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Chris Maduri

Chris Maduri

Helping People Navigate Retirement, Identity Shifts, and Intentional Living

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Chris Maduri Podcast Episodes

Serving Seniors Podcast

Serving Seniors Podcast

Episode 99: How Seniors Can Protect Retirement Income with Annuities and Home Equity

May 28, 2026

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About this episode

In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Chris Maduri, Retirement Planner & Coach with Vibrant Retirement, for a helpful conversation about how seniors can protect retirement income using annuities and home equity.

Retirement should feel exciting, not like trying to solve a math problem with missing numbers. đź§® In this episode, Chris explains ways seniors can create more income confidence, plan for the future, and better understand tools like annuities and home equity.

Matt and Chris discuss how smart planning can help seniors look at retirement with more peace of mind. They also talk about why it is important to understand your options before making big money decisions.

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

Guest Email: chris@vibrantretirement.com

📌 Episode Details

Episode Number: 99 Guest Name: Chris Maduri Guest Title: Retirement Planner & Coach Guest Company: Vibrant Retirement Guest Company Link: https://vibrantretirement.com/ Episode Title: How Seniors Can Protect Retirement Income with Annuities and Home Equity

🏡 Company Information

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 presents.

Each week, Matt meets with seasoned professionals from various fields who bring their expertise to the table, helping answer the many questions that come with living as an independent senior. From financial planning and healthcare to leisure activities, estate planning, home equity, and aging in place, 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 helps you get the knowledge you need to not just survive, but truly thrive. 🌟

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 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)

Contact Number: (888) 488-3807

Address: 320 Seven Springs Way, Ste 250, Brentwood, TN 37027

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

⚠️ 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.

đź”– Hashtags

#ServingSeniorsPodcast #MattHelton #OneTrustHomeLoans #SeniorLiving #RetirementPlanning #HomeEquity #ReverseMortgage #FinancialFreedom #AgingInPlace #MortgageTips #HomeLoanHelp #SeniorFinance #Annuities #RetirementIncome #HomeOwnership #ReverseMortgage #RealEstateEducation #MortgageAdvisor

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Key topics

In retirement, living off your money creates a different kind of anxiety

Once the paycheck stops and someone starts drawing from their own assets, money often feels more personal and more stressful. Chris can speak to the emotional side of that transition and explain how thoughtful planning helps create peace of mind, not just projected income. This angle works especially well for shows that want practical insight into why retirement feels so different emotionally than people expect.

Why retirement planning fails when it only prepares the money and not the person

A lot of people nearing retirement look financially prepared on paper but still feel unsettled when they think about what life will actually feel like without work anchoring their time, identity, and sense of usefulness. Chris is well positioned to talk about how financial planning and personal transition need to happen together, because uncertainty about purpose often shows up at the exact same time people are being asked to make high-stakes decisions about money. He can help audiences see that the emotional side of retirement is not separate from planning-it shapes confidence, decision-making, and whether someone can actually move into this next stage with clarity. That makes this a compelling conversation for shows that want something deeper than surface-level retirement advice.

The risks change in retirement, so the plan has to change too

The mindset that helps someone accumulate wealth is not always the mindset that helps them live off it wisely. Chris can break down why retirement introduces a different set of risks - including sequence risk, decision fatigue, longevity concerns, and emotional stress - and why a plan needs to adapt accordingly. This creates a timely conversation around retirement readiness, market anxiety, and how to create stability when the stakes feel higher.

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