Serving Seniors Podcast

Matt Helton
  • 4.3 (6)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY
Serving Seniors Podcast

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

    12/11/2024

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

    In this inspiring episode of the Serving Seniors Podcast, host Matt Helton sits down with two remarkable guests: Barbara Abramson, Founder of Making Meaningful Connections, and Leighton O. Campbell, President of 1st Allegiant Insurance LLC and Author of Your Happiness Equation. Together, they delve into the strategies for creating meaningful relationships and unlocking the formula for lasting happiness and fulfillment. Barbara shares her insights on the power of authentic connections and how they can transform personal and professional lives. Meanwhile, Leighton brings his expertise as an author and entrepreneur to the discussion, offering actionable tips from his book, Your Happiness Equation, and revealing how anyone can chart their path to joy and satisfaction. Connect with our Guests: Barbara Abramson: Visit https://www.barbabramson.com/ to learn more about her work and initiatives.Leighton O. Campbell: Discover his services at https://1stallegiant.com/about/.Podcast Details:Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS#178551; One Trust Home Loans, NMLS #46375Licensing Information: Loans provided by One Trust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375. Visit www.nmlsconsumeraccess.org for details. 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone: (888) 488-3807.Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags:#HappinessEquation#MakingMeaningfulConnections#SeniorLiving#RetirementPlanning#FinancialFreedom#RealEstateEducation#servingseniorspodcast#MattHelton#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
  2. Episode 53: Legacy in the Making: Roy Matlock, Jr.'s Formula for Financial Freedom

    12/04/2024

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

    In this exciting episode of the Serving Seniors Podcast, host Matt Helton sits down with financial visionary Roy Matlock, Jr., Founder of Roy Matlock, Jr. & Associates. Together, they dive into the world of financial planning, discussing actionable strategies to achieve financial independence and create a lasting legacy. Roy shares his expert insights from over 40 years in the financial services industry, including tips on money management, mutual funds, and retirement planning. Listeners will also hear Roy’s inspirational journey from Nashville native to nationally recognized financial educator, radio host, and founder of the innovative CRM platform, SalesTeamPro. Roy’s wealth of knowledge and passion for empowering others will leave you inspired to take control of your financial future. Connect with our guest at www.roymatlockjr.com. Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents.Podcast URL: www.servingseniorspodcast.comSponsor Name: One Trust Home LoansSponsor URL: www.onetrusthomeloans.comNMLS Numbers: Matt Helton, NMLS#178551; One Trust Home Loans, NMLS#46375Licensing Information: Loans provided by One Trust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375. For additional licensing and disclaimer information, visit www.nmlsconsumeraccess.org.Contact Number: (888) 488-3807 Social Media Links: Facebook: www.facebook.com/MattsMortgageNewsLinkedIn: www.linkedin.com/in/matt-helton-7b3bab6/YouTube: www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #ServingSeniorsPodcast #MattHelton #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.

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

    11/20/2024

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

    In this exciting episode of the Serving Seniors Podcast, host Matt Helton sits down with Kathy Root, Owner of SYNERGY HomeCare of Middle Tennessee, and Kayleigh Rogers, the Client Care Coordinator. Together, they discuss their passionate work in home care, focusing on how their team helps seniors maintain independence and dignity while receiving personalized, compassionate support. Discover the heartwarming stories and expert insights Kathy and Kayleigh share as they explore the benefits of professional home care for seniors and their families. Whether you’re seeking services for a loved one or looking to better understand senior care options, this episode is a must-listen! Connect with our Guests at: https://synergyhomecare.com/tn-murfreesboro-37129/about-us/ Podcast Details: Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS#178551; One Trust Home Loans, NMLS #46375Licensing Information: Loans Provided by One Trust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags:#ServingSeniorsPodcast #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.

    32 min
  4. Episode 51: Redefining Retirement: How a Reverse Mortgage is Helping Vickie Knight Thrive

    11/08/2024

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

    In this compelling episode of the Serving Seniors Podcast, host Matt Helton sits down with Vickie Knight, a client of OneTrust Home Loans, to dive into her unique journey with a reverse mortgage and how it has transformed her retirement years. Vickie shares her personal experience, detailing how a reverse mortgage allowed her to live more comfortably and securely in her golden years. Join us as we explore the financial options and opportunities available to retirees and how tools like reverse mortgages can support a thriving, independent lifestyle. Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS#178551; OneTrust Home Loans, NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #ReverseMortgage #SeniorLiving #FinancialFreedom #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #RetirementPlanning #AgingInPlace #MortgageTips #ThriveInRetirement #IndependentLiving 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.

