The Free Retiree Show

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 the business. Join us as we learn how to become free retirees.

 

If you would like to chat with our hosts regarding financial planning, career advancement,
or you have legal questions, please email us at: Ask@TheFreeRetiree.com

If you would like to access a new episode released in the past 48 hours, please click on the Apple, Spotify, or Google Podcast links.

S1 EP39: Do What You Love! How To Pivot Your Career w/Career Pivot’s President Marc Miller

BUSINESS AND THOUGHT LEADER EDITION

Lee Michael Murphy, Sergio Patterson and Matthew McElroy of The Free Retiree Show sit down and speak with Founder & President of Career Pivot, Marc Miller to discuss what it means to repurpose your career. 

What You’ll Learn:

  • What you should do when you don’t enjoy what you are doing for work
  • What does a successful career change mean for you 
  • How knowledge is key and the more you know about your industry and the job market, the better 

To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.

#Career Pivot #Career #Transformation #New Career #Profession #Kristel Bauer #Silicon Valley Career Coaching #Career Coach San Jose #Sergio Patterson #Matthew McElroy #Lee Michael Murphy #Financial Advisor Morgan Hill #Morgan Hill Retirement Planning #Real Estate Attorney Morgan Hill #Financial Planning Morgan Hill Retirement Advice Willow Glen #Landlord Tenant San Jose #Top Retirement Podcast

S1 EP38:  The Correlation Between Your Productivity and Health w /Kristel Bauer

CAREER ADVANCEMENT 

Lee Michael Murphy, Sergio Patterson and Matthew McElroy of The Free Retiree Show crew  speak with Kristel Bauer to discuss the importance of wellness.

What You’ll Learn:

  • The correlation between your productivity and health
  • Ways to practice mindfulness
  • All things meditation 
  • The importance of wellness 

Tune in as Lee, Sergio, and Matthew speak to Kristal about topics surrounding health, wellness and productivity

To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.

#Kristel Bauer #Silicon Valley Career Coaching #Career Coach San Jose #Sergio Patterson #Matthew McElroy #Lee Michael Murphy #Financial Advisor Morgan Hill #Morgan Hill Retirement Planning #Real Estate Attorney Morgan Hill #Financial Planning Morgan Hill Retirement Advice Willow Glen #Landlord Tenant San Jose #Top Retirement Podcast

S1 EP37: Estate Planning Basics… Why You Shouldn’t Wait to Do Your Estate Planning w/ Nina Decker

AVOIDING THE MISTAKES

Lee Michael Murphy, Sergio Patterson and Matthew McElroy of The Free Retiree Show crew sit down with estate attorney Nina Decker to discuss the importance of estate planning. 

What You’ll Learn:

  • Why you should plan for your estate now 
  • What age you should start planning
  • What does the conversation look like when you want to start talking about estate  planning
  • What does it mean to avoid probate 

To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.

#Nina Decker #Real Estate #Morgan Hill Financial Advisor #Retirement Planner Morgan Hill #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Sergio Patterson #Matthew McElroy #LeeMichael Murphy #Career Mentoring Tech #Silicon Valley Attorney #Retirement Advice MorganHill #Business Podcast

S1 EP36: How Much do Presidents Impact the Economy? Trump’s Economy VS Biden’s Economy… What You Need to Know

Lee Michael Murphy, Sergio Patterson & Matthew McElroy have a jam-packed conversation, discussing how the results of the upcoming presidential election will impact the economy and how presidential election years reflect in stock market performances throughout history. What is the difference between Trump’s economy vs. Biden’s economy? How have past presidential elections impacted financial markets? Why is there a correlation between the economy and policies of presidential candidates? Tune in today as Lee, Sergio, and Matthew speak about the relationship between politics and stock market behavior. 

What You’ll Learn:

  • The difference between Trump’s economy vs. Biden’s economy
  • How past presidential elections impact financial markets
  • Why there is a correlation between the economy and policies of presidential candidates.

