Serving Seniors Podcast: Helpings Those 55 and Older Not Just Survive in Retirement, But THRIVE!

Videos

Dec. 31, 2025

From Your Reverse Mortgage Experts...Giving Back: Finding Purpose in Your Third Act #shorts

From Your Reverse Mortgage Experts...Giving Back: Finding Purpose in Your Third Act #shorts

After a lifetime of skills and passions, this founder asked: 'Where can I be of value?' The answer? Habitat for Humanity—creating homes and hope for millions worldwide. #HabitatForHumanity #GivingBack #ThirdAct #MakingADifference

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Dec. 28, 2025

UFrom Your Reverse Mortgage Experts...Unlock Home Equity for Monthly Cash Flow & Peace of Mind

UFrom Your Reverse Mortgage Experts...Unlock Home Equity for Monthly Cash Flow & Peace of Mind

Most people need a home—but mortgages demand payments. What if you could tap your equity for long-term care, training, or even spoiling grandkids with no required payments? Unlock peace of mind and own your future. Call/Text 6154006764!! #HomeEquity #MortgageTips #RetirementPlanning #FinancialFreedom

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Dec. 26, 2025

Episode 83: Reverse Mortgage in Retirement - Marianna Keller’s Real Story

Episode 83: Reverse Mortgage in Retirement - Marianna Keller’s Real Story

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…

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Dec. 18, 2025

Digital-First Mortgage Products: How Online Lenders Are Changing the Game

Digital-First Mortgage Products: How Online Lenders Are Changing the Game

🎬 New Video Drop! Digital-First Mortgage Products: How Online Lenders Are Changing the Game 💻🏡 Technology is changing everything — and mortgages are no exception. In this powerful new video, Matt Helton of OneTrust Home Loans explores how digital-first lenders are making home financing faster, smarter, and more efficient for…

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Dec. 15, 2025

From Your Reverse Mortgage Experts...Retirement Transformation: Find Meaning After 50 #shorts

From Your Reverse Mortgage Experts...Retirement Transformation: Find Meaning After 50 #shorts

Given six months to live, one man reassesses everything. Retirement isn't an end—it's a chance to do something meaningful and inspire courage in others. #RetirementLife #SecondAct #Inspiration #Courage #LifeLessons

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Dec. 12, 2025

Episode 82: The DARE Method A Science-Backed Path for Seniors to Rediscover Meaning After Retirement

Episode 82: The DARE Method A Science-Backed Path for Seniors to Rediscover Meaning After Retirement

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…

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Dec. 11, 2025

From Your Reverse Mortgage Experts...Retirement Preparedness...#shorts

From Your Reverse Mortgage Experts...Retirement Preparedness...#shorts

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

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Dec. 11, 2025

Should You Buy Before the New Year or Wait Until Spring?

Should You Buy Before the New Year or Wait Until Spring?

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…

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Dec. 6, 2025

Reverse Mortgage for Purchase: Free CE Class This Friday! #shorts

Reverse Mortgage for Purchase: Free CE Class This Friday! #shorts

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

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Dec. 5, 2025

Episode 81: Why Reverse Mortgage

Episode 81: Why Reverse Mortgage

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…

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Dec. 4, 2025

How the Federal Reserve’s End-of-Year Moves Could Affect Your Mortgage

How the Federal Reserve’s End-of-Year Moves Could Affect Your Mortgage

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…

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Dec. 3, 2025

From Your Reverse Mortgage Experts...Stop Mortgage Payments! Unlock Home Equity Now! #shorts

From Your Reverse Mortgage Experts...Stop Mortgage Payments! Unlock Home Equity Now! #shorts

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

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Nov. 28, 2025

Attention Real Estate Agents...Black Friday FREE CE: Reverse Mortgages For Purchase! #shorts

Attention Real Estate Agents...Black Friday FREE CE: Reverse Mortgages For Purchase! #shorts

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

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Nov. 28, 2025

Episode 80: Flow With the Current: Patrick J. Negado on Rethinking Retirement Your Way

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…

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Nov. 28, 2025

From Your Reverse Mortgage Experts...Seniors' Retirement Dreams: Secure Homes, Happy Futures #shorts

From Your Reverse Mortgage Experts...Seniors' Retirement Dreams: Secure Homes, Happy Futures #shorts

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

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Nov. 26, 2025

Buying a Home as a Single Parent in 2025: Tips and Resources

Buying a Home as a Single Parent in 2025: Tips and Resources

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…

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Nov. 22, 2025

From Your Reverse Mortgage Experts...Estate Planning: Don't Wait Until It's Too Late! #shorts

From Your Reverse Mortgage Experts...Estate Planning: Don't Wait Until It's Too Late! #shorts

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

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Nov. 21, 2025

Episode 79: Planning Before the Panic - Senior Care Wisdom with Annalee Kruger

Episode 79: Planning Before the Panic - Senior Care Wisdom with Annalee Kruger

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…

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Nov. 20, 2025

From Your Reverse Mortgage Experts...Unlock Home Equity: Senior Care & Financial Freedom #shorts

From Your Reverse Mortgage Experts...Unlock Home Equity: Senior Care & Financial Freedom #shorts

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

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Nov. 17, 2025

Exploring Closing Costs: What to Expect on the Last Quarter of the Year

Exploring Closing Costs: What to Expect on the Last Quarter of the Year

🧾 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…

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Nov. 14, 2025

Episode 78: Simplifying Senior Living with Shari Ross The S.I.M.P.L.E. Way to Confident Care Choices

Episode 78: Simplifying Senior Living with Shari Ross The S.I.M.P.L.E. Way to Confident Care Choices

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,…

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Nov. 13, 2025

From Your Reverse Mortgage Experts...Vicki's Funny Insights: Serving Seniors Podcast #shorts

From Your Reverse Mortgage Experts...Vicki's Funny Insights: Serving Seniors Podcast #shorts

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

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Nov. 12, 2025

From Your Reverse Mortgage Experts...Senior Financial Comfort: A Program You Need to Know #shorts

From Your Reverse Mortgage Experts...Senior Financial Comfort: A Program You Need to Know #shorts

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

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Nov. 7, 2025

From Your Reverse Mortgage Experts...Travel & Savings: Planning for Rainy Days & Emergencies #shorts

From Your Reverse Mortgage Experts...Travel & Savings: Planning for Rainy Days & Emergencies #shorts

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

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