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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 Sep 22, 2021
Wednesday Sep 22, 2021
CAREER ADVANCEMENT EDITION
Interviews are crucial to the hiring process.
In addition to showing your skills and qualifications, it lets you demonstrate your confidence with the hiring manager and how you carry yourself in person. If you prepare ahead of time for your interview, you'll feel more confident when you walk into it. Particularly, the first few moments of your interview can have a decisive impact on how well the rest of it goes.
Imagine: after putting out a ton of resumes and applications, one company called you back asking you to attend a job interview. There’s just one problem: you’ve got a lot of competitors for this one position. How would you stand out?
In this week’s episode, LinkedIn professor Lakrisha Davis will help us out.
Lakrisha has been seen on ABC7 News, Forbes, Newsweek, and more. She is also a 2020 Phenomenal Women Award recipient, and she has served over 2300 job seekers.
If you want to hit the home run and grab that position that you’ve been aiming for, don’t miss this episode as Lakrisha shares easy and helpful tips to nail that job interview, how to deal with a job rejection or ghosting, as well as common mistakes that job applicants should avoid doing. 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 Sep 15, 2021
Wednesday Sep 15, 2021
BUSINESS & THOUGHT LEADER EDITION
Remember being a kid who thought that every big and crazy dream you had was right at your fingertips and can easily become a reality? You could have dreamed about owning a mansion, a palace even, and dreamed about owning a Porsche. You dreamt about traveling the world as a hobby.
Such are wild and crazy dreams. But what if we tell you that it’s possible to make these dreams a reality?
That is exactly what Jeremy Schneider did.
Jeremy started an internet company in college (RentLinx), grew it with no outside funding for 12 years, then sold it at the age of 34 for over $5 million! Now, he’s the Founder of the Personal Finance Club, co-Founder of Nyckel, and is currently starting two businesses!
He is now living his dream, and in today’s episode, he’ll share how he accomplished such amazing feats before 40, how he built amazing companies, his advice to aspiring entrepreneurs and aspiring investors, and more!
Join us and learn how Jeremy’s incredible entrepreneurial mind works as he shares his story 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.
Surprise! Use the code “thefreeretiree” to purchase Jeremy’s course at 25% off! Promo runs until October 1st only so visit How to Build Wealth by Investing in Index Funds – Personal Finance Club now!
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 Sep 08, 2021
Wednesday Sep 08, 2021
MONEY MANAGEMENT EDITION
Society tells us that to be successful, you must go to a university. If you obtain a degree from one of the top universities, you’re sure to land a great job at a prestigious company, and all your financial worries will quickly disappear. These are the myths that many individuals believe. However, after college grads land their first big job out of college, they quickly realize that the money goes towards paying down debt rather than building their wealth and future.
According to the recent data from the U.S. Department of Education, about 42.9 million Americans have federal student loans, which means about one in eight Americans carry around student debt. The total outstanding debt is roughly 1.59 trillion dollars.
Not only does it put you behind in your path to financial freedom, but it also has a lot of psychological effects. People can feel trapped, crushed, and hopeless that they’ll never pay off hundreds of thousands in student loan debt.
For Attorney Joshua Cohen, there is a more effective way to deal with your student loan debt. He has been seen on Fox News, Bloomberg TV and is the author of The Student Loan Lawyer’s Guide to Understand the Student Loans in Plain English.
Today’s episode will be filled with great information to make fresh grads, current students, and parents understand the best way to deal with student loan debt. 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 Sep 01, 2021
Wednesday Sep 01, 2021
CAREER ADVANCEMENT EDITION
Society puts more pressure on going to school and getting the best grades. Some countries, like South Korea, China, and other Asian countries, pressure students from a young age. But are these great indicators of your skills once you enter the workforce?
According to LinkedIn global talent trends, 92% of talent acquisition professionals reported that soft skills are equally or more important than hard skills.
And 89% said that when a new hire doesn't work out, it's because they lacked critical soft skills. These skills include communication, character and personality traits, emotional intelligence, among others. Skills that make people excel in their jobs and the best to work with in the organization.
Getting good grades isn’t all there is to success in the workforce anymore. Soft skills make a great employee in every organization.
This episode will be with Career Developer, author, and entrepreneur Mark Herschberg. His book, The Career Toolkit: Essential Skills for Success That No One Taught You discusses the skills that can help you accelerate your career growth in any company you’re in or you want to get into.
Join us as Mark discusses these essential skills that you need, how he built multiple non-profit companies and his love for ballroom dancing! 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 Aug 25, 2021
Wednesday Aug 25, 2021
MONEY MANAGEMENT EDITION
“I’m still young!
Isn’t it too early to plan for retirement when I haven’t even settled in my career??”
Let us answer that. It’s NEVER too early to plan for retirement.
Being aware of your current financial status and expenses is important. Why?
With everything that's happened in the last couple of years, people have a lot of concerns.
Numerous laws have been signed, expired, and signed again to help out with numerous families that were affected by the pandemic. Jobs are lost, employees were laid off, and more people are working on multiple jobs to make ends meet.
At this point, it is impossible to know how the economy will be like in the next couple of years. Are we about to face another recession caused by the pandemic? Will the economy pick it up?
For Prof. Laurence Kotlikoff, it is important to plan for your retirement to overcome the threats facing the US economy. Prof. Kotlikoff is a Professor of Economics at Boston University and is a New York Times best-selling author. In 2014, The Economist named him one of the world’s 25 most influential economists. His company, Economic Security Planning Inc, aims to preserve and raise families' living standards with powerful, cutting-edge software.
Join us on The Free Retiree Show as Prof. Laurence Kotlikoff discusses how to plan for your retirement to overcome the threats facing the US economy. With hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy.
