, CFEd®, Founder of HonorShield, LLC, and Tim Henderson, Care Funding Specialist at HonorShield, LLC. Together, they delve into the often-overlooked crisis of funding long-term care, discussing the challenges that seniors and their families face when planning for the future.

Kerry Morris brings his extensive financial planning expertise to the table, sharing insights on the financial strategies necessary to navigate the complexities of care funding. Tim Henderson joins the conversation to explore the practical aspects of planning for care, offering valuable advice on how to avoid the common pitfalls that can lead to financial distress.

Whether you're a senior preparing for your future or a family member concerned about the well-being of your loved ones, this episode provides crucial information that can help you prepare for the inevitable. Don't miss out on this vital discussion that could make all the difference in your financial future.

Connect with our Guests at https://www.honorshield.com/

Social Media Links:

Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: www.youtube.com/@servingseniorspodcast

Hashtags: #SeniorLiving #FinancialPlanning #LongTermCare #CareFunding #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans

Episode 45: Exploring Centennial Adult Care Centers in Nashville

Matt Helton — Wed, 14 Aug 2024 00:00:00 -0500

Welcome to the Serving Seniors Podcast, hosted by Matt Helton! In this episode, we have the pleasure of speaking with Bill Zagorski, the CEO and Executive Director of Centennial Adultcare Center. Join us as we delve into the incredible work being done at Centennial Adultcare Center in Nashville, and explore how their services are making a significant impact on the lives of seniors and their families.

Bill Zagorski shares his extensive experience and insights into the world of adult care, discussing the various programs and services offered by Centennial Adultcare Center. From day programs to specialized care for seniors with unique needs, this episode provides a comprehensive look at how Centennial Adultcare Center is enhancing the quality of life for seniors.

Connect with our guest at: https://centennialadultcare.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. 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))
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: www.youtube.com/@servingseniorspodcast

Episode 44: Educating Families and Patients about Hospice Care ft. Lisa Black and Dr. Sasha Bowers

Matt Helton — Wed, 07 Aug 2024 00:00:00 -0500

In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Lisa Black, RN, BSN, and Dr. Sasha Bowers, MD HMDC, to discuss the essential aspects of hospice care. Lisa, an Account Executive, and Dr. Bowers, the Medical Director at Aveanna Healthcare, share their insights into providing compassionate care for patients and families navigating the complexities of hospice.

The conversation delves into the roles of healthcare professionals, the importance of communication, and how families can best support their loved ones during this challenging time.

Connect with our Guest at: https://www.aveanna.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; 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. 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) 488-3807

Social Media Links:

Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: 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. 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.

Episode 43: Guiding Grace: Stories of Hope and Healing with Amy Davis

Matt Helton — Wed, 31 Jul 2024 00:00:00 -0500

In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Amy Davis, a Senior Care Advisor at Senior Provisions, LLC. Amy shares her inspiring journey from growing up at the base of Pikes Peak in Colorado to her current role in Nashville, Tennessee. With a background in pastoral care and working with families in hospitals, Amy brings a wealth of experience and compassion to her work, helping families navigate difficult transitions.

Amy and her husband have opened their home to vulnerable children through the Safe Families for Children ministry. She has a deep passion for serving others, which she believes is her calling. In this heartfelt episode, Amy discusses her work with Senior Provisions, where she acts as a trusted advocate for families during challenging times. She also shares personal stories of hope and healing, highlighting her dedication to guiding families through transitional periods.

Join us as we explore the meaningful impact of Amy's work and her dedication to helping families find hope and healing.

Connect with our Guest at: https://seniorprovisions.com/

Social Media Links:

Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: 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

Episode 42: Legacy of Care: Coaching Through the Seasons of Aging

Matt Helton — Thu, 25 Jul 2024 13:49:46 -0500

Welcome to Episode 42 of the Serving Seniors Podcast, hosted by Matt Helton. In this episode, we're joined by Susie Sarkisian, a Family Support Coach from Susie Sarkisian Coaching. Susie shares her insights on how families can navigate the complex emotional and logistical challenges of aging, offering practical tips and compassionate advice.

Join us as we explore strategies for maintaining strong family relationships, managing caregiver stress, and planning for long-term care. Susie's experience and guidance make this episode a must-listen for anyone caring for aging loved ones or preparing for their own golden years.

Connect with our Guest at https://www.susiesarkisian.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. 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 Link: 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

Episode 41: Safe Passage: Guiding Seniors to Trusted Care with CarePatrol

Matt Helton — Sat, 20 Jul 2024 17:23:12 -0500

In this episode of the Serving Seniors Podcast, host Matt Helton welcomes three esteemed guests from CarePatrol: Sherri Coates, Sara Hoover, and Eric Miller, all Certified Senior Advisors. Join us as we delve into the essential services provided by CarePatrol, exploring how they guide seniors and their families in finding the most trusted care options.

Sherri, Sara, and Eric share their expertise in senior care, discussing the challenges and considerations when selecting the best care solutions for seniors. They offer invaluable insights and practical advice to ensure a safe and smooth transition for seniors in need of support.

Connect with our guests at CarePatrol: carepatrol.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. 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: servingseniorspodcast.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 (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: facebook.com/MattsMortgageNews
LinkedIn: linkedin.com/in/matt-helton-7b3bab6/
YouTube: www.youtube.com/@servingseniorspodcast

Episode 40: Wellness Across America: Your Sanctuary of Support

Matt Helton — Wed, 17 Jul 2024 00:00:00 -0500

Join us for Episode 40 of the Serving Seniors Podcast! This week, host Matt Helton sits down with Davina McLean-Randall, Ed. S, a Health & Wellness Specialist and the driving force behind A Caring Voice for You, LLC. Davina shares her invaluable insights on wellness, offering a compassionate and engaging conversation aimed at reducing stress and loneliness among individuals.

