Serving Seniors Podcast

About Serving Seniors Podcast

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!

Publisher

Matt Helton

Category

business · business

Language

en

Explicit

No

First episode

23 Aug 2023

Latest episode

9 Oct 2026

Latest episodes

113 episodes in the feed.

1. 

   9 Oct 2026

   Episode 113: The Biggest Retirement Planning Mistakes Seniors Make (And How to Avoid Them)

   In this episode, host Matt Helton sits down with Benjamin Batiste of Crestmark Wealth Group to explore why retirement planning is about more than choosing investments. Drawing on his childhood experiences with housing insecurity and his military service, Benjamin shares why financial education, honest guidance, and a coordinated plan matter when protecting the future you've worked to build. 🔑 IN THIS EPISODE: ✅ Why entering retirement requires a different financial mindset ✅ How poor planning and rushed decisions can put savings at risk ✅ Why financial education matters before selecting investments or insurance ✅ The value of having your financial advisor, CPA, and estate planning attorney work together ✅ How flat-fee planning can separate advice from product sales ✅ Why an individualized plan and ongoing conversations can help seniors and families prepare for retirement 💡 Benjamin also explains Crestmark Wealth Group's education-first approach, including planning before investment recommendations and involving tax and estate-planning professionals. 📞 CONNECT WITH BENJAMIN BATISTE Owner & President | Crestmark Wealth Group Phone: (720) 505-4785 Email: bbatiste@crestmarkwealth.com (mailto:bbatiste@crestmarkwealth.com) Website: https://www.crestmarkwealth.com/ (https://www.crestmarkwealth.com/) Podcast resources: https://www.crestmarkwealth.com/podcast (https://www.crestmarkwealth.com/podcast) Address: 9800 Mount Pyramid Court, Suite 400, Englewood, CO 80112 🎙️ ABOUT THE SERVING SENIORS PODCAST The Serving Seniors Podcast helps seniors, retirees, caregivers, and families navigate retirement, senior health, finances, housing, estate planning, aging in place, and independent living. Our mission: Help seniors not just survive retirement—but thrive in retirement. https://www.servingseniorspodcast.com/ (https://www.servingseniorspodcast.com/) 🏡 PRESENTED BY ONETRUST HOME LOANS https://onetrusthomeloans.com/ (https://onetrusthomeloans.com/) 📞 (888) 488-3807 📲 CONNECT WITH US 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: https://www.youtube.com/@servingseniorspodcast (https://www.youtube.com/@servingseniorspodcast) 🏦 MORTGAGE & 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. NMLS Consumer Access: 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. Programs are subject to borrower and property qualifications. Rates, terms, and conditions may change without notice. By refinancing an existing loan, total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60(F). ⚕️ HEALTH NOTICE The guest’s experiences and information are for educational purposes only and are not a substitute for medical advice, diagnosis, or treatment. Consult a qualified healthcare professional regarding your individual healthcare needs. ⚠️ DISCLAIMER This information is for informational purposes only and is not guaranteed or endorsed by OneTrust Home Loans or any company mentioned. It is not an offer of credit and may not apply to every situation or jurisdiction. Consult a qualified professional before acting on this information. Content is provided as a training and informational tool only and should not be relied upon for any other purpose. 🔎 HASHTAGS #ServingSeniorsPodcast #RetirementPlanning #RetirementMistakes #SeniorFinances #RetirementSavings #FinancialPlanning #RetirementAdvice #WealthManagement #FinancialLiteracy #EstatePlanning #RetirementSecurity #Seniors #CrestmarkWealthGroup

2. 

   1 Oct 2026

   Episode 112: How Seniors Can Be Happier, Healthier & Thrive in Retirement | The Happiness Warrior

