Episode 73: Faith, Fear, and Financial Clarity in an Unstable World
In Episode 73 of Faith & Retirement, Jay Peroni, CFP®, tackles the urgent question: How do Christian retirees navigate global uncertainty with biblical clarity?
Jay opens by responding to escalating tensions in the Middle East, emphasizing that while markets may shake, believers can anchor their financial strategies in faith and wisdom. Proverbs 27:12 reminds us to prepare for danger—not panic. That’s why Jay’s firm focuses on biblically aligned, risk-aware portfolios.
This episode dives into deep, personal territory—Jay shares how clients often bring not just their financial concerns, but their spiritual struggles. From praying with widows to helping business owners honor God, Jay shows that money is mission.
Listeners also hear practical tips on preparing for cognitive decline, avoiding tax pitfalls, and using new tools like inflation-protected annuities and faith-based ETFs. Jay also cautions against trendy investments like options trading, while endorsing faith-aligned REITs for income without landlord stress.
In Segment 2, Jay calls out moral blind spots in many traditional portfolios and offers real solutions through biblically responsible investing. He also highlights the unique financial needs of women and younger generations, and offers a clear roadmap for navigating inflation.
Schedule a free, faith-based portfolio review at FaithAndRetirement.com to see if your investments align with their values, performance goals, and God-honoring stewardship.
