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Tired of not having the financial freedom to live the life you want? The Free Retiree Show helps listeners excel in their career and financial lives so they can live the life they’ve always dreamed. Lee Michael Murphy, wealth manager, is joined by career advisor Sergio Patterson and attorney Matthew McElroy. Tune into their weekly show as they give you entertaining and valuable advice, and help you filter out the BS in their respective fields. The Free Retiree Show has four pillars to help listeners achieve success: career advancement, money management, avoiding detrimental mistakes, and learning from a successful business and thought leaders. Each episode shares valuable insights from experts and brings you interviews from some of the most successful people in business. Join us as we learn how to become free retirees.
Episodes
Wednesday Feb 02, 2022
Wednesday Feb 02, 2022
MONEY MANAGEMENT EDITION
Bear markets are an inevitable part of life. However, it can be challenging to anticipate them, to predict how long they will last, or to gauge the extent to which they will affect stock prices. It is not just possible to survive bear markets, but you can also benefit from them. You can use the following techniques to reduce or even profit from the bear market.
The bear market is characterized by a sharp decline in the prices of securities combined with a sweeping negativity that continues to permeate the market. The more investors anticipate losses in a bear market and the more they sell, the more pessimism grows.
It can be hard to predict when stocks will bottom out after they begin to decline. In these cases, identifying the best timing and managing active trading at the onset of a bear market can be challenging.
In a bear market, what can we do to protect ourselves from losses, or even make money?
In this week’s episode, Lee Michael Murphy discusses why the market's so volatile, explains what needs to happen to fix the current issues, and how to handle a bear market. With career advisor Sergio Patterson and attorney Matthew McElroy, tune in to this week’s episode of The Free Retiree Show.
To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.
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Wednesday Jan 26, 2022
Wednesday Jan 26, 2022
CAREER ADVANCEMENT & THOUGHT LEADER EDITION
What makes a great leader?
Is it their confidence? Their authority? The way they can make employees follow their orders no matter what?
Or is it patience? The way they care for other employees? Compassion?
Leadership shapes nations, communities, and organizations.
Leaders are crucial for helping us make large-scale decisions that move the world forward.
It is usually easy to spot a bad leader, but what is the best way to recognize a good one?
For Jean Marie di Giovanna, being a Renaissance leader is essential to being a great leader.
Jean Marie is an international keynote speaker, certified executive coach, best-selling author, and more who has helped increase employee engagement, improved communication, and created happier, more productive workplaces.
In this informative episode on The Free Retiree Show, Jean Marie discusses Renaissance Leadership, the importance of curiosity as a skill in leadership, her advice for women who want to become leaders, and more. With hosts, wealth manager Lee Michael Murphy and career advisor Sergio Patterson, tune in to this week’s episode of The Free Retiree Show.
What You’ll Learn:
- Renaissance Leadership
- The importance of curiosity as a skill in leadership
- Advice for women who want to become leaders
To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.
Tuesday Jan 18, 2022
Tuesday Jan 18, 2022
MONEY MANAGEMENT EDITION
Scams are continuously evolving. From phone calls, text messages, to emails, they now go in different formats. In 2019, the FBI recorded a record $3.5 billion in losses from internet crimes. Today, con artists all over the world are most likely targeting a computer or mobile device near you. See what the most common scams are and how you can guard your personal information and wallet.
Scams target people of all backgrounds, ages, and income levels around the world. There's no one group of people who are more likely to become a victim of a scam, all of us may be vulnerable to a scam at some time. Be alert to the fact that scams exist. Remember, if it looks too good to be true, it probably is.
In this week’s episode of The Free Retiree Show, wealth manager Lee Michael Murphy discusses the scams that you should watch out for in 2022. From what each scam does and how you can avoid it, we’ve got you covered with the basic information that’ll help you avoid falling prey to them.
To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.
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Wednesday Jan 12, 2022
Wednesday Jan 12, 2022
MONEY MANAGEMENT EDITION
For the new year, most people have financial goals that they want to achieve. Whether it be a specific savings goal, a new property to buy, and more.
