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

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.