Faith & Retirement – Episode 21: Knowing When to Seek Financial Wisdom – How to Prevent Costly Mistakes!


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!

Related Topics

On this week’s episode, Jay checks in on the inflation watch. Is the Fed finally ready to cut rates? Jay weighs in on the Fed, inflation, and the upcoming Presidential election. Then Jay tackles the need for personalized advice as one approaches retirement.

In this week’s episode, Jay Peroni, CFP® discusses challenges women face in retirement planning. Retirement can look a little different for women than it does for men. Women still are more likely to serve as caretakers than men meaning they may accumulate less income and benefits due to their time absent from the workforce.

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