EPISODE · Jul 16, 2026 · 34 MIN
What If Inflation Rises When I'm Retired? 2026 Edition
from America's Wealth Management Show · host America's Wealth Management Show
May inflation hit a 3-year high of 4.2% due to Middle East energy shocks. Learn how a dynamic bucket approach protects your wealth from a portfolio purge. Get your Modern Confidence Score: https://bit.ly/4yj5avj Meet with us: https://bit.ly/4ythtW8 Education center: https://bit.ly/4f3S51t Video Chapters: 0:00 - Is moving my retirement into a 3% savings account a safe move? 1:33 - Why did May inflation spike to a 3-year high of 4.2%? Breaking down the latest BLS consumer price data. 03:30 - Is the 2026 inflation bump a temporary world event or a 1970s-style collapse? Separating short-term shocks from structural trends. 05:51 - Should you use 2.5% inflation when retirement planning? Exposing flawed assumptions. 18:42 - Reaction Video: 21:14 - How do I use a 3-bucket strategy for retirement? 26:44 - Don't Do That: Why you shouldn't make financial decisions out of fear. Check out our other videos: https://youtu.be/KnyVDMmRj1g?si=H6uBeVdEdEwKH56n https://youtu.be/kkO1bPbz6TA?si=vi9gxvb0XhzxpgFC https://youtu.be/wcnhA3SQH3M?si=xAVw4xXZztX3XnN0 https://youtu.be/ZG3-XmhvWEs?si=eyypCj_XOL_oBsmP Sources: • Bureau of Labor Statistics. (2026, June 10). Consumer Price Index – May 2026. U.S. Department of Labor. https://www.bls.gov/news.release/cpi.nr0.htm • CBS News. (2026, June 10). Rate rises to 4.2% amid Iran war pressure. CBS Interactive. https://www.cbsnews.com/news/cpi-report-today-may-2026-inflation-iran-war-trump/ • https://www.pbs.org/newshour/show/hormuz-standoff-the-largest-supply-shock-ever-experienced-says-global-energy-expert • https://www.cbsnews.com/news/cpi-report-today-may-2026-inflation-iran-war-trump/ • https://officialdata.org/inflation-cpi-categories#All-items|Medical-care • https://www.mercer.com/en-us/insights/us-health-news/employers-prepare-for-the-highest-health-benefit-cost-increase-in-15-years/ • https://fred.stlouisfed.org/series/MSPUS • https://youtu.be/YP5nXSKWDd0 https://www.youtube.com/shorts/WUkMbBtlHRk ______ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser. The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
NOW PLAYING
What If Inflation Rises When I'm Retired? 2026 Edition
No transcript for this episode yet
Similar Episodes
No similar episodes found.