Episode 77: Faith, Finance & the Future: Mid-Year Moves for Christian Investors
As 2025 hits the halfway mark, many Christian families are asking: Is my financial plan still working? In this episode, Jay Peroni, CFP® reveals why so many investors are seeking a second opinion—especially those who want their faith and finances to align.

Jay shares stories of people shocked to discover their 401(k)s and IRAs were funding causes they morally oppose—like abortion providers and anti-biblical agendas. He explains how in-service withdrawals, biblically responsible screening, and personalized income strategies are helping believers reclaim their peace of mind and realign their portfolios with God’s calling.

You’ll hear how falling bond yields, inflation that’s hitting home harder than the headlines admit, and a weakening U.S. dollar are creating urgency for smart, values-based diversification—using tools like gold, silver, dividend stocks, and even digital assets. It’s not about hype. It’s about stewardship.

Jay also shares how he helps clients simplify their investments, protect their legacy, and invest redemptively—not just avoiding what’s wrong, but promoting what’s good and godly.

Don’t let your money work against your values.

If you’ve never had your portfolio reviewed through a biblical lens—or you’re unsure whether your current plan can stand the test of inflation, market shifts, or spiritual integrity—now is the time.  Schedule your free second opinion today at FaithAndRetirement.com.

Your convictions matter. So should your financial plan.