25.7K
Downloads
192
Episodes
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 May 13, 2020
Wednesday May 13, 2020
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
Wednesday May 06, 2020
Wednesday May 06, 2020
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
Thursday Apr 16, 2020
Thursday Apr 16, 2020
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
Monday Mar 16, 2020
Monday Mar 16, 2020
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.
Wednesday Feb 19, 2020
Wednesday Feb 19, 2020
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.
Friday Jan 24, 2020
Friday Jan 24, 2020
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.
Thursday Jan 09, 2020
Thursday Jan 09, 2020
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.
Thursday Dec 12, 2019
Thursday Dec 12, 2019
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.
Wednesday Nov 20, 2019
Wednesday Nov 20, 2019
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.
Friday Oct 18, 2019
Friday Oct 18, 2019
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.