Episode 66: Buckets, Beliefs & Big Retirement Questions

In this power-packed episode of Faith & Retirement, Jay Peroni, CFP explores some of the most important—and most misunderstood—topics in retirement planning from a Christian perspective.

Jay breaks down the bucket strategy for retirement income, explaining how combining Social Security, private pension income, and biblically responsible investing can provide peace of mind and spiritual alignment. The conversation digs deep into common misconceptions, especially the myth that younger Christians have plenty of time to start planning. Jay stresses the importance of aligning finances with faith early and often.

In the second half, they tackle global instability, political risks, and active portfolio management, sharing how Faith Investor Services navigates uncertainty without compromising biblical values. From screening out “dirty” investments to preparing for Social Security cuts and long-term care needs, this episode equips listeners with practical strategies and eternal perspective.

“The plans of the diligent lead to profit.” – Proverbs 21:5

If you’re within 5 years of retirement—or just want a second opinion—visit FaithAndRetirement.com to schedule your free Retirement Readiness Review.