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The Free Retiree Show

Business & Economics Podcasts

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.

Location:

United States

Description:

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.

Language:

English

Contact:

408-659-8541


Episodes
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The Remote Company Culture Shift: Key Factors that Make or Break It

11/15/2023
Welcome to the 192nd episode of The Free Retiree Show, hosted by wealth manager Lee Michael Murphy and interview coach Sergio Patterson. In this episode, we delve into the intricate subject of “The Remote Company Culture Shift: Key Factors that Make or Break It.” As we embark on an exploration of the novel remote culture shift, we scrutinize prevalent misconceptions surrounding remote work cultures. Join us as we unravel the complexities of harmonizing the needs of both extraverts and introverts within the virtual workspace. Additionally, we dissect the paramount key factor essential for the sustenance of successful remote work environments. Our expert guest, Jean Marie DiGiovanna—international keynote speaker, leadership specialist, certified executive coach, and bestselling author—guides the conversation on how to build culture and connections in this new environment. Boasting over 25 years of experience, she stands as one of the world’s foremost authorities on Renaissance Leadership. Jean Marie not only imparts her wealth of experience but also unveils invaluable insights into fostering trust, collaboration, and innovation within organizational cultures. As a two-time guest on the show, her presence enriches our discussion. While remote work presents its merits, from enhanced family time to reduced commuting, challenges persist. Jean Marie delves into the obstacles companies encounter in this evolving remote landscape, shedding light on the nuanced dynamics of limited colleague interaction. In this episode, we explore concepts in her new book “Stop Talking Start Asking: 27 Questions to Shift the Culture of Your Organization” and learn about Jean’s newly released LinkedIn Learning course, “Communication Skills for Modern Management.” We invite you to join us in exploring the transformative potential of posing pertinent questions to reshape your organization’s mindset. Tune in to Episode 192 for a comprehensive exploration of remote work culture, featuring expert insights, pragmatic advice, and the essential keys to cultivating a thriving virtual work environment. LinkedIn Learning Course Information: “Communication Skills for Modern Management,” unlocked through 12/31/23. Course Link: Communication Skills for Modern Management https://www.linkedin.com/learning/communication-skills-for-modern-management?trk=lilblog_10-23-23_-tech

Duration:00:34:06

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Unlocking Life’s Wealth: Prioritizing Time Over Money for Lasting Happiness and Fulfillment

11/8/2023
Welcome to Episode 191 of TFRS, where we shift the spotlight from amassing wealth to gaining time and choices in life. Research has shown that once our income meets our needs and allows for savings, accumulating more money doesn’t significantly elevate our happiness. Strikingly, those with substantial wealth often feel worse off, comparing themselves to those with more. A fascinating study delved into the lives of multimillionaires, revealing that most believed an additional $5 million would bring them greater happiness. But studies, including one from Harvard analyzing 100,000 individuals, highlight that prioritizing time over money leads to more fulfilling social relationships, satisfying careers, and overall higher rates of contentment. This episode uncovers the four key benefits of adopting a time-centric approach. It’s evident that those feeling time-poor exhibit lower happiness levels, higher stress, anxiety, and reduced joy. By emphasizing time, people enhance social connections, build healthier relationships, and experience increased job satisfaction, all while achieving similar or greater income. We delve into practical strategies to reorient your priorities towards time. Understanding your core values and the real cost of spending money (which is time you’ve worked hard to earn) is a crucial starting point. Reflecting on your “why” and whether material possessions align with a more fulfilling life is another pivotal step. Finally, a poignant reminder that time is our most precious asset. We’re all destined to reach the end of our journey, and when reflecting on life’s moments, it’s the quality time spent with loved ones, pursuing happiness, or contributing to the world that truly matters. The podcast episode concludes by highlighting the immeasurable value of time over money in crafting a more enriching and satisfying life.

