Faith Investor Services

Episode 22: A Three-Part Retirement Strategy Essential for Today's Retiree Our Biblically Responsible Investing (BRI) message is breaking through! This movement is taking hold with Christian families. How can you join the movement? In this episode, Jay Peroni, CFP® shows you some simple steps to be a better steward. Then Jay provides an update on the Christian Stock Fund ETF (PRAY) and why it’s different from most funds in the marketplace. Later in the show, Jay talks about a three-part retirement strategy essential for every retiree to ensure they have income for life. Then Jay closes the show with a discussion on recent retiree spending habits and how to make sure you have a solid game plan as you enter the “golden years”. Don’t miss this week’s action-packed episode! https://buff.ly/4cCtP2o

Episode 21: Knowing When to Seek Financial Wisdom – How to Prevent Costly Mistakes!   Many investors start with good intentions but discover their investments don’t align with their faith. In this week’s episode Jay Peroni, CFP® explains how investors can ensure their investments are biblically responsible. Jay examines how one fund company screens its investments much differently than the standard used by Faith Investor Services. This can make a huge difference! Then Jay tackles a few important life changes that often lead investors to seek financial wisdom. This guidance can prevent costly mistakes! Then later in the show, Jay unpacks the top-heavy S&P 500.  Six companies are moving the markets: is this healthy or a sign of trouble ahead? Don’t miss Jay’s latest take on the markets! https://buff.ly/45CI7Oe

Episode 20: Going through Life Changes?  Get Biblical Sound Guidance! Often when you are experiencing a life change like selling a business or home, changing jobs, moving states, getting ready to retire, or just receiving an inheritance, these happenstances are when you need biblically sound advice.  In this week’s episode, Jay Peroni, CFP® unpacks how you can sort through the decision maze and create a biblically based financial plan.  Then Jay covers ethical screening.  How deep is deep enough? Jay shares an example of how you can be more pro-life with your investments.  Then later in the show, Jay speaks to small business owners and those over 50 – don’t miss out on these great planning opportunities.  Listen to this episode and get wiser with your finances! https://buff.ly/4er8P07

Episode 19:  Is this the calm before the storm?   In this week’s episode, Jay Peroni, CFP® weighs in on the current state of the markets and economy. Despite the market’s challenges in 2024 with wars, high interest rates, upcoming elections, and more, the markets have been relatively stable.  Is this the calm before the storm? Jay gives valuable insight into the financial landscape and how the markets have narrowed. Then he covers how he helps clients sleep better at night knowing they have a solid game plan that is biblically sound.  Later in the show, Jay tackles the latest economic headlines and things to watch for in the second half of 2024.  Tune in today to get valuable insight into the markets! https://buff.ly/4bRYwke

Episode 18: Social Security Benefits Could Run Out in 2035?  What you need to do to create income for life!   In this week’s episode, Jay Peroni, CFP® covers the latest Employee Benefit Research Institute (EBRI) Retirement Confidence Survey. This recently released report provides an illuminating look at the current state of retirement preparations and mindsets across the country. Jay weighs in on 4 key findings from the study and how it can impact retirees moving forward. Then Jay looks at the latest data from the Social Security Board of Trustees, which estimates the Social Security trust fund could be depleted by 2035. Jay shows three ways to ensure you have a biblically-based “income for life” plan.  Then later in the show, Jay covers how tactical asset allocation can help you make more in the up markets and lose less in the down markets. You won’t want to miss this action-packed program, helping you keep your faith at the center of your finances! https://buff.ly/3wY2x7o

Episode 17: This Set it and Forget It Retirement Portfolio is Super Risky and 70% Dirty…Yet Most Investors Own it! On this week’s episode, Jay Peroni, CFP® covers how you can manage your retirement assets in a Biblically responsible way. Many passive investors are taking on far more risk than they understand and supporting dirty companies in the process. Jay shows you how you can be a part of the solution! For those who want advice on their retirement funds, Jay covers several ways to help people with their work retirement plans. Then Jay looks at a leader in the artificial intelligence space. Is it worthy of a place in your portfolio? Later in the show, Jay tackles Dow 40K, what does that mean for the markets? Then Jay ends the show talking about the upcoming Pride Month, and how investors can make sure their values are being heard. https://buff.ly/4dWZqx5