Faith & Retirement – Episode 17:  This Set it and Forget It Retirement Portfolio is Super Risky and 70% Dirty…Yet Most Investors Own it!

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.

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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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