Duration:00:16:47

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Managing Money During Times of War

10/18/2023
Welcome to The Free Retiree Show. In this episode, we provide an up-to-date economic snapshot as of October 18, 2023. We’ll touch on key economic indicators, including the rise in interest rates and its impact, declining homebuilder sentiment due to surging mortgage rates, and the precarious state of commercial real estate. Furthermore, we delve into the financial ramifications of ongoing international conflicts, including the Ukraine War and the Middle East situation. We also discuss how wars can adversely affect economies, emphasizing the burdensome costs associated with military expenses and the toll on infrastructure, skilled workers, and international trade. Additionally, we address inflation and the deterrence of investors amidst periods of uncertainty. We provide valuable financial strategies, such as investing for the long term and considering defensive stocks, bonds, and employing dollar-cost averaging. We also discuss investments to add protection in your financial journey. As we navigate these complex economic and geopolitical landscapes, we offer insights into managing your finances wisely and adapting to ever-changing financial environments. Subscribe today and stay tuned for more guidance on securing your financial future! 🎙️💰 #FinancialFreedom #EconomicUpdate #WarEconomics #ProtectYourRetirement

Duration:00:19:57

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Unlocking Financial Freedom: A 10-Step Blueprint to Financial Success

10/11/2023
In this illuminating episode of “The Free Retiree Show,” host Lee Michael Murphy, a seasoned wealth manager, and co-host Sergio Patterson join forces to guide you on the path to financial freedom. Drawing from their wealth of knowledge and experience, they present a comprehensive blueprint for securing your financial future. Kicking off the discussion, Lee and Sergio stress the importance of setting clear and inspiring financial goals. They challenge the conventional notions of success tied to material possessions and emphasize the value of prioritizing personal fulfillment and making a positive impact on others. The episode proceeds with a focus on building a one-month survival fund, highlighting the peace of mind it provides during challenging times. Lee and Sergio delve into the art of budgeting wisely and saving for emergencies, underlining the role of consistency and accountability in financial planning. Career growth takes the spotlight as Lee explains that it is not only crucial for financial stability but also offers personal growth, professional development, and the freedom to make choices. Saving and investing 20% of your income becomes a key step in the journey to financial freedom, with Lee and Sergio providing insights into the power of delayed gratification and financial discipline. Debt management is a significant aspect of the financial journey. Lee and Sergio discuss effective strategies for saying goodbye to high-interest debt, allowing listeners to boost their cash flow and accelerate their financial progress. Maximizing retirement and investment accounts comes under the spotlight as the hosts stress the importance of early planning and understanding employer retirement plans. They explore how investment accounts can open doors to future financial opportunities, such as property investment. Homeownership is recognized as a valuable component of financial strategy. Lee and Sergio highlight its potential to build equity and secure tax advantages. They explain how homeownership can contribute to overall financial freedom. The episode further delves into the vital concept of protecting your wealth with insurance and planning. Lee and Sergio emphasize the need for estate planning, asset diversification, and risk management to ensure your hard-earned wealth remains secure. The episode concludes with an exploration of investment real estate’s potential for financial growth. The hosts discuss how this avenue can provide appreciation, cash flow, and tax benefits. Leveraging your money through investment real estate is presented as a game-changing strategy to multiply your wealth. In sum, this episode of “The Free Retiree Show” offers a holistic approach to financial freedom, addressing key aspects of personal finance and wealth management. Lee Michael Murphy and Sergio Patterson provide expert insights and practical advice, making this episode a valuable resource for anyone looking to take control of their financial future, regardless of their current financial situation. Whether you’re starting your financial journey or seeking ways to enhance your financial well-being, this episode provides actionable strategies to help you achieve your financial goals.

