Serving Seniors Podcast

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retirees across the U.S., UK, Canada, and Australia.Today, George empowers boomers and seniors to break free from outdated ideas about retirement, rewire the subconscious mind, and boldly design a life filled with meaning, joy, and purpose.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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Vivian Johnson, Founder of VJ’s Consulting Services, to demystify one of the most critical — and often misunderstood — aspects of senior healthcare: Medicare coverage for skilled nursing care.Vivian shares her wealth of knowledge, breaking down the fine print around what Medicare really does and doesn’t cover when it comes to skilled nursing.Whether you're preparing for your own care or helping a loved one, this episode is packed with real talk, expert advice, and easy-to-follow explanations that can save families thousands and reduce stress during a tough time.If you've ever found yourself asking:“Will Medicare cover a nursing home stay after surgery?”“How long does Medicare pay for skilled nursing care?”“What are the qualifying factors?”…then this is the episode you can’t afford to miss.Connect with our Guest: 📞 Phone: 615.853.0887 📧 Email: v0774770@gmail.comCompany Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the unique challenges and opportunities retirement brings. Featuring expert guests in finance, healthcare, lifestyle, and more, the podcast empowers seniors with practical knowledge and actionable advice.Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS#46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Contact Number: (888) 488-3807 Social Media Links:Facebook: https://www.facebook.com/MattsMortgageNewsLinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/YouTube: https://www.youtube.com/@servingseniorspodcastHashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloansDisclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.