Retirement isn't just about savings; it's a mental and emotional shift. Many enter a new life phase unprepared for unexpected challenges. Forewarned is forearmed. #RetirementPlanning #FinancialWellness #MentalHealth #LifeAfterWork
Is it smarter to close before January 1st — or should you ride it out until spring? In this latest video, Matt Helton of OneTrust Home Loans breaks down key market factors like interest rate trends, inventory shifts, and buyer competition. Whether you’re a seasoned investor, a veteran leveraging your…
Don't miss our final CE class of the year! Learn how to help seniors capitalize on reverse mortgages for purchase, and grow your business in the process. Get your 3 hours of free credit this Friday! #ReverseMortgage #SeniorLiving #RealEstate #CEClass
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…
Wondering what the Fed's final moves of the year could mean for your wallet and your mortgage? Whether you’re a first-time homebuyer 🏠, a seasoned investor 📊, or a real estate agent guiding clients through turbulent markets — this video breaks it all down in simple, clear terms! ✅ Will…
A reverse mortgage eliminates payments, provides cash and credit, safeguards inheritance, and unlocks equity—all while retaining home ownership. See how it works and if it’s right for you. #ReverseMortgage #HomeEquity #RetirementPlanning #FinancialFreedom
Black Friday deal: Free CE! Get 3 hours of credit on Reverse Mortgages for Purchase. Serve seniors & downsizers better. Class Dec 12, 10 AM - 1 PM. RSVP to join! #ReverseMortgage #CECredit #BlackFriday #RealEstate #SeniorLiving
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…
They deserve the retirement they envisioned after a lifetime of hard work. This podcast shares how we and our partners can help. #RetirementPlanning #SeniorLiving #FinancialFreedom #EstatePlanning
You’re balancing it all — work, kids, life — and now you're ready to secure a place to call your own. In this week’s video, mortgage expert Matt Helton from OneTrust Home Loans shares real-world strategies for buying a home as a single parent in today’s market. ✅ How to…
Don't wait for a crisis. Be prepared. Estate plans, power of attorney, long-term care—get documents in order *before* it's urgent. Staying at home can cost $30-60k/month! Plan ahead. #ElderCare #EstatePlanning #AgingParents #LongTermCare #SeniorLiving
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…
Empowering seniors to afford in-home care and expenses. Use a small portion of home equity to cover living, taxes, insurance. Retain a large share for future needs or inheritance. #SeniorCare #HomeEquity #RetirementPlanning #FinancialSolutions
🧾 Planning a move or refinance before the year ends? Let’s talk closing costs. 🏡📆 As we roll into the final quarter of the year, it’s the perfect time to get clear on what closing costs look like — and how to prepare. In this week’s video, mortgage expert Matt…
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,…
Vicki shares her gratitude for the Serving Senior Podcast team. She highlights the peace of mind she gained from their services, knowing she's financially comfortable and prepared for the future. #ServingSenior #FinancialPlanning #Retirement #SeniorCare
Senior financial planning advice reveals a key opportunity: reading for understanding. Relieve financial stress and prepare for the future. It's a great program! Call/Text 615-400-6764 with questions. #SeniorAdvice #FinancialPlanning #RetirementTips #FuturePrep
Plan to travel, but save for rainy days too? Smart. Build an emergency fund, cover taxes, pay insurance, tackle bills, and prepare for whatever comes next. #TravelPlans #EmergencyFund #FinancialPlanning #SaveMoney
Home equity rich, but cash poor? Many seniors are. You can't pay property taxes with equity. Learn how to unlock your home's value and use it for bills and expenses. Partner with us to explore options! Call/Text 6154006764 with questions. #HomeEquity #RetirementPlanning #SeniorLiving #FinancialFreedom
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…
📈 Interest rates are up… so is refinancing off the table? 🤔🏡 Not necessarily. In this week’s video, mortgage expert Matt Helton from OneTrust Home Loans explains when refinancing still makes sense — even when rates are rising. If you're retired or living on a fixed income, refinancing could still…
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…
Many seniors are unaware of the untapped wealth in their own homes. The key is education and connecting them with trusted real estate professionals who understand their unique needs. #seniorliving #realestate #retirement #wealth #homeownership
What Is a Down Payment and How Much Do You Need? 🏡✨ Thinking about buying your next home or downsizing during retirement? Before you start house hunting, you need to understand one key piece of the puzzle: the down payment. In this week’s video, mortgage expert Matt Helton of OneTrust…
