Host Matt Helton welcomes Benjamin Batiste to discuss common retirement planning mistakes and how seniors can better prepare. He also shares how his upbringing and military service shaped his education-first approach.
🔑 IN THIS EPISODE:
✅ Why retirement calls for a new financial mindset
✅ How rushed decisions and lack of planning can erode savings
✅ Why financial education should come before investments
✅ How advisors, CPAs, and estate attorneys can coordinate
✅ Why personalized plans matter for retirees and families
📞 CONNECT WITH BENJAMIN BATISTE
Crestmark Wealth Group
Phone: (720) 505-4785
Email: bbatiste@crestmarkwealth.com
Website: https://www.crestmarkwealth.com/
9800 Mount Pyramid Court, Suite 400, Englewood, CO 80112
🎙️ ABOUT THE SERVING SENIORS PODCAST
The Serving Seniors Podcast helps seniors, retirees, caregivers, and families navigate retirement, senior health, finances, housing, estate planning, aging in place, and independent living.
Our mission: Help seniors not just survive retirement—but thrive in retirement.
https://www.servingseniorspodcast.com/
🏡 PRESENTED BY ONETRUST HOME LOANS
https://onetrusthomeloans.com/
📞 (888) 488-3807
CONNECT WITH US
Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
YouTube: https://www.youtube.com/@servingseniorspodcast
🏦 MORTGAGE & LICENSING INFORMATION
Matt Helton, NMLS #178551
OneTrust Home Loans, NMLS #46375
Loans provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC, NMLS #46375.
NMLS Consumer Access: https://www.nmlsconsumeraccess.org/
3838 Camino del Rio N, Suite 305, San Diego, CA 92108
Corporate Phone: (888) 488-3807
All products are not available in all states. Programs are subject to borrower and property qualifications. Rates, terms, and conditions may change without notice.
By refinancing an existing loan, total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60(F).
⚕️ HEALTH NOTICE
The guest’s experiences and information are for educational purposes only and are not a substitute for medical advice, diagnosis, or treatment. Consult a qualified healthcare professional regarding your individual healthcare needs.
⚠️ DISCLAIMER
This information is for informational purposes only and is not guaranteed or endorsed by OneTrust Home Loans or any company mentioned. It is not an offer of credit and may not apply to every situation or jurisdiction. Consult a qualified professional before acting on this information. Content is provided as a training and informational tool only and should not be relied upon for any other purpose.
📋 GUEST DISCLAIMER
Securities and investment advisory services are offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 800-873-7637. https://www.htk.com/. Crestmark Wealth Group is not affiliated with Hornor, Townsend & Kent, LLC (HTK). Any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the presenting party and may not necessarily represent those of HTK or its affiliates.
HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. For educational purposes only. This presentation is not a recommendation to buy or sell any security or implement any specific financial strategy.
🔎 HASHTAGS
#ServingSeniorsPodcast #RetirementPlanning #RetirementMistakes #SeniorFinances #RetirementSavings #FinancialPlanning #EstatePlanning #FinancialLiteracy #RetirementSecurity #CrestmarkWealthGroup
