Episode 83: Stewardship in a Shifting World
In this week’s episode, Jay Peroni, CFP® unpacks how Christian investors can protect wealth, lower taxes, and leave a Godly legacy in today’s uncertain economy.
Jay begins by sharing his personal calling into faith-based financial planning. After witnessing clients pushed into profit-driven products at large firms, he felt led to help families align their wealth with biblical values. He emphasizes that stewardship is about more than returns—it’s about eternal impact.
Accessibility and personal connection are central to Jay’s approach. He recalls guiding a widow through financial and emotional challenges, modeling the Good Shepherd by offering not just advice but prayer and relationship.
Economic headlines may look rosy, but Jay cautions listeners with Proverbs 27:12: the prudent see danger and take refuge. With $35 trillion in debt and rising risks, biblical stewardship requires diversification, risk management, and tax planning. He highlights client stories like Rick and Susan, who reduced taxes by $20,000 annually, gained lifetime income streams, and expanded their giving.
Throughout the episode, Jay contrasts faith-driven strategies with fear-based sales tactics. From Roth conversions and charitable trusts to long-term care planning and biblically responsible portfolios for churches, he shows how intentional stewardship transforms both families and ministries.
The conversation ends with a reminder: markets may shift, but God remains our Pilot. For those seeking confidence and peace in retirement, Jay invites listeners to schedule a free, Christ-centered portfolio review at FaithAndRetirement.com.
