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Episode 93: Retirement Planning for Seniors - Ken Himmler’s One Wealth Map

Episode 93: Retirement Planning for Seniors - Ken Himmler’s One Wealth Map

Episode 93 Published 2Β weeks ago
Description

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. πŸ’ΌπŸ“˜

In this conversation, Matt and Ken break down how the moving parts of a financial plan β€” including taxes, investments, insurance, and estate planning β€” can sometimes work against each other without people even realizing it. Ken shares why even smart savers can fall into expensive traps during big life transitions, and how having a clear map can help protect wealth and create more confidence for the road ahead.

Whether you are preparing for retirement, helping a loved one make financial decisions, or simply trying to make sense of the many puzzle pieces involved in long-term planning, this episode offers practical insight in a simple, easy-to-follow way. Think of it like using GPS for your money β€” because guessing at the next turn is not a great retirement strategy. πŸš—πŸ’°


Connect with our Guest at: https://onewealthmap.com/

🏑 Company Name: One Trust Home Loans
 🎀 Host: Matt Helton
 🎧 Podcast Name: Serving Seniors Podcast
Β πŸ“ Episode Title: Retirement Planning for Seniors - Ken Himmler’s One Wealth Map
Β πŸ“– 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 answer important questions about living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, the show is designed to help seniors not just get by, but truly thrive.
 🌐 Podcast URL: https://www.servingseniorspodcast.com/
🀝 Sponsor Name: One Trust Home Loans
πŸ”— Sponsor URL: https://onetrusthomeloans.com/

πŸ“Œ NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS #46375

πŸ“„ Licensing Information: 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))

πŸ“ž Contact Number: (888) 488-3807
πŸ“ Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027

πŸ“± Social Media Links:
Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/
▢️ YouTube Link: https://www.youtube.com/@servingseniorspodcast
🏠 Company Website:

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