The Free Retiree Show

BUSINESS & THOUGHT LEADER EDITION

Do you want to be successful?

We spend the first quarter of our lives as human beings, developing, preparing, and trying to become ready to be successful human beings. And yet the reality is so many of us, 10 years into the workforce, 20, 30 years into our career, we start wondering, did we make the right actions and decisions and lived up to those childhood expectations?

Each and everyone has a different definition of success, whether it be in their personal or professional lives. A standard baseline is money, career & power. If that is the category you focus on to evaluate someone’s success, then roughly less than 1% of the world’s population achieves this to the greatest or highest levels possible.

But if you don’t agree with this standard baseline, then it is possible to achieve success. And that is through mindset. 

This week’s guest is Simon Parsons, a badass activation coach who is passionate about intentional mindset work that can massively increase performance in the professional setting. From meditation, visualization, mindset tools, and hacks can make work incredibly more fulfilling, productive and increase results. 

Join us as Simon shares how he defines success, the advantages of having a growth mindset, and how to make failures your best teacher. With hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy tune in to this week’s episode of The Free Retiree Show.

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

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BUSINESS & THOUGHT LEADER EDITION

If you are a business owner or you’re thinking about going into business, what type of business model are you using? 

What could be the best type of model to help you generate profits and grow your business?

Almost all businesses bill by the hour. The hourly model billings take place after the work is done, computing the time spent on the work.

The value pricing model widely differs from the hourly model. Value pricing requires that the seller, generally a professional services firm, determine what a customer is willing to pay for one's expertise before the work is complete. 

For Ron Baker, costs do not determine price, value determines the price. For more than 25 years, Ron has pushed accounting firms to dump the billable hour and embrace value pricing for client services. He now believes the profession is at a tipping point.

In today's episode, Ron Baker is going to discuss the concept of creating value. Baker founded the VeraSage Institute Founder, a think tank that aims to eliminate billable hours and archaic timesheets. The group also encourages the use of advanced pricing arrangements and treating tax and accounting professionals as knowledge workers as opposed to timekeepers. 

He has over 230,000 LinkedIn followers, authored seven books, including Implementing Value Pricing: A Radical Business Model for Professional Firms, and hosts the internet radio talk show The Soul of Enterprise: Business in the Knowledge Economy.

Join us as Ron Baker delivers extensive value about the value pricing business model with hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy. Tune in to this week’s episode of The Free Retiree Show.

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

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MONEY MANAGEMENT EDITION

The stock market can be a compelling way to build wealth. 

In 1984, less than half of the Forbes 400 ranking of the wealthiest Americans were self-made billionaires. In 2018, 67% were self-made! While most of the wealthiest people become rich as self-made entrepreneurs, stocks are adequate as an asset class and, along with real estate, should be the foundation of any successful investment portfolio. 

But, if people continue to venture blindly into stocks investments, they can continue to make countless mistakes. Recently, word of mouth has been a powerful tool to encourage investing in stocks. There are stock-picking gurus, social media posts and advice, and even TikTok advice has become a thing. 

The question is, can you truly trust these people? Are they accredited to give such advice, or are they only speaking from experience and sheer luck?

With many sources of information, there are many mistakes that people can make throughout their stocks investment journey, and it’s essential to be wary of making them. At times, they might not even be aware that they’re making a mistake that can potentially cause huge losses. 

Join us as co-host wealth manager Lee Michael Murphy shares the biggest investor mistakes for people to sift through the BS and find the best investment techniques that will work for them.

With career advisor Sergio Patterson and attorney Matthew McElroy, tune in to this week’s episode of The Free Retiree Show.

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

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MONEY MANAGEMENT/AVOIDING THE BIG MISTAKES EDITION

Most of us think that it would be quite helpful if we were to know when and how we will die.

We’re all aware that the day we leave this earth will happen, but we’re too scared to talk about it. But there are consequences if we don’t talk about it. 

64% of people die without a will in the United States. What will then happen to their hard-earned money? What will the government do with people’s taxes once they die?

That is why leaving a legacy is important for everyone to do. Most people put it off until they’re older without knowing its importance. For one, people only have one shot at creating a legacy and ensuring that their family, their dog, and every person they love are taken care of once they pass. That they can survive and continue on living after grief. Another is for people to make sure that they are protecting their wealth. Without leaving a legacy, there is a chance that money can fall into the wrong hands. 

As featured on GMA, BBC, Fox News, and more, Goldberg LLP CEO Natalie “Money Momma” Gold shares the importance of protecting your wealth and leaving a legacy. With hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy tune in to this week’s fun and informative episode of The Free Retiree Show.

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

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CAREER ADVANCEMENT EDITION

Does every working day feel like a terrible never-ending cycle?

Wake up ➡️ 8 to 10-hour workday ➡️ Sleep. Repeat 🔁 

Most of the time, you don’t even remember half of the tasks you do in the office. You’re feeling stagnant with no clear future in sight in the job you do every day, where it holds you back from what you truly want to do.

If you experience all of these, then it might be time to re-assess yourself to find genuine happiness in your career. In recent statistics, it showed that 70% of workers are not completely happy and satisfied with their career choice. Most people work 10 to 12 hours, doing unfulfilling jobs only to make a decent living. For the long-term, it would be best to work a job in a company that aligns with your goals.

You may ask, “Is finding happiness in any career even possible?”

For Podcast Producer, Podcast Host + Author Ahyiana Angel, it is possible. It may take months or even years to find that job, but it takes great effort to achieve your goals and it will be worth it. 

