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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 Jul 14, 2021
Wednesday Jul 14, 2021
MONEY MANAGEMENT/AVOIDING THE BIG MISTAKES EDITION
Most of us think that it would be quite helpful if we were to know when and how we will die.
We’re all aware that the day we leave this earth will happen, but we’re too scared to talk about it. But there are consequences if we don’t talk about it.
64% of people die without a will in the United States. What will then happen to their hard-earned money? What will the government do with people’s taxes once they die?
That is why leaving a legacy is important for everyone to do. Most people put it off until they’re older without knowing its importance. For one, people only have one shot at creating a legacy and ensuring that their family, their dog, and every person they love are taken care of once they pass. That they can survive and continue on living after grief. Another is for people to make sure that they are protecting their wealth. Without leaving a legacy, there is a chance that money can fall into the wrong hands.
As featured on GMA, BBC, Fox News, and more, Goldberg LLP CEO Natalie “Money Momma” Gold shares the importance of protecting your wealth and leaving a legacy. With hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy tune in to this week’s fun and informative 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 07, 2021
Wednesday Jul 07, 2021
CAREER ADVANCEMENT EDITION
Does every working day feel like a terrible never-ending cycle?
Wake up ➡️ 8 to 10-hour workday ➡️ Sleep. Repeat 🔁
Most of the time, you don’t even remember half of the tasks you do in the office. You’re feeling stagnant with no clear future in sight in the job you do every day, where it holds you back from what you truly want to do.
If you experience all of these, then it might be time to re-assess yourself to find genuine happiness in your career. In recent statistics, it showed that 70% of workers are not completely happy and satisfied with their career choice. Most people work 10 to 12 hours, doing unfulfilling jobs only to make a decent living. For the long-term, it would be best to work a job in a company that aligns with your goals.
You may ask, “Is finding happiness in any career even possible?”
For Podcast Producer, Podcast Host + Author Ahyiana Angel, it is possible. It may take months or even years to find that job, but it takes great effort to achieve your goals and it will be worth it.
Ahyiana is passionate about helping others find their voice and having conversations that will impact ambitious business professionals. In this week’s episode of The Free Retiree Show, she’ll share her story about how she made a major pivot in her career to pursue a more fulfilling job, how she pursued a more creative path that ultimately led her to find happiness in her career, her tips for employees who are thinking of switching careers, 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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TOP 20 RETIREMENT PODCAST OF 2020
Wednesday Jun 30, 2021
Wednesday Jun 30, 2021
MONEY MANAGEMENT / AVOIDING THE BIG MISTAKES EDITION
Despite living in the digital age, cybersecurity is a threat that many of us tend to undermine. Not only can a cyber breach impact you personally, but it could also impact a business you’ve worked hard on.
Because of government restrictions associated with the Coronavirus pandemic, many employees have taken to working from home or even staying at home. The result has been an increased reliance on technology both at work and at home.
In 2020, the number of cyberattacks increased 171% compared to previous years. Data also shows that 47% of employees fall for phishing scams while working from home.
People use mobile devices for various reasons and we are prone to cyber-attacks 24/7. Not only is it dangerous, but it will also require maximum time and effort to recover from such attacks. What should we do to protect ourselves and our businesses from these attacks?
In this week’s episode of The Free Retiree Show, as seen on BBC, Cyber SC Founder and Chief Strategist Dominic Vogel shares the importance of cybersecurity, debunking cybersecurity misconceptions, 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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TOP 20 RETIREMENT PODCAST OF 2021
Wednesday Jun 23, 2021
Wednesday Jun 23, 2021
CAREER ADVANCEMENT EDITION
In the latter half of 2020, COVID-19 hit worldwide. With millions of people infected and many lives lost, students started remote learning, and employees were forced to work remotely.
It was a huge change for everyone and the adjustment phase was not easy. The whole family would be at home, there’s no clear line between home and work life, frustrations over endless Zoom meetings, and how to work with young kids (and pets) around.
A year and a half since the pandemic hit, it’s time to go back to the office. The United States and other countries are slowly opening up again. After employees have become used to working remotely, getting the hang of waking up five minutes before a meeting and enjoying no commute to work whatsoever, it’s time to shift gears again and go back to “normal life”.
But do employees want to do that? Do they want to run from building to building to attend meetings, spend hours commuting to work, and leave their pets alone at home?
The Free Retiree Show’s Lee Michael Murphy, Sergio Patterson, and Matthew McElroy sit down in this episode to talk about getting back into the office, what's new, plus share their experiences and what they’ve learned from working from home.
Tune in to listen to a fun and informative episode on 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
Wednesday Jun 16, 2021
Wednesday Jun 16, 2021
MONEY MANAGEMENT EDITION
Have you heard about the major change Proposition 19 is going to make?
California property taxes are becoming increasingly complex. Property transfers - both primary residences and rental properties - to children and grandchildren are significantly affected by Proposition 19.
It will have a large impact on many property owners in CA, particularly those aged 55+, a person with severe disabilities or a victim of a natural disaster, and investment property owners.
