In the first part of this podcast episode, we dive into the essential process of creating a financial plan, with a strong focus on legacy preservation. This segment covers the foundational steps necessary to build a comprehensive financial strategy that not only ensures financial success today but also preserves wealth and values for future generations.

In this episode of the Roy Matlock, Jr. Money and Business hour, Roy offers guidance on closing with a strong year by conducting a thorough year-end check-up, you can ensure that you’re ending the year in a strong financial position and entering the new year with a clear, actionable plan for continued success.

A Financial Game Plan.  In this Segment of Roy's September 7, 2024 episode we explore the pain and pleasure of your financial house. With a focus on maxing out your retirement plans with automated investing strategies.

A Financial Game Plan.  In this Segment of Roy's September 7, 2024 episode we explore the health insurance. With a focus on assessing financial pain and pleasure, and emphasis on avoiding things that cause financial pain. 

A Financial Game Plan.  In this Segment of Roy's September 7, 2024 episode we explore further defensive planning for a strong financial house.

A Financial Game Plan.  In this Segment of Roy's September 7, 2024 episode we explore the pain and pleasure of your financial house. With a focus on assessing financial pain and pleasure, and emphasis on avoiding things that cause financial pain. 

This episode from September 7, 2024 covers the Financial Game Plan. Listen in for the Full-Spectrum Guide to Financial Success.