In this Christmas-themed episode of Faith & Retirement, Jay Peroni, CFP explores how believers can use the holiday season to align their finances with their faith while creating meaningful multigenerational impact. Jay opens with Proverbs 13:22 - “A good man leaves an inheritance to his children’s children”, reminding listeners that Christmas is the perfect time to reflect on legacy, generosity, and wise stewardship.Jay explains why biblical screening matters deeply during Christmas, a season that re-centers hearts toward Christ’s ownership of everything. He shares a powerful story of a wealthy client who realized his investments were supporting causes he prayed against, until a biblically aligned portfolio brought both peace and purpose.From newborn grandchildren to teenagers learning generosity, Jay shows how early financial habits shape lifelong stewardship. Stories of grandparents opening investment accounts and children choosing giving over gifts highlight how legacy begins with modeling.Jay then turns to high-net-worth planning: multi-generation compounding, permanent life insurance for tax-efficient wealth transfer, strategic Roth conversions, Donor-Advised Funds that transform family culture, and estate designs that “preach the gospel” long after someone is gone.In segment two, Jay dives deeper into year-end planning. He explains why December is the ideal time for biblical screening, Roth contributions, insurance reviews, charitable planning, and addressing taxes for those ages 50–75. Emotional client stories emphasize that stewardship brings clarity, clarity brings peace, and peace brings wisdom.The episode ends with a strong reminder: Christmas generosity is not just about giving gifts, but about building structures that bless families and advance God’s Kingdom for generations. Listeners are invited to schedule a free Retirement & Legacy Review at FaithAndRetirement.com or call (800) 270-7310.

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