The Real Retirees of New Jersey

By: Peggy and Randy Fisher
  • Summary

  • Welcome to The Real Retirees of New Jersey, hosted by Peggy and Randy Fisher. Whether you're recently divorced and confused about how to plan for your own retirement, a widow who never had to manage finances before or a couple trying to live your best life in retirement, Peggy and Randy's real life experiences with real retirees in New Jersey will inspire you!

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    Learn more about how Peggy and Randy can help you with your retirement based on your unique challenges and goals at Artemis Wealth Advisors and Liberty Financial Group.

    About Peggy and Randy Fisher:

    Peggy is the Chief Operating Officer of Liberty Financial Group, along with her husband and business partner, Randy Fisher of Artemis Wealth Advisors.

    Peggy’s mission is for her clients to “Retire Once and Retire Right.” Peggy likes to take the time to carefully learn each client’s unique needs and help them develop their own individualized retirement plan. Her boutique firm is designed for clients to have a one-stop shop where they can have their taxes, insurance, and retirement needs taken care of, all in one place.

    Peggy’s articles have appeared in Forbes BrandVoice, and she is currently featured in 2023 Kiplinger’s magazine. She’s also been seen on ABC, CBS, and NBC.

    Peggy lives in Flemington with Randy and their three children. Outside of the office, she enjoys doting on her three dogs, Calli, Bentley, and Odie, and her two cats Louis and Versace. She also loves to travel the world with her family.

    Randy Fisher is a graduate of Rutgers University’s distinguished School of Business, where he earned a dual bachelor’s degree in Accounting and Finance. Randy has built four thriving, successful business entities over the past three decades.

    As a financial commentator and published author, he holds a certified annuity specialist (CAS) certification, an accreditation which he earned from the Institute of Business & Finance, and is currently enrolled to earn his Certified Financial Planner (CFP) designation. He is a licensed investment advisor representative (IAR) with the firm Artemis Wealth Advisors, LLC. Randy is the founder and chief investment officer for Artemis Wealth Advisors, LLC., a registered investment advisory firm located in central Jersey.

    Randy is often sought out as an industry platform speaker at national conferences and training events, and he regularly conducts private financial workshops and educational classes at universities for the American Retirement Institute. Due to his extensive knowledge of and work in the financial arena, Randy has been seen on Fox Business, heard on the radio at WEAB, WCTC, WMTR, WOR, ABC, CBS, and NBC, and has published many articles in Forbes, Fortune, CNN/Money, and Fox. “In the most basic sense, I use proven, unique retirement, investment and estate planning strategies to manage assets so that clients can retire with confidence, while sustaining their lifestyle by increasing their income efficiency through risk reduction and wealth protection,” says Randy. “In this industry, the end goal is quite common to everyone, but the journey is certainly unique for each circumstance and family.

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Episodes
  • Strategic Investing: Beyond Emotions
    Oct 11 2024

    In this week's conversation, Randy & Peggy Fisher discuss the upcoming workshops focused on the financial implications of the upcoming election, particularly the contrasting plans of Trump and Harris. They delve into the persistent issue of inflation and its impact on retirement savings, emphasizing the need for a non-emotional, methodical investment strategy. The discussion also covers the importance of year-end financial planning, including tax strategies and insurance considerations, all framed within a holistic financial planning approach that integrates various aspects of clients' financial lives.

    For more information visit www.therealretireesofnewjersey.com

    See omnystudio.com/listener for privacy information.

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    23 mins
  • The Importance of Family Preparedness
    Oct 8 2024

    This week, Randy & Peggy Fisher discuss various themes including parenting challenges related to teenage driving, the importance of family preparedness during emergencies, and the realities of financial planning. The discussion also covers the significance of insurance in protecting against unforeseen events, the impact of emotions and political biases on investment strategies, and the necessity of understanding historical market trends to make informed financial decisions.

    For more information visit www.therealretireesofnewjersey.com

    See omnystudio.com/listener for privacy information.

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    18 mins
  • Who We Serve
    Oct 1 2024

    On this week's episode of The Real Retirees of New Jersey, Randy and Peggy Fisher discuss their approach to financial advising, emphasizing the importance of client relationships, the multifaceted role of financial advisors, and the strategies for building wealth and retirement income. They share personal stories about their journey into the financial services industry and highlight the significance of fiduciary responsibility in their practice. The discussion also touches on the challenges clients face in navigating financial decisions and the importance of having a solid financial plan.

    For more information visit www.therealretireesofnewjersey.com

    See omnystudio.com/listener for privacy information.

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    27 mins

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