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The Free Retiree Show

The Free Retiree Show

By Lee Michael Murphy
Tired of not having the financial freedom to live the life you want? The Free Retiree Show helps listeners improve their lives in areas surrounding: career advancement, money management, avoiding financial mistakes, and learning from successful business and thought leaders. Lee Michael Murphy, wealth manager, is joined by career advisor Sergio Patterson and attorney Matthew McElroy. They'll give you helpful advice, and help you filter out the BS in their respective fields. Join them on their journey as they give you advice and insight into what it takes to become a free retiree.
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S1 EP39: Do What You Love! How To Pivot Your Career w/Career Pivot’s President Marc Miller
BUSINESS AND THOUGHT LEADER EDITION Lee Michael Murphy, Sergio Patterson and Matthew McElroy of The Free Retiree Show sit down and speak with Founder & President of Career Pivot, Marc Miller to discuss what it means to repurpose your career. Do you really enjoy your job? Is it okay to transition from career to career? What do you want your professional journey to look like years from now? Join Lee, Sergio, and Matthew as they speak with Marc on topics surrounding career pivots. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
59:49
November 18, 2020
S1 EP38: The Correlation Between Your Productivity and Health w/ Kristel Bauer
CAREER ADVANCEMENT Lee Michael Murphy, Sergio Patterson and Matthew McElroy of The Free Retiree Show crew speak with Kristel Bauer to discuss the importance of wellness. Do you believe there is a correlation between your productivity and health? How do you practice mindfulness? Do you mediate? Tune in as Lee, Sergio, and Matthew speak to Kristal about topics surrounding health, wellness and productivity. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
49:55
November 11, 2020
S1 EP37: Estate Planning Basics... Why You Shouldn’t Wait to Do Your Estate Planning w/ Nina Decker
AVOIDING THE MISTAKES Lee Michael Murphy, Sergio Patterson and Matthew McElroy of The Free Retiree Show crew sit down with estate attorney Nina Decker to discuss the importance of estate planning. Why should you plan for your estate today? What age should you start your estate planning? What does the conversation look like when you want to start talking about estate planning? What does it mean to avoid probate? Join Lee, Sergio, and Matthew today as they speak with Nina about how everyone should begin thinking about estate planning. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
33:46
November 4, 2020
S1 EP36: How Much Do Presidents Impact the Economy? Trump's Economy VS Biden’s Economy…What You Need to Know
MONEY EDITION Lee Michael Murphy, Sergio Patterson & Matthew McElroy have a jam-packed conversation, discussing how the results of the upcoming presidential election will impact the economy and how presidential election years reflect in stock market performances throughout history. What is the difference between Trump’s economy vs. Biden’s economy? How have past presidential elections impacted financial markets? Why is there a correlation between the economy and policies of presidential candidates? Tune in today as Lee, Sergio, and Matthew speak about the relationship between politics and stock market behavior. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
36:19
October 28, 2020
S1 EP35: How to Market Yourself & Your Company w/ Former CMO of Realtor.com, Nate Johnson
BUSINESS AND THOUGHT LEADER EDITION The Free Retiree Show crew, Lee Michael Murphy, Matthew McElroy, and Sergio Patterson sit down with marketing executive and former CMO of Realtor.com, Nate Johnson. Throughout the episode, Nate provides insight into his professional journaey and shares his knowledge and advice on all things marketing. How do you stand out on Linkedin? What does a career in marketing look like? Tune in as Nate shares his wisdom and insight from his career. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
01:11:12
October 21, 2020
S1 EP34: Mental Health, Self-Care & Entrepreneurship w/ Mark Metry
BUSINESS AND THOUGHT LEADER EDITION In this week’s episode of The Free Retiree Show, Lee Michael Murphy and Sergio Patterson speak with Mark Metry, the host of a Top 100 Global Podcast, Humans 2.0 Podcast, a Forbes featured keynote speaker and the CEO of @VU Dream. Throughout the show, Mark shares his journey to becoming a successful entrepreneur and how he battled and overcame depression and anxiety during that time. Why is self-care important? How do you overcome mental health disorders? Tune in as Mark shares his story alongside the Free Retiree crew. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
42:51
October 14, 2020
S1 EP33: So… You Want to Start a Lawsuit !?!?
