• Faith-Driven Finance: Aligning Values with Smart Investment Strategies

  • Feb 25 2025
  • Durée: 26 min
  • Podcast

Faith-Driven Finance: Aligning Values with Smart Investment Strategies

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  • Résumé

  • In this week’s episode, Jay Peroni, CFP, dives into practical financial advice that aligns with faith and values, helping listeners develop a clear, God-honoring investment strategy. He answers common questions about discretionary management, showing how clients can have control while trusting expert advisors to manage investments. Jay also explains the importance of working with a fiduciary financial advisor for conflict-free, transparent advice and why many investors struggle with emotional decision-making in the markets. He shares strategies for better returns, managing risk in retirement, and tax-efficient withdrawal techniques. Plus, Jay reveals his go to tool, Retirement Analyzer, to help listeners save smartly for retirement and optimize their financial future.
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