Episode 80: Flow With the Current: Patrick J. Negado on Rethinking Retirement Your Way
In this powerful new episode of the Serving Seniors Podcast, host Matt Helton sits down with Patrick J. Negado, ChFC®, Author, Speaker, and Founder of Canoe & Current Wealth Strategies℠. Patrick brings more than two decades of expertise in retirement income design, wealth management, and multi-generational wealth transfer — all focused on helping seniors move into retirement with clarity, confidence, and purpose.
Patrick’s signature framework, inspired by his book The Canoe and The Current: Rethinking Retirement So You Can Stop Worrying and Start Living, blends sound financial strategy with meaningful family values. Together, Matt and Patrick unpack how retirees can align their “Canoe” (the income needed for security) with their “Current” (the growth, meaning, and joy that bring life to retirement).
If you're stepping into retirement, already navigating it, or supporting aging loved ones, this episode will help you find direction in the waters ahead — and maybe even enjoy the ride a little more.
Connect with our Guest at:
✅ Podcast Episode Details
Company Name: One Trust Home Loans
Host: Matt Helton
Podcast Name: Serving Seniors Podcast
Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure and estate considerations, this podcast equips seniors to not just survive—but truly thrive.
Podcast URL: https://www.servingseniorspodcast.com/
Sponsor Name: One Trust Home Loans
Sponsor URL: https://onetrusthomeloans.com/
Podcast Audience: Seniors, retirees, adult children supporting aging parents, and professionals serving senior communities.
Contact Phone: (888) 488-3807
🏛️ Licensing Information
Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807.
All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice.
By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))
NMLS Numbers:
Matt Helton NMLS #178551
OneTrust Home Loans NMLS #46375
Address:
320 Seven Springs Way, Ste 250, Brentwood, TN 37027
Contact Number: (888) 488-3807
🌐 Connect With Us
Company Website: https://onetrusthomeloans.com/
YouTube Link: https://www.youtube.com/@servingseniorspodcast
Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
🏷️ Hashtags
#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans
#RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom
#RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment
#BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp
#VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing
#servingseniorspodcast #matthelton #onetrusthomeloans
⚠️ Disclaimer
The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.
