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31. You Come to the US to Make It, Don’t Jeopardize That By Making Mistakes | From The Trenches with James Boyle
September 18, 2024 · 39 min

CPI increased by 0.2% in August, putting the year-over-year rate at 2.5%. So, inflation is stabilising and we can all celebrate? Possibly. The U.S. added 142,000 jobs last month too, leading to a slight decline in the unemployment rate. What does this mean for markets?

Richard and James are back in the trenches, to bring you the latest cross-border financial advice. What does the CPI data tell us? What’s the rest of the year got in store?

Rich was recently a victim of attempted identity theft, and he shares the steps he’s now taken to protect himself. There’s plenty of advice to stop it happening to you in this episode. Stay vigilant and listen closely.

Finally, remember the Bernie Madoff Ponzi scheme? What lessons are there to learn from that one?

This week’s From The Trenches is a mix of practical advice, personal stories and life lessons.

We're the Brits in America is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.