AVOIDING THE MISTAKES This week on The Free Retiree Show, attorney Matthew McElroy leads a conversation with Lee Michael Murphy and Sergio Patterson to discuss what you should know when you want to pursue legal action. What are the steps you need to take when you are thinking about starting a lawsuit? How do you find out more information about different lawyers in your area? What are the potential costs of a lawsuit? What are the potential pitfalls of a lawsuit? Listen as Matthew shares his legal insights alongside the Free Retiree crew. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
56:31
October 7, 2020
S1 EP32: Turning Underdogs Into Winners w/ CEO & Founder of Wonsulting, Jonathan Javier
BUSINESS AND THOUGHT LEADER EDITION The Free Retiree crew sits down with CEO & Founder of Wonsulting, Jonathan Javier to discuss personal branding and networking, standing out as a job-seeker, and the journey of Wonsulting. Beginning in early 2019, Wonsulting was founded as a way to bridge the gap between students and the corporate world and help students with non-traditional backgrounds stand out to land their dream job. Just because you attend a non-target school, can you get into a top tech company? How do you create your personal brand? How do you stand out as a student? How do you land your dream job? Listen as Jonathan Javier shares his story on how he landed jobs at the top tech companies and how he turned his passion for helping students into his day job. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
50:03
September 30, 2020
S1 EP31: Investing After COVID-19...What You Need to Consider
MONEY EDITION Join The Free Retiree Show for another weekly episode as the crew discusses investments and the current economic environment. In this episode, wealth manager Lee Michael Murphy sits down with Sergio Patterson and Matthew McElroy to talk all things investing, and what you need to consider during this time. What types of companies will be positively impacted by COVID-19? How has COVID-19 changed the investment landscape? What are the biggest mistakes investors are making in the current economic environment? Listen as the Free Retire Show crew shares their opinions on the current market, and how COVID-19 has shifted the economy. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
45:15
September 23, 2020
S1 EP30: Author of Invaluable: Master the 10 Skills You Need to Skyrocket Your Career with Maya Grossman
BUSINESS AND THOUGHT LEADER EDITION Join The Free Retiree crew for another great episode, as we explore how you can take your career to the next level. Thought-leader, marketing expert, and Invaluable book author, Maya Gossman helps people excel in their career and learn what skills she built to make her career so successful. In this episode, we discuss the key steps you need to take for career success and how to master the skills you need to skyrocket your career, as noted in Maya’s book.  How do you have a fulfilling career? What skills should you know? How do you think ahead and tackle a problem before asking? What is the difference between accountability and responsibility? Listen as Maya shares a sneak peek of what’s in her newly launched book, and what you need to know to be invaluable at your job. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
53:07
September 16, 2020
S1 EP29: Clarity Coach Helping You Find Joy in Your Life and Career with Zee Najarian
EXPERT EDITION Join The Free Retiree crew as we gain clarity with Zee Najarian. Featured on VoyageLA & Graceful Gladiators, Clarity Coach, Zee Najarian helps multi-passionate women dream big and understand their desires and superpowers. Just because it looks like someone is making it, are they really happy? How do you make a change in life and your career? What are good questions to ask others? How do you find what you are looking for in your career? Listen as Zee explores how to uncover your passions, and help you create a life that you love by doing more of the things that bring you joy. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST 2020
38:18
September 9, 2020
S1 EP28: The Five P’s for Finding Your Perfect Job with Jose’ Benitez Cong
BUSINESS AND THOUGHT LEADER EDITION Join The Free Retiree crew as we sit down Jose’ Benitez Cortez. Jose’ was the former CEO of Plause, part of the team that created the iPhone and iPod, and was at Google’s Nest when they were working out of a garage in Palo Alto. What was it like to be in meetings with only a few people brainstorming on how to create a thing called the iPhone? What was Steve Jobs looking for in the people Apple hired? What separates the successful startups from the ones that become uber successful? And what is the secret to finding your perfect job? Join us as Jose’ shares his knowledge and experience into what it takes to become a successful company. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
01:04:44
September 2, 2020
S1 EP27: Dealing with Rejection! What to do when You don't Land that Dream Job
Join career advisor Sergio Patterson as he explains how to overcome being passed up for a job opportunity. How do you recover emotionally? How do you discover the weakest aspects of how you present yourself? And how do you get the job next time you apply? To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
