In this powerful episode of Faith & Retirement, Jay Peroni, CFP and special guest Robin John, CEO of Eventide Asset Management and author of The Good Investor explore how Christian investors can harness their wealth to not only grow assets—but to love their neighbor, fight injustice, and reflect their faith through investing.

The show opens with a provocative question: What if your money could do more than fund retirement—what if it could heal the world?

Jay reflects on meeting Robin back in 2008 before Eventide had launched and how their shared passion for biblically responsible investing created a bond. Robin shares the inspiration behind his book, emphasizing that investing is not just about profits—it’s about stewardship, joy, and aligning capital with Christian values.

The conversation dives into real-life examples of investors finding peace by moving their portfolios from companies that contradict their beliefs into ones that promote life, dignity, and justice. Robin challenges listeners to rethink investing as ownership, not just transactions—because what we own, we are morally connected to.

The second segment explores investing as an extension of one’s calling. Robin recounts a life-changing moment in India that led him to reimagine business as a tool for justice. Jay explains how that same idea translates into client portfolios—helping believers match their values with their investments.

Listeners hear a poignant story of a client unknowingly supporting industries she opposed and the emotional transformation that occurred when her money began reflecting her mission. Robin warns that over 60% of Americans are investors, but most have no clue what they own—and that must change.

Key Takeaways:

• Investing is not morally neutral—it directs capital and impacts lives.
• Biblical stewardship involves aligning your investments with your faith and values.
• Retirement portfolios can serve a higher purpose—fighting injustice, healing communities, and honoring God.
• Joy, not greed, should be at the heart of investing.

If you're unsure what your money is supporting, visit faithandretirement.com to schedule a free portfolio review with Jay Peroni, CFP®. Discover how to align your faith, your capital, and your calling—because your retirement should reflect your mission.

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.

In this patriotic and practical episode, Jay Peroni, CFP® explores how true freedom isn’t just about fireworks and flag-waving—it’s about financial independence rooted in biblical stewardship. From inflation-proof income strategies to long-term care planning, Jay lays out how retirees can use their freedom not for comfort, but for calling (Galatians 5:13).

Jay also tackles critical issues like interest rates, caregiver retirement challenges, assisted living planning, and unlocking home equity for God-honoring purposes. Jay shares how biblically responsible investing goes beyond avoiding bad companies—it's about supporting those advancing Kingdom impact.

In the second half, Jay discusses how to avoid scams, the power of financial discipleship in the Church, and tools like donor-advised funds and business succession plans. Jay emphasizes the importance of working with fiduciaries and surrounding yourself with a faith-aligned team.

If you’re seeking clarity on retirement income, giving, or aligning your portfolio with your beliefs, download Jay’s free book or schedule your no-pressure consultation today at FaithAndRetirement.com.