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  • Building Trust in Financial Relationships
    2025/06/10

    In this episode of The Real Retirees of New Jersey, Randy & Peggy Fisher discuss the importance of trust in financial relationships, the concerns retirees have about income, the impact of healthcare costs, and the challenges posed by divorce and death in retirement planning. They emphasize the need for comprehensive strategies to navigate these issues and ensure a secure financial future for retirees.

    For more information visit www.therealretireesofnewjersey.com!

    See omnystudio.com/listener for privacy information.

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    24 分
  • The Emotional Side of Investing: How to Stay Rational
    2025/06/03

    This week, Randy & Peggy Fisher discuss essential topics related to retirement planning, investment strategies, and the importance of financial advisors. They emphasize the significance of understanding emotional influences on investing, the differences between active and passive investment strategies, and the role of annuities in providing guaranteed income during retirement. The conversation also touches on the common pitfalls of do-it-yourself investing and the value of professional guidance in navigating financial decisions.

    For more information visit www.therealretireesofnewjersey.com!

    See omnystudio.com/listener for privacy information.

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    27 分
  • The Real Difference Between Rich and Wealthy
    2025/05/27

    This week on The Real Retirees of New Jersey, Randy & Peggy Fisher discuss the differences between being rich and being wealthy, emphasizing the importance of long-term financial security over temporary wealth. They explore the concept of portfolio management, highlighting the need for an 'X-ray portfolio' to identify chaos and inefficiencies, such as hidden fees and overlapping investments. The conversation underscores the significance of understanding one's financial situation and the potential pitfalls of relying solely on advisors without being informed about one's own portfolio.

    For more information visit www.therealretireesofnewjersey.com!

    See omnystudio.com/listener for privacy information.

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    25 分
  • The Personal Touch in Financial Planning
    2025/05/20

    In this episode of The Real Retirees of New Jersey, Randy & Peggy Fisher discuss their mission to help clients retire once and retire right. They emphasize the importance of personal relationships with clients, the emotional aspects of financial planning, and the proactive approach they take in managing finances. The couple shares insights into their working dynamic, the structure of their business, and the common concerns clients have regarding retirement. They also highlight the challenges they face in their profession, particularly when dealing with loss, and the importance of educating clients in simple terms to help ensure understanding.

    For more information visit www.therealretireesofnewjersey.com!

    See omnystudio.com/listener for privacy information.

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    28 分
  • Navigating Retirement: Understanding Fees and Planning
    2025/05/13

    This week on Real Retirees of New Jersey, Peggy & Randy Fisher discuss various aspects of retirement planning, including the implications of unexpected fees, the importance of budgeting, and the need for purpose in retirement. They share insights on how hidden fees can erode retirement savings and emphasize the significance of understanding income needs before retiring. The conversation also touches on the challenges retirees face in finding activities and purpose after leaving the workforce.

    For more information visit www.therealretireesofnewjersey.com!

    See omnystudio.com/listener for privacy information.

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    25 分
  • The Changing Landscape of Retirement
    2025/05/06

    In this episode of The Real Retirees of New Jersey, Peggy & Randy Fisher share their recent trip to Ave Maria, Florida, exploring the vibrant retirement community and discussing the evolution of retirement planning. They emphasize the importance of financial planning in today's world, where traditional pension plans are becoming rare, and the need for individuals to create their own retirement strategies. The conversation highlights the significance of family dynamics in retirement and how different lifestyles can be achieved through careful planning.

    For more information visit www.therealretireesofnewjersey.com!

    See omnystudio.com/listener for privacy information.

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    25 分
  • Navigating Family Dynamics in Retirement Planning
    2025/04/29

    This week on The Real Retirees of New Jersey, Randy & Peggy Fisher discuss the complexities of retirement planning, particularly in relation to family dynamics. They explore the challenges of supporting adult children financially, the concept of 'lazy money' that sits idle in accounts, and the importance of proactive financial planning. The conversation also touches on the role of annuities in retirement income and the responsibilities of supporting aging parents.

    For more information visit www.therealretireesofnewjersey.com!

    See omnystudio.com/listener for privacy information.

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    25 分
  • Love and Finance
    2025/04/22

    In this engaging episode of the Real Retirees of New Jersey, hosts Peggy and Randy Fisher share their unique love story, their journey in the financial industry, and the dynamics of working together as a married couple. They discuss the challenges and rewards of being business partners, the importance of family, and how they balance their personal and professional lives. The conversation also touches on their children’s entrepreneurial spirit and their lively household filled with pets. Finally, they share insights into their date nights and the importance of maintaining a strong connection amidst their busy lives.

    For more information visit www.therealretireesofnewjersey.com!

    See omnystudio.com/listener for privacy information.

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    17 分