26:16
August 26, 2020
S1 EP26: Attorney Michael Waddington on using Sun Tzu’s Art of War in Your Life & the Importance of Gratitude
BUSINESS AND THOUGHT LEADER EDITION Join the Free Retiree crew as they interview world renowned attorney, Michael Waddington. Attorney Michael Waddington has a reputation for being one the best trial attorneys in the world, and has participated in over 400 trials as a criminal defense attorney. Get insight into his mind set and how to achieve success in your personal life and career. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
01:11:12
August 19, 2020
S1 EP25: Avoiding the Potential Legal Problems Associated with COVID -19
Listen to attorney Matthew McElroy as he gives you insight into the potential legal issues that will arise due to COVID-19. What sort of legal liability is present if you host a house party? What actions can businesses take to reduce liability and show they are not negligent? Can an individual with COVID-19 be legally liable for not disclosing their condition and exposing others to potential harm? Join us as we explore the new potential legal battles that will arise from COVID-19. To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020 #LegalRiskCOVID-19 #SmallBusinessLegalLiabilityCOVID #COVID-19Lawsuits #TheFreeRetiree #FinancialPodcast InvestingPodcast #RetirementPodcast #BusinessPodcast #CareerPodcast #FinancialAdvisorInMorganHill #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanner #SergioPatterson #MatthewMcElroy #LeeMichaelMurphy
32:41
August 12, 2020
S1 EP24: Women Achieving Success in Corporate America. How to Become a Great Leader With Google Director Alana Karen
BUSINESS AND THOUGHT LEADER EDITION Join The Free Retiree crew as they sit down with Google director Alana Karen. Alana is an award-winning tech leader, author, and speaker. She has been featured in Forbes, Women 2.0, Stanford LinkedIn Influencers, Woman Impact Tech, and much more. Join us as we discuss how women can overcome the challenges of corporate America, and how we can excel as leaders in the workplace. We also discuss her upcoming book, “Adventures of Women in Tech: How We Got Here and Why We Stay.” To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
01:21:50
August 5, 2020
S1 EP23: 8 Essential Tips to Retire Successfully
Join wealth manager Lee Michael Murphy, and career advisor Sergio Patterson, as they discuss eight essential tips that can help you live out a successful retirement. They share tips for living a life of financial freedom and advise on how you avoid the biggest mistakes that lead to a failed retirement plan. To get show notes and sharing links, please go to our podcast page. Thank you for sharing our podcast. The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
27:21
July 29, 2020
S1 EP22: How COVID-19 has Impacted Real Estate. The Commercial Real Estate Outlook.
Join wealth manager Lee Michael Murphy and career advisor Sergio Patterson as they discuss the current state of the real estate market. If you own an investment property, are interested in buying real estate, or want to understand the future challenges of the real estate market, tune in to our episode as we discuss the opportunities and concerns regarding the current real estate market. Please go to our podcast page. Thank you for sharing our podcast. We appreciate it! The Free Retiree Show Podcast Page Honor to be mentioned in the FeedSpot TOP 20 RETIREMENT PODCAST OF 2020
21:24
July 23, 2020
S1 EP21: Land Your Dream Job! How do You Set Yourself Apart from the Other Highly Qualified Candidates ?
Landing job opportunities with elite level companies can seem like a daunting task. Google gets roughly 3 million applications a year from some of the smartest individuals on the planet. Which lucky application and interviewee will triumph over the masses? Join career advisor Sergio Patterson as he gives you elite level tips and tricks to help you stand out from the competition and land that dream job. https://thefreeretiree.com/show/ 7:03 - Creating a resume that stands out 13:58 - How to tailor your resume to the desired position 19:26- Organizing your bullet points 21:18- Acing the phone screen 22:50- Doing your research about the company 26:06- Discussing compensation 33:33- Interview appearance 37:52- The value of curiosity 41:36- The power of self awareness 45:10- Know the interviewer 47:50- How to handle tough questions #GreatResume #InterviewPreparation #LandYourDreamJob #SiliconValleyCareerCoaching #CareerCoachSanJose #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #FinancialPodcast InvestingPodcast #RetirementPodcast #FinancialAdvisorInMorganHill #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanner #WillowGlenFinancialAdvisor #FinancialAdvisorInWillowGlen #FinancialPlannerWillowGlen  #RetirementPlanningWillowGlen #GilroyFinancialAdvisor #GilroyCareerAdvisor #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #SanJoseRealEstateAttorney #RamCommericalMorganHill #LegalAdviceMorganHill
58:44
July 16, 2020
S1 EP20: Credit Scores !?!? How do Financial Institutions Calculate Your Credit Score? Learn how to Improve Your Credit Score.
