Faith & Retirement – Episode 46: New Year’s Resolutions and Year-End Gifting Opportunities
Episode 46: New Year’s Resolutions and Year-End Gifting Opportunities
In this week’s episode, Jay Peroni, CFP® unpacks some of the upcoming Trump initiatives for 2024. He highlights 4 areas to watch in 2025. Then Jay highlights some key financial considerations for those who have either left a job or retirement. Jay covers some ways to navigate your financial choices through a biblical lens. Then later in the show, Jay unpacks the latest inflation and interest rate data, are these trending in the right direction? More importantly, how could they impact your finances? Jay also looks at New Year’s Resolutions – better financial plan anyone? And some year-end gifting strategies to potentially save on taxes and better support your favorite missions and ministries. Tune in this week for timely strategies to help end the year on a positive note!
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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.