About Our Guest:

Davina McLean-Randall, Ed. S, is dedicated to providing confidential and kind conversations through a simple phone call. With a mission to share compassion and care, Davina’s company, A Caring Voice for You, LLC, is a sanctuary of support for adults in need.

Connect with our Guest at: https://caringvoiceforyou.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 Link: YouTube: 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

Episode 39: Home-Cooked Happiness: Meet Murfreesboro’s Personal Chef Paige DeJarnatt

Matt Helton — Wed, 10 Jul 2024 00:00:00 -0500

Welcome to Episode 39 of the Serving Seniors Podcast! In this delightful episode, your host Matt Helton sits down with Paige DeJarnatt, the talented Owner and Chef of Chefs For Seniors in the Murfreesboro area. Paige brings over 30 years of experience in the restaurant field and runs a successful catering and meal prep business.

Join us as we explore Paige's journey, her passion for cooking, and how her team of skilled chefs prepares delicious, home-cooked meals right in your own kitchen. They create menus that are 100% customized to fit your dietary needs and excite your palate. More than just a senior meal delivery service, Chefs For Seniors offers a convenient and affordable meal service that lets you spend more time doing the things you love. Plus, you can enjoy watching culinary magic unfold in the safety of your home, with great food and conversation.

Connect with our guest at https://chefsforseniors.com/murfreesboro-tn/

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. 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))
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: YouTube: www.youtube.com/@servingseniorspodcast

Episode 38: Purple Bands of Hope: Dr. George Ackerman's Journey for Parkinson's Awareness

Matt Helton — Wed, 19 Jun 2024 00:00:00 -0500

Join us for an inspiring episode of the Serving Seniors Podcast as host Matt Helton welcomes Dr. George Ackerman, PhD, JD, MBA, an advocate for Parkinson’s and dementia awareness, and hope for a cure. In this heartfelt episode, Dr. Ackerman shares his personal journey of honoring his mother, Sharon Riff Ackerman, through the creation of the TogetherForSharon® initiative.

Guest Information:

Guest Name: Dr. George Ackerman, PhD, JD, MBA
Guest Title: Advocate for Parkinson’s & Dementia awareness & hope for a cure
Guest Company: TogetherForSharon
Guest Company Link: https://www.togetherforsharon.com/

Episode Highlights: Dr. Ackerman's story is a testament to love, resilience, and the power of community. After the sudden passing of his mother, Sharon, who battled Parkinson’s disease, Dr. Ackerman and his family decided to create purple wristbands to honor her memory and raise awareness about Parkinson’s. These wristbands, inscribed with "In memory of Sharon Riff Ackerman," "Parkinson’s Disease Awareness," and "TogetherForSharon®," became a symbol of hope and solidarity.

Starting with just 50 wristbands for those who attended his mother’s funeral, the initiative quickly gained momentum. Friends and family began sharing pictures of themselves wearing the wristbands, spreading the message far and wide. The Ackerman family continues to self-fund the production of these wristbands, limiting distribution to 1,000 per year, to keep Sharon’s memory alive and raise awareness for Parkinson’s Disease.

Dr. Ackerman’s dedication extends to encouraging donations directly to the American Parkinson’s Disease Association in memory of his mother. In this episode, he shares more about his journey, the impact of the TogetherForSharon® initiative, and his hope for a cure.

Connect with our Guest: Visit Dr. George Ackerman's website at https://www.togetherforsharon.com/ to learn more about the TogetherForSharon® initiative and how you can support the cause.

Podcast Information:

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 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.
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: 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

Episode 37: Compassionate Care: Inside Aveanna's Mission ft. Lisa Black, RN, BSN

Matt Helton — Wed, 12 Jun 2024 00:00:00 -0500

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Lisa Black, RN, BSN, an Account Executive at Aveanna Healthcare, to discuss the heart and soul of compassionate home healthcare. Lisa delves into Aveanna's mission and how their innovative approach and dedication to clinical excellence are making a profound difference in the lives of their patients.

About Aveanna: It all started with a simple idea: How can we help people live better lives by providing better home healthcare? That idea became a company called Aveanna, dedicated to bringing new possibilities and new hope to those we serve.

At Aveanna, we believe that the ultimate place for caring is right in the comfort of home. We are a new company that has quickly established itself as a pre-eminent, national leader in healthcare as well as homecare. We believe in clinical excellence, innovation, and compassionate care to every patient and family we are privileged to help. But what sets us apart most is our focus on the relationship between the caregiver and the patient. By surrounding our patients with superior resources, and by giving our caregivers better technology and training, we are able to provide superior healthcare that makes a difference in what’s possible in outcomes and daily living.

Aveanna’s leadership team has worked for more than 40 years building other great home healthcare companies on a national level. Now that experience is building the healthcare company of the future. Today, Aveanna Healthcare cares for patients and families in 33 states through our rapidly growing network of more than 300 branch offices, offering a variety of care and services to more than 40,000 children and adults.

Connect with our Guest at https://www.aveanna.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. 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 Link: YouTube: www.youtube.com/@servingseniorspodcast

Episode 36: CareWise: Simplifying Direct-Hire Care Solutions

Matt Helton — Wed, 29 May 2024 00:00:00 -0500

Episode 36: CareWise: Simplifying Direct-Hire Care Solutions with Jenelle Baily & Melissa Miles

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Jenelle Baily, Owner, and Melissa Miles, Executive Director of Hallmark Homecare. They delve into how Hallmark Homecare is revolutionizing senior care through their direct-hire model, which simplifies the process of hiring independent caregivers.

