Aging is inevitable—but struggling through it doesn’t have to be. In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Richard Wexler, President & CEO of APlan2Age, to talk about what it really means to age well. Richard leads APlan2Age, a nonprofit dedicated to helping seniors and their…
Real estate agents can help seniors navigate the complexities of selling property, protecting them from manipulation and ensuring they get the best value. Agents can provide comprehensive support to safeguard their clients' interests. #seniorcare #realestate #financialplanning #estateplanning
Seniors overwhelmingly want to age in place, but many also consider relocation to be closer to family or find more suitable housing. Realtors play a crucial role in guiding seniors through these important decisions. #seniorliving #aginginplace #realestate #retirement #downsizing
If you're a senior exploring your home financing options or thinking about making a move in 2025, this video is for YOU. 🏡 Host Matt Helton from OneTrust Home Loans breaks down the 2-1 Buydown Strategy in plain English — what it is, how it works, and whether it makes…
In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Francine Ruth, Owner of Home Matters Caregiving in Williamson County, TN. With a background in customer experience and people leadership, Francine brings passion, dignity, and purpose-driven care to the senior community. Francine shares her journey into…
70% of people will need long-term care, but only 7% are prepared! Learn why self-insurance through savings is critical. The future may hold “challenges” without it. Don't wait! #LongTermCare #RetirementPlanning #FinancialLiteracy #SelfInsurance #WealthManagement
Retirement isn't a one-size-fits-all plan. Forcing a sedentary life can trigger unforeseen cognitive decline. Find purpose, or risk losing more than just a job. What truly fuels the spirit? #retirementplanning #cognitivedecline #findyourpurpose
In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Brent Ward, CEO/Association Executive of the Central West Tennessee Association of REALTORS®. With nearly two decades as a real estate agent, a background as a principal broker, and six years as a certified real estate instructor,…
Overwhelm ends when action begins! Discover how to escape analysis paralysis and step onto the court of life. It's about turning purpose into action. A beautiful business created from source supports growth. #personalgrowth #motivation #purposefullife #actionmindset
Discover how one individual's financial burdens were lifted, eliminating debt and paving the way for a fresh start. Witness the impact of wiping out borrowed money, making mortgage payments zero, and paying off credit card debts. A story of true financial freedom! #financialfreedom #debtfree #moneytransformation #zerodebt #financialrelief
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…
