Episode notes
In this week's episode of Faith & Retirement, Jay Peroni, CFP dives into one of the most pressing questions for listeners: Are you truly retirement ready? Many people assume their savings and 401(k)s are enough, but Jay explains why a Retirement Readiness Checkup is essential to uncover hidden risks and ensure alignment with both financial goals and biblical values.
Jay introduces his “screen and clean” process, likening it to a health screening that uncovers issues investors never realize they have. By filtering out morally compromised companies—such as those tied to abortion, pornography, or gambling—and financially unstable ones, clients not only regain spiritual peace but often see stronger performance. Real-life stories, like a couple who unknowingly held gambling stocks, or a widow who gained $30,000 in additiona ...
Keywords
financeinvestmentsfaith