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.
In this week’s episode, Jay Peroni, CFP® covers the biggest financial headlines of 2024. How did these impact the markets and what’s in store for 2025? Then Jay highlights some of the biggest surprises over the past year along with some of the disappointments that Americans faced in 2024.
On this week’s episode, Jay Peroni, CFP® unpacks some important factors that could influence the markets and economy in 2025. Then Jay tackles what positive developments could lead to a great year for investors in the year ahead and what challenges could sink stocks in 2025.