Serving Seniors Podcast

🚨 Is America Running Out of Assisted Living Facilities for Seniors?

As millions of Americans grow older, a major senior housing crisis is emerging. With rising demand for assisted living, memory care, and senior living communities, will there be enough space for aging adults who need long-term care?

In Episode 114 of the Serving Seniors Podcast, host Matt Helton welcomes Rod Khleif, renowned multifamily real estate coach, investor, author, and founder of K L Promotions, LLC, to uncover the growing shortage of senior housing and what it means for seniors, retirees, caregivers, and families.

Rod...

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...

What if turning 60 isn’t about slowing down—but starting one of your most fulfilling chapters?

In this episode of the Serving Seniors Podcast, Matt Helton talks with Eric North, Founder of The Happiness Warrior, about happiness, healthy aging, reinvention, movement, mindset, and finding purpose later in life.

At 62, Eric believes your 60s can be a powerful time to build healthier habits, rediscover your strengths, and create a new sense of purpose.

☀️ AFFIRMATION, HYDRATION & ACTIVATION

Eric shares his simple morning routine:

🗣️ Affirmation — Start with positive self-talk and intention.<...

When should you claim Social Security? How can you reduce taxes in retirement? And what steps can help make your retirement income last?

In this episode of the Serving Seniors Podcast, Matt Helton welcomes Jeremy Keil, CFP®, CFA®, CIMA®, CLTC®, ChFC®, RICP®, Certified Kingdom Advisor®, National Social Security Advisor Certificant, financial advisor, author of Retire Today, and host of the Retire Today podcast.

💰 IN THIS EPISODE:
✅ Why delaying Social Security can increase future benefits for eligible retirees
✅ How working longer may improve retirement income
✅ Why IRA, Roth, savings, and brokerage withdrawals can...

What if a successful retirement isn’t just about how much money you’ve saved—but how confidently you can turn those savings into income that lasts?

In this episode of the Serving Seniors Podcast, Matt Helton sits down with Brett A. Blake, Founder, Chairman & CEO of Annuity.com and host of Safe Money Radio, to discuss annuities, retirement income planning, protecting savings, and helping seniors enjoy the retirement they worked so hard to build.

💰 FROM RETIREMENT SAVINGS TO RETIREMENT INCOME

Brett explains why financial planning changes in retirement. While your working years often foc...

Heart health becomes increasingly important as we age, but getting older doesn't mean we have to stop being proactive about our cardiovascular wellness.

In Episode 109, Matt Helton welcomes Dr. Mel Icard, founder of Biohacked Heart Protocol, for an informative conversation about senior heart health, cardiovascular wellness, plaque, healthy aging, and living better in retirement.

Dr. Icard discusses why seniors should take a proactive approach to their heart health and understand the factors that can affect cardiovascular wellness. The conversation also explores the connection between healthy lifestyle choices, overall wellness, and maintaining a better quality of...

What happens when an older adult leaves the doctor’s office, hospital, rehabilitation facility, or home health program—but they and their family still need help managing what comes next?

In this episode of the Serving Seniors Podcast, host Matt Helton talks with Augustus “Gus” Osgood, BSN, RN, founder of Counsel Concierge Nursing, about concierge nursing, senior care, care coordination, aging in place, and helping older adults navigate important healthcare transitions.

With experience in critical care, emergency, and surgical nursing, Gus saw how seniors and families can struggle with medications, follow-up appointments, communication gaps, recovery, and the...

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
🍞 S...

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...

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 fo...

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...

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...

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 topic...

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...

🎙️ 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 epi...

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 als...

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 expl...

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 questi...

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 during his career, Dr. Mistry began noticing something important: some people appeared to be aging much faster than their actual age, while others in their 70s and 80s had brains and bodies that looked much younger.

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 because of health, safety, family changes, downsizing, or simply wanting a fresh start, moving into the next chapter of life can feel big. Sometimes really big. Like “where did all this stuff come from?” big. 📦😄

In this episode, Mat...

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 to family, or making confident housing decisions for the future, this episode is packed with helpful insight. Matt and Cory break down how real estate planning can help seniors protect their finances, reduce...

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 25,000 copies in its first two weeks, and he also hosted the Money Talks radio show for ten years, helping listeners make sense of retirement, inheritance, and business sale decisions. 💼📘

In this conversation, Matt a...

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 powerful. After watching her mother carry the heavy emotional load of caring for Barbara’s father through Huntington’s Disease, and later stepping into a caregiving role herself, Barbara found her mission: helping the quiet su...

