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

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/ [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/ [https://www.servingseniorspodcast.com/] Sponsor Name:  One Trust Home Loans Sponsor URL:  https://onetrusthomeloans.com/ [https://onetrusthomeloans.com/] Company Website:  https://onetrusthomeloans.com/ [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 [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 [https://www.facebook.com/MattsMortgageNews] LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ [https://www.linkedin.com/in/matt-helton-7b3bab6/] YouTube Link: https://www.youtube.com/@servingseniorspodcast [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.

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/ [https://www.southeastwealthpartners.com/?utm_source=chatgpt.com] Set up a call: https://www.southeastwealthpartners.com/contact [https://www.southeastwealthpartners.com/contact?utm_source=chatgpt.com] Email Ray: Ray@SeWealthPartners.com Follow Ray’s podcast, Financially Fluent: https://podcasts.apple.com/sg/podcast/financially-fluent/id1796392113 [https://podcasts.apple.com/sg/podcast/financially-fluent/id1796392113] Let us be YourNextStepFinancial.com: https://www.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/ [https://www.servingseniorspodcast.com/] Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ [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 [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 [https://www.facebook.com/MattsMortgageNews] LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ [https://www.linkedin.com/in/matt-helton-7b3bab6/] YouTube Link: https://www.youtube.com/@servingseniorspodcast [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.

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/ [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/ [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/ [https://www.servingseniorspodcast.com/] Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ [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 [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 [https://www.facebook.com/MattsMortgageNews] LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ [https://www.linkedin.com/in/matt-helton-7b3bab6/] YouTube Link: https://www.youtube.com/@servingseniorspodcast [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

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/ [https://www.fredmoskowitz.com/] Download Fred’s special report on note investing at: https://www.giftfromfred.com/ [https://www.giftfromfred.com/] Book: “The Little Green Book Of Note Investing” https://amzn.to/3I0pR49 [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/ [https://www.servingseniorspodcast.com/] 🤝 Sponsor Name: One Trust Home Loans 🌐 Sponsor URL: https://onetrusthomeloans.com/ [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 [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 [https://www.facebook.com/MattsMortgageNews] LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ [https://www.linkedin.com/in/matt-helton-7b3bab6/] ▶️ YouTube Link: https://www.youtube.com/@servingseniorspodcast [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.

Episode 97: Jennifer Parker’s Life-Saving Healthcare Lessons for Seniors

In this inspiring episode of the Serving Seniors Podcast, host Matt Helton welcomes Jennifer Parker, a Patient Advocate, Transformational Speaker, and Healthcare Leadership Speaker, to share her powerful personal journey of survival, courage, and speaking up when it matters most. Jennifer opens up about her experience with breast cancer, chemotherapy-induced congestive heart failure, and receiving a heart transplant. Her story shows how patient advocacy can save lives, especially for seniors and families trying to make sense of big healthcare decisions. 🏥💙 This episode is all about helping seniors feel more confident when talking with doctors, asking questions, bringing someone with them to appointments, and making sure their concerns are heard. Jennifer also shares how family support, second opinions, and being prepared before a doctor visit can make a big difference. Because let’s be honest, remembering every question at the doctor’s office can be harder than finding your reading glasses when they are already on your head. 👓😊 Jennifer’s message is clear: your voice matters, your questions matter, and your health is worth speaking up for. Connect with our Guest at: Phone: +1 (731) 614-4967 Guest Name: Jennifer Parker Guest Title: Patient Advocate, Transformational Speaker, Healthcare Leadership Speaker 📌 Company & Podcast 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 highlights professionals, leaders, and trusted voices who help seniors not just survive, but thrive in retirement. Each week, Matt meets with experienced guests who share helpful information on topics like healthcare, financial planning, retirement, estate planning, senior living, home equity, and ways to live with more confidence and peace of mind. Podcast URL: https://www.servingseniorspodcast.com/ [https://www.servingseniorspodcast.com/] Sponsor Name: One Trust Home Loans Sponsor URL: https://onetrusthomeloans.com/ [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 [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 Company Website: https://onetrusthomeloans.com/ [https://onetrusthomeloans.com/] Social Media Links: Facebook: https://www.facebook.com/MattsMortgageNews [https://www.facebook.com/MattsMortgageNews] LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/ [https://www.linkedin.com/in/matt-helton-7b3bab6/] YouTube Link: https://www.youtube.com/@servingseniorspodcast [https://www.youtube.com/@servingseniorspodcast] 🏷️ Hashtags #ServingSeniorsPodcast  #MattHelton  #OneTrustHomeLoans  #SeniorLiving  #PatientAdvocacy  #SeniorHealth  #HealthcareAdvocacy  #RetirementPlanning  #AgingInPlace  #SeniorCare  #HealthcareTips  #FamilyCaregivers  #ReverseMortgage  #HomeEquity  #MortgageTips  #FinancialFreedom  #SeniorSupport  #HeartTransplantAwareness  #BreastCancerAwareness  #PatientEmpowerment ⚠️ 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.