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CPI Report, Best Summer Travel Destinations, And One Small Shift Could Make A $2 Million Difference

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Manage episode 419452055 series 3548148
Indhold leveret af Wes Moss. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Wes Moss eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

CIA’s Wealth Management Analyst Jeff Lloyd joins Wes to dissect the latest financial news and demystify retirement finances. They open with inflation numbers from the recent CPI report, then celebrate the Atlanta Metro area’s rise to #1 on Wallet Hub’s 2024 Best Summer Travel Destination list. They quickly mention the Northern Lights before probing the market’s all-time highs and inspecting a new Schroders retirement study. Next, Wes forecasts an upcoming Retire Sooner Podcast interview with Dr. Dawn Carr about actionable social prescriptions for a happier and healthier retirement. Then, he outlines his recent Forbes article about how one small shift could make a $2 million difference. Finally, Wes and Jeff evaluate a study about the financial impact of buying expensive lattes.

  continue reading

26 episoder

Artwork
iconDel
 
Manage episode 419452055 series 3548148
Indhold leveret af Wes Moss. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Wes Moss eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

CIA’s Wealth Management Analyst Jeff Lloyd joins Wes to dissect the latest financial news and demystify retirement finances. They open with inflation numbers from the recent CPI report, then celebrate the Atlanta Metro area’s rise to #1 on Wallet Hub’s 2024 Best Summer Travel Destination list. They quickly mention the Northern Lights before probing the market’s all-time highs and inspecting a new Schroders retirement study. Next, Wes forecasts an upcoming Retire Sooner Podcast interview with Dr. Dawn Carr about actionable social prescriptions for a happier and healthier retirement. Then, he outlines his recent Forbes article about how one small shift could make a $2 million difference. Finally, Wes and Jeff evaluate a study about the financial impact of buying expensive lattes.

  continue reading

26 episoder

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