#Elections #Financial Markets #Economy #2020 #Stock Market #Economic Performance #Sergio Patterson #Matthew McElroy #Lee Michael Murphy #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen  #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Morgan Hill Financial Advisor #Real Estate Attorney San Jose #Financial Planning Morgan Hill #Investing Podcast

S1 EP35:How to Market Yourself & Your Company w/ Former CMO of Realtor.com, Nate Johnson 

The Free Retiree Show crew, Lee Michael Murphy, Matthew McElroy, and Sergio Patterson sit down with marketing executive and former CMO of Realtor.com, Nate Johnson to discuss his professional career within marketing and the biggest lessons he has learned throughout his journey. In this episode, Nate discusses how he navigated his career path and shares his knowledge and advice on all things marketing.

What You’ll Learn:

  • The importance of using social media 
  • How to stand out on Linkedin 
  • What a marketing career looks like 
  • The importance of being a lifelong learner 
  • Advice for aspiring/ early-career marketing professionals

To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.

 #Career Advice #San Jose Career Advisor #Gilroy Career Coach #Morgan Hill Career Advice #San Jose Legal Advice #San Jose Real Estate Attorney Financial Planning Morgan Hill  #Ram Commerical Morgan Hill #Legal Advice Morgan Hill #Sergio Patterson #Matthew Mc Elroy #Lee Michael Murphy #Investment Advice Morgan Hill

S1 EP34: Mental Health, Self-Care & Entrepreneurship w/ Mark Metry

In this week’s episode of The Free Retiree Show, Lee Michael Murphy, Matthew McElroy, and Sergio Patterson speak with Mark Metry, the host of a Top 100 Global Podcast, Humans 2.0 Podcast, a Forbes featured keynote speaker and the CEO of VU Dream. Throughout the show, Mark shares his journey to becoming a successful entrepreneur and how he battled and overcame depression and anxiety during that time. 

What You’ll Learn:

  • The importance of self-care
  • How Mark Metry turned his negative thoughts into self-love, innovation and, entrepreneurship 
  • More about depression and anxiety and its impact on day-to-day life 

To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.

#Mark Metry #VU Dream #Humans 2.0 Podcast #Self Care #Entrepreneur #Morgan Hill Financial Advisor #Retirement Planner Morgan Hill #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Sergio Patterson #Matthew McElroy #LeeMichael Murphy #Career Mentoring Tech #Silicon Valley Attorney #Retirement Advice MorganHill #Business Podcast

S1 EP33:  So… You Want to Start a Lawsuit !?!?

AVOIDING THE MISTAKES. This week on The Free Retiree Show, attorney Matthew McElroy leads a conversation with Lee Michael Murphy and Sergio Patterson to discuss what you should know when you want to pursue legal action. Listen as Matthew shares his legal insights alongside the Free Retiree crew. 

What You’ll Learn:

— The steps you need to take for a lawsuit

— What to consider when hiring an attorney 

— How to research lawyers in your area

— What are the potential costs for a lawsuit 

— What are the potential pitfalls for a lawsuit

To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.

#Lawsuit #Content #Matthew Edition #Morgan Hill Financial Advisor #Retirement Planner Morgan Hill #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Sergio Patterson #Matthew McElroy #LeeMichael Murphy #Career Mentoring Tech #Silicon Valley Attorney #Retirement Advice MorganHill #Business Podcast

S1 EP32: Turning Underdogs Into Winners w/ CEO & Founder of Wonsulting, Jonathan Javier

The Free Retiree crew joins CEO & Founder of Wonsulting, Jonathan Javier to sit down and discuss personal branding and networking, standing out as a job-seeker, and the journey of Wonsulting. Beginning in early 2019, Wonsulting was founded as a way to bridge the gap between students and the corporate world and help students with non-traditional backgrounds stand out to land their dream internship/job. Just because you attend a non-target school, can you get into a top tech company? How do you create your personal brand? How do you stand out as a student? How do you land your dream job? Listen as Jonathan Javier shares his story on how he landed jobs at the top tech companies and how he turned his passion for helping students into his day job. 

