Faith & Retirement
Claim This Podcastby Faith Investor Services
Podcast Overview
<p>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.</p>
Language
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Publishing Since
9/9/2024
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Recent Episodes
March 12, 2026
Income, Impact & Independence: A Faith-Centered Blueprint for Retirement
<p>In this episode, Jay Peroni, CFP explores how retirees can transform decades of savings into dependable income while staying aligned with biblical values.</p><p>In Segment One, Jay explains that the biggest retirement misconception is equating success with account size rather than income clarity. Retirement is no longer about accumulation — it’s about creating sustainable income. He emphasizes shifting from “how much do I have?” to “how much does it produce?” Through biblical principles like stewardship and counting the cost (Luke 14), Jay encourages intentional income planning.</p><p>The episode highlights faith-based investing, reminding listeners that financial decisions reflect spiritual convictions. Aligning portfolios with biblical values can bring peace and purpose. Longevity planning is also critical, as 30-year retirements require strategies that address inflation, healthcare, taxes, and volatility.</p><p>Jay outlines the importance of structured income segmentation — covering essential expenses with stable sources while using diversified investments for lifestyle and growth. Multiple income streams and diversification help protect against market concentration and unexpected disruptions. Holistic planning integrates taxes, healthcare, risk management, and legacy into one coordinated roadmap.</p><p>Segment Two focuses on execution. Taxes often become retirees’ largest lifetime expense, making strategic withdrawal sequencing essential. Jay explains tactical asset management as a responsive approach that adapts to market conditions, helping reduce emotional decision-making. Healthcare and estate planning are positioned as proactive steps that replace fear with clarity.</p><p>Ultimately, retirement success is defined not just by wealth, but by peace, purpose, and provision. The episode concludes by inviting listeners to schedule a complimentary Retirement Roadmap consultation at <a target="_blank" rel="noopener noreferrer nofollow" href="http://faithandretirement.com">faithandretirement.com</a> or 800-270-7310 to gain clarity, align investments with faith, and build a retirement plan that finishes both financially secure and spiritually faithful.</p>
March 12, 2026
Don’t Retire Blind: Fiduciaries, Faith, and the Fight for Your Future
<p>This week's episode centers on one powerful message: having accounts is not the same as having a plan. Jay Peroni, CFP opens the episode by highlighting how many Americans approach retirement with statements, scattered investments, and rising uncertainty—but little strategic direction. Through relatable stories and real client experiences, Jay explains that retirement success begins with clarity, accountability, and guidance from someone legally and ethically committed to acting in the client’s best interest.</p><p>A core theme is the importance of fiduciary advice. Jay shares examples of commission-driven recommendations that benefited advisors more than clients, reinforcing why fiduciary standards matter. His personal story about his grandfather’s retirement—initially secure but later strained by inflation, taxes, and healthcare costs—illustrates how retirement risks evolve over time and why proactive planning is essential.</p><p>The episode also tackles investment discipline, cautioning listeners against chasing stock tips or market hype. Whether discussing concentrated tech exposure, AI-driven market enthusiasm, or cryptocurrency speculation, Jay emphasizes diversification, valuation awareness, and risk management as foundational principles. Similarly, macro forces such as Federal Reserve policy are framed as real-world influences that affect mortgages, savings, and retirement income—not just financial headlines.</p><p>Beyond markets, the conversation expands into holistic retirement planning. Topics include the role of home equity, housing affordability challenges for younger generations, tax implications of inherited retirement accounts, estate planning conflicts, blended family dynamics, and preparation for serious illness. Each discussion reinforces that retirement planning extends far beyond portfolio returns.</p><p>The episode concludes with a focus on legacy, protection, and timely action. Precious metals are presented as defensive tools, while crypto is positioned as a limited satellite allocation rather than a core strategy. Ultimately, Jay underscores that the greatest retirement mistake is delay. Faith provides hope—but effective retirement outcomes require intentional planning, trusted guidance, and a coordinated strategy designed to protect both financial security and family harmony.</p>
February 17, 2026
The Retirement Squeeze: Inflation, Longevity, and the War on Your Wealth
<p>In this episode, Jay Peroni, CFP tackles what they call the “Retirement Squeeze” — the mounting pressure retirees face from inflation, rising taxes, market volatility, and increasing life expectancy. With a direct, faith-centered tone, they warn that retirement today is no longer a coast — it’s a battlefield.</p><p>Jay explains longevity risk through real client stories, highlighting how many retirees plan for 15 years but live 25 or 30. Women, in particular, often face retirement alone and unprepared after losing a spouse. The message is clear: both spouses must understand the financial plan.</p><p>They expose hidden risks inside Target Date Funds and mainstream portfolios, revealing how many Christians unknowingly invest in companies funding causes that contradict their beliefs. Through Faith Investor Services’ Screen & Clean™ process, Jay emphasizes aligning investments with biblical convictions.</p><p>The episode also covers the silent erosion of purchasing power from a weak dollar, the dangers of mishandling inheritances, the impact of AI on jobs, and how wealthy families use tax strategies, insurance, and charitable planning to protect and multiply wealth. Churches and families alike are encouraged to review what they own and ensure stewardship reflects their faith.</p><p>In the second half, Jay shares stories of churches shocked to discover conflicting investments, families preserving businesses with strategic insurance planning, and retirees redirecting tax dollars toward ministry instead of government waste. He warns about national debt, bank instability, and delayed long-term care planning.</p><p>The episode closes with a strong call to action: if you’re within ten years of retirement—or already retired—don’t guess. Get clarity. Visit <a target="_blank" rel="noopener noreferrer nofollow" href="http://FaithAndRetirement.com">FaithAndRetirement.com</a> for a free retirement second opinion.</p>
104 total episodes available
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Frequently asked questions
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- What is Faith & Retirement?
<p>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.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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