Episode 99: How Seniors Can Protect Retirement Income with Annuities and Home Equity
In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Chris Maduri, Retirement Planner & Coach with Vibrant Retirement, for a helpful conversation about how seniors can protect retirement income using annuities and home equity.
Retirement should feel exciting, not like trying to solve a math problem with missing numbers. 🧮 In this episode, Chris explains ways seniors can create more income confidence, plan for the future, and better understand tools like annuities and home equity.
Matt and Chris discuss how smart planning can help seniors look at retirement with more peace of mind. They also talk about why it is important to understand your options before making big money decisions.
Connect with our Guest at: https://vibrantretirement.com/
Guest Email: chris@vibrantretirement.com
📌 Episode Details
Episode Number: 99
Guest Name: Chris Maduri
Guest Title: Retirement Planner & Coach
Guest Company: Vibrant Retirement
Guest Company Link: https://vibrantretirement.com/
Episode Title: How Seniors Can Protect Retirement Income with Annuities and Home Equity
🏡 Company 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 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 activities, estate planning, home equity, and aging in place, no topic is off the table.
Whether you are on the cusp of retirement, just beginning this new chapter, or have been enjoying it for some time, the Serving Seniors Podcast helps you get the knowledge you need 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
https://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 37027
Social Media Links:
Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube Link: 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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