Duration:00:25:12

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How to Find Great Real Estate Deals w/David Lecko

10/4/2023
Welcome to The Free Retiree Show! Today, we’ve prepared an exceptional episode that takes a deep dive into the realms of entrepreneurship, real estate investing, and the art of discovering incredible real estate deals. Guiding us on this exhilarating journey is none other than our distinguished guest - David Lecko, a celebrated real estate investor and the dynamic CEO behind Deal Machine. David Lecko’s journey is a wellspring of inspiration. He’s not merely a successful real estate investor; he’s a serial entrepreneur who has mastered the craft of building multi-million-dollar online businesses. Today, he graces us with his wisdom on these pivotal subjects that hold the potential to reshape your financial future. David Lecko’s journey extends beyond personal accomplishment; it’s a mission to extend a helping hand to others in pursuit of their real estate aspirations. As the CEO of Deal Machine, he’s the driving force behind a groundbreaking CRM tool designed specifically for real estate investors and wholesalers. Deal Machine has risen to prominence as one of the most influential companies in the real estate sphere. In this episode you’ll learn: 🚀 Entrepreneurship Insights: David Lecko shares his journey from startup beginnings to the establishment of a multi-million-dollar online empire. Delve into the strategies and mindset that underpin his entrepreneurial triumphs. 🏡 Real Estate Investment Essentials: Join David on a journey through the realm of real estate investing. Acquire insights into the critical factors that demand consideration when evaluating real estate deals. 💎 Unveiling Amazing Real Estate Deals: David unravels the mysteries of locating hidden gems within the real estate market. His tips and techniques are poised to help you unearth extraordinary opportunities. 💼 The Power of Deal Machine: Delve into the world of Deal Machine, a revolutionary CRM tool tailored for real estate investors and wholesalers. Learn how it ascended to become one of the fastest-growing companies in the United States and how it can revolutionize your lead generation process. 🌟 Lessons from Real-Life Challenges: David candidly shares his own struggles as a real estate investor, offering powerful lessons learned through adversity. Be inspired by his resilience and determination. 🚗 Driving for Dollars Strategy: Explore the intriguing concept of “driving for dollars” and how it can serve as a game-changing strategy in your real estate investment journey. 📱 Deal Machine Demystified: Gain an in-depth understanding of the inner workings of Deal Machine and how it can simplify lead generation, making it an indispensable tool for everyone in the real estate industry. This episode serves as a treasure trove of knowledge and inspiration, brimming with real-world insights that have the potential to elevate your entrepreneurial prowess and propel you to new heights in the world of real estate investing. You won’t want to miss this! Tune in to Episode 188 of The Free Retiree Show for an exclusive conversation with David Lecko, the visionary CEO of Deal Machine.

Duration:00:37:39

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Unmasking the Mindsets Holding You Back from Financial Success

9/27/2023
In this episode, we aim to gain a deeper knowledge behind the diverse behaviors and backgrounds that can present unique challenges on the journey to financial security. Whether you’re seeking to enhance your own financial situation, gain insights into the hurdles faced by others, or simply aspire to better understand the complex dynamics of financial success, you’ve come to the right place. Join us on this transformative journey as we shed light on these mindsets that may be hindering your financial progress. By the end of this episode, you’ll be equipped with practical solutions, newfound knowledge, and a fresh perspective on your financial journey. Subscribe now and embark on a path toward unmasking the mindsets that stand between you and the financial success you deserve. Don’t let these obstacles hold you back any longer; it’s time to rewrite your financial narrative.

Duration:00:26:50

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Unlocking Growth: Mastering Peer & Manager Feedback for Personal Development

9/20/2023
Welcome to “The Free Retiree Show,” your trusted show on the path to financial freedom and career success. In this episode Lee Michael Murphy, the wealth manager, and career advisor extraordinaire Sergio Patterson, guide you through the intricacies of increasing your value at work and and acing your next performance review. In this enlightening episode, we dig deep into the transformative power of feedback and how it can elevate your performance to new heights. What you’ll learn in this episode: Join us in this riveting episode as we equip you with the tools to unlock your true potential. Your journey towards career excellence and financial independence begins here with “The Free Retiree Show.” Don’t miss out on this exciting opportunity to transform your career dreams into reality. Subscribe to the podcast on Spotify, Pandora, Apple Podcasts, Google Podcasts, and Elevate Radio.

