Episode 75: Conviction, Capital & Calling: Retiring with Purpose
In this powerful and heartfelt episode, Jay Peroni, CFP®, unpacks what it means to retire with biblical conviction, wise stewardship, and purpose-driven impact. He shares inspiring client stories—including a couple who discovered their investments were funding anti-biblical causes and shifted to biblically responsible investing, leading to transformational generosity and legacy-building.

Jay emphasizes how aligning your financial plan with your faith can bring clarity, peace, and purpose—especially in a volatile world. He dives into the Biblical Bucket Strategy, rebalancing principles, and the importance of preparing while times are good, like Joseph storing grain before the famine.

In the second half, Jay tackles tax myths in retirement, showing how strategic moves like donor-advised funds and Roth conversions can dramatically reduce tax burdens while maximizing Kingdom impact. He also discusses diversification with precious metals, crypto, and international investments to protect portfolios from inflation and currency risk.

Throughout, Jay reminds listeners that faith-based investing is easier and more powerful than ever—and that your portfolio should reflect not only your financial goals but your spiritual values.

Visit FaithAndRetirement.com for a free portfolio screening and retirement review to ensure your investments align with your faith, calling, and eternal purpose.