Serving Seniors Podcast

Hosted by Matt Helton

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107

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Jul 2026

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About the show

Welcome to the Serving Seniors Podcast, 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 have been enjoying it for a while, here's some helpful insight on how you can survive AND thrive in your golden years!

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July 23, 2026Episode 10727 min

Episode 107: Thrive Naturally in Retirement with Karen “ZuZu” Ziemer Armes!

In Episode 107 of the Serving Seniors Podcast , host Matt Helton welcomes Karen Ziemer Armes, also known as ZuZu , founder of Lilly Fields and Holistic Health Educators . Known as the “Cell Health Protector,” ZuZu shares natural, practical ideas that may help seniors feel more informed, energized, and involved in their wellness. She has led more than 2,500 seminars, written four holistic health books, and created programs that make wellness education simple and approachable. In this episode, Matt and ZuZu discuss: 🌿 Simple at-home wellness habits 💧 Hydration and daily nutrition 🥦 Fiber, vegetables, digestion, and gut health 🍞 Sugar, grains, and food cravings ❤️ Movement, circulation, and healthy aging ⚡ Challenging the belief that low energy is a normal part of getting older 📚 Free health education programs and resources ZuZu’s message is hopeful and practical: learn about your body, ask good questions, and take one healthy step at a time. 🎧 Listen now and discover natural ways to thrive in retirement! 📲 Connect with our Guest at Karen Ziemer Armes, also known as ZuZu Founder of Lilly Fields and Holistic Health Educators https://www.holistichealtheducators.com/ https://zuzusenergy.com/ Email: shipping@zuzusenergy.com Mailing Address: 340 Columbus Highway Hawkinsville, GA 31036 ⚕️ Health Notice The guest’s experiences and wellness information are for educational purposes only and are not a substitute for medical advice, diagnosis, or treatment. Speak with a qualified healthcare professional before changing your diet, medications, supplements, exercise routine, or healthcare plan. Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: The Serving Seniors Podcast helps seniors, retirees, caregivers, and families better understand the challenges and opportunities of retirement. Host Matt Helton speaks with experienced professionals about health, finances, housing, estate planning, aging in place, and independent senior living. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ Company Website: https://onetrusthomeloans.com/ Contact Number: (888) 488-3807 Address: 320 Seven Springs Way, Suite 250 Brentwood, TN 37027 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube: https://www.youtube.com/@servingseniorspodcast NMLS Numbers: Matt Helton, NMLS #178551 OneTrust Home Loans, NMLS #46375 Licensing Information: Loans provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC, NMLS #46375. 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. All options are not available on all programs. Programs are subject to borrower and property qualifications. Rates, terms, and conditions may change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60(F). Disclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose. Hashtags: #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #HolisticHealth #HealthyAging #SeniorHealth #SeniorLiving #RetirementWellness #NaturalWellness #GutHealth #NutritionEducation #AgingInPlace #RetirementPlanning #ThriveInRetirement

July 16, 2026Episode 10624 min

Episode 106: Chiropractic Care for Seniors: Support Natural Healing and Thrive in Retirement

In Episode 106 of the Serving Seniors Podcast, host Matt Helton welcomes Dr. Dwaine Allison, D.C., Clinic Director of the Wellness Center of Franklin. Dr. Allison shares his personal health journey, his approach to chiropractic care, and his belief that the body is designed to heal when unnecessary interference is reduced. He explains how the spine and nervous system may affect overall wellness, movement, and daily comfort. Born legally blind, Dr. Allison shares how his early experiences shaped his interest in natural health and eventually led him to chiropractic care. He also discusses the importance of giving people hope and helping seniors stay active, mobile, and independent. 🌟 Conversation Highlights 🦴 The body’s natural ability to heal and regulate itself 👓 How being born legally blind shaped Dr. Allison’s life 💡 The experience that led him toward chiropractic care 🧠 The connection between the spine, nervous system, and wellness 🚶 Ways seniors may support mobility and independence ❤️ Why hope is an important part of the healing journey 🌿 Looking beyond symptoms to explore possible causes This episode is for seniors, caregivers, adult children, and anyone interested in learning more about natural wellness and healthy aging. 🌐 Connect with Our Guest Dr. Dwaine Allison, D.C. Clinic Director, Wellness Center of Franklin Phone:615-790-6363 Email: teamhealth@wellnesscenteroffranklin.com Website: https://www.wellnesscenteroffranklin.com/ 🎧 Podcast Information Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: The Serving Seniors Podcast features professionals who help seniors and their families understand retirement, healthcare, financial planning, real estate, home equity, estate planning, independent living, and healthy aging. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ Company Website: https://onetrusthomeloans.com/ Contact Number: (888) 488-3807 Address: 320 Seven Springs Way, Ste. 250, Brentwood, TN 37027 YouTube: https://www.youtube.com/@servingseniorspodcast 📱 Social Media Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ 🏡 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. 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. All options are not available on all programs. Programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F). ⚠️ Health Notice This episode is for general educational purposes only and is not medical advice. Speak with a licensed healthcare professional before starting or changing a health or wellness program. ⚠️ Disclaimer The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information may not apply to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information is provided as a training tool only and should not be relied upon for any other purpose. 🔖 Hashtags #ServingSeniorsPodcast #MattHelton #DrDwaineAllison #ChiropracticCare #SeniorWellness #HealthyAging #ActiveAging #NaturalHealing #MobilityMatters #AgingInPlace #RetirementPlanning #SeniorLiving #OneTrustHomeLoans

