Faith & Retirement

In this special episode of Faith & Retirement , hosts Tom Levine & Jay Peroni, CFP sit down with Sara LaClair and Steve Nelson, portfolio managers of the FIS Christian Stock Fund (PRAY ETF), which trades on the New York Stock Exchange. With the fund celebrating its three-year anniversary, they dig into what makes PRAY unique, focusing on its commitment to Christian principles, such as avoi...

In this episode, Jay Peroni, CFP, dives deep into the process of "Screening and Cleaning" investments, helping listeners understand how to align their portfolios with Christian values. He explains the practical steps involved, the time commitment, and the key insights that emerge when reviewing investments from a biblical perspective. From ethical concerns to risk management, Jay offers guidance o...

In this week’s episode, Jay Peroni, CFP, dives into practical financial advice that aligns with faith and values, helping listeners develop a clear, God-honoring investment strategy. He answers common questions about discretionary management, showing how clients can have control while trusting expert advisors to manage investments. Jay also explains the importance of working with a fiduciary finan...

In this week’s episode, Jay Peroni, CFP dives into several key financial topics to help you navigate your wealth journey with a Christian perspective. First, Jay unpacks the strategy of leaving a legacy to ministries and Christian organizations using tools like IRAs and Donor-Advised Funds (DAFs), which offer tax advantages and can ensure your giving continues long after you're gone. Jay also answ...

In this week’s episode, Jay Peroni, CFP® looks at the biggest difference between biblical responsible and traditional investing. He looks at key considerations when you seek to be a better steward. How do you develop a biblically based asset allocation plan? How could Artificial Intelligence impact the markets in the years to come? Then Jay looks at some key retirement issues. How do you handle a...

On this week’s episode, Jay Peroni, CFP® unpacks some exciting news for older folks looking to catch up on their retirement savings. What are some new retirement opportunities in 2025? Then Jay breaks down a recent study showing investors underperformed the markets for the third year in a row in 2024. What happened and how can you get better results? Then Jay examines the swift market turnaround,...

On this week’s episode, Jay Peroni, CFP® covers the latest headlines – What’s happening in California with the wildfires, why are stocks falling in 2025, why are yields rising, and is inflation trending in the right direction? Jay checks in on these topics and highlights how you can measure if the economy is healthy or getting close to a recession. Then Jay takes a look at the newly signed Social...

In this week’s Episode, Jay Peroni, CFP looks at how you make 2025 a great year. He dives into 6 of the biggest risks you face if you are considering retirement this upcoming year. How do you create a biblically based financial plan to minimize the impact of these challenges? Then Jay unpacks 5 goals that most of his clients want to achieve in retirement. Then later in the show, Jay looks at two i...

On this week’s episode, Jay Peroni, CFP® covers the latest headlines – What’s happening in California with the wildfires, why are stocks falling in 2025, why are yields rising, and is inflation trending in the right direction? Jay checks in on these topics and highlights how you can measure if the economy is healthy or getting close to a recession. Then Jay takes a look at the newly signed Social...

n this week’s Episode, Jay Peroni, CFP looks at how you make 2025 a great year. He dives into 6 of the biggest risks you face if you are considering retirement this upcoming year. How do you create a biblically based financial plan to minimize the impact of these challenges? Then Jay unpacks 5 goals that most of his clients want to achieve in retirement. Then later in the show, Jay looks at two im...

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 f...

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...

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 conversa...

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 yo...

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 sur...

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 p...

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...

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...

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 vari...

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 worl...

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...

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...

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...

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 lat...