Faith & Retirement

Faith & Retirement

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Faith & Retirement episodes

  • Episode 37: Opportunities and Threats in Retirement: How to develop a sound strategy!

    In this week’s episode, Jay Peroni, CFP®, looks at the pros and cons of the market and economic landscape. What’s going right and what’s off track? Should you be bullish or bearish right now? Then he examines what it means to be a biblically responsible investor, how do you know if your investments truly reflect your faith and values? Who is managing your money makes all the difference in the world! Then Jay dives into the single biggest risk facing investors right now. How can you be prepared for a potential collapse? Then later in the show, Jay looks at some opportunities and threats for those who are about to retire and those who recently retired. How do you make sure you have a sound strategy for the ups and downs that will come after you retire? Tune in this week to get timely guidance on how to a be a better steward!

    25 min
  • Episode 36: Feast or Famine? If the economy gets worse, where can investors hide for safety?

    In this week’s episode, Jay Peroni, CFP® covers the latest economic numbers. Are things finally trending in the right direction? Jay looks at some of the key investor concerns. What does this mean for returns moving forward? And if the economy gets worse, which sectors and investments could provide safety? Then Jay looks at the single biggest risk retirees face. Do you have a plan in place to make sure you don’t run out of money in retirement? Jay provides some action steps to create a solid income plan for life. Tune in to get some much needed financial wisdom from a biblical perspective!

    26 min
  • Episode 35: Don’t Run Out of Money in Retirement!

    On this week’s episode, Jay Peroni, CFP® looks at how the latest interest rates cuts could trickle into the economy and markets. Was the cut too little, too late? As the job numbers and economic numbers continue to deteriorate, Jay takes a historical look at the current environment and what he’s looking for to spot the next recession. Then Jay dives into the latest DEI trends and how you can vote your values with your investment dollars. Then later in the show Jay looks at current market trends and what to do if you’re about to retire or just recently retired. How do you make sure you don’t run out of money? Jay provides some action steps to protect your retirement! Don’t miss this timely episode.

    27 min
  • Episode 34: The Fed Finally Cuts Interest Rates, Now What?

    In this week’s episode, Jay Peroni, CFP® sheds light on the Fed’s recent interest rate cut. Why half a point and what should investors be paying attention to next? Then Jay takes a look at the popular 4% rule. Is this smart for most retirees? What could go wrong? Jay also examines social security and some of the biggest mistakes retirees make when selecting their social security payments. Then later in the show, Jay tackles how investors can potentially get a better investment approach in these markets and where does Bitcoin belong in a portfolio, if any where? This is an action-packed episode full of great financial wisdom. Listen in now!

    27 min
  • Episode 33: Get Out and Vote with Your Money!

    In this week’s episode, Jay Peroni, CFP® breaks down the upcoming election. Get out and vote! Do the financial markets care who wins the White House? Jay takes a historical look at past elections and brings key insights on what that could mean for the markets in 2024. He then highlights a key difference between Harris and Trump, one major difference that could potentially crash the markets. Later Jay looks at the current investment landscape, is it a good time to invest in stocks? What are the market signals telling us? What about gold? Jay looks at why gold should be a part of most investors’ portfolios. Later in the show, Jay looks at retirement planning. Should you take social security early? How do you make sure you don’t run out of money and should you be using a 401k to save? Jay covers all these timely topics and more. Tune in today to get some biblical wisdom on the financial topics of the day!

    27 min
  • Episode 32: The Faith Investor Services Origin Story!

    In this week’s episode Jay Peroni, CFP® brings on special guest, Mike Skillman, who is the CEO & Founder of Faith Investor Services (FIS). Mike is an investment management executive with decades of experience successfully building and leading organizations through a variety of market environments.

    26 min
  • Episode 29: New Opportunities on the Horizon?

    With inflation and economic data softening, the Fed is ready to cut rates in September. What impact should that have on consumers and investors? Jay Peroni, CFP® covers the latest economic and investment trends and how investors should be positioned for the end of 2024.

    26 min

About Faith & Retirement

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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…