Episode 57: Navigating Trump’s Policies, Investment Strategies, and Retirement Planning!
In this episode, Jay Peroni, CFP, delves into critical financial topics impacting investors today. He begins with a look at President Trump’s economic policies, discussing their potential to reshape sectors like energy, defense, and manufacturing. Jay then explores current investment concerns, such as inflation, interest rates, and the rise of AI, while stressing the importance of faith-driven investing.

Next, Jay emphasizes the need for proactive retirement planning, including strategies for maximizing 401(k) contributions and incorporating ethical investing practices. He also discusses the benefits of Roth IRA conversions for reducing future taxes, particularly using bonus annuities. In addressing investment risks, Jay advocates for a balanced approach, highlighting the importance of diversification and avoiding panic selling during market downturns.

Drawing from 30 years of experience, Jay reflects on how liquidity drives stock market movements, not just economic news. He advises investors to focus on long-term strategies and manage risk with a diversified portfolio. With practical advice for both seasoned and new investors, Jay helps listeners navigate today’s complex financial landscape.