Duration:00:12:35

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How to Thrive in High-Interest Times: Short and Long-Term Financial Strategies

9/13/2023
Welcome aboard into the “The Free Retiree Show,” where you’ll be joined by your trusted hosts, Wealth Manager Lee Michael Murphy and Interview Coach Sergio Patterson. In this engaging episode, “How to Thrive in High-Interest Times: Short and Long-Term Financial Strategies,” we’re about to tackle some vital questions that can significantly impact your financial wellbeing in today’s high-interest rate landscape. Get ready as we shed light on these common inquiries: But first, let’s take a journey into the past and present economic scenario. Over the last two decades, low-interest rates spurred rapid home purchases, facilitated startup growth through accessible venture capital, and witnessed extensive monetary policies striving to boost the economy. However, today’s economic landscape presents fresh challenges, including the escalation of mortgage costs, corporations scaling back borrowing, and the unpredictable performance of stocks and bonds. What you’ll learn: So, strap in and join us for a deep dive into these financial strategies that will empower you with the knowledge needed to not just survive but thrive in these high-interest times. Your financial future starts here on “The Free Retiree Show.”

Duration:00:26:17

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7 Tips to Stand Out in a Competitive Job Market

9/6/2023
In this episode of “The Free Retiree Show” podcast, we’re tackling the challenge of securing your dream job in today’s competitive job market. Hosted by wealth manager Lee Michael Murphy and interview coach Sergio Patterson, we delve into the strategies and tactics that will set you on the path to success as you land your next great job opportunity. Are you a retiree eager to make your mark in a new and exciting job role? Join us as we unveil the essential keys to landing your dream job in the midst of fierce competition. In this episode of “The Free Retiree Show,” our experienced hosts, Lee Michael Murphy and Sergio Patterson, offer invaluable insights and actionable advice to guide you through your job search and interview process. In a job market that’s constantly evolving, standing out has never been more crucial. What You’ll Learn:

Duration:00:16:54

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Should You Buy Travel Insurance ?!?

8/30/2023
Dive into the world of worry-free travel preparation with “The Free Retiree Show,” as they unpack the crucial topic of travel insurance in a thought-provoking episode. This enlightening discussion transcends the boundaries of age, experience, and destination, offering listeners a comprehensive understanding of the ins and outs of travel insurance. With an engaging opening question, the hosts spark your imagination, prompting you to dream about your next adventure and consider whether travel insurance should be part of the plan. The conversation then evolves, covering a range of pertinent questions that cater to both seasoned voyagers and those embarking on their maiden journey. Delving into the cost aspect, the podcast provides valuable insights into how travel insurance pricing varies, taking into account the total trip cost and other influencing factors. This exploration of cost factors sets the stage for a deeper dive into the multifaceted world of coverage. The heart of the episode focuses on coverage essentials, with special emphasis on medical emergencies, which stand as a critical pillar of any travel insurance policy. The hosts empathize with the significance of medical coverage, breaking down the various facets, including medical bills, dental expenses, evacuation, and medical transportation. The episode unravels the mystery surrounding lost baggage, revealing astonishing statistics about the likelihood of baggage loss during international flights. The hosts navigate the regulatory landscape, explaining the compensation available for lost luggage and the meticulous documentation necessary to make successful claims. The episode continues to unfold with a detailed exploration of the diverse coverage options offered by travel insurance. Cancellations, unexpected travel disruptions, and even car rental insurance come under scrutiny, enriching your understanding of the comprehensive protection travel insurance can provide. From the benefits of booking trips with travel credit cards to engaging in meaningful conversations with insurance providers, the hosts provide actionable insights that empower listeners to navigate the realm of travel insurance with confidence. In essence, “The Free Retiree Show” has created an episode that goes beyond a mere discussion of travel insurance; it’s a comprehensive guide that equips listeners with the knowledge needed to make informed choices. Whether you’re a globetrotter seeking extra reassurance or a travel novice stepping into the unknown, this episode promises to be a valuable addition to your travel preparation toolkit. What You’ll Learn:

Duration:00:17:17

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8 Strategies to Combat Inflation w/Lee Murphy

8/23/2023
Welcome to a compelling episode of our podcast, where we dive deep into a topic that’s on everyone’s minds these days: inflation. Join us as we explore why inflation has proven to be a persistent challenge and discover effective strategies to combat its impact on your finances. The Free Retiree Show gives insights into managing inflation and its effects on your financial journey. Tune in to hear expert advice on tackling inflation, ensuring a secure retirement, and optimizing your financial decisions. In today’s episode, we unravel the complexities of inflation and its current state in the United States. We explore the contrasting impact of inflation on services and manufacturing sectors, showcasing historical trends and how rate hikes tend to affect these industries differently. Understanding these nuances is crucial for navigating your investment choices during inflationary periods. While we explore various strategies to combat inflation, we also share insights into investment options that don’t fare as well during these times. We take a candid look at the performance of these investments and offer a balanced perspective on their viability as inflation-fighting assets. While no one can predict market movements, arming yourself with knowledge and patience can empower you to make informed decisions that position you for success in the future. Tune in to gain a deeper understanding of inflation’s intricacies, effective strategies to navigate its challenges, and actionable insights to protect and grow your wealth. Remember, in the world of finance, knowledge is the key to success. Subscribe to The Free Retiree Show for more insights to help your financial future. What You’ll Learn: #InflationInsights #FinancialStrategy #InvestmentTips #EconomicNavigators #NavigatingInflation #SmartFinanceMoves #RetireeShowPodcast

Duration:00:23:03

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Coping with Grief at Work: Embracing Mindfulness and Resilience w/Carina Hellmich

8/16/2023
Welcome to The Free Retiree Show, a dedicated platform supporting individuals in leveling up their careers and achieving financial independence. Join wealth manager Lee Michael Murphy and interview coach Sergio Patterson as they engage in an insightful conversation with Carina Hellmich, a top life voice on LinkedIn and a professional coach, on the challenging topic of dealing with grief in the workplace. In this episode, they explore various aspects related to this issue, touching upon the concept of mindfulness and its practical application in daily life. Carina, an expert in grief management and resiliency, provides valuable insights on becoming more resilient, empowering listeners to overcome adversity and heal from devastating loss. Moreover, she shares strategies for supporting others who are experiencing challenging times. Carina emphasizes the importance of expressing emotions and seeking understanding and empathy from coworkers during the healing process. She also discusses the significance of taking breaks when needed, allowing emotions to surface and be processed effectively. Throughout the conversation, they assure listeners that experiencing a wide range of emotions during the grieving process is natural, urging them to be patient with themselves and to embrace the healing journey without judgment. Carina’s expertise in stress management and resiliency leads the conversation into the power of embracing mindfulness. She encourages listeners to check if their workplaces offer resources for practicing mindfulness or meditation, as it can provide inner strength and navigation through grief. By staying present and centered, individuals can significantly improve their coping skills during this challenging period. Carina brings a unique perspective to the show, having traveled to 109 countries and resided in Shanghai for seven years. Her personal experience with significant loss, losing both parents to cancer within a relatively short time, makes her insights invaluable as they explore ways to heal and grow stronger. What You’ll Learn: Don’t miss this thought-provoking episode! Subscribe and share The Free Retiree Show on iHeartRadio, Apple, Spotify, Pandora, and Elevation Radio. Join us as we learn from Carina’s wisdom, uncover the power of mindfulness, and discover strategies to overcome grief and thrive. Remember, you are not alone, and with mindfulness as your tool, you can push forward with resilience and strength. 💪 #Podcast #Mindfulness #Resilience #GriefSupport #SelfCare #CareerGrowth #TheFreeRetireeShow #CarinaHellmich #NewEpisodeAlert #SubscribeNow