Join wealth manager Lee Michael Murphy and career advisor Sergio Patterson as they discuss their experiences with using credit cards and establishing good credit. Learn how financial institutions calculate your credit score and what you need to do to maintain a good credit score. In this episode we share a couple quick tips to help you boost your credit score. Lee Michael Murphy, shares his credit report and examines which areas of his report received positive scores and which areas had a negative impact on his overall credit score. https://thefreeretiree.com/show/ #RepairingYourCredit #FixingCredit #HealthyCredit #HowToGetAHighCreditScore #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #FinancialPodcast InvestingPodcast #RetirementPodcast #FinancialAdvisorInMorganHill #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanner #WillowGlenFinancialAdvisor #FinancialAdvisorInWillowGlen #FinancialPlannerWillowGlen  #RetirementPlanningWillowGlen #GilroyFinancialAdvisor #GilroyCareerAdvisor #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #SanJoseRealEstateAttorney #RamCommericalMorganHill #LegalAdviceMorganHill
33:25
July 8, 2020
S1 EP19: AI Technologist and Behavioral Economist Emmanuel Matthews on the Power of Mentors. How We Create Equity in Corporate America.
BUSINESS AND THOUGHT LEADER EDITION Join The Free Retiree crew as they interview AI Technologist and Behavioral Economist, Emmanuel Matthew. He is known as “Mr. Health Intelligence” and was honored in Black Enterprise Magazine’s Top 100 Men of Distinction. Emmanuel is one of the leaders at Course Hero’s diversity, equity, and inclusion team. Hear his unique perspective on how to create long lasting systemic change and equity in corporate America. In this interview Emmanuel gives us insight into what factors have led to his success. What you’ll learn: The importance of being intentional when thinking about your company’s diversity, equity, and inclusion. Understanding the difference between equity and equality. Why we need to embrace what makes us different. Doing it on your own vs leveraging mentors and experts. https://thefreeretiree.com/show/ #EmmanuelMatthews #DEIEmmanuelMatthews #RaceInCorporateAmercia #EmmanualMatthewsArtificialInteligence #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #FinancialPodcast InvestingPodcast #RetirementPodcast #FinancialAdvisorInMorganHill #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanner #WillowGlenFinancialAdvisor #FinancialAdvisorInWillowGlen #FinancialPlannerWillowGlen  #RetirementPlanningWillowGlen #GilroyFinancialAdvisor #GilroyCareerAdvisor #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #SanJoseRealEstateAttorney #RamCommericalMorganHill #LegalAdviceMorganHill
01:11:57
July 1, 2020
S1 EP18: Essential Tips for Buying Life Insurance
Listen to the The Free Retiree Crew as they demystify the confusion surrounding life insurance. The life insurance industry is full of conflicting information that tends to favor the interest of the life insurance agent and life insurance company. Learn how to properly structure life insurance and how to avoid costly mistakes when purchasing your policy. https://thefreeretiree.com/show/ #LifeInsuranceMorganHill LifeInsuranceGilroy LifeInsuranceWillowGlen #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #FinancialPodcast InvestingPodcast #RetirementPodcast #FinancialAdvisorInMorganHill #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanner #WillowGlenFinancialAdvisor #FinancialAdvisorInWillowGlen #FinancialPlannerWillowGlen  #RetirementPlanningWillowGlen #GilroyFinancialAdvisor #GilroyCareerAdvisor #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #SanJoseRealEstateAttorney #RamCommericalMorganHill #LegalAdviceMorganHill
22:31
June 24, 2020
S1 EP17: Tips to Stand Out in a Competitive Job Environment
Join Career Advisor Sergio Patterson as he gives you fantastic tips and tricks to stand out from the competition in this tough job market. Sergio explains the most common mistakes he sees people make when building their resume. Listen to his advice and stand out from the competition. https://thefreeretiree.com/show/ #TipsForStandingInATightJobMarket #InterviewTipsSiliconValley #JobHunting #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #FinancialPodcast InvestingPodcast #RetirementPodcast #FinancialAdvisorInMorganHill #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanner #WillowGlenFinancialAdvisor #FinancialAdvisorInWillowGlen #FinancialPlannerWillowGlen  #RetirementPlanningWillowGlen #GilroyFinancialAdvisor #GilroyCareerAdvisor #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #SanJoseRealEstateAttorney #RamCommericalMorganHill #LegalAdviceMorganHill