Episode Highlights:

Jenelle and Melissa explain the benefits of cutting out the "middleman" and hiring caregivers directly.
Discover how Hallmark Homecare ensures all caregivers are fully vetted, including background checks and professional reference verifications.
Learn about the cost advantages and increased caregiver satisfaction associated with the direct-hire model.
Explore the all-in-one software platform that Hallmark Homecare connects you with, offering electronic visit verification, payment processing solutions, and tax reporting.

Connect with our Guest at: https://hallmarkhomecare.com/

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 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.
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 Link: 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. 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.

Episode 35: Enhancing Senior Care with Payton Strong from CenterWell Primary Care

Matt Helton — Wed, 22 May 2024 07:00:00 -0500

Welcome to Episode 35 of the Serving Seniors Podcast! This week, your host Matt Helton sits down with Payton Strong, a dedicated community engagement professional at CenterWell Primary Care. Join us as we delve into the vital topic of senior care and how CenterWell is making a significant impact in the community.

Payton shares his insights on the importance of accessible, quality healthcare for seniors and discusses the innovative approaches CenterWell Primary Care is taking to ensure the well-being of older adults. Learn about the various services offered, the community initiatives they support, and how they are striving to enhance the lives of seniors every day.

Connect with our guest at: https://centerwellprimarycare.com

Episode 34: Reverse Mortgage Real Talk: Clients Share Their Journey ft. James and Melissa Smoot

Matt Helton — Wed, 15 May 2024 00:00:00 -0500

Episode 34: Reverse Mortgage Real Talk: Clients Share Their Journey ft. James and Melissa Smoot

Welcome to another engaging episode of the Serving Seniors Podcast, hosted by Matt Helton. In this installment, we sit down with Nashville locals James and Melissa Smoot who bravely share their personal journey through the process of obtaining a reverse mortgage. Tune in as they delve into the real-life challenges and triumphs they encountered along the way, offering invaluable insights for anyone considering this financial step.

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. Each week, host Matt Helton and his expert guests dive into the complexities of living independently in retirement. From financial planning to healthcare and beyond, no topic is off-limits in our mission to provide a comprehensive resource for senior living.
Podcast URL: www.servingseniorspodcast.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; Licensed by the NMLS #46375. See our licensing info at www.nmlsconsumeraccess.org.
Contact Number: (888) 488-3807
Social Media Links: Facebook: facebook.com/MattsMortgageNews, LinkedIn: linkedin.com/in/matt-helton-7b3bab6/
YouTube Link: YouTube: 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. 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 is for use as a training tool only and not intended for any other purpose.

Episode 33: Balancing Acts: Elderly Care Innovations with Toni Collier at Stay Home Care

Matt Helton — Tue, 30 Apr 2024 00:00:00 -0500

Episode 33: Balancing Acts: Elderly Care Innovations with Toni Collier

Join us on this week’s episode of the Serving Seniors Podcast where our host, Matt Helton, sits down with Toni Collier, VP of Marketing and Operations at Stay Home Care. Toni brings a wealth of experience both personally and professionally to the table, having arranged home care for her own family while working extensively in the healthcare sector. This episode, titled "Balancing Acts: Elderly Care Innovations," dives into the latest advancements in elderly care that ensure comfort and dignity remain paramount in the lives of our seniors.

Toni shares insights from her 15 years in community outreach and her personal journey as a caregiver, highlighting how these experiences shape her commitment to enhancing home care services. Whether you’re managing caregiving responsibilities or exploring options for a loved one, this discussion will provide valuable perspectives on making informed choices.

Connect with our guest at https://stayhomecare.com/ to learn more about innovative care solutions that can help your family.

Podcast Information:

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.
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; Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act.
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
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. 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.

Episode 32: Connecting Lifelines: Edie Galley & Barbara Abramson on Mastering Aging and Networking

Matt Helton — Tue, 23 Apr 2024 00:00:00 -0500

Episode 32 - "Connecting Lifelines: Mastering Aging and Networking with Edie Galley & Barbara Abramson"

In this enlightening episode of the Serving Seniors Podcast, host Matt Helton welcomes two remarkable guests, Barbara Abramson and Edie Galley. Barbara, the founder of Making Meaningful Connections, and Edie, the voice behind the Age Strong Age Well Podcast, join forces to discuss the art of mastering aging and the power of networking in our golden years.

Barbara Abramson brings her expertise in creating impactful social interactions, while Edie Galley offers insights from her dedicated work on aging well and maintaining strength through community. Together, they provide invaluable advice for seniors looking to enhance their lives through meaningful connections and robust networks.

Connect with our Guests:

Barbara Abramson at https://www.barbabramson.com/
Edie Galley at https://ediegalley.com/

Additional Information:

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.
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.
Contact Number: (888) 488-3807
Social Media Links: Facebook, LinkedIn
YouTube Link: 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. 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.

Episode 31: Harmony for Generations: Connecting Seniors through Music

Matt Helton — Tue, 16 Apr 2024 00:00:00 -0500

Episode 31: Harmony for Generations: Connecting Seniors through Music with Natalie Thomas

In this heartwarming episode of the Serving Seniors Podcast, we sit down with Natalie Thomas, Director of Development and Community Engagement at Music for Seniors. Natalie shares the inspiring mission of their organization: to connect area musicians with older adults through live and interactive music programs, aiming to engage, entertain, and educate seniors.

