In this episode, Jay Peroni, CFP covers important strategies investors can take today to get themselves in a better position to retire. He covers what to do with extra money right now, steps to take with your 401k and retirement accounts, as well as how to set up a guaranteed income for life!
In this episode, Jay Peroni, CFP covers some of the big challenges investors face in 2024. Jay examines why index funds are not as safe as they appear. He also discusses some great threats on the road ahead - inflation, elections in November, as well as ways to get better returns and lower your tax bill.
In this episode, Jay Peroni, CFP explores the current investment landscape - challenges and risks ahead. He also examines past booms and busts - what did they have in common? More importantly, what are some key strategies you can utilize to minimize the damage during the next major market drop!
In this episode, Jay Peroni, CFP explores some of the biggest mistakes that investors make. Drawing on over 28 years of experience as a financial advisor, Jay shares some real-world stories of how investment plans went off track, but more importantly how you can prevent these from happening to you! Jay shares how you can be better equipped to make wiser financial decisions.
This week, Jay covers important factors in creating a faith-filled retirement plan. Based on caller questions and concerns, Jay Peroni, CFP®️ covers some of the most important factors to consider if you are within 5 to 10 years of retirement. How do you protect and grow your assets and income to keep up with taxes, inflation, and long-term health care costs?
Finding an advisor who shares your faith is one of the most important decisions you can make. In this week’s episode, Jay Peroni, CFP®️ covers key questions you need to ask when evaluating your investment portfolio.