What You’ll Learn:

  • The importance of building your personal brand
  • How to stand out as an early-career professional 
  • The impact the Wonsulting community has had on students around the world 
  • How to grow your professional network on LinkedIn  
  • How to find your passion

#Career #Success #Wonsulting #JWOW #Silicon Valley Career Coaching #Career Coach San Jose #Sergio Patterson #Matthew McElroy #Lee Michael Murphy #Financial Advisor Morgan Hill #Morgan Hill Retirement Planning #Real Estate Attorney Morgan Hill #Financial Planning Morgan Hill Retirement Advice Willow Glen #Landlord Tenant San Jose #Top Retirement Podcast

S1 EP31: Investing After COVID-19… What you Need to Consider 

Wondering what investing looks like during 2020? Interested in how COVID-19 has impacted the financial market? Join wealth manager Lee Michael Murphy as he sits down with the rest of The Free Retiree crew to talk all things investing, and what you need to consider during this time. 

What You’ll Learn:

  • What types of companies will be positively impacted by COVID-19
  • How COVID-19 has changed the investment landscape
  • The biggest mistakes investors are making in the current economic environment

#Investing During COVID 19 #COVID 19 #Stocks to Invest #Economic Environment #The Free Retiree #Financial Podcast Investing Podcast #Retirement Podcast #Business Podcast #Career Podcast #Financial Advisor In Morgan Hill #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Sergio Patterson #Matthew McElroy #Lee Michael Murphy

S1 EP30: Author of Invaluable: Master the 10 Skills You Need to Skyrocket Your Career with Maya Grossman

The Free Retiree crew sits down with thought-leader, marketing expert, and book author, Maya Gossman to discuss her new book, Invaluable. Launched in early September, her book teaches individuals how to master the 10 skills you need to skyrocket your career.

What You’ll Learn:

  • How there is no such thing as just luck in your career 
  • How preparation and opportunity go hand and hand with success 
  • How it is pertinent to look ahead and find problems that need to be fixed 
  • The 10 skills you need to skyrocket your career

#Career #Success #Maya Grossman #Invaluable #Invaluable book

 #Career Advice #San Jose Career Advisor #Gilroy Career Coach #Morgan Hill Career Advice #SanJoseLegal Advice #San Jose Real Estate Attorney Financial Planning Morgan Hill  #Ram Commercial Morgan Hill #Legal Advice Morgan Hill #Sergio Patterson #Matthew McElroy #Lee Michael Murphy #Investment Advice Morgan Hill

 

S1 EP29: Clarity Coach Helping You Find Joy in Your Life and Career with Zee Najarian

Join The Free Retiree crew as we gain clarity with Zee Najarian. Featured on VoyageLA & Graceful Gladiators, Clarity Coach Zee Najarian helps multi-passionate women dream big and understand their desires and superpowers. Just because it looks like someone is making it, are they really happy? How do you make a change in life and your career? What are good questions to ask others? How do you find what you are looking for in your career? Listen as Zee explores how to uncover your passions, and help you create a life that you love by doing more of the things that bring you joy.

What You’ll Learn:

  • How talking to people can provide you a good insight into who you are 
  • The key to asking quality questions 
  • How “making it” doesn’t equal happiness 
  • The importance of creating opportunities for yourself that don’t exist 
  • Making money from your passions is possible 

#Zee Najarian #Silicon Valley Career Coaching #Career Coach San Jose #Sergio Patterson #Matthew McElroy #Lee Michael Murphy #Financial Advisor Morgan Hill #Morgan Hill Retirement Planning #Real Estate Attorney Morgan Hill #Financial Planning Morgan Hill Retirement Advice Willow Glen #Landlord Tenant San Jose #Top Retirement Podcast

 

S1 EP28: The Five P’s for Finding Your Perfect Job with Jose’ Benitez Cong

Join The Free Retiree crew as we sit down Jose’ Benitez Cortez. Jose was the former CEO of Plause, part of the team that created the iPhone and iPod, and was at Google’s Nest when they were working out of a garage in Palo Alto. What was it like to be in meetings with only a few people brainstorming on how to create a thing called the iPhone? What was Steve Jobs looking for in the people Apple hired? What separates the successful startups from the ones that become uber successful? And what is the secret to finding your perfect job? Join us as Jose’ shares his knowledge and experience into what it takes to become a successful company.