Join us as we dive into the beautiful world of Music for Seniors, exploring how their programs bring communities together, reduce isolation, and promote health and wellbeing among the senior population. Whether living independently or in residential care, Natalie explains how music serves as a bridge, connecting generations and enriching lives.

Don't miss Natalie's insights on the magical impact of live music and how it strengthens the sense of belonging in the communities where seniors live. This episode is a testament to the power of music in connecting and revitalizing spirits, making it a must-listen for anyone passionate about enhancing senior living.

Connect with our guest at https://musicforseniors.org/ and learn more about how you can be part of this melodious journey.

Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube Link: 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. 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.

Episode 30: Your Personal Guide to Insurance Solutions with Scott Maulsby

Matt Helton — Tue, 09 Apr 2024 00:00:00 -0500

Episode 30: Your Personal Guide to Insurance Solutions with Scott Maulsby

Welcome to another enlightening episode of the Serving Seniors Podcast. Today, host Matt Helton is joined by Scott Maulsby, a dedicated Licensed Insurance Agent from HealthMarkets Insurance Agency. Scott brings a wealth of knowledge and personal experience to the table, focusing on serving the life, health, retirement, and long-term care insurance needs of small businesses, families, and individuals.

Originally hailing from Pittsburgh and a proud graduate of Virginia Tech, Scott's journey has taken him from spending 12 years in Florida—where he started his family—to settling in the Greater Nashville area in 2015. Not only is he a devoted family man with five children, three of whom are at home, including one with special needs, but he also stepped into the role of a grandfather in 2023. Scott's approach to insurance is as personal as his story. He meets with his clients one-on-one to understand their unique needs and provides objective guidance and solutions, ensuring they are well prepared for the future.

In this episode, Scott shares his insights on navigating the complex world of insurance and how to find tailored solutions that meet your specific needs. Whether you're an independent senior, a small business owner, or part of a family looking to secure your health and retirement, Scott's expertise is invaluable.

Connect with our Guest at https://www.healthmarkets.com/local-health-insurance-agent/smaulsby/ for a personal meeting and free consultation to explore your insurance options.

Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube Link: 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

Episode 29: Voices & Verses: The Rosalind McClean Story - Unveiling the Depths of Oceans of Thoughts

Matt Helton — Tue, 02 Apr 2024 00:00:00 -0500

Episode 29: Voices & Verses: The Rosalind McClean Story - Unveiling the Depths of Oceans of Thoughts

In this captivating episode of the Serving Seniors Podcast, host Matt Helton dives into the profound world of literature and inspiration with the distinguished Rosalind Severin McClean, best-selling author of Oceans of Thoughts. Rosalind, with her remarkable journey from the serene landscapes of The Commonwealth of Dominica to the bustling streets of Queens, New York, shares not just the stories behind her celebrated works but also her life's profound inspirations.

Rosalind's eloquent words have resonated with audiences globally, marking her presence in Open Mic events, newspaper columns, and even the Queens Underground Film Festival Poetry Showcase. Beyond her written works, Rosalind's contributions to the arts, dance, and culture exemplify her multifaceted talent and deep commitment to connecting with hearts worldwide.

In this episode, Rosalind opens up about the experiences that have shaped her writing and her unique perspective on life's challenges and beauties. Her appearances on radio talk shows and TV stations, from Civic Vibes on Q95 FM to INSIDE South Florida on WSFL-TV, have spotlighted her ability to touch lives through her poetry and storytelling.

Connect with our Guest at https://oceansofthoughts.com/ to dive deeper into Rosalind's world and discover the inspiration behind Oceans of Thoughts.

Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube Link: 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. 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.

Episode 28: Cap Revolution: The Faye Pryor Story and the Birth of PottyCap

Matt Helton — Tue, 12 Mar 2024 00:00:00 -0500

🎙️✨ Serving Seniors Podcast: Episode 28 - Cap Revolution: The Faye Pryor Story & the Birth of PottyCap ✨🎙️

Join host Matt Helton as he dives into a transformative discussion with Faye Pryor, PT, the visionary CEO of Blanor Products, on this eye-opening episode of the Serving Seniors Podcast. 🚀👵

🌟 What's Inside: Faye shares her groundbreaking journey from a simple, yet profound question posed by a patient, to the creation of PottyCap - a revolutionary urinal device designed for women, inspired by the unlikely muse of a baseball cap. 🧢💡

👩‍⚕️ With over 40 years as a physical therapist, Faye encountered the daunting challenges of incontinence and its repercussions. The spillage incident that sparked the "aha" moment, the heartwarming encouragement from her mother, and the relentless pursuit that followed, all contribute to the incredible narrative of PottyCap. 🚺🔄

🛠️ From ideation to patenting, and the collaborative efforts with engineers to perfect the prototype, Faye's tale is not just about innovation, but about passion, persistence, and the drive to make a significant impact in the lives of millions of women. 🌈👩

💬 Why You Can't Miss This:

Discover the blend of empathy and ingenuity behind PottyCap.
Insights into the challenges of bringing a novel medical device to market.
The profound impact of PottyCap on women's independence and dignity.

👂 Tune in to witness a journey of determination, innovation, and the relentless pursuit of making a difference. Whether you're a senior, caregiver, healthcare professional, or someone passionate about improving lives, this episode is a testament to how a simple idea can evolve into a life-changing solution. 🌟

At the Serving Seniors Podcast, we believe in leaving no stone unturned when it comes to addressing the holistic needs of seniors. From financial planning to healthcare, leisure activities to estate planning, we explore it all. Our goal is to provide a comprehensive resource to help seniors optimize their retirement years.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

Whether you're on the brink of retirement, just starting this new chapter, or have been enjoying it for some time, the Serving Seniors Podcast equips you with the knowledge to not only survive but thrive in your golden years.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors podcast is the show dedicated to helping you thrive in your retirement years. In each episode, we'll explore topics, share tips, and invite experts to provide valuable insights that will empower you to make the most of your golden years. So, whether you're just starting your retirement or have been enjoying it for a while, here's some helpful insight on how you can survive AND thrive in your golden years!