July 9, 2026Episode 10523 min

Episode 105: Helping Seniors Thrive - The Future of In-Home Care and Active Aging

In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Amrit Dhaliwal, CEO & Founder of Walfinch Ltd., for a thoughtful and inspiring conversation about helping seniors live well, stay active, and receive quality care at home. Amrit shares how Walfinch Ltd. is helping shape the future of in-home care and active aging. This episode explores why seniors deserve care that supports independence, dignity, safety, and joy. Because let’s be honest, aging should come with more support, more comfort, and maybe fewer confusing remote controls. Together, Matt and Amrit discuss the growing need for trusted in-home care, how families can better support aging loved ones, and why staying active can make a big difference in quality of life. Whether you are a senior, caregiver, family member, or professional serving older adults, this episode offers helpful insight and encouragement. Connect with our Guest at: https://walfinchfranchising.com/ Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the unique challenges and opportunities that retirement can bring. Each week, Matt meets with experienced professionals who help answer important questions about living as an independent senior. From financial planning and healthcare to leisure activities, estate planning, aging in place, and more, the goal is to provide helpful education for seniors and their families. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375. 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. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F) Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ Company Website: https://onetrusthomeloans.com/ YouTube Link: https://www.youtube.com/@servingseniorspodcast Hashtags: #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #SeniorLiving #AgingInPlace #ActiveAging #InHomeCare #SeniorCare #RetirementPlanning #Caregiving #HomeCare #HealthyAging #SeniorSupport #FamilyCaregivers #MortgageTips #ReverseMortgage #HomeEquity #FinancialFreedom #RealEstateEducation #onetrusthomeloans Disclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

July 2, 2026Episode 10428 min

Episode 104: Longevity Tips for Seniors: Using AI to Plan a Healthier Retirement

In this episode of the Serving Seniors Podcast , host Matt Helton welcomes Tony Medrano , CEO & Co-Founder of LongevityPlan.AI , for a helpful and easy-to-follow conversation about using artificial intelligence to plan for a healthier retirement. Tony brings a powerful mix of experience to the table. He is the CEO of LongevityPlan.AI, a Harvard + Stanford JD/MBA, and a 3x Ironman Triathlon finisher. In other words, he knows a thing or two about playing the long game! This episode focuses on longevity, health planning, retirement, and how AI can help seniors and their families better understand ways to improve quality of life . Matt and Tony discuss how technology can help people think more clearly about their health goals, habits, and future needs. The goal is simple: help seniors not just live longer, but live better. If you are retired, close to retirement, caring for an aging parent, or just starting to think more seriously about your future health, this episode is packed with helpful ideas. Tony explains how AI can support better planning in a way that feels less scary and more useful. No robot doctor with a clipboard here—just smart tools that may help you ask better questions and make better choices. Connect with our Guest at: https://longevityplan.ai/ Connect with Tony Medrano on LinkedIn: https://www.linkedin.com/in/tonymedrano/ Schedule a Meeting with Tony: https://calendly.com/tony-longevityplan/30min?month=2026-06 Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast , a helpful guide for those entering or enjoying their golden years. Hosted by Matt Helton , this weekly show explores the unique challenges and opportunities that come with retirement. Each week, Matt talks with trusted professionals who share simple, useful advice for seniors and their families. Topics may include health, financial planning, retirement living, estate planning, homeownership, aging in place, and ways to enjoy a safer and more confident retirement. Whether you are getting close to retirement, already retired, or helping a loved one plan ahead, the Serving Seniors Podcast is here to help you not just survive, but truly thrive. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ Company Website: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 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. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F) Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube Link: https://www.youtube.com/@servingseniorspodcast Hashtags: #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #SeniorLiving #RetirementPlanning #Longevity #HealthyAging #AgingInPlace #AIForSeniors #HealthPlanning #RetirementTips #SeniorHealth #FamilyCaregivers #HomeEquity #ReverseMortgage #MortgageTips #FinancialFreedom #RealEstateEducation #HomeOwnership #Onetrusthomeloans Disclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

