In this episode, Jay Peroni, CFP, dives deep into the process of "Screening and Cleaning" investments, helping listeners understand how to align their portfolios with Christian values. He explains the practical steps involved, the time commitment, and the key insights that emerge when reviewing investments from a biblical perspective. From ethical concerns to risk management, Jay offers guidance on making sure your financial decisions honor God. Additionally, Jay addresses common questions about active vs. passive management, investing for government employees, navigating retirement, and much more. Tune in for a holistic view of biblically responsible investing, practical tips, and expert advice on how to invest with faith and purpose.

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.

In this week’s episode, Jay Peroni, CFP dives into several key financial topics to help you navigate your wealth journey with a Christian perspective. First, Jay unpacks the strategy of leaving a legacy to ministries and Christian organizations using tools like IRAs and Donor-Advised Funds (DAFs), which offer tax advantages and can ensure your giving continues long after you're gone. Jay also answers a listener's question about our national reach, explaining how we serve clients across all 50 states, from individual investors to high-net-worth individuals and independent advisors. Next, Jay discusses the growing popularity of "Guaranteed Income For Life" plans, comparing them to Social Security and exploring options like Fixed Indexed Annuities (FIAs) for creating secure retirement income. Then, Jay touches on a "black swan" moment in the AI industry, discussing the impact of China's DeepSeek AI model on U.S. stocks, and looks ahead to potential market reactions to President Trump's second term and his tariff policies. Jay also explores how real estate can fit into your retirement strategy, including the benefits of Real Estate Investment Trusts (REITs) for income and diversification. Tune in for insights on how to build a strong, faith-aligned financial plan that secures your future while benefiting the ministries and causes you care about!

In this week’s episode, Jay Peroni, CFP® looks at the biggest difference between biblical responsible and traditional investing. He looks at key considerations when you seek to be a better steward. How do you develop a biblically based asset allocation plan? How could Artificial Intelligence impact the markets in the years to come? Then Jay looks at some key retirement issues. How do you handle a 401k rollover? What are some of the key advantages? How do you deal with the emotions and uncertainty that can often come along with retirement? Then Jay covers some protection strategies for investors who don’t like the ups and downs and the markets and want more stability. How do you create a balanced income plan? How do you minimize your tax liability in retirement. Tune in to this action packed episode of Faith & Retirement!

On this week’s episode, Jay Peroni, CFP® unpacks some exciting news for older folks looking to catch up on their retirement savings. What are some new retirement opportunities in 2025? Then Jay breaks down a recent study showing investors underperformed the markets for the third year in a row in 2024. What happened and how can you get better results? Then Jay examines the swift market turnaround, what got stocks back on track the past couple of weeks? Then later in the show Jay tackles some faith inspired questions as it relates to investing. How can you create a biblically based financial plan? Is it a sin to invest in companies that violate biblical standards? Isn't biblically responsible investing a form of legalism? And how can we as believers realistically distinguish between moral and immoral activities, as well as objectionable and acceptable companies? Don’t miss this exciting episode on ways you can grow deeper in your faith with your finances!

On this week’s episode, Jay Peroni, CFP® covers the latest headlines – What’s happening in California with the wildfires, why are stocks falling in 2025, why are yields rising, and is inflation trending in the right direction? Jay checks in on these topics and highlights how you can measure if the economy is healthy or getting close to a recession. Then Jay takes a look at the newly signed Social Security Fairness Act. Who benefits and what’s the impact for many retirees? Jay looks at those ready to retire. How managing withdrawals can significantly impact the longevity of your retirement funds and how do you make sure you don’t run out of money? Then later in the show Jay unpacks annuities, three key areas he is excited about in 2025, and DEI trends. Is this a win for Christian investors and what implications these policies could have moving forward! Listen in on this important conversation to help you navigate your retirement in a faithful manner!

In this week’s Episode, Jay Peroni, CFP looks at how you make 2025 a great year. He dives into 6 of the biggest risks you face if you are considering retirement this upcoming year. How do you create a biblically based financial plan to minimize the impact of these challenges? Then Jay unpacks 5 goals that most of his clients want to achieve in retirement. Then later in the show, Jay looks at two important questions facing investors in 2025, what investment themes should prevail this year, 3 trades ideas for Trump 2.0, new retirement changes for the year ahead, and how to protect your portfolio if 2025 turns out to be more bumpy than expected. Don’t miss this special episode on how to be better investor this year!

In this week’s episode, Jay Peroni, CFP® covers the biggest financial headlines of 2024. How did these impact the markets and what’s in store for 2025? Then Jay highlights some of the biggest surprises over the past year along with some of the disappointments that Americans faced in 2024. Later in the show, Jay takes a look at what went right and what went wrong this past year. What can we learn from these insights? Then Jay highlights the biggest victories for faith-based investors in 2024, three big themes for Trump 2.0, and a few ways investors can protect their portfolios is 2025 if we face a market meltdown. Tune in to this week’s timely episode!