Episodes

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 surpr...

What if the best chapter of your life hasn’t happened yet? In Episode 84 of the Serving Seniors Podcast, host Matt Helton sits down with Wayne Lehrer, Author and Founder of Conscious Aging – The New Third Act, for a powerful and deeply human conversation about what it really means to thrive in mid-to-late life. Wayne Lehrer is on a mission to help people of all ages turn the Third Act of life into a time of authentic happiness, radical acceptance, meaningful relationships, and legacy-driven pu...

In this heartfelt and eye-opening episode of the Serving Seniors Podcast, host Matt Helton welcomes Marianna Keller, a real client who courageously shares her personal journey with a reverse mortgage—and how it helped transform her retirement from uncertainty to confidence. Marianna isn’t a financial professional. She’s a homeowner who faced real worries about retirement income, rising costs, and long-term security. In this honest conversation, she opens up about the doubts she had, the questio...

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...

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, helpin...

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: Ret...

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...

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 co...

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 brin...

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 of...

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...

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 ...

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 cri...

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 re...

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 ...

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...

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 equ...

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 livin...

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 truste...

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 &...

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...

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 fre...

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 lo...

Welcome back to the Serving Seniors Podcast with your host, Matt Helton of One Trust Home Loans ! In this solo episode, Matt dives deep into a question many seniors (and their families) are asking: "What is a reverse mortgage?" With clarity, compassion, and a touch of humor, Matt breaks down: What a reverse mortgage actually is Who qualifies for one How it can be a powerful tool for financial flexibility in retirement Common myths and misunderstandings How home equity can work for ...