Faith & Retirement

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.

On this week’s episode, Jay Peroni, CFP® provides his take on the government deficits and the sovereign debt crisis. Jay covers some ways investors can prepare for these challenging economic times. Then Jay looks at popular target date funds offered in most 401ks.

On this week’s episode, Jay Peroni, CFP® examines the shift in consumer trends as more investors are becoming aware of their influence on society. As more companies, abandon ESG and DEI initiatives, Jay dives into some simple ways Christian investors can pool their resources to make a bigger difference.

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.

With weaker than expected economic numbers in 2024, many investors are concerned about a recession. In this week’s episode Jay Peroni, CFP tackles signs to look for on when a recession might be unfolding.

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.

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.

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.

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.

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.

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.

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 an inside look at how he helps folks with retirement using a SWOT analysis. Jay dives into what it takes to have a solid plan as he examines what strengths, weaknesses, opportunities, and threats pre-retirees and retirees face in today’s environment. Later in the show, Jay looks at why the government’s inflation numbers can be distorted and more impo...

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...

In this week’s episode, Jay Peroni, CFP® covers what’s driving the markets, what’s behind the latest economic numbers, and should investors be concerned. Then he tackles artificial intelligence (AI). How should Christian investors approach the controversial AI industry? Later in the show, Jay covers social security decisions, surprises retirees face at retirement, and ways to make sure your retire...

How will the Middle East tensions impact your portfolio? On this week’s episode, Jay Peroni, CFP® tackles the latest headlines. How will the instability in the Middle East impact your portfolio? Is now the time to get defensive? Inflation is still on the rise, Jay dives into what items are still going up and more importantly how you can create a plan to combat inflation. Tune in to this week’s epi...

After a dramatic week with tensions elevated in the Middle East, anti-Israel mobs spreading across our universities, and politicians/voters using the headlines for political purposes, Jay Peroni, CFP examines how Christian investors can make sure they don’t succumb to a spirit of fear. Jay also highlights some great opportunities that could be right around the corner. Tune in this week to get Jay’...

In this episode, Jay Peroni, CFP discusses what it means to invest from a Christian worldview. He shows ways you can invest in companies that are aligned with your values (Biblically Responsible Investing). He also covers how you can create a biblically sound legacy – leaving more to ministries and your loved ones. How can you be a better steward with the wealth entrusted to you? Tune in to this w...

In this episode, Jay Peroni, CFP highlights one of the greatest challenges facing today’s retirees and pre-retirees – uncertain economic times and preventing life-changing market drawdowns. He shares some biblical wisdom on how to approach the markets. What if you retired today, how do you protect and grow your assets, so you don’t run out of money? Jay tackles some specific strategies to help you...

In this episode, Jay Peroni, CFP covers why the source of your profits matters to God. He examines the ethical factors to consider when investing and highlights some of the bad activities that many of the largest corporations are embracing. How do you avoid participating and profiting from these evil activities? What can you as an investor do to make sure your profits are pure?

In this episode, Jay Peroni, CFP covers important strategies investors can take today to get themselves in a better position to retire. He covers what to do with extra money right now, steps to take with your 401k and retirement accounts, as well as how to set up a guaranteed income for life!

In this episode, Jay Peroni, CFP explores the current investment landscape - challenges and risks ahead. He also examines past booms and busts - what did they have in common? More importantly, what are some key strategies you can utilize to minimize the damage during the next major market drop!

In this episode, Jay Peroni, CFP covers some of the big challenges investors face in 2024. Jay examines why index funds are not as safe as they appear. He also discusses some great threats on the road ahead - inflation, elections in November, as well as ways to get better returns and lower your tax bill.