Faith & Retirement

This episode, Jay Peroni, CFP focuses on the unique financial challenges and opportunities facing affluent Christian families. Jay offers biblically grounded strategies for wealth stewardship. Jay compares inflation to termites—silent but destructive. Even wealthy families feel it, not at the grocery store, but through rising property taxes, travel costs, and tuition. To combat this, Jay emphasize...

In this week's episode, Jay Peroni, CFP and special guest Mark Riefer, Portfolio Manager of the FIS Bright Portfolios Focused Equity ETF (ticker: BRIF) explore how Christians can align their investments with biblical values without sacrificing performance. Mark introduces Bright Portfolios’ proprietary “3 Ps Moral Audit” system— Process, Products, and Priorities —which screens companies based on h...

Faithful Finances: Aligning Your Wealth with God’s Purposes In this episode, Jay Peroni, CFP, tackles how Christian investors can ensure their money aligns with their faith. Jay explains how many unknowingly invest in companies tied to abortion, pornography, or human rights violations through mutual funds and ETFs. He shares stories of clients who realigned their portfolios, experienced peace, and...

As 2025 hits the halfway mark, many Christian families are asking: Is my financial plan still working? In this episode, Jay Peroni, CFP® reveals why so many investors are seeking a second opinion—especially those who want their faith and finances to align. Jay shares stories of people shocked to discover their 401(k)s and IRAs were funding causes they morally oppose—like abortion providers and ant...

In this powerful episode of Faith & Retirement , Jay Peroni, CFP and special guest Robin John, CEO of Eventide Asset Management and author of The Good Investor explore how Christian investors can harness their wealth to not only grow assets—but to love their neighbor, fight injustice, and reflect their faith through investing. The show opens with a provocative question: What if your money coul...

In this powerful and heartfelt episode, Jay Peroni, CFP®, unpacks what it means to retire with biblical conviction, wise stewardship, and purpose-driven impact. He shares inspiring client stories—including a couple who discovered their investments were funding anti-biblical causes and shifted to biblically responsible investing, leading to transformational generosity and legacy-building. Jay empha...

In this patriotic and practical episode, Jay Peroni, CFP® explores how true freedom isn’t just about fireworks and flag-waving—it’s about financial independence rooted in biblical stewardship. From inflation-proof income strategies to long-term care planning, Jay lays out how retirees can use their freedom not for comfort, but for calling (Galatians 5:13). Jay also tackles critical issues like int...

In Episode 73 of Faith & Retirement , Jay Peroni, CFP®, tackles the urgent question: How do Christian retirees navigate global uncertainty with biblical clarity? Jay opens by responding to escalating tensions in the Middle East, emphasizing that while markets may shake, believers can anchor their financial strategies in faith and wisdom. Proverbs 27:12 reminds us to prepare for danger—not pani...

In this episode, Jay shares his personal experience of relocating from Tennessee to South Carolina—and how moving parallels retirement: it’s physical, emotional, and deeply financial. From skyrocketing moving costs to home appreciation strategies, Jay explains how to transition wisely and steward every financial change with purpose. We also unpack the current global tensions, market volatility, an...

In this powerful episode, Jay Peroni explains how biblically responsible investing helps Christians avoid supporting causes like abortion, pornography, and anti-Christian activism—while still pursuing competitive returns. Jay breaks down the "clean screening" process, challenges the myth that only the Magnificent Seven deliver returns, and celebrates the growing awareness of faith-based investing,...

On this special Father’s Day edition of Faith & Retirement, Jay Peroni, CFP dives into the powerful themes of fatherhood, legacy, and faith-driven financial planning. In Segment 1 , Jay reflects on the biblical call to leave an inheritance—both spiritual and financial—for future generations. Jay explains how Christian families can simplify legacy planning, avoid common financial missteps, and...

Episode 70: Faithful Investing – Clean Portfolios, Real Returns, and Building a Lasting Legacy In this powerful episode, Jay Peroni explains how biblically responsible investing helps Christians avoid supporting causes like abortion, pornography, and anti-Christian activism—while still pursuing competitive returns. Jay breaks down the "clean screening" process, challenges the myth that only the Ma...