What You’ll Learn:

  • The Five P’s to Finding Your Perfect Job
  • What is the most valuable asset of the world’s most successful companies?
  • What separates the successful startups from the ones that fail? 
  • The importance of paying it forward
  • Why you need to believe in your team and vision

#Jose Benitez Cong #5 Ps To Career Success #Secrets To Career Success #Company Fit? #Silicon Valley Career Coaching #Career Coach San Jose #Sergio Patterson #Matthew McElroy #Lee Michael Murphy #Financial Advisor Morgan Hill #Morgan Hill Retirement Planning #Real Estate Attorney Morgan Hill #Financial Planning Morgan Hill Retirement Advice Willow Glen #Landlord Tenant San Jose #Top Retirement Podcast

 

S1 EP27: Dealing with Rejection! What to do when You don’t Land that Dream Job

The best job opportunities tend to be at companies with extremely competitive job environments. These positions tend to have a large number of applicants and few open positions. There’s a high likelihood most applicants will be passed up on the job opportunity.

When a company tells you that you’re not good enough, what is the best way to respond? How do you become a more attractive candidate and get the job next time you apply?

In this episode, career advisor Sergio Patterson gives you advice on how to learn from a failed interview, how to discover why you may have been passed up on the job opportunity, and how to become a more attractive candidate.

What You’ll Learn:

  • Why you should embrace  harsh and honest feedback 
  • The power of connection
  • How to become a better interviewee 
  • How to handle rejection and come back stronger
  • How to connect with the interviewer

#Failed Job Interview #Interview Preparation #Top Interview #Sergio Patterson #Matthew McElroy #Lee Michael Murphy #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen  #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Morgan Hill Financial Advisor #Real Estate Attorney San Jose #Financial Planning Morgan Hill #Investing Podcast

S1 EP26:  Attorney Michael Waddington on using Sun Tzu’s Art of War in Your Life & the Importance of Gratitude

Michael Waddington is an attorney who defends high-profile cases in military courts around the world, and the bestselling author of Battlemind: A Military Legal Thriller.

He served as an Army JAG lawyer, and his cases have been covered by Rolling Stone, CNN, The New York Times, 60 Minutes, Nightline, The New Yorker, and others.

Michael Waddington is a real life character out of the film “A Few Good Men,” times 10. He travels the world representing American military members that find themselves in trouble. From battlefields in Iraq, to bases in Europe, and throughout the USA, Waddington has been intimately involved in hundreds of unbelievable criminal cases involving the US military.

He is also the best selling author of Battlemind: A Military Legal Thriller, mentor, and coach. He teaches lawyers across the USA winning trial techniques as well as ways to create a work-life balance. He focuses on how to be a happy and successful parent, partner, lawyer, and member of society. From saving sea turtles in Puerto Rico to saving American soldiers, Waddington has traveled the world and has a lot of stories and lessons to share.

What You’ll Learn:

  • Using Sun Tzu’s art of war mindset in your life and career
  • How you need to view and address failure
  • The importance of having gratitude 
  • The power of being persistent 
  • Why you need to have written goals

#Legal Risk COVID-19 #Small Business Legal Liability COVID #COVID-19 Law suits #Career Advice #San Jose Career Advisor #Gilroy Career Coach #Morgan Hill Career Advice #SanJoseLegal Advice #San Jose Real Estate Attorney Financial Planning Morgan Hill  #Ram Commercial Morgan Hill #Legal Advice Morgan Hill #Sergio Patterson #Matthew McElroy #Lee Michael Murphy #Investment Advice Morgan Hill

S1 EP25: Avoiding the Potential Legal Problems Associated with COVID -19

We are currently living in unprecedented times. COVID-19 has completely changed the way we live. With the majority of the population now living in fear of contracting and or transmitting the deadly virus, many individuals are taking precautionary measures to keep themselves and their families safe.

After months of sheltering in place, many individuals are now trying to go back to living their lives the way they did before the start of the pandemic. However, the reality is that things are still far from normal. We live in a dangerous time and fight an invisible enemy, and people’s actions regarding where they go, what they do, and who they see, can potentially put others in danger. What is the legal liability when someone with COVID-19 accidentally passes it to another person? What sort of legal arguments will be made to prove certain people behaved negligently, and that actions caused illness, financial hardship, or death to an innocent bystander?

