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

    1D AGO

    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
  2. 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
  3. 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
  4. 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
  5. 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
  6. Episode 81: Why Reverse Mortgage

    12/05/2025

    Episode 81: Why Reverse Mortgage

    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 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 professionals who bring expertise to the table, helping answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off-limits. Whether you're nearing retirement or already enjoying it, the Serving Seniors Podcast ensures you're equipped to not just survive—but thrive. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS #178551OneTrust Home Loans, NMLS #46375Licensing Information: Loans provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F)) Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Contact Number: (888) 488-3807 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/@servingseniorspodcastHashtags #HomeOwnership #ReverseMortgage #SeniorLiving #RealEstateEducation #FinancialFreedom #RetirementPlanning #HomeEquity #AgingInPlace #MortgageAdvisor #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.

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

    11/28/2025

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

    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 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 answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure and estate considerations, this podcast equips seniors to not just survive—but truly thrive. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ Podcast Audience: Seniors, retirees, adult children supporting aging parents, and professionals serving senior communities. Contact Phone: (888) 488-3807 🏛️ Licensing 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 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 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.

    22 min
  8. Episode 79: Planning Before the Panic - Senior Care Wisdom with Annalee Kruger

    11/21/2025

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

    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 #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.

    28 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!