If you made financial resolutions to start 2024, now is a great time to check in and see how your money is doing. This week, Larry has some steps you can take to give yourself a financial checkup as we approach the halfway point of the year. Plus, he has an update on Social Security and when its trust funds may run out of money. And he marks Annuity Awareness Month with more details on how you can determine what type may be right for your situation.

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This week, Larry has some tips for making your financial future brighter, despite inflation taking a bite out of your wallet. Plus, if you have a nest egg that totals $250k or more, Larry runs down a list of financial moves for you to make now! Finally, we answer some listener questions about retirement, debt and more.

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This week, Larry has some tips for making your financial future brighter, despite inflation taking a bite out of your wallet. Plus, if you have a nest egg that totals $250k or more, Larry runs down a list of financial moves for you to make now! Finally, we answer some listener questions about retirement, debt and more.

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Call Your Family Bank at (904) 940-9555

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Larry welcomes Jerry Whitley and Phil McKellar from the Guardian Financial Group. Their mission is to help church congregations and leaders retire with confidence. The three discuss how they travel around the country and assist groups of all sizes through education and financial planning.

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Larry has a new list of five bad financial habits that could potentially cost you thousands every month. He’ll also have some tips on how to break those habits to set you up for success in retirement. Plus, how inflation is impacting our daily habits – and retirement planning – right now.

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In this bonus interview from Retirement.Radio's Matt McClure, we talk with Robin Growley - Head of Consumer Deposits at Bank of America. The two discuss some new online budgeting trends Robin has been tracking and offer advice on how listeners can navigate them.

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On this week’s show, Larry shares a list of seven common financial mistakes you will want to avoid for a successful retirement. Plus, we share some money moves to make if you are in your 50s. Finally, in our Inflation Demonstration segment, we will explain how rising prices are impacting everything from household expenses to Social Security.

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Are you confident in your retirement plan? or do you have some doubts?

This week, Larry shares six essential steps you should take to get your plan back on track. Plus, why is Social Security under so much pressure these days? We will discuss that – and how you can plan to make sure you’re prepared no matter what happens.

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Call Your Family Bank at (904) 940-9555