Faith & Retirement

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!

In this week’s episode, Jay Peroni, CFP® unpacks some of the upcoming Trump initiatives for 2024. He highlights 4 areas to watch in 2025. Then Jay highlights some key financial considerations for those who have either left a job or retirement. Jay covers some ways to navigate your financial choices through a biblical lens. Then later in the show, Jay unpacks the latest inflation and interest rate data, are these trending in the right direction? More importantly, how could they impact your finances? Jay also looks at New Year’s Resolutions – better financial plan anyone? And some year-end gifting strategies to potentially save on taxes and better support your favorite missions and ministries. Tune in this week for timely strategies to help end the year on a positive note!

On this week’s episode, Jay Peroni, CFP is joined by Steve Nelson & Sara LaClair, portfolio managers of the Christian Stock Fund (PRAY). They cover an update on PRAY, performance for 2024 year to date, and opportunities they see in 2025. They dive into some themes they are pursuing as the portfolio managers and cover some of the top stock ideas in the portfolio. Don’t miss this special episode!

In this week’s episode, Jay Peroni, CFP is joined by Mark Minnella of More Than Money Ministries to talk about how Christians can rescue funds from secular money management and bring them under alignment with God’s word. Jay and Mark talk about stewardship lessons and what they have learned over decades in the financial industry. How can you be a better steward? Listen in on this exciting conversation!

In this week’s episode, Jay Peroni, CFP tackles some common life events that often cause families to make a shift to seek out professional help and retirement wisdom. He examines some key reasons and what you should look for as you seek guidance for retirement. Then Jay looks at some common reasons why investors change financial advisors. Most often, it’s not just about the returns. What should you seek out in an advisor? Then later in the show, Jay covers the pros and cons of 401ks, a look at the glass as half full or half empty with the Fed on interest rates, the economy, and inflation. Then he goes over the risk and rewards of cryptocurrencies. How to prevent scams and also diversify your portion. Listen in on an action-packed episode!

In this week’s episode, Jay Peroni, CFP®, takes a look at current trends in the market. Why are stocks starting to pull back after the election surge? What economic policies could Donald Trump tackle first and how could that impact your retirement funds? Jay talks to listeners all the across the Nation, what is the single biggest financial concern right now and more importantly how do you make sure you are protected? Then later in the show, Jay looks at what happens after you retire. What if you start running out of money, what do you do? What are some year-end planning opportunities before we close out 2024? Then Jay looks at another company abandoning woke policies. Will the trend continue and how can you make sure your money is more in line with your values? Don’t miss out on this week’s exciting episode. Listen now!

In this week’s episode, Jay Peroni, CFP gives his insight on the election results and what this means from a Biblically-Responsible Investing perspective. Then he looks at Trump trade opportunities for 2024 and 2025. What sectors and asset classes can benefit from deregulation and tax cuts? Then Jay dives into the latest Fed interest rate cut. How will this impact listeners? What are some of the pros and cons? Then later in the show, Jay looks at how woke policies are creating backlash. Are corporations finally getting the message? How can you vote with your investments? Tune in this week for the latest market and economic insights.

On this week’s episode, Jay Peroni, CFP® dives into investment trends in the month of November and how did “sell in May and go away” work out in 2024? Then Jay looks at some important investment themes on his radar for the rest of 2024 and into 2025. Then Jay covers the latest Eventide study showing nearly 90% of Christians want ethical investments yet few actually implement a faith-based strategy. Where is the disconnect and how can investors get more of what they are seeking? Then later in the show, Jay highlights some yearend tax opportunities, how investors can make sure their retirement plans never go backwards, and then he highlights a few unusual or little-known investments that achieved triple digit returns in 2024. You don’t want to miss this exciting episode…

On this week’s episode, Jay Peroni, CFP® dives into some of the dynamic trends driving the economy and market right now. Why are interest rates heading back up? What has gone right and wrong financially during Biden’s term in office and what to expect heading into the elections? Then Jay dives into the latest earnings reports and discusses some opportunities for the next 12-18 months. Later in the show, Jay looks at the latest tax changes for 2025, ways to pay less in taxes, should you convert to a Roth, and 4 ways to make sure you don’t run out of money in retirement. It’s an action-packed episode. Listen in now!

In this week’s episode, Jay Peroni, CFP® takes a closer look at the greatest risk facing American retirees – the loss of purchasing power due to a declining dollar. How can you protect yourself? Then Jay looks at current market valuations, have stocks come too far, too fast? What could end the current bull market and how much higher or longer could it last? Then later in the show Jay looks at various asset classes – stocks, bonds, commodities, bitcoin, and gold. They are all up this year, what’s this telling us? Then Jay closes the show out with five common themes for those who have financial independence. How many of these habits are part of your financial life? Jay sheds light on some interesting things he’s learned in his 28 years in the financial industry. You don’t want to miss this week’s timely insights!