   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. 💧 Hydration — Rehydrate your body after sleep. 🚶 Activation — Move through stretching, walking, sunlight, and simple exercise. His message: start small. Even a few minutes of movement can help build confidence and momentum. 🔑 IN THIS EPISODE, YOU’LL LEARN: ✅ Why your 60s can be a time for reinvention ✅ How to build purpose in retirement ✅ Eric’s affirmation, hydration, and activation routine ✅ Why small daily steps matter ✅ How movement can support healthy aging ✅ Why positive self-talk and self-forgiveness matter ✅ How connection and empathy support well-being ✅ Why retirement can become a “second chance” ❤️ HAPPINESS IS SOMETHING YOU PRACTICE Eric encourages seniors to stop waiting for perfect circumstances and instead build daily habits that support happiness, health, confidence, and connection. 🌟 ABOUT ERIC NORTH — “THE HAPPINESS WARRIOR” Eric North is the Founder of The Happiness Warrior, an entrepreneur, motivational personality, and advocate for happier, healthier living. He has appeared on Good Day New York, FOX 5 DC, and Great Day Connecticut. https://thwarrior.com/ (https://thwarrior.com/) 🎙️ ABOUT THE SERVING SENIORS PODCAST The Serving Seniors Podcast helps seniors, retirees, caregivers, and families navigate retirement, senior health, finances, housing, estate planning, aging in place, and independent living. Our mission: Help seniors not just survive retirement—but thrive in retirement. https://www.servingseniorspodcast.com/ (https://www.servingseniorspodcast.com/) 🏡 PRESENTED BY ONETRUST HOME LOANS https://onetrusthomeloans.com/ (https://onetrusthomeloans.com/) 📞 (888) 488-3807 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: https://www.youtube.com/@servingseniorspodcast (https://www.youtube.com/@servingseniorspodcast) 🏦 MORTGAGE & 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. NMLS Consumer Access: 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. Programs are subject to borrower and property qualifications. Rates, terms, and conditions may change without notice. By refinancing an existing loan, total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60(F). ⚕️ HEALTH NOTICE The guest’s experiences and information are for educational purposes only and are not a substitute for medical advice, diagnosis, or treatment. Consult a qualified healthcare professional regarding your individual healthcare needs. ⚠️ DISCLAIMER This information is for informational purposes only and is not guaranteed or endorsed by OneTrust Home Loans or any company mentioned. It is not an offer of credit and may not apply to every situation or jurisdiction. Consult a qualified professional before acting on this information. Content is provided as a training and informational tool only and should not be relied upon for any other purpose. 🔎 HASHTAGS #ServingSeniorsPodcast #SeniorHealth #HealthyAging #HappinessWarrior #EricNorth #Retirement #SeniorWellness #HappinessAfter60 #LifeAfter60 #ActiveAging #HealthyRetirement #ThriveInRetirement

3. 

   24 Sept 2026

   Episode 111: Retirement Income for Seniors: When to Claim Social Security & Cut Taxes

   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 produce different tax outcomes ✅ Tax-planning considerations before Medicare eligibility ✅ Why planning before retirement can help during market downturns ✅ How home equity and reverse mortgages may fit into a retirement-income strategy ✅ Why the order of your retirement decisions matters 📘 ABOUT JEREMY KEIL Jeremy Keil is a financial advisor with Keil Financial Partners and author of Retire Today: Create Your Retirement Master Plan in Five Simple Steps. His work focuses on helping people make informed decisions about Social Security, pensions, 401(k)s, taxes, investments, and retirement income. Retire Today Book: https://mrretirement.info/retiretodaybook/ (https://mrretirement.info/retiretodaybook/) 5-Step Retirement Videos: https://keilfp.com/5-step-retirement-videos/ (https://keilfp.com/5-step-retirement-videos/) YouTube: https://www.youtube.com/@MrRetirement (https://www.youtube.com/@MrRetirement) LinkedIn: https://www.linkedin.com/in/MrRetirement (https://www.linkedin.com/in/MrRetirement) Facebook: https://www.facebook.com/KeilFinancialPartners (https://www.facebook.com/KeilFinancialPartners) Office: 262-333-8353 | Fax: 262-333-8353 15350 W National Ave., Suite 214, New Berlin, WI 53151 California License #1576941 🎙️ ABOUT THE SERVING SENIORS PODCAST The Serving Seniors Podcast helps seniors, retirees, caregivers, and families navigate retirement, senior health, finances, housing, estate planning, aging in place, and independent living. Our mission: Help seniors not just survive retirement—but thrive in retirement. 🎧 https://www.servingseniorspodcast.com/ (https://www.servingseniorspodcast.com/) 🏡 PRESENTED BY ONETRUST HOME LOANS 🌐 https://onetrusthomeloans.com/ (https://onetrusthomeloans.com/) 📞 (888) 488-3807 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: https://www.youtube.com/@servingseniorspodcast (https://www.youtube.com/@servingseniorspodcast) 🏦 MORTGAGE & 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. NMLS Consumer Access: 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. Programs are subject to borrower and property qualifications. Rates, terms, and conditions may change without notice. By refinancing an existing loan, total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60(F). ⚕️ HEALTH NOTICE The guest’s experiences and information are for educational purposes only and are not a substitute for medical advice, diagnosis, or treatment. Consult a qualified healthcare professional regarding your individual healthcare needs. ⚠️ DISCLAIMER This information is for informational purposes only and is not guaranteed or endorsed by OneTrust Home Loans or any company mentioned. It is not an offer of credit and may not apply to every situation or jurisdiction. Consult a qualified professional before acting on this information. Content is provided as a training and informational tool only and should not be relied upon for any other purpose. #RetirementPlanning #RetirementIncome #SocialSecurity #SocialSecurityBenefits #TaxPlanning #SeniorFinance #Seniors #RetirementTaxes #FinancialPlanning #RetireToday #JeremyKeil #ReverseMortgage #401k #IRA #ServingSeniorsPodcast

Who has been a guest on Serving Seniors Podcast

Names identified in recent episode analyses. Showing up to five guests.

• Beth Bedore
• Saudia Gajadhar
• Emily Manning
• PJ Olsen
• Vivian Johnson

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

61,456

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.3 / 5

6 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 64 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

70

Social presence

0

YouTube

92

Engagement

51

Contact Serving Seniors Podcast

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Serving Seniors Podcast