Episode 53: Faith, Finance & the Future: Navigating Wealth with Purpose!
In this week’s episode, Jay Peroni, CFP dives into several key financial topics to help you navigate your wealth journey with a Christian perspective. First, Jay unpacks the strategy of leaving a legacy to ministries and Christian organizations using tools like IRAs and Donor-Advised Funds (DAFs), which offer tax advantages and can ensure your giving continues long after you’re gone. Jay also answers a listener’s question about our national reach, explaining how we serve clients across all 50 states, from individual investors to high-net-worth individuals and independent advisors. Next, Jay discusses the growing popularity of “Guaranteed Income For Life” plans, comparing them to Social Security and exploring options like Fixed Indexed Annuities (FIAs) for creating secure retirement income. Then, Jay touches on a “black swan” moment in the AI industry, discussing the impact of China’s DeepSeek AI model on U.S. stocks, and looks ahead to potential market reactions to President Trump’s second term and his tariff policies. Jay also explores how real estate can fit into your retirement strategy, including the benefits of Real Estate Investment Trusts (REITs) for income and diversification. Tune in for insights on how to build a strong, faith-aligned financial plan that secures your future while benefiting the ministries and causes you care about!