30:59
June 17, 2020
S1 EP16: The Free Retiree Crew Talk Racism & The Legal Issues Surrounding George Floyd’s Death
Join The Free Retiree crew as they discuss the legal issues surrounding the killing of George Floyd. Attorney Matt McElroy gives his unique insight into the key elements of the case and breaks down the differences between 3rd degree, 2nd degree, and 1st degree murder charges. Career Advisor Sergio Patterson opens up on the challenges he has had in his own life battling racism and gives his take on what we need to do as a society to bring change. Wealth manager Lee Michael Murphy and Attorney Matt McElroy discuss the current state of the real estate market. https://thefreeretiree.com/show/ #GeorgeFloydKilling LegalPerspectiveMattMcElroy #Covid19RealEsate #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #FinancialPodcast InvestingPodcast #RetirementPodcast #FinancialAdvisorInMorganHill #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanner #WillowGlenFinancialAdvisor #FinancialAdvisorInWillowGlen #FinancialPlannerWillowGlen  #RetirementPlanningWillowGlen #GilroyFinancialAdvisor #GilroyCareerAdvisor #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #SanJoseRealEstateAttorney #RamCommericalMorganHill #LegalAdviceMorganHill
40:15
June 11, 2020
S1 EP15: The Power of Self-Determination With Amazon Best Selling Author Dr. Candice Weaver
BUSINESS AND THOUGHT LEADER EDITION Join The Free Retiree crew as they interview Dr. Candice Weaver. Dr. Weaver is an alum of U.C. Berkeley, The Johns Hopkins University, Dartmouth College, and Touro University.  She is a board certified Family Medicine physician and the author of an Amazon #1 best seller. Join us as we learn more about Dr. Weaver‘s journey and what personal attributes and people have led to her success. What you’ll learn: •How you need to view the events in your life that don’t make sense. •The correlation between sacrifice and success. •The power of determination. https://thefreeretiree.com/show/ #Dr.CandiceWeaver #NiasPuzzle #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #FinancialPodcast InvestingPodcast #RetirementPodcast #FinancialAdvisorInMorganHill #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanner #WillowGlenFinancialAdvisor #FinancialAdvisorInWillowGlen #FinancialPlannerWillowGlen  #RetirementPlanningWillowGlen #GilroyFinancialAdvisor #GilroyCareerAdvisor #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #SanJoseRealEstateAttorney #RamCommericalMorganHill #LegalAdviceMorganHill
50:14
June 4, 2020
S1 EP14: June Economic Update - Comparing COVID-19 to The Great Recession
Join wealth manager, Lee Michael Murphy, as he gives you an economic update and  analyzes the economic similarities and differences with COVID-19 and the Great Recession. https://thefreeretiree.com/show/ #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #FinancialPodcast InvestingPodcast #RetirementPodcast #FinancialAdvisorInMorganHill #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanner #WillowGlenFinancialAdvisor #FinancialAdvisorInWillowGlen #FinancialPlannerWillowGlen  #RetirementPlanningWillowGlen #GilroyFinancialAdvisor #GilroyCareerAdvisor #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #SanJoseRealEstateAttorney #RamCommericalMorganHill #LegalAdviceMorganHill
13:50
May 27, 2020
S1 EP13: Biggest Mistakes Investors Make During a Bear Market
Join wealth manager, Lee Michael Murphy, as he explains how COVID-19 is impacting the stock market. In this interview he explains the biggest mistakes investors make during market downturns and how to avoid the disastrous pitfalls. He also addresses whether this is the right time to invest or to stay on the sideline. https://thefreeretiree.com/show/ #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #FinancialPodcast InvestingPodcast #RetirementPodcast #FinancialAdvisorInMorganHill #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanner #WillowGlenFinancialAdvisor #FinancialAdvisorInWillowGlen #FinancialPlannerWillowGlen  #RetirementPlanningWillowGlen #GilroyFinancialAdvisor #GilroyCareerAdvisor #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #SanJoseRealEstateAttorney #RamCommericalMorganHill #LegalAdviceMorganHill
27:13
May 20, 2020
S1 EP12: 7 Tips for Working from Home
