Faith Investor Services

Faith & Retirement

Business EN ↓ 107 episodes

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 your beliefs, principles, and life mission. Join Jay Peroni, CFP®️ as he dives into strategies, stories, and expert insights that help you invest with both purpose and conviction. Whether you're new to investing or a seasoned professional, this podcast will guide you through aligning your portfolio with your faith. Let’s invest in what truly matters—together.

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Faith Investor Services

Episodes

Episode 5: How to Make Wise Investment Decisions that Honor God 12.09.2024 26:21

In this episode, Jay Peroni, CFP explores some of the biggest mistakes that investors make. Drawing on over 28 years of experience as a financial advisor, Jay shares some real-world stories of how investment plans went off track, but more importantly how you can prevent these from happening to you! Jay shares how you can be better equipped to make wiser financial decisions.

Episode 4: Analyzing Your Retirement with Your Faith in Mind 12.09.2024 26:00

This week, Jay covers important factors in creating a faith-filled retirement plan. Based on caller questions and concerns, Jay Peroni, CFP®️ covers some of the most important factors to consider if you are within 5 to 10 years of retirement. How do you protect and grow your assets and income to keep up with taxes, inflation, and long-term health care costs?

Episode 2: Creating a Solid Financial Plan Based on Biblical Wisdom 12.09.2024 26:00

How does one create a financial plan that centers around your faith and values? In this week’s episode, Jay Peroni, CFP covers some of the biggest mistakes he sees investors making when they plan their future. Jay shows you how you can keep your faith front and center as you invest and plan for retirement.

Episode 3: Important Questions to Ask Your Financial Advisor 12.09.2024 26:00

Finding an advisor who shares your faith is one of the most important decisions you can make. In this week’s episode, Jay Peroni, CFP®️ covers key questions you need to ask when evaluating your investment portfolio.

Episode 1: Investing in a Biblically Responsible Manner 12.09.2024 26:00

Is your faith important to you? If so, how do you invest in a way that lines up with your faith and values? On this week’s episode, Jay Peroni, CFP®️ covers how you can vote with your investment dollars. Jay shows you how to create a faith-filled retirement plan. He covers the important factors and ethical issues you can support or avoid with your investments.

Episode 26: Rate Cuts and a Polarizing Presidential Election: What could go right and what could go wrong? 12.09.2024 26:00

On this week’s episode, Jay Peroni, CFP® covers the shifting political landscape. What does this mean for the markets? Jay takes a look at what a Trump vs. Harris election could do to the markets and how you can prepare.

Episode 27: Markets Drop Fast: Is this a Buying Opportunity or Should You Head for the Hills? On this week’ 09.09.2024 26:00

On this week’s episode, Jay Peroni, CFP gives insight on the state of the markets and what investors should be doing with their retirement funds right now. Jay covers the latest economic trends and big moves that happened in the markets in August.