Episode 65: Building a Tax-Smart, Faithful Retirement: How to Protect Your Family, Wealth, and Values

In this powerful episode of Faith & Retirement, Jay Peroni, CFP® unpacks how Christian families can build a tax-smart, impact-driven retirement without compromising their values.

Jay highlights practical ways to reduce taxes in retirement using Roth IRAs, charitable giving strategies, and state-specific tax planning. He warns listeners about the hidden dangers in many mainstream investments — including exposure to abortion, pornography, and anti-Christian regimes — and offers a free Faith-Based Investment Screening to help you align your portfolio with biblical values.

You’ll also discover:

• Why the Roth IRA is a “no-brainer” legacy tool for believers
• How to avoid funding ungodly causes through your retirement plan
• A three-part strategy to build a “retirement house” on the Rock (Matthew  ...