Faith & Retirement

In this week’s episode, Jay Peroni, CFP brings in two special guests – Steve Nelson and Sara LeClair, portfolio managers of the PRAY ETF. Listen to the active discussion as they dive into how the fund did in the first half of 2024, how they are positioning the portfolio for lower interest rates, and a potential Trump presidency.

On this week’s episode, Jay checks in on the inflation watch. Is the Fed finally ready to cut rates? Jay weighs in on the Fed, inflation, and the upcoming Presidential election. Then Jay tackles the need for personalized advice as one approaches retirement.

In this week’s episode, Jay Peroni, CFP® discusses challenges women face in retirement planning. Retirement can look a little different for women than it does for men. Women still are more likely to serve as caretakers than men meaning they may accumulate less income and benefits due to their time absent from the workforce.

Our Biblically Responsible Investing (BRI) message is breaking through! This movement is taking hold with Christian families. How can you join the movement? In this episode, Jay Peroni, CFP® shows you some simple steps to be a better steward. Then Jay provides an update on the Christian Stock Fund ETF (PRAY) and why it’s different from most funds in the marketplace.

Many investors start with good intentions but discover their investments don’t align with their faith. In this week’s episode Jay Peroni, CFP® explains how investors can ensure their investments are biblically responsible. Jay examines how one fund company screens its investments much differently than the standard used by Faith Investor Services.

Often when you are experiencing a life change like selling a business or home, changing jobs, moving states, getting ready to retire, or just receiving an inheritance, these happenstances are when you need biblically sound advice. In this week’s episode, Jay Peroni, CFP® unpacks how you can sort through the decision maze and create a biblically based financial plan.

In this week’s episode, Jay Peroni, CFP® weighs in on the current state of the markets and economy. Despite the market’s challenges in 2024 with wars, high interest rates, upcoming elections, and more, the markets have been relatively stable. Is this the calm before the storm?

In this week’s episode, Jay Peroni, CFP® covers the latest Employee Benefit Research Institute (EBRI) Retirement Confidence Survey. This recently released report provides an illuminating look at the current state of retirement preparations and mindsets across the country.

On this week’s episode, Jay Peroni, CFP® covers how you can manage your retirement assets in a Biblically responsible way. Many passive investors are taking on far more risk than they understand and supporting dirty companies in the process.

In this week’s episode, Jay Peroni, CFP® covers ways investors can potentially double their retirement savings heading into retirement and grab 15% in extra income without sacrificing their faith and values. He examines practical steps in the financial planning and management process, specifically examining the two biggest traps for investors. Jay also tackles why he believes active management is critical over the next 5 years. Later in the show, Jay addresses a recent article on MSN that talked about how companies that went woke are now rethinking their decisions to be so political. It cost them millions, was it worth it? Jay shares his thoughts on the latest trends with ESG and woke corporate behavior.