Episode 65: Building a Tax-Smart, Faithful Retirement: How to Protect Your Family, Wealth, and Values
In this powerful episode of Faith & Retirement, Jay Peroni, CFP® unpacks how Christian families can build a tax-smart, impact-driven retirement without compromising their values.
Jay highlights practical ways to reduce taxes in retirement using Roth IRAs, charitable giving strategies, and state-specific tax planning. He warns listeners about the hidden dangers in many mainstream investments — including exposure to abortion, pornography, and anti-Christian regimes — and offers a free Faith-Based Investment Screening to help you align your portfolio with biblical values.
You’ll also discover:
- Why the Roth IRA is a “no-brainer” legacy tool for believers
- How to avoid funding ungodly causes through your retirement plan
- A three-part strategy to build a “retirement house” on the Rock (Matthew 7)
- The hidden risks of Social Security timing — and how to avoid them
- Why today’s stewardship requires wise counsel, not just tradition
- How working with a fiduciary CFP® could add up to 3% annually to your retirement returns
Plus, Jay addresses how global market volatility, inflation, and tariff concerns in 2025 affect faith-driven investors — and how to stay anchored in God’s wisdom through it all.
Get your free resources — including an Ethical Investment Review, Roth IRA Strategy Session, and Jay’s eBook “7 Ways to Make Sure Your Money Lines Up With Your Faith” at faithandretirement.com
