💖 “Do Your Giving While You Are Living” — because impact matters most while you can still see it.
In this thoughtful episode, Matt Helton of One Trust Home Loans explores the emotional, financial, and strategic reasons why giving while you're living can be one of the most meaningful decisions you’ll ever make. Whether it’s helping children buy their first home, supporting a grandchild’s education, or donating to causes you love—early giving can reduce estate stress, provide tax benefits, and create cherished memories now.
👪 Ideal for seniors, retirees, and families planning their financial future, this episode covers:
✅ How gifting during your lifetime can benefit you and your heirs
✅ Smart strategies for early giving
✅ Mortgage and real estate tools that support family gifting
✅ Legacy planning with peace of mind
🎥 Watch now & share with someone you love:
👉 https://www.youtube.com/@servingseniorspodcast
🔔 Subscribe to stay informed & empowered:
👉 https://www.youtube.com/@servingseniorspodcast
🌐 Learn more about family gifting and legacy planning at One Trust Home Loans:
👉 https://onetrusthomeloans.com/
🔹 Host: Matt Helton
🔹 Company: One Trust Home Loans
🔹 Website: https://onetrusthomeloans.com/
🔹 NMLS Numbers: Matt Helton NMLS#178551 | One Trust Home Loans NMLS#46375
🔹 Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027
🔹 Contact: (888) 488-3807
📲 Follow Matt Online:
Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
🎙️ Serving Seniors Podcast
🎧 https://www.servingseniorspodcast.com/
Sponsor: One Trust Home Loans
Sponsor Website: https://onetrusthomeloans.com/
📜 Licensing & Disclaimers:
Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807.
All programs subject to borrower and property qualifications. Not all options are available in all states.
Refinancing may increase total finance charges over the life of the loan.
📌 Hashtags:
#LegacyPlanning #GivingWhileLiving #SeniorLiving #FinancialFreedom #RetirementPlanning #FamilyGifting #EstatePlanning #MortgageTips #HomeEquity #servingseniorspodcast #matthelton #onetrusthomeloans
