🎙️ 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.
Email Ray:
Ray@SeWealthPartners.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.
Sponsor Name: One Trust Home Loans
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OneTrust Home Loans, NMLS #46375
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Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375
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)
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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.