Episode 64: Exit with Eternal Impact – Faith-Based Strategies for Business Owners Nearing Retirement
In this powerful episode, Jay Peroni, CFP, explores how Christian business owners and professionals can retire with purpose. If you’re within 3–5 years of selling your business or stepping away from your career, this conversation is for you.
Key Takeaways:
- Retirement is a calling, not a finish line. Jay shares how business owners can transition not just financially, but spiritually and missionally.
- Biggest mistake? Focusing only on money, not mission. Jay encourages planning for Kingdom impact, not just personal gain.
- 5 crucial questions every business owner should ask before retiring—from valuation and taxes to discerning God’s next calling.
- Strategic tools: Biblically responsible investing, Donor-Advised Funds, charitable giving, and Retirement Analyzer software to align money with mission.
- Real-life story: Hear how one client turned a business exit into a legacy of generosity and purpose—saving six figures in taxes and funding ministry efforts.
- Final word: The business may have been yours, but the impact can be God’s.
Listen now and discover how to exit with eternal impact. Book your free consultation at FaithAndRetirement.com or call 800-270-7310.
