Episode 53: Legacy in the Making: Roy Matlock, Jr.'s Formula for Financial Freedom

In this exciting episode of the Serving Seniors Podcast, host Matt Helton sits down with financial visionary Roy Matlock, Jr., Founder of Roy Matlock, Jr. & Associates. Together, they dive into the world of financial planning, discussing actionable strategies to achieve financial independence and create a lasting legacy. Roy shares his expert insights from over 40 years in the financial services industry, including tips on money management, mutual funds, and retirement planning.Listeners will also hear Roy’s inspirational journey from Nashville native to nationally recognized financial educator, radio host, and founder of the innovative CRM platform, SalesTeamPro. Roy’s wealth of knowledge and passion for empowering others will leave you inspired to take control of your financial future.Connect with our guest at www.roymatlockjr.com.Company Name: One Trust Home LoansHost: Matt HeltonPodcast Name: Serving Seniors PodcastPodcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents.Podcast URL: www.servingseniorspodcast.comSponsor Name: One Trust Home LoansSponsor URL: www.onetrusthomeloans.comNMLS Numbers: Matt Helton, NMLS#178551; One Trust Home Loans, NMLS#46375Licensing Information: Loans provided by One Trust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375. For additional licensing and disclaimer information, visit www.nmlsconsumeraccess.org.Contact Number: (888) 488-3807Social Media Links:Facebook: www.facebook.com/MattsMortgageNewsLinkedIn: www.linkedin.com/in/matt-helton-7b3bab6/YouTube: www.youtube.com/@servingseniorspodcastHashtags:#HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #ServingSeniorsPodcast #MattHelton #OneTrustHomeLoansDisclaimer:The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.