Roy Matlock, Jr. is joined by Brad O’Brien for a business-focused episode examining what actually makes a company valuable. They discuss business valuations, reducing owner dependency, improving systems and financial reporting, succession planning, buy-sell agreements, key employee retention, and the steps business owners can take now to prepare for an eventual transition or sale.

What should actually happen when you meet with a financial advisor? Roy Matlock Jr. walks through the process of identifying the gaps in your finances, setting goals, protecting what you have, building wealth, and adjusting the plan as life changes. From getting started to raising a family, owning a business, and creating generational wealth, Roy explains what should be addressed at every stage.

In this episode, Roy Matlock Jr. explains how changing the way you think about money can help turn financial stress into financial progress. He discusses why many people view budgeting, saving, insurance, and debt reduction as painful, when the real pain often comes from not having those systems in place.

In this episode, Roy Matlock Jr. shifts the conversation from traditional financial planning to the mindset behind financial success. He explains how income, spending habits, personal value, hard work, relationships, and the willingness to take action all play a role in building long-term financial freedom.

In the July 11, 2026 episode of The Roy Matlock, Jr. Money and Business Hour, Roy Matlock Jr. explains how to build a complete financial plan using both defense and offense. ...

Roy Matlock Jr. walks through a practical checklist for getting your financial house in order, starting with the defense: income, budgeting, emergency savings, insurance, debt, and estate planning. Then he shifts to the offense: automatic investing, retirement accounts, Roth strategies, college savi...

In the June 27, 2026 episode of The Roy Matlock, Jr. Money and Business Hour, Roy Matlock Jr. walks listeners through what a real financial review looks like. Rather than focusing on products, Roy explains that a good review starts with questions, education, and clarity. He covers income, debt, budg...

In this episode of The Roy Matlock, Jr. Money and Business Hour, Roy focuses on what he calls the retirement red zone: the period roughly 10 years before retirement through the early years of retirement. He explains how planning changes once someone moves from accumulating money to withdrawing incom...

What if $500 a month could change your financial future? In this episode of The Roy Matlock, Jr. Money and Business Hour, Roy Matlock Jr. breaks down the “$500-a-month secret” and explains how consistent investing, automation, and compound interest can help everyday people move toward financial ind...