Money in Motion - Navigating Life’s Financial Transitions with Faith

Faith & Retirement por Faith Investor Services

Notas del episodio

In this week’s episode, Jay Peroni, CFP explores the powerful idea of “money in motion"...the financial decisions that arise during life’s major transitions. Retirement, inheritances, job changes, business sales, and the loss of a spouse are moments when money naturally moves, and Jay emphasizes that these transitions can either create long-term peace or lasting stress depending on how intentionally they’re handled.

Jay explains that money in motion isn’t about trading or market timing, but about stewardship. Many retirees save diligently yet fail to reassess why their money is where it is. Drawing from Matthew 25, Jay contrasts simple preservation with faithful deployment, reminding listeners that stewardship requires direction, not just accumulation. These moments of transition are opportunities to realign finances with faith, pu ... 

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