This week, Jay covers important factors in creating a faith-filled retirement plan. Based on caller questions and concerns, Jay Peroni, CFP®️ covers some of the most important factors to consider if you are within 5 to 10 years of retirement. How do you protect and grow your assets and income to keep up with taxes, inflation, and long-term health care costs?

This week, Jay covers important factors in creating a faith-filled retirement plan. Based on caller questions and concerns, Jay Peroni, CFP®️ covers some of the most important factors to consider if you are within 5 to 10 years of retirement. How do you protect and grow your assets and income to keep up with taxes, inflation, and long-term health care costs?

Episode 4: Analyzing Your Retirement with Your Faith in Mind

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.

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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 4: Analyzing Your Retirement with Your Faith in Mind

Episode 4: Analyzing Your Retirement with Your Faith in Mind