Listen to attorney Matthew McElroy as he sheds light on the potential legal issues that COVID-19 will present. Learn what sort of situations may expose you to legal liability.

What You’ll Learn:

  • COVID-19’s legal impact in the workplace
  • The importance of businesses consulting with an employment attorney
  • Potential lawsuits due to COVID-19
  • How have the courts been impacted due to COVID-19

#Legal Risk COVID-19 #Small Business Legal Liability COVID #COVID-19 Law suits #Career Advice #San Jose Career Advisor #Gilroy Career Coach #Morgan Hill Career Advice #SanJoseLegal Advice #San Jose Real Estate Attorney Financial Planning Morgan Hill  #Ram Commercial Morgan Hill #Legal Advice Morgan Hill #Sergio Patterson #Matthew McElroy #Lee Michael Murphy #Investment Advice Morgan Hill

S1 EP24: Women Achieving Success in Corporate America. How to Become a Great Leader With Google Director Alana Karen

In recent decades we’ve made great strides in regards to gender inequality. However, we still have a long way to go. Women make up roughly 47% of the US labor market. Women in computational roles make up approximately 25% of the US labor market. How do we overcome gender inequality and glaring inequities that we see across the tech industry?

Join us as we interview google director Alana Karen, she gives us insight into her journey in tech and how she has achieved success in her career. She gives us insight into how she has developed as a leader and how she thinks others can overcome the obstacles in their careers.

Alana discusses the challenges of being a working mom and why working moms and stay at home moms need to band together. We also discuss her new book, “Adventures of Women in Tech: How We Got Here and Why We Stay.” 

What You’ll Learn:

  • How to become a great leader
  • Transactional leadership vs. people focused leadership
  • Overcoming the systemic barrier in corporate America
  • The best way to deal with roadblocks in your career
  • Why working moms and stay at home moms need to stay together and not be divided by the negative perspective of society

#Alana Karen #The Adventures of Women In Tech #Women Success In Corporate America #Women In Tech #Silicon Valley Career Coaching #Career Coach San Jose #Sergio Patterson #Matt McElroy #Lee Michael Murphy #Financial Advisor Morgan Hill  #The Free Retiree #Financial Podcast Investing Podcast #Retirement Podcast #Business Podcast #Career Podcast #Financial Advisor In Morgan Hill #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen  #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Career Advice #San Jose Career Advisor #Gilroy #Career Coach #Morgan Hill Career Advice #San Jose Legal Advice #San Jose Real Estate Attorney #Ram Commercial Morgan Hill #Legal Advice Morgan Hill

S1 EP23: 8 Essential Tips to Retire Successfully

Join wealth manager Lee Michael Murphy, and career advisor Sergio Patterson, as they discuss eight essential tips that can help you live out a successful retirement. They share tips for living a life of financial freedom and advise on how you avoid the biggest mistakes that lead to a failed retirement plan.

#RetirementPlanningFinancialAdcisor #8KeysToRetirementSuccess

#Silicon Valley Career Coaching #Career Coach San Jose #Sergio Patterson #Matt McElroy #Lee Michael Murphy #Financial Advisor Morgan Hill  #The Free Retiree #Financial Podcast Investing Podcast #Retirement Podcast #Financial Advisor In Morgan Hill #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen  #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Career Advice #San Jose Career Advisor #Gilroy #Career Coach #Morgan Hill Career Advice #San Jose Legal Advice #San Jose Real Estate Attorney #Ram Commercial Morgan Hill #Legal Advice Morgan Hill 

S1 EP22: How COVID-19 has Impacted Real Estate. The Commercial Real Estate Outlook.

Join wealth manager Lee Michael Murphy and career advisor Sergio Patterson as they discuss the current state of the real estate market. If you own an investment property, are interested in buying real estate, or want to understand the future challenges of the real estate market, tune in to our episode as we discuss the opportunities and concerns regarding the current real estate market.