Duration:00:31:59

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Debunking 10 Common Misconceptions About Money & Wealth

8/9/2023
Welcome to The Free Retiree Show, episode 180! In this episode we’re diving deep into the world of money and wealth to debunk 10 common misconceptions that might be holding you back from achieving your financial goals. Throughout life, we often encounter false assumptions and beliefs about money that can hinder our financial progress. In this episode, we’re setting the record straight and revealing the truth behind these myths, empowering you with the knowledge and strategies to build a more secure and prosperous future. So, join us as we uncover the reality behind the most prevalent misconceptions about money and wealth. From understanding the correlation between money and happiness to grasping the significance of open communication about money problems, we’ll explore each misconception and provide valuable insights to help you make informed financial decisions. In this episode of The Free Retiree Show, you’ll learn: Don’t miss out on this eye-opening episode as we dispel these common misconceptions about money and wealth. Tune in now to gain valuable insights that will empower you to make better financial choices and pave the way to a brighter future. Subscribe and join us on The Free Retiree Show! Let’s embark on this journey together towards financial freedom! #TheFreeRetireeShow #FinancialSuccess #MoneyMyths #WealthWisdom #FinancialFreedom #InvestmentInsights #EstatePlanning #StudentLoans #Homeownership #FinancialDecisions #PodcastAlert

Duration:00:28:52

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Career Growth and Opportunities: Knowing When It’s Time for a New Role

8/2/2023
In this episode, we explore the crucial topic of knowing when it's the right time to search for a new job or role in your career. Joining us as our esteemed co-host is Sergio Patterson, an expert in talent development, with a remarkable background working with industry giants like Google, LinkedIn, Amazon, and Airbnb. Recognizing the signs that indicate it might be time for a change is vital for personal and professional growth. Sergio's extensive experience in human resources and talent acquisition provides invaluable insights into identifying these signs and understanding the importance of taking proactive steps towards new opportunities. Throughout the discussion, we delve into the various indicators that suggest you might be ready for a career change. Whether it's feeling bored and unchallenged in your current role, experiencing anxiety and dread before going to work, or having recurring nightmares about your job, these emotions can be compelling signals to consider exploring new avenues. Sergio shares practical advice on navigating the complexities of career transitions, helping you align your values and aspirations with the right role. Drawing from his experiences at top-tier companies, he provides real-life examples and best practices for assessing your situation and making informed decisions. Understanding when to search for a new job or role is crucial for achieving fulfillment and growth in your career. Sergio Patterson's expertise, combined with our engaging discussions, will empower you to take charge of your professional journey and seek opportunities that resonate with your true potential. Join us in this insightful episode as we uncover the art of recognizing the perfect moment to embark on a new job search. Don't miss out on the wisdom and advice shared by our esteemed co-host, Sergio Patterson, and remember to subscribe and share the show to stay connected with us on iHeart Radio, Apple Podcasts, Spotify, Pandora, and Elevation Radio. Together, let's navigate the path to a more rewarding and satisfying career. #TheFreeRetireeShow #CareerTransitionExpert #CareerGrowth #NewOpportunities #JobSearchTips #CareerChangeAdvice #KnowWhenToMoveOn

Duration:00:24:40

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Escaping Credit Card Debt

7/26/2023
Welcome to “ Escaping Credit Card Debt,” a special edition of The Free Retiree Show. In Episode 178, we dive into the pressing issue of credit card debt, exploring the factors contributing to its rise in the US. Join us as we share valuable tips and tricks to avoid falling into the credit card debt trap and provide expert advice on breaking free from it. Whether you’re currently facing credit card debt or not, this episode is essential for anyone looking to achieve financial freedom and secure a prosperous retirement. What You’ll Learn: Subscribe now on Spotify, Pandora, Apple Podcasts, Google Podcasts, and Elevate Radio.

