Investing With Integrity - Jay Peroni Investing With Integrity

Summary
In this episode, Jay Peroni, Senior Portfolio Manager for Faith Investment Services, shares his journey into finance and faith-based investing. He discusses the importance of considering inflation and taxes in financial planning and the motivation behind his focus on faith-based investing. Jay also talks about his books on faith-based wealth and investing, as well as his radio show, Faith and Retirement. He explains the difference between impact investing and biblically responsible investing, emphasizing the importance of both negative screens and positive impact when selecting investments. Jay Peroni discusses impact investing, stewardship investing, shareholder activism, the hurdles of biblically responsible investing, Faith Investment Services, the future of biblically responsible investing, and three people Jay Peroni would like to have a conversation with.
Takeaways
Consider the impact of inflation and taxes when planning for retirement and investing.
Faith-based investing involves aligning investments with one's religious beliefs and values.
Faith-based investing can provide a sense of purpose and fulfillment by supporting companies that align with one's faith.
Biblically Responsible Investing focuses on investing in companies that align with biblical principles and values. Impact investing allows investors to put their money into companies that can make a difference or an impact in areas such as the environment or poverty-stricken communities.
Stewardship investing involves being responsible for how money is managed and seeking a good return on investments.
Shareholder activism allows individual shareholders to have a voice and influence in the companies they invest in.
The biggest hurdles for clients in biblically responsible investing are concerns about returns and the time and resources required for research and screening.
Faith Investment Services offers biblically responsible wealth and financial planning, as well as ETFs that align with Christian values.
The industry of biblically responsible investing is expected to grow as more institutions embrace it and individuals seek to align their investments with their faith.
Jay Peroni would like to have conversations with Tom Brady, Stephen Furtick, and Donald Miller to learn from their leadership, storytelling, and faith perspectives.
Finding biblically responsible companies in the communication sector can be challenging due to the nature of the industry.
Chapters
00:00
Introduction and Background
02:10 Getting Started in Finance
04:01 The Motivation for Faith-Based Investing
06:13 The Importance of Considering Inflation and Taxes
09:02 Discovering Faith-Based Investing
11:20 The Intersection of Faith and Wealth
13:41 Books on Faith-Based Investing
18:36 Biblically Responsible Investing and Gut Feelings
21:27 Impact Investing vs. Biblically Responsible Investing
22:16 Impact Investing
23:12 Stewardship Investing
26:19 Shareholder Activism
29:08 Hurdles of Biblically Responsible Investing
36:01 Faith Investment Services
37:32 The Future of Biblically Responsible Investing
40:23 Three People Jay Peroni Would Like to Have a Conversation With
42:15 Challenges in Biblically Responsible Investing
Jay's first book, The Faith Based Millionaire can be found on Amazon. Click Here