Listen "Episode 46: New Year’s Resolutions and Year-End Gifting Opportunities"
Episode Synopsis
In this week’s episode, Jay Peroni, CFP® unpacks some of the upcoming Trump initiatives for 2024. He highlights 4 areas to watch in 2025. Then Jay highlights some key financial considerations for those who have either left a job or retirement. Jay covers some ways to navigate your financial choices through a biblical lens. Then later in the show, Jay unpacks the latest inflation and interest rate data, are these trending in the right direction? More importantly, how could they impact your finances? Jay also looks at New Year’s Resolutions – better financial plan anyone? And some year-end gifting strategies to potentially save on taxes and better support your favorite missions and ministries. Tune in this week for timely strategies to help end the year on a positive note!
More episodes of the podcast Faith & Retirement
Episode 83: Stewardship in a Shifting World
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ZARZA We are Zarza, the prestigious firm behind major projects in information technology.