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.

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.

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!

Follow or subscribe today and never miss an episode!  

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.

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!
Follow or subscribe today and never miss an episode!  
Learn more about how Peggy and Randy can help you with your retirement based on your unique challenges and goals at <a href="https://bit.ly/3UrZRYD">Artemis Wealth Advisors</a> and <a href="https://bit.ly/4aHuOhl">Liberty Financial Group</a>. 
<hr>
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 &amp; 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.

The Real Retirees of New Jersey

Welcome to The Real Retirees of New Jersey, hosted 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!

Follow or subscribe today and never miss an episode!  

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.

Welcome to The Real Retirees of New Jersey, hosted 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!
Follow or subscribe today and never miss an episode!  
Learn more about how Peggy and Randy can help you with your retirement based on your unique challenges and goals at <a href="https://bit.ly/3UrZRYD">Artemis Wealth Advisors</a> and <a href="https://bit.ly/4aHuOhl">Liberty Financial Group</a>. 
<hr>
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 &amp; 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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