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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Tuesday Aug 17, 2021
Tuesday Aug 17, 2021
CAREER ADVANCEMENT EDITION
Corporate America is a male-dominated industry, and all too often, we hear women say how their voices are often ignored at their companies. They feel they can't communicate their true feelings in the workplace. With societal, organizational, and personal pressures that women experience on a daily that their male counterparts don't, being heard is one that many of them feel that they struggle with. And as a result, they're passed up on promotion opportunities and advancement opportunities that they're capable of and very well do deserve.
Although American women hold almost 52 percent of all management- and professional-level jobs, they are significantly underrepresented in leadership positions. In 2021, only 7% of CEOs in the world are women.
BigPanda’s VP for Sales Enablement Rehmat Kharal is an advocate for equal rights. She’s a recipient of multiple awards like the Drum Major Award, Multiple Sales Awards, Women of Influence, and more.
Join us as Rehmat discusses what it’s like to be a woman and a woman of color in corporate America, how she gained self-confidence, her advice to mothers who want to climb the corporate ladder, and more.
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 Aug 11, 2021
Wednesday Aug 11, 2021
MONEY MANAGEMENT EDITION
Holidays only mean one thing: taking a well-deserved vacation. Either solo or with family and friends, people love going on vacations.
Whether locally or internationally (pre-COVID 19, that is), traveling is a means of escape from most of us. A time to relax, spend quality time with your favorite people, and forget about reality and work for a while. For some people, taking vacations is a necessity rather than a luxury.
But a very important question still stands, can you afford to take a vacation? Of course, you can easily swipe your credit card to book a flight, book three rooms in a hotel, and eat out at restaurants as freely as you can. But is this the right move to do? Or are you just digging a deeper hole in debt?
According to Learnvest Money Habits, the average American spends 10% of their annual income on travel. 74% of Americans have gone into debt to pay for a vacation, averaging a total of $1,108.
Wealth manager Lee Michael Murphy shares his full-proof checklist to make sure you’re financially ready before going on a vacation you truly deserve.
Join us with co-hosts career advisor Sergio Patterson and attorney Matthew McElroy for a fun, informative, and even semi-argumentative episode about how you should prepare yourself and your family financially and not get into more debt for a vacation.
Make sure to 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 Aug 04, 2021
Wednesday Aug 04, 2021
BUSINESS & THOUGHT LEADER EDITION
Do you want to be successful?
We spend the first quarter of our lives as human beings, developing, preparing, and trying to become ready to be successful human beings. And yet the reality is so many of us, 10 years into the workforce, 20, 30 years into our career, we start wondering, did we make the right actions and decisions and lived up to those childhood expectations?
Each and everyone has a different definition of success, whether it be in their personal or professional lives. A standard baseline is money, career & power. If that is the category you focus on to evaluate someone’s success, then roughly less than 1% of the world’s population achieves this to the greatest or highest levels possible.
But if you don’t agree with this standard baseline, then it is possible to achieve success. And that is through mindset.
This week’s guest is Simon Parsons, a badass activation coach who is passionate about intentional mindset work that can massively increase performance in the professional setting. From meditation, visualization, mindset tools, and hacks can make work incredibly more fulfilling, productive and increase results.
Join us as Simon shares how he defines success, the advantages of having a growth mindset, and how to make failures your best teacher. 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 Jul 28, 2021
Wednesday Jul 28, 2021
BUSINESS & THOUGHT LEADER EDITION
If you are a business owner or you’re thinking about going into business, what type of business model are you using?
What could be the best type of model to help you generate profits and grow your business?
Almost all businesses bill by the hour. The hourly model billings take place after the work is done, computing the time spent on the work.
The value pricing model widely differs from the hourly model. Value pricing requires that the seller, generally a professional services firm, determine what a customer is willing to pay for one's expertise before the work is complete.
For Ron Baker, costs do not determine price, value determines the price. For more than 25 years, Ron has pushed accounting firms to dump the billable hour and embrace value pricing for client services. He now believes the profession is at a tipping point.
In today's episode, Ron Baker is going to discuss the concept of creating value. Baker founded the VeraSage Institute Founder, a think tank that aims to eliminate billable hours and archaic timesheets. The group also encourages the use of advanced pricing arrangements and treating tax and accounting professionals as knowledge workers as opposed to timekeepers.
He has over 230,000 LinkedIn followers, authored seven books, including Implementing Value Pricing: A Radical Business Model for Professional Firms, and hosts the internet radio talk show The Soul of Enterprise: Business in the Knowledge Economy.
Join us as Ron Baker delivers extensive value about the value pricing business model 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 Jul 21, 2021
Wednesday Jul 21, 2021
MONEY MANAGEMENT EDITION
The stock market can be a compelling way to build wealth.
In 1984, less than half of the Forbes 400 ranking of the wealthiest Americans were self-made billionaires. In 2018, 67% were self-made! While most of the wealthiest people become rich as self-made entrepreneurs, stocks are adequate as an asset class and, along with real estate, should be the foundation of any successful investment portfolio.
But, if people continue to venture blindly into stocks investments, they can continue to make countless mistakes. Recently, word of mouth has been a powerful tool to encourage investing in stocks. There are stock-picking gurus, social media posts and advice, and even TikTok advice has become a thing.
The question is, can you truly trust these people? Are they accredited to give such advice, or are they only speaking from experience and sheer luck?
With many sources of information, there are many mistakes that people can make throughout their stocks investment journey, and it’s essential to be wary of making them. At times, they might not even be aware that they’re making a mistake that can potentially cause huge losses.
Join us as co-host wealth manager Lee Michael Murphy shares the biggest investor mistakes for people to sift through the BS and find the best investment techniques that will work for them.
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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TOP 20 RETIREMENT PODCAST OF 2021