The Retirement Squeeze: Inflation, Longevity, and the War on Your Wealth
Faith & Retirement por Faith Investor Services
Notas del episodio
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.
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.
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 ...