Episode 74: Future-Proof Your Golden Years with Richard Wexler of APlan2Age
Aging is inevitable—but struggling through it doesn’t have to be. In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Richard Wexler, President & CEO of APlan2Age, to talk about what it really means to age well.
Richard leads APlan2Age, a nonprofit dedicated to helping seniors and their families take charge of the future before a crisis hits. From mapping out healthcare and housing to tackling finances and long-term care, Richard’s mission is simple: give people the tools they need to age with dignity, independence, and peace of mind.
💡 Richard reminds us that the best time to plan for the future isn’t later—it’s now. You’ll learn why creating an “age well” roadmap today can save you stress, money, and heartache tomorrow.
✨ Bonus: Richard also shares details about his upcoming National Conversation on Aging, happening October 14th, with the timely topic “10 Ways to Pay.” It’s a must-hear for anyone curious about how to afford the golden years with confidence. (Events – APlan2Age)
👉 Connect with our Guest at: https://aplan2age.org/
Company Name: One Trust Home Loans
Host: Matt Helton
Podcast Name: Serving Seniors Podcast
Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to answer the myriad of questions that come with living as an independent senior.
Podcast URL: https://www.servingseniorspodcast.com/
Sponsor Name: One Trust Home Loans
Sponsor URL: https://onetrusthomeloans.com/
NMLS Numbers: Matt Helton, NMLS#178551; OneTrust Home Loans, NMLS #46375
Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))
Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027
Contact Number: (888) 488-3807
Social Media Links:
- Facebook: https://www.facebook.com/MattsMortgageNews
- LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
- Company Website: https://onetrusthomeloans.com/
- YouTube: https://www.youtube.com/@servingseniorspodcast
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.
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