Join The Free Retiree crew as they discuss COVID-19 and working from home. Career advisor, Sergio Patterson, gives 7 tips for working from home to help improve productivity and work life balance. #7TipsforWorkingfromHome #WorkandCOVID-19 #MorganHillInvesting #CareerAdviceMorganHill #LegalAdviceMorganHill #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree#MorganHillFinancial Advisor #MorganHillRetirementPlanning #MorganHillFinancialPlanning #SanJoseFinancialAdvisor #SanJoseInvesting #SanJoseFinancialPlanning #San Jose #RetirementPlanning #GilroyFinancialAdvisor #GilroyCareerAdvisor #SiliconValley #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #MorganHillLegalAdvice #SanJoseRealEstateAttorney #RamCommericalMorganHill
21:41
May 13, 2020
S1 EP11: 7 Tips to Survive and Thrive in a Market Downturn
Market downturns can be devastating to your finances. However, individuals who properly prepare for these events generally come out unscathed, and in many cases come out financially stronger once the downturn is over. Learn Lee Michael Murphy’s 7 tips to help you survive and thrive in a market downturn. #7TipsforMarketDownturns #BearMarketTips #HowtoHandleRecessions  #MorganHillInvesting #CareerAdvice #LegalAdvice #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree#MorganHillFinancial Advisor #MorganHillRetirementPlanning #MorganHillFinancialPlanning #SanJoseFinancialAdvisor #SanJoseInvesting #SanJoseFinancialPlanning #San Jose #RetirementPlanning #GilroyFinancialAdvisor #GilroyCareerAdvisor #SiliconValley #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #MorganHillLegalAdvice #SanJoseRealEstateAttorney #RamCommericalMorganHill
26:42
May 6, 2020
S1 EP10: COVID-19 & CARES ACT...Financial Relief Information
The Free Retiree crew discusses COVID-19 and the CARES ACT. If you are a business owner, have student loans, pay a mortgage, or are looking for financial relief…DON'T MISS THIS EPISODE. Great information that may help you and your loved ones survive this difficult time. #CaresActMorganHill #CaresActSanJose #StudentDebtRelief #PayrollPrectionSanJose #EIDLMorganHill #TheFreeRetireeShow #BusinessReliefSanJose  #MorganHillInvesting #CareerAdvice #LegalAdvice #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree#MorganHillFinancial Advisor #MorganHillRetirementPlanning #MorganHillFinancialPlanning #SanJoseFinancialAdvisor #SanJoseInvesting #SanJoseFinancialPlanning #San Jose #RetirementPlanning #GilroyFinancialAdvisor #GilroyCareerAdvisor #SiliconValley #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #MorganHillLegalAdvice #SanJoseRealEstateAttorney
50:27
April 17, 2020
S1 EP9: Top Characteristics of Successful People. Interview with CEO Carl Reinhardt
BUSINESS AND THOUGHT LEADER EDITION Carl Reinhardt is a CEO and business owner with over 50 years of experience in the wealth management industry. He helped grow a firm to over 1.2 billion in assets, bought and sold multiple companies, and published 3 books in the areas of investing and self improvement. Listen as he gives you tips on how small business owners and individuals can become successful, and the most valuable lessons that he learned over his career. Learn what you need to look for when buying or selling a company; and the biggest factors that differentiates the ultra successful from their peers. What you’ll learn: 3 crucial sources of income every business owner needs to focus on. What to look for when buying and selling a company. The most common mistakes that hold people back #3TipsForBusinessOwnerRetirement #BuyingandSellingaBusiness #TraitsofSuccessful Manager #TraitsofSuccessfulBusinessOwners, #TheFreeRetireeShow #Business #CEOinterview #MorganHillInvesting #CarlReinhardt #BusinessOwerRetirement #SanJoseRetirement #FinancialPlanning #CareerAdvice #LegalAdvice #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #MorganHillFinancial Advisor #MorganHillRetirementPlanning #MorganHillFinancialPlanning #SanJoseFinancialAdvisor #SanJoseInvesting #SanJoseFinancialPlanning #San Jose #RetirementPlanning #GilroyFinancialAdvisor #GilroyCareerAdvisor #SiliconValley #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #MorganHillLegalAdvice #SanJoseRealEstateAttorney Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License  0H18660. The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson and attorney Matt McElroy are not affiliated with RNP Advisory Services or the Securities America Companies. Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by third party." The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.
36:52
March 17, 2020
S1 EP8: STRESS… Silicon Valley’s Dirty Secret. 7 Tips to Manage Work-Life Balance.
