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.

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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.

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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

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This week, Randy and Peggy Fisher discuss their journey as a married couple and business partners in the financial services industry. They share insights on the challenges of running a family business, the importance of client relationships, and the various services offered through their firms, Liberty Financial Group and Artemis Wealth Advisors. The discussion emphasizes the significance of retirement planning, addressing common fears about financial security, and the holistic approach they take to help clients achieve their financial goals.

For more information visit www.therealretireesofnewjersey.com

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A married couple is seeking advice on hiring the right financial advisor as the wife plans to retire. They are concerned about making a mistake with their $2 million portfolio and want to avoid previous bad advice. The hosts emphasize the importance of finding an advisor who is a good fit and has the client's best interests in mind. They discuss the role of emotions in financial decision-making and the need for a non-emotional, mathematical approach. They also highlight the importance of certifications and expertise in the financial industry. The hosts stress the importance of finding an advisor who is available and responsive to the client's needs. They discuss the concept of fiduciary responsibility and the potential conflicts of interest in different financial institutions. The hosts emphasize the need for open communication and a collaborative relationship between the client and advisor. They also address the topic of fees and the expectation that the fees paid should align with the services provided. The hosts conclude by highlighting their commitment to providing personalized and professional financial advice to their clients. In this conversation, Randy and Peggy discuss the importance of treating clients with respect and avoiding jargon. They emphasize the value of providing information and education to empower clients to make informed decisions. They also discuss the dynamics of couples in financial planning, highlighting the need for both partners to be engaged and knowledgeable. The conversation touches on the role of a financial advisor in managing investments and the importance of active management. They conclude by encouraging listeners to seek out the right professionals to help them make important financial decisions.

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Randy and Peggy Fisher talk about retiring abroad due to the high cost of living in the United States. The hosts discuss the new inflation numbers and express skepticism about the accuracy of these figures. They explore the factors that motivate people to retire abroad, such as lower living costs and the excitement of living in a new country. The hosts also discuss the challenges and considerations of retiring abroad, including language barriers, cultural differences, and access to healthcare. They emphasize the importance of seeking advice from experienced professionals when considering a move abroad.

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In this episode, Peggy and Randy Fisher discuss the financial implications of divorce and the importance of being knowledgeable about your spouse's financial situation. They highlight the need for transparency and communication in a marriage, as well as the potential risks of financial deception. The Fishers emphasize the importance of creating a financial net worth statement and regularly updating it to ensure awareness of assets and liabilities. They also discuss the impact of divorce on assets such as pensions and 401(k) accounts, and the potential for unequal division of assets. Overall, the episode serves as a reminder to be proactive and informed about your financial situation in a relationship.

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Randy and Peggy Fisher talk about financial infidelity, specifically a woman who won the lottery and has not disclosed her wealth to her husband of five years. The hosts discuss the implications of hiding money in a relationship and the potential consequences of revealing the secret. They also touch on the importance of transparency and communication in a marriage, especially when it comes to financial matters. The conversation highlights the need for couples to have a clear understanding of their assets and financial plans, as well as the potential challenges that can arise when there is a lack of trust and openness.

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