Serving Seniors Podcast

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 suppo...

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 f...

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 “sp...

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...

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. Bec...

🎙️ 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 s...

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 c...

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 th...

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 receiv...

In this episode of the Serving Seniors Podcast , host Matt Helton welcomes Dr. Kavin Mistry of Kavin Mistry MD for a powerful conversation about helping seniors live longer, healthier, and more energized lives. Dr. Mistry is a Board-Certified Neuroradiologist, author, speaker, and human performance and longevity strategist in the age of AI . After reviewing more than 300,000 brain and body scans d...

In this heartfelt episode of Serving Seniors Podcast , host Matt Helton welcomes Connie Jean Catalano , Life Transition Specialist, Sales Leader, Dale Carnegie Certified Trainer, Senior Advocate, Speaker, and Author. Connie brings wisdom, warmth, and real-life guidance to a topic many families face: what happens when a longtime home no longer fits a senior’s current needs? 🏠➡️🌅 Whether it is bec...

In this new episode of the Serving Seniors Podcast , host Matt Helton sits down with Cory Boldroff , Certified Real Estate Planner, Senior Advocate, and Senior Transition Specialist with The Complete Real Estate Planners , to talk about how seniors can use real estate planning to create a safer, smarter retirement. If you or a loved one are thinking about downsizing, aging in place, moving closer...

In this episode of the Serving Seniors Podcast , host Matt Helton sits down with Ken Himmler , Co-Founder of One Wealth Map, LLC , to talk about one of the biggest topics facing retirees today: retirement planning for seniors . Ken Himmler has spent 42 years helping individuals and business owners navigate major financial life changes. He is the author of Live Rich, Stay Wealthy , which sold 25,00...

In this episode of the Serving Seniors Podcast , host Matt Helton sits down with Barbara Gustavson , Founder & Brain Health Coach at Discover Next Step , to talk about practical brain health tips for seniors. Together, they explore how sleep, stress, and memory all connect — and what simple daily steps can help support a healthier, more resilient brain. Barbara’s work is deeply personal and po...

In this episode of the Serving Seniors Podcast , host Matt Helton sits down with Paul Barrett , Medicare Specialist and founder of The Modern Medicare Agency , to talk about one of the biggest questions many seniors face: How do you choose the right Medicare plan without feeling overwhelmed? Paul shares smart, simple guidance on how to compare Medicare options, what to watch out for, and why the “...

In this exciting episode of the Serving Seniors Podcast , host Matt Helton sits down with Miles Spencer , Co-Founder and CEO of reflekta , to explore a powerful question: How can artificial intelligence help seniors preserve their family stories and memories for generations to come? 🤖📖 Miles Spencer is the visionary behind reflekta , a platform designed to help families capture, organize, and pr...

What if aging didn’t have to mean pain, stiffness, and slowing down? 🤔 In Episode 89 of the Serving Seniors Podcast , host Matt Helton sits down with Eileen Kopsaftis, BS, PT, FAFS, CMI, NE , Founder of Have Lifelong Wellbeing , to break down the biggest myths that keep us stuck in pain and believing decline is “just part of getting older.” Eileen’s mission for more than 30 years has been simple...

In Episode 88 of the Serving Seniors Podcast , host Matt Helton sits down with Erica Sell, ATP, CAPS, CSA , Founder & CEO of Harmony Home Medical Supply , to break down one of the biggest questions seniors and their families are asking today: 👉 Is it smarter to modify your home for $50,000… or move into assisted living at $14,000 per month? This eye-opening conversation explores the true cost...

In this exciting Episode 87 of the Serving Seniors Podcast , host Matt Helton sits down with local real estate expert Maureen Kinzer , Realtor with Reliant Realty ERA Powered , to talk about what seniors in Gallatin and the greater Nashville area really need to know about today’s real estate market. Maureen brings her experience, integrity, and deep knowledge of the real estate industry to this po...

Welcome to Episode 86 of the Serving Seniors Podcast , hosted by Matt Helton ! In this powerful and eye-opening episode, Matt sits down with Raymond Lavine , Financial Professional and founder of Lavine LTC Benefits , to break down why long-term care (LTC) planning is no longer optional for seniors and their families . 👤 Meet Our Guest – Raymond Lavine Raymond Lavine is a seasoned financial profe...

In this episode of the Serving Seniors Podcast , host Matt Helton welcomes Barry R. Levine, Esq. , Attorney with The Law Office of Barry R. Levine , for an important conversation every senior and family should hear. Barry has spent years helping individuals and seniors navigate financial hardship, real estate matters, and legal challenges. He explains why planning ahead is the smartest legal strat...

What if the best chapter of your life hasn’t happened yet? In Episode 84 of the Serving Seniors Podcast , host Matt Helton sits down with Wayne Lehrer , Author and Founder of Conscious Aging – The New Third Act , for a powerful and deeply human conversation about what it really means to thrive in mid-to-late life. Wayne Lehrer is on a mission to help people of all ages turn the Third Act of life i...

In this heartfelt and eye-opening episode of the Serving Seniors Podcast , host Matt Helton welcomes Marianna Keller , a real client who courageously shares her personal journey with a reverse mortgage—and how it helped transform her retirement from uncertainty to confidence. Marianna isn’t a financial professional. She’s a homeowner who faced real worries about retirement income, rising costs, an...

In this inspiring new episode of the Serving Seniors Podcast , host Matt Helton sits down with George Jerjian , internationally known Mindset Mentor, Writer, and Speaker , to explore how seniors can turn retirement into the beginning of the best chapter of their lives. George’s journey is nothing short of remarkable—after being mistakenly told he had just six months to live, he didn’t slow down… h...

In this special solo episode of the Serving Seniors Podcast , host Matt Helton takes you on a clear, friendly, and easy-to-understand journey into one of the most misunderstood financial tools for retirees: the reverse mortgage . With Matt’s signature blend of simplicity, warmth, and just a dash of humor, you’ll learn why reverse mortgages exist, who they’re designed to help, and how they can beco...