#CommercialRealEstateMorganHill #COVID-19RealEstate #SiliconValleyCareerCoaching #CareerCoachSanJose #SergioPatterson #MattMcElroy #LeeMichaelMurphy #FinancialAdvisorMorganHill #TheFreeRetiree #FinancialPodcast InvestingPodcast #RetirementPodcast #FinancialAdvisorInMorganHill #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanner #WillowGlenFinancialAdvisor #FinancialAdvisorInWillowGlen #FinancialPlannerWillowGlen  #RetirementPlanningWillowGlen #GilroyFinancialAdvisor #GilroyCareerAdvisor #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #SanJoseRealEstateAttorney #RamCommericalMorganHill #LegalAdviceMorganHill 

S1 EP21: Land Your Dream Job! How do You Set Yourself Apart from the Other Highly Qualified Candidates ?

Join career advisor Sergio Patterson as he explains how to create an effective and impactful resume that stands out. Learn how to leverage your relationships and connections to land and prepare for sought after job interviews. 

#Great Resume #Interview Preparation #Land Your Dream Job #Silicon Valley Career Coaching #Career Coach San Jose #Sergio Patterson #Matt McElroy #Lee Michael Murphy #The Free Retiree #Financial Podcast Investing Podcast #Retirement Podcast #Financial Advisor In Morgan Hill #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen  #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Career Advice #San Jose Career Advisor #Gilroy #Career Coach #Morgan Hill Career Advice #San Jose Legal Advice #San Jose Real Estate Attorney #Ram Commercial Morgan Hill #Legal Advice Morgan Hill

S1 EP20: How do Financial Institutions Calculate Your Credit Score? Learn how to Improve Your Credit Score.

Join wealth manager Lee Michael Murphy and career advisor Sergio Patterson as they discuss their experiences with using credit cards and establishing good credit. Learn how financial institutions calculate your credit score and what you need to do to maintain a good credit score. In this episode we share a couple quick tips to help you boost your credit score. Lee Michael Murphy, shares his credit report and examines which areas of his report received positive scores and which areas had a negative impact on his overall credit score. 

#Repairing Your Credit #Fixing Credit #Healthy Credit #How To Get A High Credit Score #Sergio Patterson #Matt McElroy #Lee Michael Murphy #The Free Retiree #Financial Podcast Investing Podcast #Retirement Podcast #Financial Advisor In Morgan Hill #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen  #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Career Advice #San Jose Career Advisor #Gilroy #Career Coach #Morgan Hill Career Advice #San Jose Legal Advice #San Jose Real Estate Attorney #Ram Commercial Morgan Hill #Legal Advice Morgan Hill

S1 EP19: AI Technologist and Behavioral Economist Emmanuel Matthews on the Power of Mentors. How We Create Equity in Corporate America.

How do we make real systemic change in corporate America ? Listen to one of Black Enterprise’s Top 100 of Distinction, Emmanuel Matthews! Check out our interview with AI technologist Emmanuel Matthews on creating equity though tech and how we create systemic change in corporate America.

#Emmanuel Matthews #DEI Emmanuel Matthews #Race In Corporate America #Emmanuel Matthews Artificial Intelligence  #Sergio Patterson #Matt McElroy #Lee Michael Murphy #The Free Retiree #Financial Podcast Investing Podcast #Retirement Podcast #Financial Advisor In Morgan Hill #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen  #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Career Advice #San Jose Career Advisor #Gilroy #Career Coach #Morgan Hill Career Advice #San Jose Legal Advice #San Jose Real Estate Attorney #Ram Commercial Morgan Hill #Legal Advice Morgan Hill

S1 EP18: Essential Tips for Buying Life Insurance

Listen to the The Free Retiree Crew as they demystify the confusion surrounding life insurance. The life insurance industry is full of conflicting information that tends to favor the interest of the life insurance agent and life insurance company. Learn how to properly structure life insurance and how to avoid costly mistakes when purchasing your policy.

#Life Insurance Morgan Hill #Life Insurance Gilroy #Life Insurance Willow Glen #Sergio Patterson #Matt McElroy #Lee Michael Murphy #The Free Retiree #Financial Podcast Investing Podcast #Retirement Podcast #Financial Advisor In Morgan Hill #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Career Advice #San Jose Career Advisor #Gilroy #Career Coach #Morgan Hill Career Advice #San Jose Legal Advice #San Jose Real Estate Attorney #Ram Commercial Morgan Hill #Legal Advice Morgan Hill

S1 EP17: Tips to Stand Out in a Competitive Job Environment

The Free Retiree Crew talking about Tiger King. 7 Tips to Stand Out in a Tough Job Environment.