Duration:00:16:00

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2023 Mid-Year Economic Report Unveils Key Factors for the Second Half

7/19/2023
Join wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matt McElroy in this engaging episode of The Free Retiree Show. In this mid-year economic report, they analyze the economic conditions of the first half of the year and provide insights into what the second half may hold. Drawing from JP Morgan’s mid-year economic report, Lee, Sergio, and Matt explore key factors that impact the economy and provide valuable information for listeners to consider. They begin by discussing the challenges of reducing inflation, which has been influenced by factors such as the COVID-19 pandemic and the timeline for vaccine distribution. In this episode, you’ll learn: As the episode concludes, Lee, Sergio, and Matt invite listeners to like, share, and subscribe to The Free Retiree Show. They encourage listeners to send in their financial questions to ask@thefreeretiree.com. Tune in to gain valuable insights and make informed decisions about your finances and retirement plans. #MidYearEconomicReport #InflationUpdate #InterestRates #EconomicForecast #FinancialInsights #TheFreeRetiree #FinancialFreedom #Retirement #InterviewTips #RetirementStrategy

Duration:00:15:44

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How to Perform a Financial Wellness Check

7/12/2023
Join hosts wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matt McElroy on The Free Retiree Show as they delve into the crucial topic of performing a comprehensive financial checkup. In Episode 176, you’ll gain valuable insights and expert tips to assess your financial health and make informed decisions for a secure future. With their extensive experience, the hosts guide you through the essential steps of a financial checkup. They cover various key areas, including emergency funds, reducing excessive cash holdings, retirement savings strategies, budget review, debt management techniques, credit report assessment, insurance coverage evaluation, and estate plan review. Discover the importance of maintaining a robust emergency fund and explore different avenues such as CDs to maximize your savings potential. Learn why excessively holding onto cash can be a costly mistake that hampers your ability to combat inflation effectively. The hosts emphasize the significance of retirement savings, highlighting the utilization of company matches and recommending a minimum savings and investment percentage. Dive into budget review techniques to identify recurring expenses that can be reduced or eliminated, and explore effective methods for paying off high-interest credit card debt, including the debt snowball and debt avalanche approaches. Get invaluable advice on checking your credit reports from the three main credit reporting agencies and how to obtain free copies of your credit report annually. Gain insights into reviewing insurance coverage, including life, disability, health, and umbrella policies, to ensure you have adequate protection for your financial well-being. Lastly, the hosts discuss the importance of estate planning: covering wills, trusts, and beneficiary reviews. Don’t miss Episode 176 of The Free Retiree Show, where Lee Michael Murphy, Sergio Patterson, and Matt McElroy equip you with the knowledge and tools to conduct a thorough financial checkup, empowering you to make informed decisions and achieve financial stability. What You’ll Learn: Listen to this enlightening episode on iTunes, Spotify, or your favorite podcast platform. #TheFreeRetiree #FinancialCheckup #MoneyManagement #RetirementPlanning #DebtManagement #CreditReports #InsuranceCoverage #EstatePlanning

Duration:00:19:36

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Crafting the Perfect Resume: Strategies for Effective Job Applications

7/5/2023
Tune in to Episode 175 of The Free Retiree Show, where hosts wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matt McElroy dive into the topic of "Crafting the Perfect Resume: Strategies for Effective Job Applications." In this insightful episode, you'll learn valuable tips and techniques to optimize your resume and increase your chances of landing your dream job. The hosts will guide you through various aspects of resume writing, emphasizing the importance of simplicity and avoiding a cluttered layout. Discover the power of a concise and impactful summary that captures the attention of potential employers. They also stress the significance of tailoring your resume for a specific job, showcasing your relevant skills and experiences. With their expert guidance, you'll explore the art of highlighting your accomplishments and explaining the results you achieved in previous roles, rather than simply listing every task you've performed. They'll teach you how to focus on your top career achievements to make a lasting impression on hiring managers. Furthermore, the hosts will share valuable insights on incorporating job description aspects into your resume, ensuring it aligns perfectly with the requirements of the position you're applying for. What You’ll Learn: Don't miss this knowledge-packed episode of The Free Retiree Show, Episode 175, as Lee Michael Murphy, Sergio Patterson, and Matt McElroy equip you with the tools to create a compelling resume that grabs attention and propels your career forward. #TheFreeRetiree #FinancialFreedom #Retirement #InterviewTips #RetirementStrategy #CraftingThePerfectResume #JobApplicationStrategies #ResumeOptimization

