Roy Matlock, Jr. Advisory

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

Success as an Financial Advisor is built through more than product knowledge.Let’s connect and talk about the latest ins...
09/01/2026

Success as an Financial Advisor is built through more than product knowledge.

Let’s connect and talk about the latest insights in the industry.
For more information, follow this link:
https://roymatlockjr.com/rmj-company-overview/

Your professional brand is built through trust, consistency, and the way you serve people.For insurance agents, that mea...
08/27/2026

Your professional brand is built through trust, consistency, and the way you serve people.
For insurance agents, that means building real relationships, staying visible, following up, and becoming someone people feel confident turning to for guidance.

For more information, follow this link:
https://roymatlockjr.com/rmj-company-overview/

Curious how a Roth IRA could support your retirement savings?Learn the basics, contribution limits, income rules, and ho...
08/25/2026

Curious how a Roth IRA could support your retirement savings?
Learn the basics, contribution limits, income rules, and how it may fit into your retirement plan. More info:
https://roymatlockjr.com/retirement-planning/

You may have several choices, such as keeping it in your former employer’s plan, moving it to a new employer’s plan, or ...
08/24/2026

You may have several choices, such as keeping it in your former employer’s plan, moving it to a new employer’s plan, or rolling it into an IRA.
Before deciding, consider fees, investment options, taxes, and how the account fits into your long-term retirement strategy.

Learn more: https://roymatlockjr.com/rollover-options/

Ready to take control of your finances?A monthly household budget can help you understand where your money is going, red...
08/21/2026

Ready to take control of your finances?

A monthly household budget can help you understand where your money is going, reduce stress, prepare for unexpected expenses, and give your family a clearer plan for the future.

For more information:
https://roymatlockjr.com/family-budget-goals/

A goal without a strategy can feel overwhelming.The right financial strategy helps you understand where you are today, w...
08/20/2026

A goal without a strategy can feel overwhelming.
The right financial strategy helps you understand where you are today, what you want for the future, and what steps may help you move forward with more clarity.

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

08/19/2026

A financial review should not be about selling more products. It should be about creating more clarity.
In this reel, Roy explains how a real review looks at your defensive position, income protection, estate planning, retirement concerns, investments, goals, and the bigger question: what are you trying to accomplish?

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

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2817 West End Avenue
Nashville, TN
37203

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