#Tiger King #Utilize Linked In #Improving Your Resume #Super charge Your Resume
#Sergio Patterson #Matt McElroy #Lee Michael Murphy #The Free Retiree #Financial Podcast Investing Podcast #Retirement Podcast #Retirement Planner Morgan Hill #Financial Advisor In Morgan Hill #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Career Advice #San Jose Career Advisor #Gilroy #CareerCoach #Morgan Hill Career Advice #San Jose Legal Advice #San Jose Real Estate Attorney #Ram Commerical Morgan Hill #Legal Advice Morgan Hill

S1 EP16: The Free Retiree Crew Talk Racism & The Legal Issues Surrounding George Floyd’s Death

The Free Retiree Crew discusses the impact of systemic racism. Career Advisor Sergio Patterson gives his insight into how racism has impacted his own life.

#George Floyd Killing #Legal Perspective Matt McElroy #Covid-19 Real Esate#Sergio Patterson #Matt McElroy #Lee Michael Murphy #The Free Retiree #Financial Podcast Investing Podcast #Retirement Podcast #Financial Advisor In Morgan Hill #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen  #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Career Advice #San Jose Career Advisor #Gilroy #Career Coach #Morgan Hill Career Advice #San Jose Legal Advice #San Jose Real Estate Attorney #Ram Commercial Morgan Hill #Legal Advice Morgan Hill

S1 EP15: The Power of Self-Determination With Amazon Best Selling Author Dr. Candice Weaver.

Dr. Candice Weaver on how human kindness and unwavering determination can change the trajectory of someone’s entire life and future generations.

#DrCamdiceWeaver
#NiasPuzzle #Sergio Patterson #Matt McElroy #Lee Michael Murphy #The Free Retiree #Financial Podcast Investing Podcast #Retirement Podcast #Financial Advisor In Morgan Hill #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Career Advice #San Jose Career Advisor #Gilroy #Career Coach #Morgan Hill Career Advice #San Jose Legal Advice #San Jose Real Estate Attorney #Ram Commercial Morgan Hill #Legal Advice Morgan Hill

S1 EP14: June Economic Update – Comparing COVID-19 to The Great Recession

Join wealth manager, Lee Michael Murphy, as he gives you an economic update and analyzes the economic similarities and differences with COVID-19 and the Great Recession.

#Sergio Patterson #Matt McElroy #Lee Michael Murphy #The Free Retiree #Financial Podcast Investing Podcast #Retirement Podcast #Financial Advisor In Morgan Hill #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Career Advice #San Jose Career Advisor #Gilroy #Career Coach #Morgan Hill Career Advice #San Jose Legal Advice #San Jose Real Estate Attorney #Ram Commercial Morgan Hill #Legal Advice Morgan Hill

S1 EP13: Biggest Mistakes Investors Make During a Bear Markets

Join wealth manager, Lee Michael Murphy, as he explains how COVID-19 is impacting the stock market. In this interview he explains the biggest mistakes investors make during market downturns and how to avoid the disastrous pitfalls. He also addresses whether this is the right time to invest or to stay on the sideline.

#Sergio Patterson #Matt McElroy #Lee Michael Murphy #The Free Retiree #Financial Podcast Investing Podcast #Retirement Podcast #Financial Advisor In Morgan Hill #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planner #Willow Glen Financial Advisor #Financial Advisor In Willow Glen #Financial Planner Willow Glen  #Retirement Planning Willow Glen #Gilroy Financial Advisor #Gilroy Career Advisor #Career Advice #San Jose Career Advisor #Gilroy #Career Coach #Morgan Hill Career Advice #San Jose Legal Advice #San Jose Real Estate Attorney #Ram Commercial Morgan Hill #Legal Advice Morgan Hill

