• Feeling Unsure About Your Retirement?

  • Feb 5 2025
  • Durée: 26 min
  • Podcast

Feeling Unsure About Your Retirement?

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  • Résumé

  • 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!
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