This law would also close the so-called “Lebowski” loophole, which gives people who inherit property a pass on paying market rate taxes as long as they do not make it their primary residence.
How will Prop 19 be able to eliminate exemptions for the transfer of non-primary residences? If you’re curious about how the Proposition affects the parent-to-child transfer of real property, then we’ve got you covered in this week’s episode of The Free Retiree Show.
Join us as Associate Attorney and Certified Estate Planning Specialist Nina Decker explains what Prop 19 is in detail, how different it is from the previous law, how it will affect certain individuals, 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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TOP 20 RETIREMENT PODCAST OF 2021
Wednesday Jun 09, 2021
Wednesday Jun 09, 2021
CAREER ADVANCEMENT EDITION
If you work for a company, more than likely, you’re expected to be as sociable as possible. From speaking up in group meetings and brainstorming sessions, attending parties for various causes or celebrations, and more. They say that being an extrovert, speaking up, and making yourself known is the only way for you to thrive in the workplace.
But that is no longer the case now that introverts are being recognized more.
Chelsey Brooke Cole is a Licensed Professional Counselor & Pathfinder Coach. She currently works as a counselor and coach helping introverts create clarity, confidence, and calm to quiet their inner critic and trust themselves more.
For Chelsey, there is power in being “The Quiet One.” Extroverts are not the only people who can find success in companies, and it only takes proper reflection and clarity for introverts to find their strengths among outgoing and sociable people.
Join us as Chelsey shares her personal story and as she found her calling to help her fellow introverts, furthering her mission by helping them experience lightbulb moments that change the way they see themselves, their abilities, and their purpose - forever.
Tune in to this week’s episode of The Free Retiree Show 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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TOP 20 RETIREMENT PODCAST OF 2021
Wednesday Jun 02, 2021
Wednesday Jun 02, 2021
BUSINESS & THOUGHT LEADER EDITION
If you ever want to grow your business, social media can be your best friend or your best enemy. Going viral on social media platforms is no small feat, and for small local businesses, it can make all the difference.
Erica Rankin is a 26-year-old fitness advocate from a small town in Ontario, Canada. She created Bro Dough, a 100% vegan, plant-based, protein-infused, edible cookie dough lower in sugar. Her goal was to transform this treat into something people could enjoy without sacrificing their fitness or health goals.
Join us and listen to Erica as she shares her experience as a small business owner, how she used social media to her advantage as she shared the struggles that made her grow and improve as an entrepreneur, and how she learned more about herself and got out of the box to connect with other entrepreneurs.
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 May 26, 2021
Wednesday May 26, 2021
MONEY MANAGEMENT/AVOIDING THE BIG MISTAKES EDITION
Financial planning, particularly estate coordination and legacy planning, has been a taboo topic for families.
All too often, women are left out of the planning process. Their invaluable opinions and involvement in the financial planning process are commonly dismissed.
A generation-to-generation conversation about financial planning is even more challenging to do. Talking to your parents or grandparents about who gets what once they pass just doesn’t sit well with most families.
Vanessa Martinez, named as 2020 Forbes Best-in-state Advisors and Barron's 2020 Top Women Financial Advisors, believes that it is important to educate and empower women not only to be involved in the family’s financial planning but also for more women to be professionals and investors in finance.
For their book, Family Value at Risk, they also aim to spread the importance of intentional and inclusive communication between families when it comes to financial planning.
Tune in to this week’s episode of The Free Retiree Show with hosts wealth manager Lee Michael Murphy and career advisor Sergio Patterson, as Vanessa Martinez shares valuable information about women empowerment in the finance field, her journey into believing that financial planning between family members can benefit everyone involved and more.
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 2020
Wednesday May 19, 2021
Wednesday May 19, 2021
BUSINESS & THOUGHT LEADER EDITION
Being in Hollywood makes a person think that it’s all about the fun parties, glam, and unlimited booze. But what are the sacrifices one must take to get there?
Darcy Donavan is a film and television actress/producer/recording artist/author who went through countless struggles before achieving everything she currently has. From growing up in an unconventional family setup to music and acting rejections, what kept Darcy going?
Darcy shares her Hollywood journey and experience being in hit movies and shows like Anchorman, Modern Family, Parks and Rec, and more. What did she have to do to survive and thrive amongst many other promising actors and actresses? One thing’s for sure, her perseverance and empathetic heart made all the difference.
Join us and be in on the loop on how Darcy shares her experience being a small town Nashville lass turned Hollywood actress/businesswoman doing even more work on the side. With hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy tune in 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 2020
Wednesday May 12, 2021
Wednesday May 12, 2021
BUSINESS AND THOUGHT LEADER EDITION
Artificial Intelligence is cutting edge technology that is being applied in many different industries. Now, it has even made its way into marketing and entrepreneurship.
How exactly does AI help entrepreneurs you ask? Apparently, people can now take advantage of AI when it comes to building or growing their brand. They can use it for design, they can use it for strategy, and for many other uses.
In this week’s episode of The Free Retiree Show, brand strategist Chahat Aggarwal discusses with wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy how branding with artificial intelligence works. She also shares some of her experiences as an extremely accomplished woman entrepreneur in India.
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