Episode
Episode 94: How Seniors Can Use Real Estate Planning for a Safer Retirement
- Podcast
- Serving Seniors Podcast
- Published
- Apr 17, 2026
- Duration seconds
- 1550
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/df855bec
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Summary
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 stress, and make choices that support long-term comfort and peace of mind. 🏠💙 This conversation shines a light on the steps seniors and their families can take to avoid common mistakes, build a solid plan, and better understand their housing options in retirement. Cory shares practical guidance from his experience helping seniors transition through important life changes with care, clarity, and confidence. Connect with our Guest at: https://thecompleterealestategroup.com/tcrg 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. Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping to 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. Our aim is to provide a comprehensive resource that addre…