Episode 49:  2025 Outlook – Starting the New Year on the Right Foot!
In this week’s Episode, Jay Peroni, CFP looks at how you make 2025 a great year. He dives into 6 of the biggest risks you face if you are considering retirement this upcoming year. How do you create a biblically based financial plan to minimize the impact of these challenges? Then Jay unpacks 5 goals that most of his clients want to achieve in retirement. Then later in the show, Jay looks at two important questions facing investors in 2025, what investment themes should prevail this year, 3 trades ideas for Trump 2.0, new retirement changes for the year ahead, and how to protect your portfolio if 2025 turns out to be more bumpy than expected. Don’t miss this special episode on how to be better investor this year!