Serving Seniors Podcast

Matt Helton

Welcome to the Serving Seniors Podcast, 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!

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

    6D AGO

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

    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 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.

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

    FEB 20

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

    In Episode 88 of the Serving Seniors Podcast, host Matt Helton sits down with Erica Sell, ATP, CAPS, CSA, Founder & CEO of Harmony Home Medical Supply, to break down one of the biggest questions seniors and their families are asking today: 👉 Is it smarter to modify your home for $50,000… or move into assisted living at $14,000 per month? This eye-opening conversation explores the true cost of senior housing, aging in place, and how the right equipment and home modifications can protect both independence and your financial future. Erica founded Harmony Home Medical in 2008 after seeing families struggle with limited options and insurance-driven decisions. She believed seniors deserved choice, education, and hands-on access to equipment that improves quality of life. Today, Harmony Home Medical is San Diego’s most diverse and complete medical equipment showroom—offering everything from wheelchairs and power mobility devices to lift chairs, scooters, bathroom safety products, home accessibility remodels, and more. With a registered physical therapist and assistive technology specialists on staff, Erica and her team are passionate about helping seniors stay safe, comfortable, and independent at home. 💡 In this episode, we cover: The real financial comparison between home modifications and assisted livingHow accessibility remodels can extend independenceWhat seniors and families should consider before making housing decisionsHow to “take the medical out of medical equipment”Why education and choice matter in senior careIf you or a loved one is thinking about aging in place, this episode is packed with practical guidance and cost-saving insights. 📲 Connect with our Guest at: https://harmonyhomemedical.com/ Erica Sell, ATP, CAPS, CSA Founder & 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 The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose. 🔖 Hashtags #HomeOwnership #ReverseMortgage #SeniorLiving #AgingInPlace #RetirementPlanning #HomeEquity #FinancialFreedom #RealEstateEducation #servingseniorspodcast #matthelton #onetrusthomeloans

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

    FEB 13

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

    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 📜 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) 📞 Contact Number: (888) 488-3807 📱 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ ▶️ YouTube Link: https://www.youtube.com/@servingseniorspodcast #HomeOwnership#FirstTimeHomeBuyer#ReverseMortgage#VeteranHomeLoans#RealEstateInvesting#MortgageTips#SeniorLiving#FinancialFreedom#RealEstateEducation#HomeEquity#RetirementPlanning#PropertyInvestment#BuyingAHome#SellingAHome#MortgageAdvisor#HomeLoanHelp#VAHomeLoan#AgingInPlace#InvestmentProperty#HomeFinancing#servingseniorspodcast#matthelton#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.

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

    FEB 6

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

    Welcome to Episode 86 of the Serving Seniors Podcast, hosted by Matt Helton! In this powerful and eye-opening episode, Matt sits down with Raymond Lavine, Financial Professional and founder of Lavine LTC Benefits, to break down why long-term care (LTC) planning is no longer optional for seniors and their families. 👤 Meet Our Guest – Raymond LavineRaymond Lavine is a seasoned financial professional and U.S. Army veteran with deep personal and professional experience in long-term care planning. Through his company, Lavine LTC Benefits, Raymond helps individuals and families protect their savings, dignity, and independence by planning ahead for long-term care needs. Raymond’s passion for LTC planning is personal. After walking through his father’s long-term care journey and seeing his mother rely on LTC benefits, he understands firsthand how the right plan can mean the difference between peace of mind and financial stress. 🎯 What You’ll Learn in This Episode:✅ Why seniors should plan for long-term care before a crisis happens✅ How LTC insurance can protect retirement savings and family assets✅ Common myths and misunderstandings about long-term care coverage✅ How tactical empathy and real-life experience shape better financial decisions✅ Why waiting can cost you more — emotionally and financially 📺 Raymond has shared his expertise on national TV, including Moving America Forward, and on numerous podcasts. He’s also a contributing author to Empathy & Understanding in Business, where he explores how empathy leads to better outcomes during life’s most challenging moments. 🎖️ As a proud U.S. Army veteran who served in the 82nd Airborne Division and 173rd Airborne Brigade in Vietnam, Raymond brings discipline, compassion, and integrity to everything he does. 🔗 Connect with our Guest at:Website: https://www.lavineltcins.com/📞 Telephone or Text: 253.275.6091🎥 Video: https://raymondlavineofficial.com📅 Schedule a Conversation: https://meetings-na2.hubspot.com/meetings/raymond-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 #178551OneTrust Home Loans, NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice.By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags: #ServingSeniorsPodcast #LongTermCarePlanning #LTCInsurance#SeniorLiving #RetirementPlanning #FinancialSecurity#AgingInPlace #VeteranOwned #MattHelton#OneTrustHomeLoans #LavineLTCBenefits 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.

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

    JAN 16

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

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

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

    JAN 2

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

    What if the best chapter of your life hasn’t happened yet? In Episode 84 of the Serving Seniors Podcast, host Matt Helton sits down with Wayne Lehrer, Author and Founder of Conscious Aging – The New Third Act, for a powerful and deeply human conversation about what it really means to thrive in mid-to-late life. Wayne Lehrer is on a mission to help people of all ages turn the Third Act of life into a time of authentic happiness, radical acceptance, meaningful relationships, and legacy-driven purpose. His work challenges outdated beliefs about aging and replaces them with clarity, joy, and conscious living. Wayne shares his personal journey — from a lifetime of success, creativity, and exploration to facing an unexpected Third Act Identity Crisis in his 60s. What followed was a complete re-examination of aging, purpose, and identity, leading to the creation of what he calls the Operating Manual for the New Third Act. In this episode, you’ll learn: Why many seniors experience a “Third Act Identity Crisis” (and why no one talks about it)How to let go of old labels and redefine who you are nowWhat conscious aging really means — emotionally, mentally, and spirituallyHow joy, meaning, and fulfillment are choices you can still makeWhy aging can be a time of awakening, not winding downWayne’s background spans Oriental Medicine, meditation with Tibetan masters, yoga and mindfulness training, filmmaking, entrepreneurship, art, and authorship — yet his greatest lessons came from navigating his own fears, depression, and rebirth later in life. This episode is a must-listen for anyone who believes growing older should mean growing deeper, not smaller. Connect with our Guest at: https://waynelehrer.com/ 📌 Episode Details & Compliance 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 #178551One 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 92108Corporate 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/MattsMortgageNewsLinkedIn: linkedin.com/in/matt-helton-7b3bab6YouTube: youtube.com/@servingseniorspodcastHashtags:#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.

    33 min
  7. Episode 83: Reverse Mortgage in Retirement - Marianna Keller’s Real Story

    12/26/2025

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

    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 #178551One 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/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags:#ReverseMortgage#RetirementConfidence#SeniorLiving#AgingInPlace#HomeEquity#FinancialFreedom#ServingSeniorsPodcast#MattHelton#OneTrustHomeLoans#RealClientStory#RetirementPlanning 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.

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

    12/12/2025

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

    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 #178551OneTrust 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 #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.

    34 min
4.3
out of 5
6 Ratings

About

Welcome to the Serving Seniors Podcast, 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!