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…
Serving Seniors podcast is the show dedicated to helping you thrive in your retirement years. In each episode, we'll explore topics, share tips, and invite experts to provide valuable insights that will empower you to make the most of your golden years. So, whether you're just starting your retirement or…
A bit about me, how I got started in the mortgage industry and what I love about working with people who are on the path to homeownership. Matt Helton Branch Manager NMLS #178551 OneTrust Home Loans 320 Seven Springs Way | Ste 250 Brentwood, TN 37027 CONNECT WITH ME C:…
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…
Starting something new can feel daunting, but having a trusted guide can make all the difference. It's about education and knowing all the pros, cons, and benefits of reverse mortgages. Give us a call/text if you would like an honest opinion 6154006764!! #TrustTheProcess #FindYourGuide #SupportSystem #NewBeginnings #EducationMatters
Seniors deserve informed choices! Discover how a heart for service ensures elders confidently leverage home equity for retirement solutions. 'Making sure seniors make an informed decision' can change everything. #SeniorCare #RetirementPlanning #HomeEquity #FinancialLiteracy #ElderCare
Unlock your home equity to afford in-home care and remain independent. Discover strategies for leveraging your assets and maintaining control over your future. Explore financial options for aging in place. Call/Text 615-400-6764 to learn more. #HomeEquity #InHomeCare #RetirementPlanning #SeniorLiving #AgingInPlace
🔄 Thinking About Refinancing Your FHA Loan? Let’s talk strategy. If you’ve built up equity and you’re tired of paying PMI, it might be time to refinance into a conventional loan. In this new video, Matt Helton of One Trust Home Loans breaks it all down so you can decide…
Seniors are discovering financial freedom! Learn how they're tapping into home equity to fund healthcare, fitness, and even spoiling grandkids. "They still own their house," and now they have options. #HomeEquity #RetirementPlanning #SeniorLiving #FinancialFreedom #RealEstateTips
Unlock the secret to buying a home with a reverse mortgage. Learn how to leverage home equity, downsize strategically, and keep cash without monthly payments. Is it possible? Absolutely! Discover the reverse mortgage purchase strategy. #reversemortgage #homebuying #realestate #retirement #mortgage #downsizing
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.…
In-home care offers vital peace of mind, not just for patients, but also their families. Discover how compassionate caregivers alleviate worries, ensuring loved ones are safe and supported, even when family can't be there 24/7. "They've got lives to live." #InHomeCare #CaregiverSupport #FamilyCare #PeaceOfMind #ElderCare
So… the appraisal’s done. ✅ Now what? If you’re a senior exploring a reverse mortgage, you might be wondering what happens next—and if there are any surprises before closing day. This new video hosted by Matt Helton of One Trust Home Loans walks you through what to expect step-by-step, in…
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…
We helped our client eliminate their $1,500 mortgage payment, freeing up nearly half their income. Discover how a strategic reverse mortgage provided them with extra funds and enabled a comfortable retirement. Learn how we can help you. #ReverseMortgage #RetirementPlanning #FinancialFreedom #MortgageFree #HomeEquity #FinancialPlanning #RetirementGoals #MortgageElimination #FinancialAdvice #MoneyManagement
We explore how seniors' primary fear of running out of money can be addressed through strategic asset management. Discover how reverse mortgages can double accessible funds, ensuring greater financial peace of mind for our retirement. Learn more about extending your assets with our insights. #RetirementPlanning #ReverseMortgage #FinancialSecurity #SeniorFinance #AssetManagement #RetirementTips…
📌 MISSED EPISODE 63? Don’t worry—we’ve got you covered! 🎧 Vivian Johnson, founder of VJ’s Consulting Services, joined us to break down what seniors need to know about Medicare and skilled nursing. Catch the replay now ➡️ youtube.com/watch?v=zQfjwQa7GeE 🎥 Short Clip: drive.google.com/file/d/1ip63nJJtLwYUeVgzniV1mXkyiREEbDlt/view?usp=sharing #servingseniorspodcast #SeniorHealthcare #MedicareHelp #RetirementPlanning
🎉 EPISODE 63 IS LIVE! Understanding Medicare Coverage for Skilled Nursing 💡 This week, we’re joined by Vivian Johnson of VJ’s Consulting Services to demystify what Medicare actually covers when it comes to skilled nursing care. If you or a loved one is recovering after a hospital stay, you’ll want…
🏡 Missed our latest episode? Episode 62 of the Serving Seniors Podcast is a must-listen! Matt Helton takes a deep dive into the world of reverse mortgages—how they work, who they’re for, and what to watch out for. Perfect for anyone planning retirement or helping a loved one navigate housing…
🎙 New Episode Alert! Serving Seniors Podcast – Episode 62: What Is A Reverse Mortgage? In this episode, Matt Helton breaks down what a reverse mortgage is and how it can work as a powerful tool in retirement planning. We talk benefits, misconceptions, and how to know if it’s the…
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…
💡 “Cybercriminals don’t sleep—and neither should your security.” This week’s episode with Jim Hughes is full of must-know info to keep your personal AND business identity safe. Here’s a powerful moment from our chat: https://drive.google.com/file/d/1DAPpsXriErMJMvLff6EEGJg26FJ6vGRq/view?usp=sharing Catch the full episode: https://www.youtube.com/watch?v=z8rc6FDE-v4 #CyberTips #SeniorSafety #HomeEquity #RealEstateEducation #MortgageAdvisor
Join us as we welcome Jim Hughes from Business Risk Solutions to discuss how you can stop identity thieves in their tracks! You do NOT want to miss this one. Watch now: https://www.youtube.com/watch?v=z8rc6FDE-v4 #SeniorSecurity #BusinessTips #FinancialFreedom #servingseniorspodcast #MattHelton #onetrusthomeloans
Cyn Meyer from Second Wind Movement shares powerful tips on how to rewire your brain after retirement and start thriving, not just surviving. If you haven’t checked it out, now’s the time! 🔗 Episode Link: https://www.youtube.com/watch?v=_UBGzYseMqg 🧠 Get inspired: https://secondwindmovement.com/about-cyn/ #RetirementRedefined #SecondWind #SeniorEmpowerment #ServingSeniorsPodcast
