What’s Life Got to Do With It?
Find out in our new original podcast with founder & CEO Helen Ornellas, available now on all major streaming platforms.
Latest Episode
Ep. 64 – Implementation of Housing Wealth, with Mitchell Cooper
What if we start looking at a reverse mortgage as THE financial tool to get your “longevity insurance” without even thinking of depleting your assets?
In part two of our insightful conversation with Mitchell Cooper, we dive deeper into the financial mechanics and unknown benefits of using reverse mortgages as a retirement plan. Mitchell also contextualizes reverse mortgages’ evolution and origins, which explain some of the most common misconceptions about them most retirees have, and highlights how reverse mortgages can provide financial flexibility without immediate repayment obligations.
Listen to episode 64 of On Life With Helen and learn how to set up a reverse mortgage that’ll allow you to defer withdrawals and maximize available funds in later years. You’ll also hear how to grow a financial cushion without affecting liquid assets, turning your reverse mortgage into your “longevity insurance,” the role behavioral aspects play in the effective use of reverse mortgages, how financial planners can help clients navigate the complexities of reverse mortgages, and much more.
Previous Episodes
Ep. 57 – Defense Microelectronics: Powering Technology for a Safer World, with Dan Marrujo
In this episode, Dan Marrujo joins us to unravel the pivotal role of microelectronics and AI in defense and daily technology. Dan is the Founder
Ep. 56 – Building Bridges To Workplace Harmony. Geoff Hash’s Expert Advice on Mediation for Entrepreneurs
In this episode, we learn about the art of addressing polarization and promoting team harmony in the workplace from the brilliant Geoff Hash. Geoff is an
Ep. 55 – Securing Your Company’s Future: Financial Planning for Business Owners with Melissa Yano
In this episode, Melissa Yano joins us to discuss financial planning for small and medium-sized business owners and sheds light on planning and securing businesses’ financial
Ep. 53 – Medicare’s New Rules. Understanding the 2025 ANOC Letter with Rosamaria Marrujo
In this episode, Rosamaria Marrujo explains what you should pay attention to as soon as you put your hands in the ANOC letter. Rosamaria is an expert
Ep. 52 – Maximize Your Social Security Benefits: Tips and Strategies from Expert David Brabender
In this episode, David Brabender takes us through the complexity and potential pitfalls of navigating Social Security benefits without expert guidance. David is a local Independent Insurance
Ep. 51 – How To Maximize Your Medicare Benefits in 2025: Expert Insights with Rosamaria Marrujo
In this episode, we get all our doubts about the upcoming changes for Medicare’s 2025 annual enrolment period answered by expert guest Rosamaria Marrujo. Rosamaria is the Founder
Ep. 24 – “Insights From A Health Advocate Advisor: Part #1”
In this twenty-fourth episode, I am excited to re-release episode 7. In this episode, I had the chance to be joined by Renee Balcom, a
Ep. 22 – “Are You a Business Owner? Things falling Through the Cracks?” Ben Godinez from VensureHR- Has Answers!
In this episode, I am talking with Ben Godinez, a Business Consultant at Vensure Employer Services. He is passionate about helping small businesses grow by solving
Ep. 18 – “Educating People on Medi-Cal Qualifying with Michael McCabe”
In this eighteenth episode, I am joined by my great friend, Michael McCabe. Michael has been doing Medi-Cal planning for the last twenty years, focusing
Ep. 12 – “Understanding Reverse Mortgages with Mitchell Cooper”
In this twelfth episode, I am joined by Mitchell Cooper to talk all about his insights, advice, and perspective as a Certified Reverse Mortgage Professional.
Ep. 9 – “Everything You Need To Know About 10 Year Terms”
In this ninth episode, I am talking all about the ins and outs of 10 year terms. A 10 year term is a great option
Ep. 8 – “Who’s In Your Corner? Health Advocate Advisor: Part #2”
In this eighth episode, I am so excited to share with you Part 2 of my conversation with Renee Balcom, a health advocate advisor. In
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What to Expect as You Listen:
Expert Guidance
With over 20 years of experience, Helen brings her expert guidance directly to you with insider tips, industry trends and real-life stories. Get the scoop directly from the source on what matters most when it comes to protecting your health and wealth.
Enlightening Topics
Learn more about key topics that can impact your ability to get and keep coverage, from lifestyle choices to changes in plan availability and carrier requirements. Get the bigger picture in focus with outside-the-box thinking on how to look at your life through the lens of an agent.
Answers to Top Questions
Can I use my life insurance while I’m still alive? Should my young children be designated as sole beneficiaries? Why do I even need life insurance? Get answers to these and all your burning questions as we explore the most common questions asked by clients (and you!).
Special Guest Appearances
We know some really smart, and really helpful, people – get exclusive access to guest speakers from across the industry as they help educate and enlighten us on various topics related to health, wealth and overall financial management, for individuals and business owners alike.
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After twenty years in the life insurance industry, I still wake up every morning with the same passion to help people understand what will work best for them and their future.