207: August 16, 2025 - The Great Wealth Transfer: Planning, Protecting, and Preserving Your Inheritance

In the August 16, 2025 episode of The Roy Matlock, Jr. Money and Business Hour, Roy dives into the realities of inheritances and the massive wealth transfer taking place as Baby Boomers pass down trillions in assets. He stresses the importance of planning—both for those leaving inheritances and those receiving them. Roy explains how wills, trusts, buy-sell agreements, and careful financial management can prevent disputes, protect assets, and ensure generational wealth is preserved. He also cautions listeners not to depend on inheritances, but instead to build independent financial security through retirement planning, tax-smart investing, and disciplined money management.