Finding an advisor who shares your faith is one of the most important decisions you can make. In this week’s episode, Jay Peroni, CFP®️ covers key questions you need to ask when evaluating your investment portfolio.

Finding an advisor who shares your faith is one of the most important decisions you can make. In this week’s episode, Jay Peroni, CFP®️ covers key questions you need to ask when evaluating your investment portfolio.

Episode 3: Important Questions to Ask Your Financial Advisor

Is your faith important to you? Have you ever wondered how to align your financial decisions with your values? In Faith &amp; Retirement, we explore how to invest in a way that reflects your beliefs, principles, and life mission. Join Jay Peroni, CFP®️ as he dives into strategies, stories, and expert insights that help you invest with both purpose and conviction. Whether you're new to investing or a seasoned professional, this podcast will guide you through aligning your portfolio with your faith. Let’s invest in what truly matters—together.

Business

Religion & Spirituality

Christianity

Investing

Is your faith important to you? Have you ever wondered how to align your financial decisions with your values? In Faith & Retirement, we explore how to invest in a way that reflects your beliefs, principles, and life mission. Join Jay Peroni, CFP®️ as he dives into strategies, stories, and expert insights that help you invest with both purpose and conviction. Whether you're new to investing or a seasoned professional, this podcast will guide you through aligning your portfolio with your faith. Let’s invest in what truly matters—together.

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Episode 3: Important Questions to Ask Your Financial Advisor

Episode 3: Important Questions to Ask Your Financial Advisor