In this dynamic episode of Faith & Retirement, Jay Peroni, CFP explores how believers can build retirement plans rooted in faith, wisdom, and forward-thinking strategy. From biblical stewardship to the rise of artificial intelligence, this episode blends timeless financial principles with modern-day insight.

Jay begins by defining holistic financial planning—a comprehensive approach that integrates income, taxes, healthcare, estate, and faith-based investing. Through stories like Carol’s, a widow who gained clarity through collaborative planning, and Mike’s portfolio “clean-up” that aligned his investments with biblical values, Jay shows how faith-based strategies lead not just to financial confidence but spiritual peace. He also clarifies the often-misunderstood world of annuities, describing them as “personal pensions” that c ...