Episode 55:  Why You Want a Faith-Based Active Portfolio Manager
In this episode, Jay Peroni, CFP, dives deep into the process of “Screening and Cleaning” investments, helping listeners understand how to align their portfolios with Christian values. He explains the practical steps involved, the time commitment, and the key insights that emerge when reviewing investments from a biblical perspective. From ethical concerns to risk management, Jay offers guidance on making sure your financial decisions honor God. Additionally, Jay addresses common questions about active vs. passive management, investing for government employees, navigating retirement, and much more. Tune in for a holistic view of biblically responsible investing, practical tips, and expert advice on how to invest with faith and purpose.

Key Insights:

1. Align your investments with your values and financial goals
2. The difference between active and passive management
3. Strategies for government workers, retirees, and families concerned about market volatility
4. Why a balanced portfolio (domestic and international) can be the key to long-term success