Ahyiana is passionate about helping others find their voice and having conversations that will impact ambitious business professionals. In this week’s episode of The Free Retiree Show, she’ll share her story about how she made a major pivot in her career to pursue a more fulfilling job, how she pursued a more creative path that ultimately led her to find happiness in her career, her tips for employees who are thinking of switching careers, and more!   

With hosts, wealth manager Lee Michael Murphy and career advisor Sergio Patterson, tune in to this week’s episode of The Free Retiree Show.

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

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MONEY MANAGEMENT / AVOIDING THE BIG MISTAKES EDITION

Despite living in the digital age, cybersecurity is a threat that many of us tend to undermine. Not only can a cyber breach impact you personally, but it could also impact a business you’ve worked hard on. 

Because of government restrictions associated with the Coronavirus pandemic, many employees have taken to working from home or even staying at home. The result has been an increased reliance on technology both at work and at home. 

In 2020, the number of cyberattacks increased 171% compared to previous years. Data also shows that 47% of employees fall for phishing scams while working from home.

People use mobile devices for various reasons and we are prone to cyber-attacks 24/7. Not only is it dangerous, but it will also require maximum time and effort to recover from such attacks. What should we do to protect ourselves and our businesses from these attacks? 

In this week’s episode of The Free Retiree Show, as seen on BBC, Cyber SC Founder and Chief Strategist Dominic Vogel shares the importance of cybersecurity, debunking cybersecurity misconceptions, and more.

With hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy tune in to this week’s episode of The Free Retiree Show.

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

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CAREER ADVANCEMENT EDITION

In the latter half of 2020, COVID-19 hit worldwide. With millions of people infected and many lives lost, students started remote learning, and employees were forced to work remotely.

It was a huge change for everyone and the adjustment phase was not easy. The whole family would be at home, there’s no clear line between home and work life, frustrations over endless Zoom meetings, and how to work with young kids (and pets) around. 

A year and a half since the pandemic hit, it’s time to go back to the office. The United States and other countries are slowly opening up again. After employees have become used to working remotely, getting the hang of waking up five minutes before a meeting and enjoying no commute to work whatsoever, it’s time to shift gears again and go back to “normal life”. 

But do employees want to do that? Do they want to run from building to building to attend meetings, spend hours commuting to work, and leave their pets alone at home? 

The Free Retiree Show’s Lee Michael Murphy, Sergio Patterson, and Matthew McElroy sit down in this episode to talk about getting back into the office, what's new, plus share their experiences and what they’ve learned from working from home.

Tune in to listen to a fun and informative episode on The Free Retiree Show. 

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

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MONEY MANAGEMENT EDITION

Have you heard about the major change Proposition 19 is going to make?

California property taxes are becoming increasingly complex. Property transfers - both primary residences and rental properties - to children and grandchildren are significantly affected by Proposition 19. 

It will have a large impact on many property owners in CA, particularly those aged 55+, a person with severe disabilities or a victim of a natural disaster, and investment property owners. 

This law would also close the so-called “Lebowski” loophole, which gives people who inherit property a pass on paying market rate taxes as long as they do not make it their primary residence. 

How will Prop 19 be able to eliminate exemptions for the transfer of non-primary residences? If you’re curious about how the Proposition affects the parent-to-child transfer of real property,  then we’ve got you covered in this week’s episode of The Free Retiree Show. 

Join us as Associate Attorney and Certified Estate Planning Specialist Nina Decker explains what Prop 19 is in detail, how different it is from the previous law, how it will affect certain individuals, and more.

With hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy tune in to this week’s episode of The Free Retiree Show.

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

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CAREER ADVANCEMENT EDITION

If you work for a company, more than likely, you’re expected to be as sociable as possible. From speaking up in group meetings and brainstorming sessions, attending parties for various causes or celebrations, and more. They say that being an extrovert, speaking up, and making yourself known is the only way for you to thrive in the workplace. 

But that is no longer the case now that introverts are being recognized more.

Chelsey Brooke Cole is a Licensed Professional Counselor & Pathfinder Coach. She currently works as a counselor and coach helping introverts create clarity, confidence, and calm to quiet their inner critic and trust themselves more. 

For Chelsey, there is power in being “The Quiet One.” Extroverts are not the only people who can find success in companies, and it only takes proper reflection and clarity for introverts to find their strengths among outgoing and sociable people.

Join us as Chelsey shares her personal story and as she found her calling to help her fellow introverts, furthering her mission by helping them experience lightbulb moments that change the way they see themselves, their abilities, and their purpose - forever. 

Tune in to this week’s episode of The Free Retiree Show with hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy.

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

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BUSINESS & THOUGHT LEADER EDITION

If you ever want to grow your business, social media can be your best friend or your best enemy. Going viral on social media platforms is no small feat, and for small local businesses, it can make all the difference.

Erica Rankin is a 26-year-old fitness advocate from a small town in Ontario, Canada. She created Bro Dough, a 100% vegan, plant-based, protein-infused, edible cookie dough lower in sugar. Her goal was to transform this treat into something people could enjoy without sacrificing their fitness or health goals.

Join us and listen to Erica as she shares her experience as a small business owner, how she used social media to her advantage as she shared the struggles that made her grow and improve as an entrepreneur, and how she learned more about herself and got out of the box to connect with other entrepreneurs. 

With hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy tune in to this week’s episode of The Free Retiree Show.

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

The Free Retiree Show Podcast Page

Honored to be mentioned in the FeedSpot

TOP 20 RETIREMENT PODCAST OF 2021