Many individuals around the world envy those that work in Silicon Valley. Society tends to associate Silicon Valley with innovative companies, high compensation, and benefits that most could only dream about. However, what most fail to consider is the massive amount of stress that those living in Silicon Valley deal with on a day-to-day basis. An outrageously high cost of living and a highly competitive work environment cause many to suffer from anxiety and stress. Listen to career adviser, Sergio Patterson, as he gives you his seven tips to manage work life balance. Join wealth manager, Lee Michael Murphy, as he gives you insight into the current state of the economy. Understand the financial impact of the coronavirus and learn what impact it will have on the US and Chinese economy. Also in this episode, The Free Retiree Show gives a tribute to Kobe Bryant.  Listen to Sergio Patterson and Lee Michael Murphy as they give their perspectives on the impact of Kobe Bryant‘s death and highlight some of his greatest accomplishments. Sergio discusses how the Mamba Mentality can help you achieve success in your own life. While Lee Michael Murphy takes a closer look into the investments and financial success of Kobe Bryant. #CareerAdviceSergio #7TipsToManageWorkLifeBalence #KobeBryantTribute #DearKobe #InvestingAndCoronavirus #TheFreeRetireeShow #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanning #SanJoseFinancialAdvisor #SanJoseInvesting #SanJoseFinancialPlanning #SanJoseRetirementPlanning #GilroyFinancialAdvisor #GilroyCareerAdvisor #SiliconValleyCareerAdvice #SanJoseCareerAdvisor #MorganHillCareerAdvice #SanJoseLegalAdvice #MorganHillLegalAdvice #SanJoseRealEstateAttorney #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #FreeRetiree #SanJoseWealthManager #MorganHillWealthManager #TheFreeRetireeBlog #TweetTheFreeRetiree Disclosures: Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License  0H18660. Lee Michael Murphy is an Investment Advisor Representative with RNP Advisory Services, Inc., a registered investment advisor The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson, attorney Matt McElroy are not affiliated with RNP Advisory Services or the Securities America Companies. Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by a third party." The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.
52:52
February 20, 2020
S1 EP7: Dr. Dexter Hadley on AI & Big Data in Health Care. And the Power of Self-Belief.
BUSINESS AND THOUGHT LEADER EDITION What is it going to take to cure cancer? In the United States we’ve been taught to value and protect our medical privacy. What if that mindset was the very thing that was preventing us from curing and treating chronic illness? Join us as we interview one of the leading figures in artificial intelligence and big data. Listen to, Dr. Dexter Hadley (iDrDex), as he discusses the impact of artificial intelligence and big data in precision medicine. Dr. Dexter Hadley is also the owner of Hadley Laboratories. Learn more about what personal attributes have helped him rise to success in his field. Hear his perspective on what it will take for the United States to make meaningful progress in preventing and treating chronic illness, and how you can help in the fight against illness and disease. THE LEADER’S PERSPECTIVE •The power of self-belief •The importance of doing what you love •Having fun in your career #iDrDex #DexterHadley #ArtificialIntelligence #BigData #PrecisionMedicine #Blockchain #MorganHillInvesting #TheFreeRetireeShow #SanJoseRetirement #FinancialPlanning #CareerAdvice #LegalAdvice #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree   Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License  0H18660. Lee Michael Murphy is an Investment Advisor Representative with RNP Advisory Services, Inc., a registered investment advisor The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson, attorney Matt McElroy, and Dr. Dexter Hadley are not affiliated with RNP Advisory Services or the Securities America Companies. Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by third party." The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.
56:49
January 24, 2020
S1 EP6: Must Knows For a Real Estate Transaction
Did you know a botched real estate transaction could potentially cost hundreds of thousands of dollars to rectify!?!?!? It could even put you in a situation where you might lose the property. Join attorney, Matthew McElroy, as he gives you his essential tips for performing a prudent real estate transaction. Listen to wealth manager, Lee Michael Murphy, as he give you insight into the impact war has on the economy. Is war good or bad for the economy? #EconomicImpactOfWar #RealEstate #RealEstateFiduciary #TheFreeRetireeShow #SanJoseInvesting #MorganHillInvesting #SanJoseRetirement #FinancialPlanning #CareerAdvice #LegalAdvice #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License  0H18660. The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson and attorney Matt McElroy are not affiliated with RNP Advisory Services or the Securities America Companies. Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by third party." The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.
