How to Handle Inheritances the Right Way
Every single week, one of our clients passes away. It's not morbid—it's reality. The Great Wealth Transfer is here, and it's massive.
Baby boomers and the Silent Generation will pass down an estimated $68 to $84 trillion in assets over the next few decades. That includes investments, real estate, r...
Podcast 170 – Part 1 of the Step-by-Step Financial Planning Guide
This is where wealth starts. The secrets to wealth-building revealed in this 4 part series by Roy Matlock, Jr. on his radio show "The Money and Business Hour." You don’t need to come from money or have a high paying job to jump on the right path to financial success. You just need to make the choice...
Podcast 171 – Part 2 of the Step-by-Step Financial Planning Guide
This is where wealth starts. The secrets to wealth-building revealed in this 4 part series by Roy Matlock, Jr. on his radio show "The Money and Business Hour." You don’t need to come from money or have a high paying job to jump on the right path to financial success. You just need to make the choice...
Podcast 136 – Things that Matter Most When it Comes to Financial Planning
Financial planning can be an overwhelming and confusing task. There are so many decisions to consider and to be made in order to get all of your affairs in order financially. In this episode of The Money and Business Hour, Roy Matlock Jr. talks about the most important areas to focus on and how to b...
Podcast 105 – More on Choosing the Best College Savings Fund
In this episode of The Money and Business Hour, Roy Matlock Jr. dives further into the different college savings options. Roy also share advice on how to prepare youth to be financially savvy. After 35 years in the financial world, and raising 4 children, Roy is the expert you want to listen to when...
Podcast 60- Backtesting to find your current financial position
In this episode podcast #60, Roy Matlock, Jr. discusses ways to discern how your financial goals need to be setup in order to achieve success for your future. Using backtesting to find your current financial position is one of the easiest ways to truly evaluate and create your goals. Listen to this ...
Podcast 58- Beginning with the End in Mind
Setting a huge goal, or beginning with the end in mind, is the most productive way to get ahead and become financially independent. Develop a plan of action to get your thinking right and get started on the right path. In this episode of the Roy Matlock, Jr. Money and Business hour, we teach you how...
Podcast 57- Increase your income while maintaining a consistent, lower amount of outgoing expenses
The way to a healthy financial future lies in keeping your expenses below your income. If you can live within your means without over spending, you can set money aside for your future. In this episode of Roy Matlock Jr.'s Money and Business hour, Roy discusses the keys to a successful financial futu...
Podcast 56- Putting your Financial Affairs before your Quality of Life
Having a good life doesn't necessarily mean that you have to spend a lot of money. Altering your lifestyle now while you're getting your finances in order, can lead to a much higher quality of life that you and your family can enjoy in the future. Today's show covers putting your financial affairs b...