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

With years of experience in the mortgage industry, Matt and his team are dedicated to educating their clients on the home loan process and getting them into their dream home as quickly as possible. Matt and his team know how stressful purchasing a new home can be, so they strive to ensure that they are always transparent with their clients, giving them updates and answering questions whenever necessary. The Brentwood branch specializes in all your residential financial needs including FHA, VA, Conventional, and Jumbo loans.

CalCon Mutual Mortgage LLC, dba OneTrust Home Loans is an Equal Housing Lender NMLS #46375; 3131 Camino Del Rio North Suite 1680, San Diego, CA 92108. Corporate phone (888) 488-3807. | 320 Seven Springs Way, Ste 250, Brentwood TN 37027. NMLS# 1282064. Mortgage License – Regulated By The Tennessee Department of Financial Institutions, License # 120261-115. For more licensing information visit: https://onetrusthomeloans.com/licensing-information/

#ServingSeniorsPodcast #Innovation #WomenHealth #PottyCap #FayePryorStory #MedicalDevices #Empowerment #SeniorCare #IncontinenceSolutions #HealthcareHeroes

Episode 27: Rooted in Care: Crafting Accessible Homes with Heart

Matt Helton — Tue, 27 Feb 2024 00:00:00 -0600

Welcome to the Serving Seniors Podcast with your host Matt Helton! 🎙️

In Episode 27, we delve deep into the heart of accessible homes with our special guest, Steve Weaver, Co-Owner of HomeBase Solutions, LLC.

Join us as Steve shares his heartfelt journey, rooted in care and integrity, as he navigates the world of crafting homes that truly make a difference. From his personal experiences to professional accolades, Steve's dedication shines through as he and his son, Nick, redefine excellence in the industry. 🏠✨

Discover how HomeBase Solutions, LLC, recognized nationally for their Universal Design expertise, is making waves with innovative solutions and a commitment to serving seniors and their families. 🌊💡

Tune in for an inspiring conversation filled with passion, expertise, and a genuine desire to make life easier for you and your loved ones. Don't miss out—hit play now and let's embark on this journey together! 🎧🚀

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 26: Connect the Dots: Finding Happiness and Success Through Everyday Connections

Matt Helton — Tue, 20 Feb 2024 00:00:00 -0600

🎙️ Welcome to the Serving Seniors Podcast with your host Matt Helton! In Episode 26, join us for an enlightening discussion with our special guest Barbara Abramson, founder of Making Meaningful Connections, as we explore the topic: "Connect the Dots: Finding Happiness and Success Through Everyday Connections."

🔍 Ever wondered about the significance of the connections we make, both internally and externally? Join us as we unravel the art of connecting the dots – from generating ideas to forging meaningful relationships.

💡 Discover how our ability to connect shapes our personal fulfillment and professional achievements. Get ready to unlock new perspectives and insights on creating a fulfilling life through the power of connection.

🌟 Don't miss out on this enriching conversation that promises to inspire you to make new connections and pave the way for greater happiness and success, starting today!

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 25: Unlocking Your Home Equity: Exploring HECM - FHA's Enhanced Reverse Mortgage Solution

Matt Helton — Tue, 13 Feb 2024 00:00:00 -0600

Welcome to Episode 25 of the Serving Seniors Podcast! I'm your host, Matt Helton, and in today's episode, we're diving into a topic that's crucial for many seniors: unlocking your home equity through the FHA's Enhanced Reverse Mortgage Solution, also known as HECM.

Joining me today is Greg Wark, the founder of Mission Force. Greg's extensive background in counseling, mentoring, and leadership development, particularly within military and law enforcement communities, makes him the perfect guest to shed light on this important financial tool.

With over two decades of experience, Greg has dedicated his life to supporting those who serve our country, both in uniform and beyond. As a pastor, counselor, mentor, and chaplain, he's intimately familiar with the unique challenges faced by veterans and their families.

In this episode, Greg will guide us through the intricacies of HECM, explaining how it can provide seniors with financial security and peace of mind in their retirement years. We'll explore how this program works, its benefits and considerations, and how seniors can determine if it's the right option for them.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 24: Caring Beyond Boundaries: Erin Keogh-Rankin's Chronicles of Integrated Home Care Excellence

Matt Helton — Tue, 06 Feb 2024 00:00:00 -0600

Welcome to the Serving Seniors Podcast, where we explore the world of senior care and celebrate the incredible individuals dedicated to enhancing the lives of our elderly community. I'm your host, Matt Helton, and in today's episode, we're honored to have Erin Keogh-Rankin, M.A., CMC, MHFA, Care Manager at Arosa, as our special guest.

Join us as we delve into the heart of Arosa, the premier provider of integrated care management and caregiving services. With roots that trace back over 20 years through the founding of LivHOME in California and Nurse Care of North Carolina, Arosa emerged in 2018 by combining these organizations to elevate senior care to new heights.

