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 strategy, especially for seniors who want to protect their assets, reduce stress, and avoid financial surprises later in life.

Together, Matt and Barry break down complex legal topics in a clear, easy-to-understand way, covering:

⚖️ Why seniors should prepare for financial challenges before they happen
🛑 How the law can help stop creditor harassment
🏡 The role legal planning plays in real estate and retirement security
💡 Practical steps to reduce debt burdens and regain financial peace of mind

Barry shares a powerful insight from his career: it’s far better to prepare for tough times in advance than to wait until it “hits the fan.” This episode is packed with real-world advice designed to help seniors stay informed, protected, and confident about their future.

👥 Connect with our Guest at:
https://levineslaw.com/

📌 Episode 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 of retirement through conversations with trusted professionals. From financial planning and real estate to healthcare and estate planning, each episode delivers practical insights to help seniors 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
One Trust Home Loans, NMLS #46375

Licensing Information:
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 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: https://www.youtube.com/@servingseniorspodcast

🔖 Hashtags

#ServingSeniorsPodcast #SeniorLegalPlanning #RetirementSecurity
#DebtRelief #AgingInPlace #SeniorLiving #EstatePlanning
#FinancialProtection #HomeEquity #MattHelton
#OneTrustHomeLoans #SeniorEducation

⚠️ 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.

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 into a time of authentic happiness, radical acceptance, meaningful relationships, and legacy-driven purpose. His work challenges outdated beliefs about aging and replaces them with clarity, joy, and conscious living.

Wayne shares his personal journey — from a lifetime of success, creativity, and exploration to facing an unexpected Third Act Identity Crisis in his 60s. What followed was a complete re-examination of aging, purpose, and identity, leading to the creation of what he calls the Operating Manual for the New Third Act.

In this episode, you’ll learn:

• Why many seniors experience a “Third Act Identity Crisis” (and why no one talks about it)
• How to let go of old labels and redefine who you are now
• What conscious aging really means — emotionally, mentally, and spiritually
• How joy, meaning, and fulfillment are choices you can still make
• Why aging can be a time of awakening, not winding down

Wayne’s background spans Oriental Medicine, meditation with Tibetan masters, yoga and mindfulness training, filmmaking, entrepreneurship, art, and authorship — yet his greatest lessons came from navigating his own fears, depression, and rebirth later in life.

This episode is a must-listen for anyone who believes growing older should mean growing deeper, not smaller.

Connect with our Guest at: https://waynelehrer.com/

📌 Episode Details & Compliance 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 challenges and opportunities of retirement through conversations with seasoned professionals across finance, healthcare, estate planning, lifestyle, and more. Each episode provides practical insights to help seniors live independently, confidently, and with purpose.

Podcast URL: servingseniorspodcast.com

Sponsor Name: One Trust Home Loans

Sponsor URL: http://onetrusthomeloans.com/

NMLS Numbers:
Matt Helton NMLS #178551
One Trust Home Loans NMLS #46375

Licensing Information:
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 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: facebook.com/MattsMortgageNews
• LinkedIn: linkedin.com/in/matt-helton-7b3bab6
• YouTube: youtube.com/@servingseniorspodcast

Hashtags:
#ServingSeniorsPodcast
#ConsciousAging
#ThirdActLife
#SeniorLiving
#AgingWithPurpose
#RetirementPlanning
#LifeAfter60
#LegacyLiving
#MindfulAging
#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.

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, and long-term security. In this honest conversation, she opens up about the doubts she had, the questions she asked, and what ultimately helped her feel comfortable moving forward with a reverse mortgage as part of her retirement plan.

Together, Matt and Marianna break down what life looked like before the reverse mortgage, what surprised her during the process, and how having access to her home equity has given her greater peace of mind and flexibility in retirement.

This episode is perfect for seniors—and families of seniors—who want to hear a real story, not a sales pitch. If you’ve ever wondered whether a reverse mortgage could help support your retirement lifestyle, this episode delivers clarity, comfort, and confidence through lived experience.

📌 Episode 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 real-life challenges and opportunities of retirement. Through expert insights and real client stories, the podcast empowers seniors to make informed decisions and thrive in retirement.

Podcast URL: https://www.servingseniorspodcast.com/

Sponsor Name: One Trust Home Loans

Sponsor URL: https://onetrusthomeloans.com/

NMLS Numbers:
Matt Helton NMLS #178551
One Trust Home Loans NMLS #46375

Licensing Information:
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 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: https://www.youtube.com/@servingseniorspodcast

Hashtags:
#ReverseMortgage
#RetirementConfidence
#SeniorLiving
#AgingInPlace
#HomeEquity
#FinancialFreedom
#ServingSeniorsPodcast
#MattHelton
#OneTrustHomeLoans
#RealClientStory
#RetirementPlanning

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.

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 become a powerful part of a senior’s retirement strategy.

Whether you're planning for retirement, helping a loved one age comfortably, or simply curious about how home equity can support long-term financial security, this episode lays everything out step-by-step — just the way our listeners love it.

Podcast Information & Required 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 meets with professionals who bring 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 and estate planning, no topic is off-limits. Whether you're nearing retirement or already enjoying it, the Serving Seniors Podcast ensures you're equipped to not just survive—but 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 (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

#HomeOwnership #ReverseMortgage #SeniorLiving #RealEstateEducation #FinancialFreedom #RetirementPlanning #HomeEquity #AgingInPlace #MortgageAdvisor #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.