June 25, 2026Episode 10332 min

Episode 103: How Seniors Can Find Trusted Retirement Help with Vivienne Wagner

In this episode of the Serving Seniors Podcast , host Matt Helton welcomes Vivienne Wagner , Founder & CEO of Houndstooth Media Group , for a helpful conversation about how seniors and their families can connect with trusted businesses when planning for retirement. Retirement can feel like a giant puzzle. Healthcare, housing, finances, estate planning, and long-term care all have their own “special words,” which can make things confusing fast. Vivienne shares how good businesses can make their message easier to find, easier to trust, and easier to understand online. Vivienne is known for helping companies improve their websites, SEO, and AI visibility so they can show up when people search on Google or ask tools like ChatGPT and Perplexity for help. In this episode, she explains why being found online matters, especially when seniors and families are looking for reliable guidance during important life decisions. Connect with our Guest at: Website: https://houndstoothmediagroup.com/ LinkedIn: https://www.linkedin.com/in/vivienne-wagner/ Instagram: https://www.instagram.com/houndstoothmediagroup/ Free Resource from Vivienne: AIO Visibility Webinar: Get Your Business Found https://houndstooth-media-group.webinargeek.com/aio-webinar-get-your-business-found?cst=serving-seniors Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast , a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton , this weekly show dives into the unique challenges and opportunities that retirement can bring. Each week, Matt talks with experienced professionals who help answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure activities, estate planning, housing, and more, no topic is off the table. The goal is to give seniors, families, and caregivers simple, useful information they can understand and use. Podcast Audience: Seniors, retirees, adult children of seniors, caregivers, and trusted businesses that serve people planning for retirement. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ Company Website: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375, 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. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F) Contact Number: (888) 488-3807 Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube: https://www.youtube.com/@servingseniorspodcast Hashtags: #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #SeniorLiving #RetirementPlanning #AgingInPlace #FinancialFreedom #RealEstateEducation #HomeEquity #MortgageTips #ReverseMortgage #SeniorResources #TrustedBusinesses #DigitalMarketing #SEO #AIOptimization #HoundstoothMediaGroup Disclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

June 18, 2026Episode 10222 min

Episode 102: Senior Health Tips: Vitamin D, Nutrition & Supplements with Dr. Luke Bucci

In this episode of the Serving Seniors Podcast , host Matt Helton welcomes Dr. Luke Bucci, PhD CCN(Rtd) CNS-S C(ASCP) , Chief Science Officer at Juvenon LLC , for a science-forward conversation about senior health, nutrition, vitamin D, supplements, and healthy aging. Dr. Luke brings 40+ years of experience in nutritional science, supplement formulation, and translating mitochondrial and metabolic research into real-world steps people can actually use. Big science words? Yes. Helpful answers? Also yes. 🧠✨ This episode is all about giving seniors and their families clear, practical information they can understand. Dr. Luke breaks down important health topics like circulation, cellular energy, metabolic resilience, vitamin D, and supplements in a way that feels simple, helpful, and easy to follow. Whether you are focused on aging well, staying active, supporting your energy, or making smarter health choices, this conversation offers evidence-based tips you can start thinking about today. 👉 Connect with our Guest at: https://juvenon.com/ Episode Highlights 🌟 ✅ Why vitamin D matters for senior health ✅ How nutrition supports energy and healthy aging ✅ What cellular energy means in simple terms ✅ Why circulation and metabolism are important as we age ✅ How supplements may fit into a healthy lifestyle ✅ Practical tips seniors can discuss with their healthcare providers Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast , a trusted resource for those entering or enjoying their golden years. Hosted by Matt Helton , this weekly show explores the unique challenges and opportunities that come with retirement and senior living. Each week, Matt meets with experienced professionals from many fields to help answer important questions for independent seniors and their families. Topics may include financial planning, healthcare, leisure, estate planning, housing, retirement, and aging well. The goal of the Serving Seniors Podcast is to give listeners helpful education, clear guidance, and practical tips so they can not just survive retirement, but truly thrive. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ Company Website: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 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. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F) Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube Link: https://www.youtube.com/@servingseniorspodcast Hashtags: #SeniorLiving #HealthyAging #VitaminD #NutritionTips #Supplements #Longevity #CellularHealth #RetirementPlanning #AgingWell #SeniorHealth #HomeOwnership #ReverseMortgage #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #AgingInPlace #servingseniorspodcast #matthelton #onetrusthomeloans Disclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

