The Finish Line Podcast Mike Perez, Financial Advisor and Author, on the 5 Pillars of Finishing the Race Strong (Ep. 155)
Mike Perez, a seasoned financial advisor and author of Faith and Finances, didn’t start his career thinking about generosity or Kingdom impact. He began in accounting, building a solid professional foundation, but deep down, something felt incomplete—both professionally and spiritually. A series of God-ordained encounters drew Mike into the world of financial advising and, more importantly, into a place of full surrender to Christ. From that point on, his question became: What would it look like to truly live out my faith through my finances?
Over the last 33 years, that question has shaped Mike’s entire career. Today, he carries a special passion for helping those in or near retirement “finish their race strong” by aligning their financial plans with their spiritual calling. In Faith and Finances, Mike distills decades of wisdom to help believers embrace biblical principles for financial success and radical generosity. Along the way, he offers profound insights on discovering your personal calling, setting a financial finish line that frees you to give boldly, stewarding your time and resources with eternal purpose, and building a legacy that outlives you and points others to Christ.
Major Topics Include:
- Mike’s journey through living out is faith in his finances
- Learning generosity and stewardship in community
- The importance of heart change on the stewardship journey
- What does it mean to finish well?
- The five pillars of a faith-driven retirement
- Important conversations about legacy
- Advice for doing legacy well as a follower of Christ
- Estate mapping with families
- Tips for experiencing heart change
- Three steps of a Journey of Generosity experience
- Practical tips for setting a finish line
- Living out calling beyond the working years
- Encouragement to keep growing and stretching in faith and generosity
- “Our industry is all about people getting the money thing right, and I think that’s fine and good. But I think what’s more important is getting the life thing right, especially in the second half of life.”
- “Ephesians 2:10 says that you were designed for good works, it doesn’t say that all bets are off once you’re retired. You’re meant to do good works until the end.”
- “We shouldn’t be asking God, ‘How much should I give?’ but rather ‘How much should I keep?’”
- “Does it take more faith to give while you’re here or after you’re gone?”
- “I don’t think the journey ever ends because God’s always working on our hearts.”
- “Giving breaks the power of money.”
- “Your best days can be ahead of you!”
- “Just take your next step with Jesus.”
- “Generosity is a muscle. The more you work it out, the stronger it becomes.”
- “God just wants to know that He can use you.”
- Faith and Finances by Michael Perez
- The ABC’s of Financial Freedom by Barry L. Cameron
- National Christian Foundation (see our interview with President Emeritus, David Wills)
- Kingdom Advisors (see our interview with founder, Ron Blue)
- Journey to Generosity (JoG) with Generous Giving (see our interviews with cofounder, Todd Harper and CEO, April Chapman)
- Christian Franchise Advisor Network (CFAN) with Ameriprise Financial
- Ronald Blue and Co., CPA (see our interview with founder, Ron Blue)
- Eternal Perspective Ministries (see our interview with founder, Randy Alcorn)
- Fields of Gold by Andy Stanley
- The 7 Habits of Highly Effective People by Stephen R. Covey
- Decade By Decade by Bobb Biehl
- The Finish Line Community Facebook Group
- The Finish Line Community LinkedIn Group
Proverbs 27: 17 | Sharpened by Community
Iron sharpens iron, and one man sharpens another.
Psalm 24:1 | God Owns It All
The earth is the Lord‘s and the fullness thereof, the world and those who dwell therein,
Ephesians 2:10 | Created for Good Works
For we are his workmanship, created in Christ Jesus for good works, which God prepared beforehand, that we should walk in them.
Matthew 6:20 | Treasure in Heaven
but lay up for yourselves treasures in heaven, where neither moth nor rust destroys and where thieves do not break in and steal.
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