This week, Randy and Peggy Fisher delve into the emotional turmoil surrounding elections and its impact on financial decision-making. They highlight the role of confirmation bias in interpreting financial information, the importance of emotional detachment in investment strategies, and the necessity of diversification in portfolios. The discussion also touches on the implications of election outcomes on personal finances and retirement planning, comparing the U.S. retirement system with those of other countries. Ultimately, it emphasizes the need for rational financial planning amidst political chaos.

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On this week's show, Randy and Peggy Fisher delve into the implications of political policies on retirement, focusing on their recent seminar discussing Trump and Harris' proposals. Randy and Peggy highlight the surprising aspects of these policies, particularly regarding taxes and Social Security. They emphasize the importance of understanding these policies for effective retirement planning. The discussion transitions into the complexities of Social Security, addressing common misconceptions and the historical context of the program.

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This week the conversation delves into the critical aspects of Social Security and its implications for retirement income, emphasizing the need for a comprehensive financial plan that accounts for inflation, taxes, and the evolving landscape of retirement funding. Randy and Peggy Fisher highlight the importance of independent financial advisors in navigating these complexities and ensuring clients' best interests are prioritized.

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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.

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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.

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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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