In this episode, Erin Keogh-Rankin sheds light on Arosa's commitment to delivering compassionate care and providing peace of mind for families. Discover how Arosa's team-based approach sets them apart, creating an environment where care professionals are not just supported but celebrated. Learn about the unique blend of care management and home care that leads to higher satisfaction for individuals and their families.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 23: Unlocking Home Equity: Navigating the 55+ Mortgage Landscape with Jesse Allen

Matt Helton — Tue, 30 Jan 2024 00:00:00 -0600

Welcome to Episode 23 of the Serving Seniors Podcast with your host, Matt Helton. In this episode, Matt sits down with no other than, Jesse Allen, the Founder and President of 55+ Lending at OneTrust Home Loans.

With a career spanning over 30 years, Jesse Allen brings a wealth of experience to the table, having served in leadership roles at major financial institutions such as Bank of America and Citibank. Most recently, he was the EVP of alternative distribution at AAG, where he played a pivotal role in launching and scaling the company's distributed retail platform.

The focus of this episode revolves around the pivotal role of reverse mortgages in the development of OneTrust's new 55+ division. Allen emphasizes the importance of a customer-centric approach, coining the term "active adult mortgage lending" for the 55+ cohort. He discusses how reverse mortgages are poised to be a significant part of the business, catering to the unique needs of baby boomers and Generation X.

Tune in to discover more about the exciting developments in the 55+ lending space and gain valuable insights into the evolving landscape of mortgage lending for seniors. Don't miss this insightful conversation between Matt Helton and Jesse Allen, exclusively on the Serving Seniors Podcast!

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 22: Seeds of Change: Cultivating Purpose and Brain Health with Abe's Garden Community

Matt Helton — Tue, 23 Jan 2024 00:00:00 -0600

Welcome to Episode 22 of the Serving Seniors Podcast, where we explore the world of senior living, healthcare, and the incredible stories that shape the lives of our beloved seniors. Your host, Matt Helton, has two fantastic guests joining us: Judy Given, LCPC, Senior Director of Campus Development, and Jaime William, Community Club Manager at Abe's Garden Community.

Judy Given, daughter of Abe Shmerling, the inspiration behind Abe's Garden Community, plays a pivotal role in guiding families through the transition process. As the Senior Director of Campus Development, Judy works alongside her brother Michael to ensure that Abe's Garden honors their father's legacy. Drawing on her background as a clinical professional counselor and business owner, Judy helps families identify the programs and services that best meet their needs. Additionally, she is dedicated to addressing the unmet needs of families impacted by Alzheimer's disease, contributing to the development of innovative new programs.

Our second guest, Jaime William, brings 14 years of experience in the healthcare industry, specializing in Dementia and Memory Support services. With a diverse background encompassing Skilled Nursing Facilities, Independent and Assisted Living Communities, Memory Care Communities, and Adult Day Programs, Jaime is committed to a person-centered approach. His goal is to provide each resident/participant with a unique, engaging experience while maintaining their dignity as the top priority.

Join us for a conversation filled with insights, stories, and expertise as we navigate the world of senior living and healthcare with Judy Given and Jaime William. Tune in to Episode 22 of the Serving Seniors Podcast – because every senior has a story worth sharing.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 21: Purr-spectives on Prosperity: Emily Guy Birken's Money Mastery Unleashed

Matt Helton — Tue, 16 Jan 2024 02:00:00 -0600

Welcome to the 21st episode of Serving Seniors Podcast, your guiding light through the golden years. Your host, Matt Helton, welcomes Emily Guy Birken, a Freelance Writer Specializing in Personal Finance and Retirement.

Meet Emily, the charismatic cat aficionado, whole-body laugher, and the brains behind award-winning personal finance writing. In this episode, Emily dons her many hats – author, money expert, blogger, humorist, money coach, and aspiring mensch.

Discover how Emily's unique blend of feline charm and financial expertise aims to make your money matters a laughing matter.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 20: Petworthy Prescription: An Inside Look to The Healing Power of Pet Therapy

Matt Helton — Tue, 09 Jan 2024 02:00:00 -0600

Welcome to the 20th episode of Serving Seniors Podcast, your guiding light through the golden years. Your host, Matt Helton welcomes Claire Spencer RN, BSN, the owner and founder of Petworthy, as she takes us on a journey through her remarkable medical background, starting from her days as a Registered Nurse (RN) after graduating with a BSN from Auburn University.

With a wealth of experience in the Emergency Room and as a summer camp RN, Claire shares the invaluable lessons she's learned in diverse clinical environments, including hospitals, community settings, schools, and nursing homes.

At Petworthy, Claire is dedicated to merging her medical expertise with the powerful benefits of animal-assisted interventions. Whether you're seeking support for yourself or a cherished one, rest assured that you are in caring and capable hands during Petworthy's sessions.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 19: Empowering Veterans Through Advocacy and Aid with Suzette Graham, Former Mrs. Alaska

Matt Helton — Tue, 02 Jan 2024 02:00:00 -0600

Welcome to the 19th episode of Serving Seniors Podcast, your guiding light through the golden years. Your host, Matt Helton has a compelling conversation with no other than Suzette Graham, founder of Patriot Angels, to explore the genesis of Patriot Angels and how Suzette, along with her dedicated team of advocates, is making a tangible difference in the lives of Veterans, widows, families, caregivers, and communities.

Suzette's dedication to advocacy is not a recent development—back in 2000, she was honored with the "Heroism Award" from the Governor of Alaska, Tony Knowles, for her tireless lobbying efforts that led to crucial changes in laws protecting children in the foster care system. Fast forward to 2012, Suzette's passion for aiding the vulnerable converged with her commitment to supporting veterans.