    12 min
  5. Episode 50: Senior Solutions: Navigating Medicare & Social Security with Ben Davis III

    10/02/2024

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

    In this milestone 50th episode of the Serving Seniors Podcast, host Matt Helton welcomes Ben Davis III, CSA, Director of Outreach at Select Pointe LLC. Ben brings over 15 years of experience in the Medicare and long-term care industry, where he has become a trusted guide for seniors navigating the complexities of Medicare and Social Security. Throughout this enlightening conversation, Ben shares his insights on how to make informed decisions about health plans and retirement strategies. Ben discusses the latest updates in Medicare options and Social Security strategies, offering practical advice to help seniors optimize their retirement planning. Whether you're on the verge of retirement or looking for ways to better understand your healthcare choices, this episode is packed with valuable information to guide you through these important decisions. Connect with our Guest: https://selectpointebd.com/ Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: The Serving Seniors Podcast is your guide to navigating the golden years, with expert interviews and helpful tips on everything from healthcare to financial planning.Podcast URL: serviceniorpodcast.comSponsor Name: One Trust Home LoansSponsor URL: onetrusthomeloans.comNMLS Numbers: Matt Helton, NMLS#178551; One Trust Home Loans, NMLS #46375Licensing Information: Loans provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone: (888) 488-3807.Contact Number: (888) 488-3807Social Media Links: Facebook: facebook.com/MattsMortgageNewsLinkedIn: linkedin.com/in/matt-helton-7b3bab6/YouTube: www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RetirementPlanning #servingseniorspodcast #matthelton #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.

    32 min
  6. Episode 49: Living Well with CenterWell: Personalized Care, Right Where You Are

    09/25/2024

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

    In this episode of the Serving Seniors Podcast, your host Matt Helton sits down with Denisse Bernal, a Community Engagement Professional from CenterWell Senior Primary Care. Together, they dive into how CenterWell is revolutionizing senior care by providing personalized healthcare solutions that meet you right where you are. Denisse shares her insights on the importance of community engagement in enhancing healthcare experiences and discusses how CenterWell tailors its services to fit the unique needs of seniors. Tune in to learn how CenterWell is making it easier for seniors to access the care they deserve while living healthier and more independent lives. Connect with our guest at: https://www.centerwellprimarycare.com/ Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. From financial planning and healthcare to estate planning, no topic is off the table.Podcast URL: https://www.servingseniorspodcast.com/Sponsor Name: One Trust Home LoansSponsor URL: https://onetrusthomeloans.com/NMLS Numbers: Matt Helton, NMLS#178551; OneTrust Home Loans, NMLS #46375Licensing Information: Loans provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807.Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #AgingInPlace #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.

    21 min
  7. Episode 48: The Cyber Shield: Safeguarding Your Business and Personal Identity

    09/18/2024

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

    In this exciting episode of Serving Seniors Podcast, your host Matt Helton sits down with Jim Hughes, President of Business Risk Solutions, to dive deep into the critical topic of cyber security and identity theft prevention. Jim, a seasoned expert, shares insights on how businesses, especially senior care living centers and small business owners, can protect their data and personal information from cyber criminals. Learn about the three big mistakes companies often make in securing their digital assets and how to avoid them. Business Risk Solutions offers innovative solutions such as Identity Theft Awareness Workshops for senior care centers, Cyber Security Pen Tests, vulnerability assessments for small and medium businesses, and comprehensive identity theft protection for individuals and families. Connect with our guest at: https://businessrisksolutions.net/ Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior.Podcast URL: servingseniorspodcast.comSponsor Name: One Trust Home LoansSponsor URL: onetrusthomeloans.comNMLS Numbers: Matt Helton, NMLS #178551; OneTrust Home Loans, NMLS #46375Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan.Contact Number: (888) 488-3807 Social Media Links: Facebook: facebook.com/MattsMortgageNewsLinkedIn: linkedin.com/in/matt-helton-7b3bab6/YouTube: www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #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 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.

    34 min
  8. Episode 47: Tech, Law, and Community: The Life of Anton Jackson

    09/11/2024

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

    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 LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves into the unique challenges and opportunities that retirement presents.Podcast URL: www.servingseniorspodcast.comSponsor Name: One Trust Home LoansSponsor URL: www.onetrusthomeloans.comNMLS Numbers: Matt Helton NMLS #178551, One Trust Home Loans NMLS #46375Licensing Information: Loans provided by 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/MattsMortgageNewsLinkedIn: www.linkedin.com/in/matt-helton-7b3bab6/YouTube: www.youtube.com/@servingseniorspodcastHashtags:#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.

    31 min
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4.3
out of 5
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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!

Information

  • Creator
    Matt Helton
  • Years Active
    2023 - 2024
  • Episodes
    54
  • Rating
    Clean
  • Copyright
    © 2024 Serving Seniors Podcast
  • Show Website
    Serving Seniors Podcast

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