Duration:00:27:04

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Retirement Account Blunders Unveiled: Avoiding Costly Mistakes!

6/28/2023
Are you ready to uncover the biggest retirement account mistakes? Join hosts wealth manager Lee Michael Murphy and career advisor Sergio Patterson in Episode 174 of The Free Retiree Show as they shed light on the common pitfalls to avoid when managing your retirement accounts. In this lively and informative episode, Lee and Sergio walk you through the seven retirement account mistakes that can derail your financial future. From neglecting to fund your retirement accounts to being too conservative or aggressive with your investments, they leave no stone unturned. But that's not all! Discover why understanding retirement plan benefits and saving enough for retirement are crucial steps towards a secure future. Gain valuable insights into the dangers of having friends or coworkers choose your investments and the significance of seeking professional advice. What you'll learn in this episode: - The importance of funding your retirement accounts and not relying solely on Social Security. - The seven most common retirement account mistakes and how to avoid them. - Strategies for saving enough and maximizing your retirement plan benefits. - The perils of being too conservative or too aggressive with your investment choices. - Why seeking professional advice is essential for a well-balanced and successful retirement journey. Tune in to Episode 174 of The Free Retiree Show and arm yourself with the knowledge to make informed decisions about your retirement accounts. Don't miss out on this upbeat and educational discussion! #TheFreeRetiree #FinancialFreedom #Retirement #InterviewTips #RetirementStrategy #Episode174 #RetirementAccountMistakes #AvoidCommonPitfalls #SecureYourFuture

Duration:00:25:04

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Effective Communication Strategies: Engaging Juniors, Peers, and Leadership for Success

6/21/2023
Join hosts wealth manager Lee Michael Murphy, career advisor Sergio Patterson in this engaging episode of The Free Retiree Show. Discover valuable insights on effective communication strategies that can enhance your professional relationships with juniors, peers, and leadership. In this episode, Lee and Sergio dive deep into the art of communication, providing practical tips and actionable advice. Learn how to treat juniors as equals, recognizing their valuable perspectives and accomplishments. Discover the power of active listening, fostering a culture of learning from those who are new and younger. Effective communication with peers is explored, emphasizing the importance of building trust and maintaining authenticity in your interactions. When it comes to communicating with leadership, the hosts discuss strategies such as clearly articulating your needs and seeking help where necessary. They highlight the significance of respecting their time and being genuine in admitting your lack of knowledge or mistakes. Additionally, the importance of presenting solutions alongside problems is emphasized, promoting a proactive approach in professional communication. What you'll learn in this episode: - Treating junior co-workers as equals and valuing their insights - Active listening and learning from younger colleagues - Building trust and authenticity in peer-to-peer communication - Strategies for effectively communicating with leadership - Articulating your needs and seeking help where necessary - Admitting mistakes and learning from them - Presenting solutions alongside problems for effective communication Tune in to Episode 173 of The Free Retiree Show and unlock the secrets to mastering effective communication in the workplace. Achieve financial freedom while cultivating a rewarding retirement strategy. Don't miss out on this insightful conversation filled with practical advice and actionable tips. #TheFreeRetiree #FinancialFreedom #Retirement #InterviewTips #RetirementStrategy #EffectiveCommunication #ProfessionalRelationships #CommunicationStrategies #WorkplaceSuccess

Duration:00:18:52