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 “best” plan for your neighbor may not be the best plan for you. You’ll hear real-world advice on looking at doctors, prescriptions, budget, lifestyle, and long-term needs before making...

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 preserve personal histories using modern AI technology. Instead of letting priceless stories fade with time, tools like reflekta allow seniors to record memories, reflect on life experiences, and create a lasting digital legacy for their children and grandchildren.

D...

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 but powerful:
 👉 Teach people how to age without decline
 👉 Be free of pain
 👉 Have REAL life function as long as they live

And here’s the...

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 of senior housing, aging in place, and how the right equipment and home modifications can protect both independence and your financial future.

Erica founded Harmony Home Medical in 2008 after seein...

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 powerful conversation. She shares practical tips for seniors who are thinking about downsizing, relocating, selling, or aging in place. 🏠💙

As a proud member of the National Association of Realtors, Tennessee Association of Realt...

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 professional and U.S. Army veteran with deep personal and professional experience in long-term care planning. Through his company, Lavine LTC Benefits, Raymond helps individuals and families protect their savings, dignity, and independence by planning ahead for l...

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:<...

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...

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.<...

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… he refired. His quest to discover his true purpose led him to create the groundbreaking DARE Method®, a transformational program shaped by a global study of more than 21,000 retirees across the U.S., UK...

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...

In this powerful new episode of the Serving Seniors Podcast, host Matt Helton sits down with Patrick J. Negado, ChFC®, Author, Speaker, and Founder of Canoe & Current Wealth Strategies℠. Patrick brings more than two decades of expertise in retirement income design, wealth management, and multi-generational wealth transfer — all focused on helping seniors move into retirement with clarity, confidence, and purpose.

Patrick’s signature framework, inspired by his book The Canoe and The Current: Rethinking Retirement So You Can Stop Worrying and Start Living, blends sound financial strategy with meaningful family values. Together, Matt and Patrick unpack how retiree...

In this episode of the Serving Seniors Podcast, host Matt Helton talks with Annalee Kruger, Founder of Care Right, Inc. (https://carerightinc.com/). With more than 28 years of experience and over 20,000 families helped, Annalee is a nationally respected expert on aging, caregiving, dementia support, and long-term care planning.

Annalee explains why families must prepare before a crisis happens and shares practical, easy-to-follow steps to reduce stress, conflict, and burnout. She also discusses her hybrid and DIY planning programs, employer workforce solutions (learn more at https://www.careright-consulting.com/solutions), and her training organizations: the Certified Elder Planning...

Welcome to another inspiring episode of the Serving Seniors Podcast with your host, Matt Helton!

In Episode 78, Matt sits down with Shari Ross, the brilliant mind behind Senior Living Made S.I.M.P.L.E.™, to talk about how families can confidently navigate the often-overwhelming world of senior living options.

As an Author, Speaker, and Consultant, Shari brings over a decade of hands-on experience helping families transition loved ones into assisted living, memory care, and long-term support communities. Her S.I.M.P.L.E.™ Method offers a compassionate, step-by-step approach that replaces confusion with...

In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Justin Hammond, Owner and Operator of Let’s Get Moving — a senior-focused moving and downsizing company based in Brentwood, Tennessee.

Justin and his team specialize in helping older adults and their families navigate the emotional and logistical challenges of relocating, downsizing, and letting go of a lifetime of memories. With a background in social work and a passion for serving the senior community, Justin brings empathy, expertise, and structure to one of life’s most overwhelming transitions.

In this conversation, Matt and Ju...

In this heartwarming episode of the Serving Seniors Podcast, host Matt Helton welcomes Haven Gooch, Sales & Marketing Director at Charter Senior Living of Franklin, to discuss how seniors can turn a “house” into a true “haven.”

Haven shares how Charter Senior Living of Franklin redefines what senior living means — blending comfort, compassion, and community to help residents thrive. From chef-prepared meals and meaningful activities to personalized care and vibrant social engagement, Charter offers more than a place to live — it offers a place to belong.

During this engaging conversation, Matt and Haven explore:

What really happens when a loved one starts forgetting things — and the healthcare system forgets them?

In this moving and insightful episode of the Serving Seniors Podcast, host Matt Helton welcomes Dr. Elizabeth Helton, a board-certified psychiatrist and founder of Cerebral Care Consulting (https://www.cerebralcareconsulting.com/), for an eye-opening conversation about the real impacts of neurocognitive disorders.

👩‍⚕️ Dr. Helton brings more than credentials to the mic — she brings her heart. Her personal journey through her father’s dementia diagnosis shaped her mission to radically rethink how we approach cognitive care, trauma, and the dignity of aging.