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

Videos

Aug. 1, 2025

Should You Refinance to Switch from an FHA to a Conventional Loan?

Should You Refinance to Switch from an FHA to a Conventional Loan?

šŸ”„ 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…

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July 30, 2025

From Your Reverse Mortgage Experts..Home Equity: Financing Healthcare and Exercise #shorts

From Your Reverse Mortgage Experts..Home Equity: Financing Healthcare and Exercise  #shorts

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

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July 29, 2025

Reverse Mortgage: Buy a Home WITHOUT Monthly Payments! #shorts

Reverse Mortgage: Buy a Home WITHOUT Monthly Payments! #shorts

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

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July 24, 2025

Episode 69: Strategic Uses of Reverse Mortgages

Episode 69: Strategic Uses of Reverse Mortgages

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.…

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July 23, 2025

In-Home Care: Easing Family Worries, Providing 24/7 Support

In-Home Care: Easing Family Worries, Providing 24/7 Support

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

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July 23, 2025

What Happens Between Appraisal and Closing?

What Happens Between Appraisal and Closing?

So… the appraisal’s done. āœ… 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…

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July 17, 2025

Episode 68: Nurturing Minds and Memories: Inside Abe’s Garden’s Dementia-Centered Model

Episode 68: Nurturing Minds and Memories: Inside Abe’s Garden’s Dementia-Centered Model

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…

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July 17, 2025

Reverse Mortgage: How We Eliminated Our Client's $1,500 Payment

Reverse Mortgage: How We Eliminated Our Client's $1,500 Payment

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

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July 16, 2025

Reverse Mortgage: Secure Your Retirement Finances Today

Reverse Mortgage: Secure Your Retirement Finances Today

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…

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July 4, 2025

Key Questions to Ask at Care Plan Meetings

Key Questions to Ask at Care Plan Meetings

šŸ“Œ MISSED EPISODE 63? Don’t worry—we’ve got you covered! šŸŽ§ 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 āž”ļø youtube.com/watch?v=zQfjwQa7GeE šŸŽ„ Short Clip: drive.google.com/file/d/1ip63nJJtLwYUeVgzniV1mXkyiREEbDlt/view?usp=sharing #servingseniorspodcast #SeniorHealthcare #MedicareHelp #RetirementPlanning

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July 3, 2025

Planning for Patient Discharge

Planning for Patient Discharge

šŸŽ‰ EPISODE 63 IS LIVE! Understanding Medicare Coverage for Skilled Nursing šŸ’” 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…

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July 1, 2025

How Lenders Get Paid from Reverse Mortgage

How Lenders Get Paid from Reverse Mortgage

šŸ” 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…

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June 29, 2025

Payment Options Available for Reverse Mortgage

Payment Options Available for Reverse Mortgage

šŸŽ™ 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…

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June 26, 2025

Episode 67: Home with Heart: Beth Bedore on Real Estate, Aging, and Independence

Episode 67: Home with Heart: Beth Bedore on Real Estate, Aging, and Independence

In this heartfelt and insightful episode of the Serving Seniors Podcast, host Matt Helton welcomes Beth Bedore, an accomplished Occupational Therapist, REALTORĀ®, 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…

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June 26, 2025

Social Engineering Tactics Used by Thieves

Social Engineering Tactics Used by Thieves

šŸ’” ā€œCybercriminals don’t sleep—and neither should your security.ā€ 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

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June 25, 2025

Advice for Seniors on Financial Security

Advice for Seniors on Financial Security

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

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June 23, 2025

Financial Planning VS. Holistic Retirement

Financial Planning VS. Holistic Retirement

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! šŸ”— Episode Link: https://www.youtube.com/watch?v=_UBGzYseMqg 🧠 Get inspired: https://secondwindmovement.com/about-cyn/ #RetirementRedefined #SecondWind #SeniorEmpowerment #ServingSeniorsPodcast

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June 22, 2025

Unlocking Your Inner Clarity

Unlocking Your Inner Clarity

Forget the rocking chair—retirement is your second wind! šŸ’Ø In Episode 60 of the Serving Seniors Podcast, Matt Helton talks with Cyn Meyer, Founder of Second Wind Movement, about how to reignite purpose and passion after retirement. Learn more about Cyn: https://secondwindmovement.com/about-cyn/ #SeniorLiving #RetirementPlanning #BrainHealth #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans

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June 20, 2025

The Importance of Donors for Nonprofits

The Importance of Donors for Nonprofits

šŸ’” Did You Catch Our Latest Episode? šŸ’” If you or someone you love is a caregiver, you know how rewarding—and challenging—it can be. Dr. Megan Schwalm (tncaregiver.org/staff-member/dr-megan-schwalm/) joined us on the Serving Seniors Podcast to share expert advice on caregiver advocacy, support networks, and preventing burnout. šŸŽ§ Catch the…

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June 19, 2025

Episode 66: Branding Joy: How Saudia Gajadhar and Comfort Keepers Turn Senior Care into Soul Care

Episode 66: Branding Joy: How Saudia Gajadhar and Comfort Keepers Turn Senior Care into Soul Care

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…

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June 18, 2025

2025 Mortgage Product Trends for First-Time Buyers

2025 Mortgage Product Trends for First-Time Buyers

2025 Mortgage Product Trends for First-Time Buyers šŸ”šŸ“ˆ Thinking about buying your first home in 2025? You need to see this! In this week’s video, Matt Helton from One Trust Home Loans unpacks the top mortgage products that are making waves this year — and what every first-time homebuyer should…

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June 18, 2025

The Holistic Approach to Caregiving

The Holistic Approach to Caregiving

Caring for others is an act of love, but it can also be exhausting. In this episode of Serving Seniors Podcast, Dr. Megan Schwalm (tncaregiver.org/staff-member/dr-megan-schwalm/), President & CEO of the Tennessee Caregiver Coalition, shares practical strategies for caregivers, how to advocate for yourself, and ways to prevent burnout. šŸ‘‰ Watch…

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June 17, 2025

The Importance of Community Support for Seniors

The Importance of Community Support for Seniors

We had an amazing conversation with Joanna Foust, MBA, from The Housing Fund, on how their programs are making homeownership more accessible for families. If you missed it, catch up here: www.youtube.com/watch?v=JunZV_4TOx0 What are your thoughts on affordable housing? Drop a comment below! ā¬‡ļø #RealEstateEducation #AffordableHousing #ServingSeniorsPodcast #CommunityDevelopment

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June 16, 2025

The Power of Listening in Banking

The Power of Listening in Banking

🚨 NEW EPISODE ALERT! 🚨 How can affordable housing programs help YOU? šŸ” This week, Joanna Foust, MBA, Relationship Manager at The Housing Fund, joins Serving Seniors Podcast to discuss homebuyer resources and economic development strategies that shape thriving communities. šŸ“ŗ Watch now: www.youtube.com/watch?v=JunZV_4TOx0 #AffordableHousing #Homeownership #ServingSeniorsPodcast #RealEstateEducation

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