Episode 85: Legal Strategies Every Senior Should Know | Barry R. Levine, Esq.
In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Barry R. Levine, Esq., Attorney with The Law Office of Barry R. Levine, for an important conversation every senior and family should hear.
Barry has spent years helping individuals and seniors navigate financial hardship, real estate matters, and legal challenges. He explains why planning ahead is the smartest legal strategy, especially for seniors who want to protect their assets, reduce stress, and avoid financial surprises later in life.
Together, Matt and Barry break down complex legal topics in a clear, easy-to-understand way, covering:
⚖️ Why seniors should prepare for financial challenges before they happen
🛑 How the law can help stop creditor harassment
🏡 The role legal planning plays in real estate and retirement security
💡 Practical steps to reduce debt burdens and regain financial peace of mind
Barry shares a powerful insight from his career: it’s far better to prepare for tough times in advance than to wait until it “hits the fan.” This episode is packed with real-world advice designed to help seniors stay informed, protected, and confident about their future.
👥 Connect with our Guest at:
https://levineslaw.com/
📌 Episode Information
Company Name: One Trust Home Loans
Host: Matt Helton
Podcast Name: Serving Seniors Podcast
Podcast Description:
Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the unique challenges and opportunities of retirement through conversations with trusted professionals. From financial planning and real estate to healthcare and estate planning, each episode delivers practical insights to help seniors not just survive — but truly thrive.
Podcast URL: https://www.servingseniorspodcast.com/
Sponsor Name: One Trust Home Loans
Sponsor URL: https://onetrusthomeloans.com/
NMLS Numbers:
Matt Helton, NMLS #178551
One Trust Home Loans, NMLS #46375
Licensing Information:
Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807.
All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice.
By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))
Contact Number:
(888) 488-3807
Social Media Links:
- Facebook: https://www.facebook.com/MattsMortgageNews
- LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
- YouTube: https://www.youtube.com/@servingseniorspodcast
🔖 Hashtags
#ServingSeniorsPodcast #SeniorLegalPlanning #RetirementSecurity
#DebtRelief #AgingInPlace #SeniorLiving #EstatePlanning
#FinancialProtection #HomeEquity #MattHelton
#OneTrustHomeLoans #SeniorEducation
⚠️ Disclaimer
The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.
