Roy Matlock, Jr. Advisory

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Roy Matlock, Jr. Advisory iHeart's reliable voice on money, business, and insurance.

Struggling with money anxiety?You are not alone. Money stress can feel overwhelming, but simple tools like budgeting, tr...
10/09/2026

Struggling with money anxiety?
You are not alone. Money stress can feel overwhelming, but simple tools like budgeting, tracking expenses, building emergency savings, and creating a clear financial strategy can help you feel more in control.
Financial confidence starts with one clear step.

For more information, follow this link:
https://roymatlockjr.com/personal-financial-strategy/

Just starting your investing journey?Your 20s can be a powerful time to build smart money habits. Starting early, stayin...
10/07/2026

Just starting your investing journey?
Your 20s can be a powerful time to build smart money habits. Starting early, staying consistent, learning the basics, and creating a simple strategy can help set the foundation for your financial future.

You do not need to have everything figured out. You just need a plan and the discipline to keep moving forward.
For more information, follow this link:
https://roymatlockjr.com/personal-financial-strategy/

Retirement is not just about choosing a date.Before you retire, it helps to review your income plan, monthly expenses, S...
10/06/2026

Retirement is not just about choosing a date.
Before you retire, it helps to review your income plan, monthly expenses, Social Security timing, healthcare costs, taxes, and how your savings will support your lifestyle.

A clear plan can help you move into retirement with more confidence.
For more information, follow this link:
https://roymatlockjr.com/retirement-planning/

Your life can change a lot in a year — and your insurance needs can change with it.It’s a good idea to review your cover...
10/05/2026

Your life can change a lot in a year — and your insurance needs can change with it.
It’s a good idea to review your coverage regularly, especially after major life changes like buying a home, getting married, having a child, changing jobs, or starting or expanding a business.

A simple review can help you understand what you currently have, identify potential gaps, and make sure your coverage still fits your needs today.

Learn more about reviewing your coverage:
https://roymatlockjr.com/insurance-review-and-planning/

Two retirees can have the same-sized nest egg, but very different tax outcomes.How income is drawn from taxable accounts...
09/30/2026

Two retirees can have the same-sized nest egg, but very different tax outcomes.
How income is drawn from taxable accounts, IRAs, and other retirement assets can affect taxes, RMDs, Medicare premiums, and long-term planning.
That is why retirement income strategy matters before year-end.

For more information, visit:
https://www.roymatlockjr.com

Ready to level up your money game?Start with simple money goals you can actually follow: save consistently, reduce debt,...
09/29/2026

Ready to level up your money game?
Start with simple money goals you can actually follow: save consistently, reduce debt, build an emergency fund, and create a plan for your next financial step.
Small actions this year can help create stronger habits for the future.

For more information, follow this link:
https://roymatlockjr.com/simple-plan-financial-independence/

With a Traditional IRA, eligible contributions may provide a tax benefit today, while withdrawals are generally taxed la...
09/28/2026

With a Traditional IRA, eligible contributions may provide a tax benefit today, while withdrawals are generally taxed later.
With a Roth IRA, contributions are made with after-tax dollars, but qualified withdrawals in retirement can be tax-free.

Which approach fits better depends on factors like your income, tax situation, eligibility, and long-term retirement goals.

Learn more about IRAs and retirement planning:
https://roymatlockjr.com/retirement-planning/

09/28/2026

No matter which stage of the financial journey you're in, the underlying lesson is the same: create a plan, put it into action, and keep moving forward.

Retirement Planning: A 5-Step Guide for 2026After working with more than 75,000 families over the past four decades, I’v...
09/26/2026

Retirement Planning: A 5-Step Guide for 2026
After working with more than 75,000 families over the past four decades, I’ve seen firsthand how crucial solid retirement planning can be. As we look toward 2026, a clear, disciplined approach makes all the difference: start by estimating your retirement income needs at about 70–90% of your pre-retirement earnings. Aim to save 10–15% of your pre-tax income, and make the most of employer 401(k) matches or IRAs—these tools can have a real impact over time. When it’s time to draw on your nest egg, the 4% withdrawal rule is a sound benchmark to help your savings last. Diversifying your income streams and taking advantage of catch-up contributions if you’re over 50 are smart strategies I’ve recommended for years. Retirement is a journey—focusing on these fundamentals can help you build a future with real financial peace of mind.


https://www.vusocial.com/agent-news/roy-matlock/1579723-Retirement-Planning%3A-A-5-Step-Guide-for-2026

Life insurance buyers today are not all looking for the same thing.Some want family protection. Some want income protect...
09/24/2026

Life insurance buyers today are not all looking for the same thing.
Some want family protection. Some want income protection. Some own businesses. Some are planning for retirement, legacy, or long-term financial stability.

The right coverage should match your current stage of life, goals, budget, and responsibilities.

For more information, follow this link:
https://roymatlockjr.com/insurance-review-and-planning/

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2817 West End Avenue
Nashville, TN
37203

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+16158432999

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