S1 EP12: 7 Tips for Working for Home

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 

#Morgan Hill Investing #Career Advice #Legal Advice #Sergio Patterson #Matt McElroy #Lee Michael Murphy #The Free Retiree #Morgan Hill Financial Advisor #Morgan Hill Retirement Planning #Morgan Hill Financial Planning #San Jose Financial Advisor #San Jose Investing #San Jose Financial Planning #San Jose #Retirement Planning #Gilroy Financial Advisor #Gilroy Career Advisor #Silicon Valley #Career Advice #San Jose Career Advisor #Gilroy #Career Coach #Morgan Hill Career Advice #San Jose Legal Advice #Morgan Hill Legal Advice #San Jose Real Estate Attorney 

S1 EP11: 7 Tips to Survive and Thrive in a Market Downturn

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

S1 EP10: COVID-19 & CARES ACT…Financial Relief Information


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

Season 1, Episode 9:Top Characteristics of Successful People. Interview with CEO Carl Reinhardt

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

Season 1, Episode 8: STRESS… Silicon Valley’s Dirty Secret. 7 Tips to Manage Work-Life Balance.

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 advisor, 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.

Season 1, Episode 7: Dr. Dexter Hadley on AI & Big Data in Health Care and the Power of Self-Belief

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

Season 1, Episode 6: Must Knows For A Real Estate Transaction

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? 

Season 1, Episode 5: The Financial Strength You Need To Purchase A Home


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.

Season 1, Episode 4: Silicon Valley Company Culture & 7 Essential Tips For Your Retirement Account


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.

Season 1, Episode 3: Managing Finances With Your Significant Other


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.

Season 1, Episode 2: Does College Impact Career Success?


Does where you went to college impact your career success? How do you avoid student debt and help your family afford attending college? Join us as we look at the return on investment of the country’s most prestigious universities. Listen to career adviser, Sergio Patterson, as he gives insight into the qualities and skills the world’s best companies are looking for from their current employees and top candidates. You’ll also learn strategies from wealth manager, Lee Michael Murphy, to avoid student debt and investments to help finance your loved one’s scholastic endeavors. The hosts will also be discussing current trending topics such as NFL receiver, Antonio Brown; and the financial impact of Hurricane Dorian.

Season 1, Episode 1: Filtering Out the Noise


Learn more about the hosts, show format, and why they created the show.
Tired of not having the financial freedom to live the life you want? The Free Retiree Show helps listeners improve their lives in areas surrounding career advancement, wealth accumulation, and asset protection. Lee Michael Murphy, wealth manager, is joined by career adviser Sergio Patterson and attorney Matthew McElroy. Join them as they give you helpful advice, and help you filter out the BS in their respective fields. The Free Retiree Show also gives listeners insight into the journey and strategies of successful entrepreneurs and thought leaders.

Season 1, Episode 6: Must Knows For A Real Estate Transaction

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? 

Season 1, Episode 5: The Financial Strength You Need To Purchase A Home


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.

Season 1, Episode 4: Silicon Valley Company Culture & 7 Essential Tips For Your Retirement Account


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.

Season 1, Episode 3: Managing Finances With Your Significant Other


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.

Season 1, Episode 2: Does College Impact Career Success?


Does where you went to college impact your career success? How do you avoid student debt and help your family afford attending college? Join us as we look at the return on investment of the country’s most prestigious universities. Listen to career adviser, Sergio Patterson, as he gives insight into the qualities and skills the world’s best companies are looking for from their current employees and top candidates. You’ll also learn strategies from wealth manager, Lee Michael Murphy, to avoid student debt and investments to help finance your loved one’s scholastic endeavors. The hosts will also be discussing current trending topics such as NFL receiver, Antonio Brown; and the financial impact of Hurricane Dorian.

Season 1, Episode 1: Filtering Out the Noise


Learn more about the hosts, show format, and why they created the show.
Tired of not having the financial freedom to live the life you want? The Free Retiree Show helps listeners improve their lives in areas surrounding career advancement, wealth accumulation, and asset protection. Lee Michael Murphy, wealth manager, is joined by career adviser Sergio Patterson and attorney Matthew McElroy. Join them as they give you helpful advice, and help you filter out the BS in their respective fields. The Free Retiree Show also gives listeners insight into the journey and strategies of successful entrepreneurs and thought leaders.

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