Episode notes
In this episode, Jay Peroni, CFP, delves into critical financial topics impacting investors today. He begins with a look at President Trump’s economic policies, discussing their potential to reshape sectors like energy, defense, and manufacturing. Jay then explores current investment concerns, such as inflation, interest rates, and the rise of AI, while stressing the importance of faith-driven investing.
Next, Jay emphasizes the need for proactive retirement planning, including strategies for maximizing 401(k) contributions and incorporating ethical investing practices. He also discusses the benefits of Roth IRA conversions for reducing future taxes, particularly using bonus annuities. In addressing investment risks, Jay advocates for a balanced approach, highlighting the importance of diversification and avoiding panic selling during marke ...
Keywords
financeinvestmentsfaith