Mike Michael Perez CFP Financial Advisor Faith Financies Finish Line Podcast
Finish Line Podcast Episode 155

Mike Perez, Financial Advisor and Author, on the 5 Pillars of Finishing the Race Strong

You want to steward God’s resources faithfully. But questions about generosity, calling, and impact are rarely simple.

In this conversation, you’ll hear from someone who has walked through these kinds of questions and learned along the way. Listen for the next step God may be inviting you to take.


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Meet your guide

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.

What you’ll gain

  • 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

Inspired? Take your next step

Financial Finish Line Pledge Step 1

Take the Finish Line Assessment

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Financial Finish Line Pledge Step 2

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Use the Finish Line Builder to identify the finish line that fits your season of life best

Financial Finish Line Pledge Step 3

Try a 90 Day Finish Line Experiment

Receive practical guidance and encouragement as you spend 90 days with a finish line.

Complete your first step right now in under 3 minutes.

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Play the Game of Life Simulator

Not ready for the assessment? Try a quick interactive simulator to see how you stack up in managing wealth.

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Inspired? Take your next step

Try the Game of Life Simulator

Step into a four-minute interactive experience and see what unfolds as you decide how to manage your resources.

Start the Game
Game of Life Simulator Mobile Screenshot
Game of Life Simulator Mobile Screenshot

Quotes to Remember

  • “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.”

Links from the Show

Bible References from the Show

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.

Use Our
Free Guide

Have you considered the ways you are uniquely called into generosity? We’re not all called into the same adventure.

Enter your information below and we’ll send you our free PDF guide to explore the specific adventure you were called into.

Generosity Profile Image

Use Our
Free Guide

Have you considered the ways you are uniquely called into generosity? We’re not all called into the same adventure.
Generosity Profile Image
Enter your information below and we’ll send you our free PDF guide to explore the specific adventure you were called into.
Generosity Profile Image

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