June 11, 2026Episode 10151 min

Episode 101: Senior Legal Planning: Wills, Probate, Medicaid & Avoiding Scams

Barbara Moss, Esq., Founder & Attorney of Elder Law of Nashville PLC , joins Matt Helton on the Serving Seniors Podcast for an important conversation about senior legal planning, wills, probate, Medicaid, and avoiding scams . In this episode, Barbara shares clear and helpful guidance for seniors and their families who want to plan ahead, protect their loved ones, and avoid legal surprises. Because let’s be honest—legal paperwork can feel like alphabet soup with a notary stamp on top. 📝😄 Barbara has spent more than 30 years helping seniors and families through life care planning, conservatorships, probate, estate planning, Medicaid planning, and special needs trust planning. She explains how families can reduce stress, make smart decisions, and feel more prepared for the future. You’ll also hear about common scams targeting seniors, why planning early matters, and how the right legal steps can help families protect their peace of mind. Connect with our Guest at: https://elderlawofnashville.com/ Guest Address: 4235 Hillsboro Pike, Nashville, TN 37215 Guest Phone: (615) 852-5602 📌 Episode Details Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show dives into the unique challenges and opportunities that retirement presents. Each week, Matt speaks with seasoned professionals who help answer important questions about senior living, financial planning, healthcare, estate planning, leisure, and more. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ Company Website: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375, 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. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F) Contact Number: (888) 488-3807 Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube Link: https://www.youtube.com/@servingseniorspodcast Hashtags: #SeniorLiving #EstatePlanning #ElderLaw #Probate #MedicaidPlanning #AvoidingScams #RetirementPlanning #AgingInPlace #FinancialFreedom #HomeEquity #MortgageTips #SeniorLegalPlanning #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans Disclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

June 4, 2026Episode 10028 min

Episode 100: Social Security Tips for Seniors: How to Plan a Stronger Retirement

🎙️ In this very special 100th episode of the Serving Seniors Podcast , host Matt Helton welcomes Ray Godleski, Financial Advisor and CFP® with Southeast Wealth Partners , for a clear and helpful conversation about Social Security tips for seniors and how to plan for a stronger retirement. Reaching 100 episodes is a big milestone, and we could not think of a better topic to celebrate than helping seniors make smart, confident choices about retirement. After all, Social Security can feel like a puzzle with too many pieces — and nobody wants to find the missing piece after retirement starts. 🧩 In this episode, Ray shares helpful insights on Social Security planning, retirement income, and steps seniors can consider as they prepare for the next chapter of life. Matt and Ray break things down in a simple, easy-to-understand way so listeners can walk away feeling more informed and less overwhelmed. Whether you are close to retirement, already retired, or helping a loved one plan ahead, this episode is packed with practical information to help you think through your options. Connect with our Guest at: https://www.southeastwealthpartners.com/ Set up a call: https://www.southeastwealthpartners.com/contact Email Ray: Ray@SeWealthPartners.com Follow Ray’s podcast, Financially Fluent: https://podcasts.apple.com/sg/podcast/financially-fluent/id1796392113 Let us be YourNextStepFinancial.com: https://www.YourNextStepFinancial.com/ About Osaic Wealth, Inc.: Osaic Wealth, Inc. is a member of FINRA/SIPC. Southeast Wealth Partners’ website notes that securities and investment advisory services are offered through Osaic Wealth, Inc. Osaic Wealth is separately owned from other referenced entities and marketing names. Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast , a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the unique challenges and opportunities that retirement can bring. Each week, Matt meets with experienced professionals from different fields who help answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table. Whether you are on the cusp of retirement, just beginning this new chapter, or have been enjoying it for some time, the Serving Seniors Podcast is here to help you feel informed, encouraged, and ready to thrive. Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 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. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F) Contact Number: (888) 488-3807 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube Link: https://www.youtube.com/@servingseniorspodcast Hashtags: #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #SocialSecurity #RetirementPlanning #SeniorLiving #FinancialPlanning #RetirementIncome #AgingInPlace #SeniorResources #FinancialFreedom #HomeEquity #ReverseMortgage #MortgageTips #RealEstateEducation #Onetrusthomeloans Disclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

May 28, 2026Episode 9925 min

Episode 99: How Seniors Can Protect Retirement Income with Annuities and Home Equity