In this episode of Faith & Retirement , hosts Tom Levine and Certified Financial Planner Jay Peroni unpack how today’s news and timeless biblical principles shape smart investing. In this episode, Jay Peroni, CFP discusses why gold remains a strategic hedge despite flashy science headlines turning lead into gold for a split second. Jay shares how Faith Investor Services blends gold with a bala...

In this episode of Faith & Retirement , Jay Peroni, CFP, dives into the real-life challenges and surprises retirees face. Jay explains why a million dollars isn’t always the finish line—it’s how efficiently that money works for you that really matters. From tax-efficient strategies and leveraging home equity to building bulletproof plans that can handle inflation and healthcare costs, Jay shar...

Jay breaks down today’s economic headlines—from job growth and cooling inflation to global debt and geopolitical risks—and what they mean for your faith-driven retirement plan. Topics include: The importance of diversified, biblically responsible portfolios Whether to withhold taxes on Social Security Why index funds may compromise Christian values The role of gold, silver, and tactical investing...

In this power-packed episode of Faith & Retirement , Jay Peroni, CFP explores some of the most important—and most misunderstood—topics in retirement planning from a Christian perspective. Jay breaks down the bucket strategy for retirement income, explaining how combining Social Security, private pension income, and biblically responsible investing can provide peace of mind and spiritual alignm...

In this powerful episode of Faith & Retirement , Jay Peroni, CFP® unpacks how Christian families can build a tax-smart, impact-driven retirement without compromising their values. Jay highlights practical ways to reduce taxes in retirement using Roth IRAs, charitable giving strategies, and state-specific tax planning. He warns listeners about the hidden dangers in many mainstream investments —...

In this powerful episode, Jay Peroni, CFP, explores how Christian business owners and professionals can retire with purpose. If you're within 3–5 years of selling your business or stepping away from your career, this conversation is for you. Key Takeaways: Retirement is a calling, not a finish line. Jay shares how business owners can transition not just financially, but spiritually and missionally...

In this week's episode, Jay Peroni, CFP, invites listeners to rethink retirement—not just as a season of rest, but as a chance to live with renewed purpose and deeper impact. Jay unpacks how Christians can align their financial decisions with biblical principles, especially in today’s uncertain economy. From navigating inflation and volatile markets to building a retirement plan that prioritizes g...

In this week's episode, Jay Peroni, CFP unpacks recent financial market jitters and share why staying the course is key, especially when your goals or life circumstances shift and Jay covers why you should make sure your portfolio matches your faith and values. Special guest Bob Lotich of SeedTime.com shares his inspiring journey from debt to financial freedom through Biblical principles. By 31, h...

In this week's episode, Jay Peroni, CFP dives into the current economic landscape of 2025, which has seen significant market volatility and uncertainty. The first quarter marked the worst performance for U.S. stocks since 2022, with over $5 trillion in losses. Despite inflation easing, job creation slowed, and concerns over potential recession persist. With the Federal Reserve cautious about cutti...

On this episode of Faith & Retirement with Jay Peroni, host Jay Peroni, CFP, is joined by financial stewardship expert David Bennett to explore creative ways to support churches and ministries beyond traditional cash donations. They discuss: • Alternative Giving Strategies – Using required minimum distributions (RMDs), appreciated stock, and in-kind donations to maximize tax savings while supp...

In this week's episode, Jay Peroni, CFP, shares insights into key financial topics, offering advice rooted in Christian values and practical strategies for investors. He discusses the importance of ethical investing, highlighting concerns that many Christian clients have, such as screening out investments tied to abortion, pornography, tobacco, weapons, gambling, and human rights violations, aimin...

In this episode, Jay Peroni, CFP, welcomes Dr. Shane Enete, an expert in finance and a professor at Biola University. Jay discusses Dr. Enete's latest book, Whole Heart Finances: A Jesus-Centered Guide to Managing Your Money with Joy , which provides practical insights into financial stewardship through a biblical lens. The conversation dives into biblically responsible investing , helping listene...

In this episode, Jay Peroni, CFP, delves into critical financial topics impacting investors today. He begins with a look at President Trump’s economic policies, discussing their potential to reshape sectors like energy, defense, and manufacturing. Jay then explores current investment concerns, such as inflation, interest rates, and the rise of AI, while stressing the importance of faith-driven inv...