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Roy Matlock Jr.
CALL US TODAY! 615-843-2999
wealth building offense
16 Apr
Financial Planning

Wealth Building Offense: Investment Strategy & Tax Planning

Posted by author-avatar Morassa Bigdeli
April 16, 2026
Last week, Roy Matlock Jr. covered the defense — budgets, emergency funds, avoiding bad debt, and buying the right insurance to protect your income and assets. That foundation keeps you from digging a hole you have to spend years climbing out of. This week, Roy goes on offense. This is about weal...
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financial defense strategy
08 Apr
Financial Planning, Saving

The Boring Stuff That Builds Financial Freedom

Posted by author-avatar Morassa Bigdeli
April 8, 2026
Roy Matlock Jr. has been talking about money since 1992. After 40 years in the business, he has learned one thing for certain: most people wonder why their money is not working for them, and the answer almost always comes back to the same thing — they just do not plan. In this episode of The Roy ...
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01 Apr
Financial Planning

Financial Disciplines That Will Shape Your 2026

Posted by author-avatar Morassa Bigdeli
April 1, 2026
As Roy Matlock Jr. kicks off year eight back on the air and his 40 year in the financial business, he is still answering the same question: when are you going to retire? His answer never changes — never. Why would he retire when he is having fun? That mindset is exactly what separates people who bui...
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retirement blueprint
25 Mar
Financial Planning

The Retirement Blueprint: Accumulation to Lifetime Income

Posted by author-avatar Morassa Bigdeli
March 25, 2026
Retirement planning is not about picking a date on the calendar and hoping everything works out. It is about building a system that transitions you from earning a paycheck to generating reliable income that lasts as long as you do — whether that is 20 years or 40 years. In this episode of The Roy...
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risk buckets tax buckets
16 Mar
Financial Planning

Risk Buckets & Tax Buckets: Stay Calm at Market Highs

Posted by author-avatar Morassa Bigdeli
March 16, 2026
When stock markets are hitting all-time highs week after week, it is natural to wonder if you should be doing something different with your money. Should you sell and lock in gains? Should you hold off on new investments until things calm down? Should you move everything to cash and wait for a corre...
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starting the year off on a stronger note
23 Feb
Financial Planning

Build Your Foundation and Hit Your FIN Number

Posted by author-avatar Morassa Bigdeli
February 23, 2026
Most people start a new year with good intentions but no real plan. They think about saving more, spending less, or finally getting serious about retirement — but without a clear framework, those intentions fade by February. In this episode of The Roy Matlock Jr. Money and Business Hour, Roy walks t...
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what wealthy people do with their money
16 Feb
Financial Planning

What Wealthy People Do That Most People Don’t

Posted by author-avatar Morassa Bigdeli
February 16, 2026
After 40 years of helping people win with money, Roy Matlock Jr. has seen a clear pattern: wealth is not an accident. In this episode of The Roy Matlock Jr. Money and Business Hour, Roy lays out the complete financial playbook that separates people who build lasting wealth from those who work hard b...
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wealth building habits
08 Dec
Financial Planning

Mastering the Money Mindset: 10 Wealth-Building Habits the Rich Use

Posted by author-avatar Morassa Bigdeli
December 8, 2025
After 41 years in the financial business and working with over 40,000 clients, I've developed what I call "carnival vision"—I can walk into someone's home and within minutes tell you their financial situation based on what they spend money on. New car in a modest neighborhood? Probably broke with de...
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lifetime financial plan
05 Nov
Financial Planning

Start Smart, Finish Strong: Your Lifetime Financial Blueprint

Posted by author-avatar Morassa Bigdeli
November 5, 2025
Financial independence isn't achieved overnight—it's built through intentional decisions at every stage of life. Whether you're just starting your career, raising a family, or approaching retirement, having a clear roadmap can transform your financial future. This comprehensive guide walks you throu...
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22 Oct
Financial Planning

21 Ways to Protect and Grow Your Wealth — Building a Financial Plan That Lasts

Posted by author-avatar Morassa Bigdeli
October 22, 2025
You’ve worked hard to earn your money—now it’s time to make it work for you. In this episode of the Roy Matlock Jr. Money and Business Hour, Roy breaks down 21 practical ways to protect your income, grow your assets, and create long-term financial security. From insurance to investing to estate plan...
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CRD#: 1241763

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