But as you work towards that goal, have you ever wondered, "Well, how am I doing compared to my neighbor and my friends? Where do I rank in my overall wealth journey?"
Comparison is inevitable, but evaluating your own wealth progress compared to others is an essential part of your wealth-building journey. Why? Because it gives you the motivation to work harder or be aware if you’re buying the right assets to build wealth.
In this week’s The Free Retiree Show episode, wealth manager Lee Michael Murphy is going to be talking about where people in different wealth classes put their assets. Whether it be people that are in the lower 10%, 20 to 30%, of the US population or where the wealthy people that are in the top 90-100% put their money, or what they are investing their money into.
To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.
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Wednesday Jan 05, 2022
Wednesday Jan 05, 2022
AVOIDING THE BIG MISTAKES EDITION
Every year, people focus on achieving goals that pertain to their careers and finances.
To get that promotion, to save x amount of money by the end of the year, to buy the latest car model, and others.
But your goals for your family, your friends, your personal relationships, even your health, have you ever given much thought to them?
As you focus on getting that promotion at your company, you might not have realized that you’ve let the things that matter go. You’ve been sleeping for four hours a night, you haven’t spent quality time with your family or friends, and you’ve barely moved your body for the past how many years.
2022 is the year for you to focus more on yourself and the people you care about. Re-evaluate your goals and where you spend your effort on. Find out what truly matters to you and focus on that.
Join us as hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy to discuss the importance of prioritizing personal goals, setting yourself up for success personally and financially in 2022, and why focusing on your health more than your wealth is vital.Tune in to this week’s episode of The Free Retiree Show.
What You’ll Learn:
- Why prioritize personal goals in 2022
- How to set yourself up for success personally and financially
- Why consistency is key with your goals
To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.
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Wednesday Dec 29, 2021
Wednesday Dec 29, 2021
MONEY MANAGEMENT EDITION
If you want to invest like Warren Buffett, you don't need to do anything extraordinary. In fact, many new investors are surprised at just how uncomplicated the Oracle of Omaha's investment style is. To sum it up in one sentence, Buffett invests in great businesses trading for less than their intrinsic values, and then he holds on to these investments for as long as they remain great businesses.
Prioritizing a margin of safety is a cornerstone of Buffett's investment philosophy. In simple terms, a margin of safety refers to characteristics of an investment that help to protect investors from losing money. Buffett doesn’t invest in low-quality companies. According to him, "It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” As Buffett does, the best way to invest is to ignore the crowd entirely and focus on finding value on your own.
These are just a few examples of Buffett’s strategy. According to Buckingham Group’s Chief Research Officer Larry Swedroe, people say Warren Buffett is the greatest investor of all time yet fails to follow his advice.
Join us as CRO Larry Swedroe, who has written 19 books on investment strategies and had several articles published in journals, discusses how to invest like Warren Buffett, his advice to beginner investors surrounded by TikTok “investment gurus,” the importance of value investing, and more. With hosts, wealth manager Lee Michael Murphy and career advisor Sergio Patterson, tune in to this week’s episode of The Free Retiree Show.
To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.
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Wednesday Dec 22, 2021
Wednesday Dec 22, 2021
MONEY MANAGEMENT EDITION
Old habits and mindsets die hard, especially when it comes to money. When you don't have any savings and you spend more than you earn, it's time to stop the bad spending habits that keep you poor and get started on building better financial habits.
Developing good money habits can lead to financial success and increased wealth. It will teach you about budgeting, saving, and achieving your financial goals.
Starting new habits and breaking bad ones don't happen overnight. The good news is that you can start changing your money habits with persistence, a good mindset, and knowledge.
Having good money habits and mindsets will enable you to achieve financial success. You can achieve financial freedom by planning for the future, saving money, and staying on top of your finances. Additionally, you will be able to prepare for unexpected expenses, avoid late fees and penalties, and save money for your retirement years.
