Faith & Retirement – Episode 15: Is Your Retirement on Track?

 

Episode 15: Is Your Retirement on Track? Preparing a SWOT Analysis for your Retirement: strengths, weaknesses, opportunities, and threats to your financial well-being! 
In this week’s episode, Jay Peroni, CFP® covers an inside look at how he helps folks with retirement using a SWOT analysis.  Jay dives into what it takes to have a solid plan as he examines what strengths, weaknesses, opportunities, and threats pre-retirees and retirees face in today’s environment.  Later in the show, Jay looks at why the government’s inflation numbers can be distorted and more importantly what risks your family faces in retirement. Finally, Jay covers biblically sound advice: how do you get it and how to avoid making some of the biggest mistakes with your money.  Don’t miss this week’s action-packed episode!

 

Click here to schedule an appointment with Jay Peroni, CFP®.

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Check out Faith Investor Services on Sirius XM - Family Talk XM 131. Here are the times we are on and in different cities.

We had a wonderful group gathered digitally for the National Day of Prayer 2024. Faith Investor Services CEO Mike Skillman hosted Dr. Shane Enete PhD who led a wonderful prayer. For those of you that couldn't listen in on that day, please take a moment (less than 10 minutes) and pray with us. 


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