Learn about the funding solutions and expert navigation through Veterans Administration benefits that Patriot Angels provides, ensuring that those who have served our country can access the support they need.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 18: Nashville Unfiltered: The As-Is Advantage with Tiger Lily Real Estate

Matt Helton — Tue, 26 Dec 2023 02:00:00 -0600

Welcome to another episode of Serving Seniors Podcast, your guiding light through the golden years. Your host, Matt Helton welcomes Laurie Woods, Senior Transition Specialist at Tiger Lily Real Estate LLC, to explore the common challenges faced by Nashville homeowners when selling their houses through realtors or For Sale By Owner (FSBO). Discover the relief of selling your house "as-is" without the need for costly repairs. Say farewell to the burden of covering closing costs and bidding adieu to realtor commissions!

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 17: Aging in Place: Nashville's Senior Care Odyssey with Debbie Miller of Senior Helpers

Matt Helton — Tue, 19 Dec 2023 02:00:00 -0600

Welcome to another episode of Serving Seniors Podcast, your guiding light through the golden years. Your host, Matt Helton is joined by Debbie Miller, owner of Senior Helpers, to delve into the heart of Senior Helper's commitment to providing the best in-home care for seniors in the community. With over 90% of seniors aspiring to age gracefully in their own homes, we understand the importance of ensuring their journey is supported with dignity and exceptional care.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 16: Beyond Boundaries: Larry Dodson's Journey of Creative Caregiving and Resilience

Matt Helton — Tue, 12 Dec 2023 02:00:00 -0600

Welcome to the Serving Seniors Podcast, your guiding light through the golden years. In this episode, Matt has the privilege of sitting down with Cheryl Blanchard, Regional Director at Alzheimer's Tennessee with special guest, Larry Dodson, a remarkable caregiver who cared for his wife for an incredible nine years!

Larry's story is a testament to tenacity and out-of-the-box thinking in the realm of caregiving. From defying conventional advice during the pandemic to finding ingenious solutions, Larry shares his journey of resilience and love.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

Stay tuned for this insightful episode with Cheryl Blanchard and Larry Dodson and be sure to subscribe to the Serving Seniors Podcast at www.servingseniorspodcast.com to access a wealth of information and stay updated with our latest episodes.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 15: Building Hope: Habitat for Humanity's Vision for a World of Decent Homes

Matt Helton — Tue, 05 Dec 2023 02:00:00 -0600

Welcome to the Serving Seniors Podcast, your guiding light through the golden years. In this episode, Matt has the privilege of sitting down with Kim Randell, CEO of Habitat for Humanity Williamson-Maury, as she shares inspiring stories of hope, community, and transformation. Join us as we delve into the heart of the mission, exploring the incredible journey of building stable, safe homes in partnership with local families.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

Stay tuned for this insightful episode with Kim Randell, and be sure to subscribe to the Serving Seniors Podcast at www.servingseniorspodcast.com to access a wealth of information and stay updated with our latest episodes.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 14: Providing High-Quality, Compassionate, and Dignified Care in a Home Environment

Matt Helton — Tue, 21 Nov 2023 02:00:00 -0600

Welcome to the Serving Seniors Podcast, your guiding light through the golden years. In this episode, Matt has the privilege of sitting down with Dave and Carolyn Lutz of Just Like Home Senior Living, to talk about their commitment to excellence in providing high-quality, compassionate, and dignified care in a home environment that enables their residents to live a full and abundant life through the promotion of health and social interaction.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

Stay tuned for this insightful episode with Mary Ross-Tarkington, and be sure to subscribe to the Serving Seniors Podcast at www.servingseniorspodcast.com to access a wealth of information and stay updated with our latest episodes.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 13: Unraveling Legal Aid for a Better Quality of Life

Matt Helton — Tue, 14 Nov 2023 02:00:00 -0600

Welcome to the Serving Seniors Podcast, your guiding light through the golden years. In this episode, Matt has the privilege of sitting down with Mary Ross-Tarkington, National Director of Client Relations at Elder Veterans Legal Aid Group, P.C., to share with us the process of determining your eligibility for benefits. To swiftly and efficiently help you understand your rights and whether they can be legally proven.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 12: Finding the Resources for Extended Care with LaToya Gibson

Matt Helton — Tue, 07 Nov 2023 02:00:00 -0600

Welcome to the Serving Seniors Podcast, your guiding light through the golden years. In this episode, Matt has the privilege of sitting down with LaToya Gibson, an expert from Claiborne and Hughes, to dive deep into the crucial topic of extended care. LaToya will shed light on the importance of finding the right resources for extended care, whether it's for an elderly parent, spouse, or anyone in need of this specialized support.

Extended care is a topic that touches the lives of many seniors and their loved ones, and LaToya will provide valuable insights and guidance on how to navigate this often complex landscape.

You can find more information about LaToya Gibson and Claiborne and Hughes at their website, http://www.claiborneandhughes.com.

Please remember that the information provided in this podcast is for informational purposes only and should not be considered professional advice.

Stay tuned for this insightful episode with LaToya Gibson, and be sure to subscribe to the Serving Seniors Podcast at www.servingseniorspodcast.com to access a wealth of information and stay updated with our latest episodes.