55:31
January 10, 2020
S1 EP5: The Financial Strength You Need To Purchase A Home
Are you ready to buy a home? Listen to wealth manager, Lee Michael Murphy, as he gives insight into whether you are ready to make one of the biggest purchases of your life. Learn his 6 tips to help put you on the path toward purchasing your home and how to avoid taking on an unmanageable amount of debt that could potentially ruin your financial future. Join career adviser, Sergio Patterson, as he addresses why Uber released their safety report, and how the company can create a safer ride hailing experience for their customers. #TheFreeRetiree #Uber #ReadyToBuyThatHouse #LeeMichaelMurphy #SergioPatterson #MattMcElroy #RetirementPlanningMorganHill #RetirementPlanningSanJose #RetirementPlanningGilroy #CareerAdvice #RealEstateLaw Disclosures "Advisory Services offered through RNP Advisory Services, Inc, a registered investment advisor with the Securities and Exchange Commission. Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License  0H18660.The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson and attorney Matt McElroy are not affiliated with RNP Advisory Services or the Securities America Companies.Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by third party."The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.
39:22
December 13, 2019
S1 EP4: Silicon Valley Company Culture & 7 Essential Tips For Your Retirement Account
What does company culture look like at the Silicon Valley’s tech giants? Learn from career advisor, Sergio Patterson, as he gives you insight into what Silicon Valley’s best companies are looking for in their potential new hires and the importance of building your personal brand. You’ll also learn 7 valuable tips from wealth manager, Lee Michael Murphy, on how to improve and  manage your retirement account. Gain insight into the most common and detrimental mistakes individuals make when managing their retirement account. The hosts will also be discussing trending topics such as Disney Plus, and whether the NFL should ban Cleveland Brown’s player, Miles Garrett, for striking an opposing player with his football helmet. Please subscribe, share, and let us know if you like the show!!! 😁 Disclosures: Advisory Services offered through RNP Advisory Services, Inc, a registered investment advisor with the Securities and Exchange Commission. Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License  0H18660. The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson and attorney Matt McElroy are not affiliated with RNP Advisory Services or the Securities America Companies. Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by third party." The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.
59:11
November 21, 2019
S1 EP3: Managing Finances With Your Significant Other
Join wealth manager, Lee Michael Murphy, and career adviser, Sergio Patterson, as they give insight into how to manage your finances with your significant other. Learn the most common mistakes couples make when managing their finances and how these detrimental decisions can destroy their relationship. Gain insight into the financial behaviors and strategies that couples use to excel in their financial lives. Learn from attorney, Matthew McElroy, as he explains how to protect yourself when owning joint property and common mistakes individuals make that can put their assets at risk, and potentially cost them hundreds of thousands of dollars in legal fees. The group will also address the PG&E power crisis and whether the company is in the wrong for shutting off power to California.
01:09:09
October 18, 2019
S1 EP2: Does College Impact Career Success?
Does where you went to college impact your career success? How do you avoid student debt and help your family afford attending college? Join us as we look at the return on investment of the country's most prestigious universities. Listen to career adviser, Sergio Patterson, as he gives insight into the qualities and skills the world's best companies are looking for from their current employees and top candidates. You'll also learn strategies from wealth manager, Lee Michael Murphy, to avoid student debt and investments to help finance your loved one’s scholastic endeavors. The hosts will also be discussing current trending topics such as NFL receiver, Antonio Brown; and the financial impact of Hurricane Dorian. Disclosures: The rates of return discussed in this podcast are hypothetical. Investments in 529 plans involve risks to principal and may involve additional fees such as enrollment charges and annual maintenance fees. 529 plans offer no guarantees. Depending on your state of residence and the state of residence of the beneficiary, the plan may or may not be eligible for state tax benefits. There are exceptions to the gift tax and estate tax exemptions; please contact a qualified tax, legal or financial advisor for more information prior to investing.
01:00:00
October 1, 2019
S1 EP1: Filtering Out the Noise
Learn more about the hosts, show format, and why they created the show.  Tired of not having the financial freedom to live the life you want? The Free Retiree Show helps listeners improve their lives in areas surrounding career advancement, wealth accumulation, and asset protection. Lee Michael Murphy, wealth manager, is joined by career adviser Sergio Patterson and attorney Matthew McElroy. Join them as they give you helpful advice, and help you filter out the BS in their respective fields. The Free Retiree Show also gives listeners insight into the journey and strategies of successful entrepreneurs and thought leaders.
47:37
September 7, 2019