In this episode of the Serving Seniors Podcast , host Matt Helton welcomes Chris Maduri , Retirement Planner & Coach with Vibrant Retirement , for a helpful conversation about how seniors can protect retirement income using annuities and home equity . Retirement should feel exciting, not like trying to solve a math problem with missing numbers. 🧮 In this episode, Chris explains ways seniors can create more income confidence, plan for the future, and better understand tools like annuities and home equity. Matt and Chris discuss how smart planning can help seniors look at retirement with more peace of mind. They also talk about why it is important to understand your options before making big money decisions. Connect with our Guest at: https://vibrantretirement.com/ Guest Email: chris@vibrantretirement.com 📌 Episode Details Episode Number: 99 Guest Name: Chris Maduri Guest Title: Retirement Planner & Coach Guest Company: Vibrant Retirement Guest Company Link: https://vibrantretirement.com/ Episode Title: How Seniors Can Protect Retirement Income with Annuities and Home Equity 🏡 Company Information Company Name: One Trust Home Loans Host: Matt Helton Podcast Name: Serving Seniors Podcast Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show explores the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure activities, estate planning, home equity, and aging in place, no topic is off the table. Whether you are on the cusp of retirement, just beginning this new chapter, or have been enjoying it for some time, the Serving Seniors Podcast helps you get the knowledge you need to not just survive, but truly thrive. 🌟 Podcast URL: https://www.servingseniorspodcast.com/ Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS #46375 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 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. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F) Contact Number: (888) 488-3807 Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ YouTube Link: https://www.youtube.com/@servingseniorspodcast ⚠️ Disclaimer The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose. 🔖 Hashtags #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #SeniorLiving #RetirementPlanning #HomeEquity #ReverseMortgage #FinancialFreedom #AgingInPlace #MortgageTips #HomeLoanHelp #SeniorFinance #Annuities #RetirementIncome #HomeOwnership #ReverseMortgage #RealEstateEducation #MortgageAdvisor

May 22, 2026Episode 9820 min

Episode 98: Be the Bank? Fred Moskowitz Shows Seniors How Mortgage Notes Can Build Retirement Income

In this episode of the Serving Seniors Podcast , host Matt Helton welcomes Fred Moskowitz , Public Speaker, Entrepreneur, Author, educator, best-selling author, and mortgage note investing expert with Fred Moskowitz . Fred breaks down how seniors and retirees can use mortgage notes as a way to create passive income, diversify their retirement strategy, and better understand what it means to “be the bank.” Don’t worry, no giant marble bank building required. 🏦😄 Fred shares how individual investors may step into the shoes of the lender through note investing and potentially receive monthly payments backed by real estate. He also explains why note investing can be an important part of the conversation for people looking at income, retirement planning, and alternative investments. In this episode, Matt and Fred discuss: ✅ What mortgage note investing means ✅ How investors can “be the bank” ✅ Why note investing may appeal to retirees and seniors ✅ How notes can create passive income streams ✅ The role of education before investing ✅ Fred’s book, “The Little Green Book Of Note Investing” ✅ How to learn more before jumping in with both feet and your checkbook Connect with our Guest at: https://www.fredmoskowitz.com/ Download Fred’s special report on note investing at: https://www.giftfromfred.com/ Book: “The Little Green Book Of Note Investing” https://amzn.to/3I0pR49 📌 Company Name: One Trust Home Loans 🎙️ Host: Matt Helton 🎧 Podcast Name: Serving Seniors Podcast 📝 Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show dives into the unique challenges and opportunities that retirement can bring. Each week, Matt meets with experienced professionals from many fields to help answer the questions that come with living as an independent senior. From financial planning and healthcare to leisure activities, estate planning, retirement income, and senior living, no topic is off the table. Whether you are getting close to retirement, just starting this new chapter, or already enjoying your golden years, the Serving Seniors Podcast is here to help you learn, prepare, and thrive. 🌐 Podcast URL: https://www.servingseniorspodcast.com/ 🤝 Sponsor Name: One Trust Home Loans 🌐 Sponsor URL: https://onetrusthomeloans.com/ 🔢 NMLS Numbers: Matt Helton, NMLS#178551 OneTrust Home Loans, NMLS #46375 📋 Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 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. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F) 📞 Contact Number: (888) 488-3807 📍 Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027 📲 Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ ▶️ YouTube Link: https://www.youtube.com/@servingseniorspodcast 🏷️ Hashtags: #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #FredMoskowitz #NoteInvesting #MortgageNotes #RetirementIncome #PassiveIncome #SeniorLiving #RetirementPlanning #AlternativeInvestments #FinancialEducation #HomeEquity #AgingInPlace #MortgageTips #RealEstateEducation #FinancialFreedom #TheLittleGreenBookOfNoteInvesting #BeTheBank #Onetrusthomeloans ⚠️ Disclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.