In this eye-opening episode of the Serving Seniors Podcast, host Matt Helton sits down with Kerry Morris, CFP®, CFEd®, Founder of HonorShield, LLC, and Tim Henderson, Care Funding Specialist at HonorShield, LLC. Together, they delve into the often-overlooked crisis of funding long-term care, discussing the challenges that seniors and their families face when planning for the future.
Kerry Morris brings his extensive financial planning expertise to the table, sharing insights on the financial strategies necessary to navigate the complexities of care funding. Tim Henderson joins the conversation to explore the practical aspects of planning for care, offering valuable advice on how to avoid the common pitfalls that can lead to financial distress.
Whether you're a senior preparing for your future or a family member concerned about the well-being of your loved ones, this episode provides crucial information that can help you prepare for the inevitable. Don't miss out on this vital discussion that could make all the difference in your financial future.
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 delves deep into the unique challenges and opportunities that retirement presents.
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.
Contact Number: (888) 488-3807
Social Media Links: Hashtags: #SeniorLiving #FinancialPlanning #LongTermCare #CareFunding #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.
What is 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!