If you'd like to connect with me directly, feel free to reach out at www.onetrusthomeloans.com. Your host, Matt Helton, is here to support you on your journey.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Matt Helton Branch Manager NMLS #178551
OneTrust Home Loans
320 Seven Springs Way | Ste 250
Brentwood, TN 37027

CONNECT WITH ME

C: (615) 400-6764 | O: (615) 953-9245
E: mhelton@onetrusthomeloans.com
www.onetrusthomeloans.com/lo/mhelton

About Matt Helton

#matthelton #onetrusthomeloans #mattheltononetrusthomeloans #mortgages #mortgagebroker #homeloans #buyingahome #refinance #178551 #seniorcare #seniors #longtermcare

Episode 11: Caring Transitions - Helping Seniors Each Step of the Moving Process with Mark and Mary McClure

Matt Helton — Tue, 31 Oct 2023 02:00:00 -0500

In this week's episode, your host Matt Helton, sits down with Mark and Mary McClure, local owners of Caring Transitions of Greater Nashville, to talk about how they are helping seniors through the entire moving process. They dive deep into how they saw a need for a senior-focused company that focused on selling your home, helping you pack, moving and setting up your new home, as well as helping with donations/estate sales of items that are no longer needed.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Episode 10: Declutter Your Mind and Home with Jennifer Vazquez

Matt Helton — Tue, 24 Oct 2023 02:00:00 -0500

In this week's episode, your host Matt Helton, sits down with Jennifer Vazquez, the face of ‘JV The Coach’ - Declutterer, Organizer and Mindset Coach, to talk about how she's helping individuals get unstuck in the chaos of their cluttered mind. She dives deep into the research that shows that your mind and physical space are deeply interconnected and what you can do to help clear both simultaneously.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Episode 9: More Than Just a Place to Live – Make The Most of Every Day with Jordyn Nielsen

Matt Helton — Wed, 18 Oct 2023 02:00:00 -0500

In this week's episode, your host Matt Helton, sits down with Jordyn Nielsen, Community Relations Director at Morning Pointe of Brentwood, to talk about how her love and care for her grandmother made her choose to embrace senior living and the services they provide that enhance the wellness, lifestyle and enjoyment of senior living.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Episode 8: Aging isn’t just about staying healthy, safe and independent with Paul Ellis

Matt Helton — Wed, 11 Oct 2023 02:00:00 -0500

In this week's episode, your host Matt Helton, sits down with Paul Ellis, Director of Operations at Right At Home, to discuss their mission to improve the quality of life for seniors and adults with disabilities recognizing that everyone’s idea of “quality of life” is different.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Episode 7: Transforming Lives, One Memory at a Time

Matt Helton — Wed, 04 Oct 2023 02:00:00 -0500

In this week's episode, your host Matt Helton, sits down with Cheryl Blanchard, Regional Director at Alzheimer's Tennessee, to talk about their mission to serve those facing Alzheimer’s disease and related dementias, to promote brain health through education, and to champion global research, prevention and treatment efforts.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Episode 6: Taylor-Made Real Estate Solutions

Matt Helton — Wed, 27 Sep 2023 02:00:00 -0500

In this week's episode, your host Matt Helton, sits down with Todd Taylor of Keller Williams Realty Murfreesboro, to explore how Todd and his team provide personal attention to every detail of your real estate transaction. From skillfully negotiating contracts to arranging home inspections, their top priority is ensuring your satisfaction and protecting your interests.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Episode 5: Always There When Clients Need It

Matt Helton — Wed, 20 Sep 2023 02:00:00 -0500

In this week's episode, your host Matt Helton, sits down with Donna Cella, Founder, and Heather Johnson, Care Coordinator, at Elder Care LLC to talk about how they use their services to help elders through every step of the retirement process. If the need them in the beginning and not for awhile after, they will always be there to help their clients make the transition.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Episode 4: Helping Seniors Stay In Their Homes

Matt Helton — Wed, 13 Sep 2023 02:00:00 -0500

In this week's episode, your host Matt Helton, sits down with Danielle Rutherford, Owner of Seniors Helping Seniors to talk about how she is helping seniors thrive in their golden years through her services. She dives deep into how she is working hard to help seniors stay in their homes as long as they can by providing them comfort and care services in order to set them up for success for their remaining years.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Episode 3: Empathetic Care Partners - Comfort Keepers

Matt Helton — Wed, 06 Sep 2023 02:00:00 -0500

In this week's episode, your host Matt Helton, sits down with Christopher McClintock, owner of Comfort Keepers, to talk about how he provides distinguished and compassionate caregiving service that is dedicated to enhancing the quality of life for seniors and individuals in need of assistance.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

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.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Episode 2: Soulful Transitions: Guiding Journeys at Life's End – The Role of an End of Life Doula

Matt Helton — Wed, 30 Aug 2023 11:27:00 -0500

In this week's episode, your host Matt Helton, sits down with Terri Law, Co-founder of Life Journey Advisors, to talk about how she provides holistic care and guidance to seniors as they navigate the final stages of life.

Serving Seniors YouTube channel is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

The information provided is for use as a training tool only. The information is not intended nor should they be relied upon for any other purpose.

Company NMLS: #46375

www.nmlsconsumeraccess.com

Episode 1: Guiding Golden Years - Navigating Assisted Living Options for Seniors

Matt Helton — Wed, 23 Aug 2023 02:00:00 -0500

Welcome to the first episode of the Serving Seniors Podcast! In this week's episode, your host Matt Helton, sits down with Tim Tuttle, Senior Advisor with Assisted Living Locators in Nashville, to talk about how he works to find the best assisted living homes for seniors based on the things they enjoy or once enjoyed doing. You can find out more about Tim and Assisted Living Locators at https://assistedlivinglocatorsnashville.com/

Serving Seniors podcast is home to the Serving Seniors Podcast as well as other real estate and mortgage updates and insights. You can find more episodes at www.ServingSeniorsPodcast.com

The Serving Seniors Podcast is operated by Matt Helton, Branch Manager of OneTrust Home Loans. You can find out more information at https://onetrusthomeloans.com/contact/mhelton

The information provided is for use as a training tool only. The information is not intended nor should they be relied upon for any other purpose.

Company NMLS: #46375