Faith & Retirement – Episode 16: How to Get Better Returns and More Income in Retirement without Sacrificing Your Values

 

Episode 16: How to Get Better Returns and More Income in Retirement without Sacrificing Your Values
In this week’s episode, Jay Peroni, CFP® covers ways investors can potentially double their retirement savings heading into retirement and grab 15% in extra income without sacrificing their faith and values. He examines practical steps in the financial planning and management process, specifically examining the two biggest traps for investors. Jay also tackles why he believes active management is critical over the next 5 years. Later in the show, Jay addresses a recent article on MSN that talked about how companies that went woke are now rethinking their decisions to be so political. It cost them millions, was it worth it? Jay shares his thoughts on the latest trends with ESG and woke corporate behavior.

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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?

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.


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