Episode notes
In this powerful and heartfelt episode, Jay Peroni, CFP®, unpacks what it means to retire with biblical conviction, wise stewardship, and purpose-driven impact. He shares inspiring client stories—including a couple who discovered their investments were funding anti-biblical causes and shifted to biblically responsible investing, leading to transformational generosity and legacy-building.
Jay emphasizes how aligning your financial plan with your faith can bring clarity, peace, and purpose—especially in a volatile world. He dives into the Biblical Bucket Strategy, rebalancing principles, and the importance of preparing while times are good, like Joseph storing grain before the famine.
In the second half, Jay tackles tax myths in retirement, showing how strategic moves like donor-advised funds and Roth conversions can dramatical ...
Keywords
financeinvestmentsfaith