In this week’s episode, wealth manager Lee Michael Murphy shares the finance mindsets that can be detrimental to your finance journey. What can you change to make sure that you and your family will reach your financial goals sooner?
Join us with hosts career advisor Sergio Patterson and attorney Matthew McElroy tune in to this week’s episode of The Free Retiree Show.
To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.
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Wednesday Dec 15, 2021
Wednesday Dec 15, 2021
MONEY MANAGEMENT EDITION
In the financial planning world, some concepts are intuitive. Annuities, which often include insurance options as well as investment options, aren't. Annuities have received increasing attention lately, mainly because of the SECURE Act, which provides employers incentives to include annuities in 401(k) plans.
Unfortunately, annuities, like reverse mortgages, can be confusing for retirees and may not be the best option for them.
An annuity is essentially an agreement between you and an insurance company. An annuity contract can be purchased either as a lump sum or as a series of payments. As a result, the insurer will make a series of payments to you for the rest of your life.
But today, an annuity can go in lots of different directions. How? Annuities have now morphed into a product that can be used just for accumulation. They can also be used for different forms of decumulation. Annuities are now more of a product where you don't realize gains on an ongoing basis and you're just taxed when the money comes out beyond that.
Are there more pros than cons when it comes to annuities? Head of Retirement Research for PGIM DC Solutions’ David Blanchett will discuss everything that involves annuities, the good, the bad, and potentially the ugly. With hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy tune in to this week’s episode of The Free Retiree Show.
To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.
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Wednesday Dec 08, 2021
Wednesday Dec 08, 2021
MONEY MANAGEMENT EDITION
In October of 2021, the annual inflation rate in the US hit 6.2%, the highest level since November of 1990 and above forecasts of 5.8%
Inflation, or the devaluation of money, is affecting most of the world recently, especially the United States. It’s taking a toll on American citizens as this is the highest it has been in 30 years. Price increases across the board. From energy costs like gas and electricity, food, and even used cars and trucks.
Based on a Pew Research Center study, in the third quarter of 2021, the country had the 8th-highest annual inflation rate out of 46 countries studied. In the weeks leading up to Thanksgiving, Americans, especially the poor, have felt the effects of inflation as food prices have risen across the board.
What are the reasons behind inflation? Should we worry about the rising prices of goods or not? And are there ways for American citizens to combat it?
For wealth manager Lee Michael Murphy, it is possible. Join us as he discusses the causes behind inflation and what we can all do to combat the devaluing of our hard-earned dollars. With co-hosts career advisor Sergio Patterson and attorney Matthew McElroy, tune in to this week’s episode of The Free Retiree Show.
To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.
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Wednesday Dec 01, 2021
Wednesday Dec 01, 2021
CAREER ADVANCEMENT EDITION
High performers are people who go above and beyond to accomplish their tasks or assignments at work. A member of this type takes initiative and strives to improve their behavior and habits at work in order to benefit the company or team. Their superiors and colleagues can count on them as considerate team players.
At times, we think that becoming a top performer in a certain field can take years of experience. Getting promoted at a job in a matter of months is impossible. Outperforming full-time employees as a sales intern? Even more so.
But that’s just what Marcus Chan did at 19 years old. Marcus is the Founder and Sales Coach at Venli Consulting Group, a highly profitable and lucrative online business that has been featured in Forbes, LinkedIn, Entrepreneur, Yahoo! Finance, and more in less than 2 years.
Marcus grew up in a poor household that motivated him to work harder than anyone else. He improved his sales skills and got promoted many times throughout his whole career.
In this episode of The Free Retiree Show, Marcus discusses his childhood growing up in a poor household with the passion to succeed, his journey to becoming the best salesperson in a company as an intern, how to improve your sales skills, and more!
Join us as Marcus shares his success story to inspire everyone. With hosts, wealth manager Lee Michael Murphy and career advisor Sergio Patterson, tune in to this week’s episode of The Free Retiree Show.
To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.
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