The Free Retiree Show

MONEY MANAGEMENT/AVOIDING THE BIG MISTAKES EDITION

Financial planning, particularly estate coordination and legacy planning, has been a taboo topic for families. 

All too often, women are left out of the planning process. Their invaluable opinions and involvement in the financial planning process are commonly dismissed. 

A generation-to-generation conversation about financial planning is even more challenging to do. Talking to your parents or grandparents about who gets what once they pass just doesn’t sit well with most families.   

Vanessa Martinez, named as 2020 Forbes Best-in-state Advisors and Barron's 2020 Top Women Financial Advisors, believes that it is important to educate and empower women not only to be involved in the family’s financial planning but also for more women to be professionals and investors in finance. 

For their book, Family Value at Risk, they also aim to spread the importance of intentional and inclusive communication between families when it comes to financial planning. 

Tune in to this week’s episode of The Free Retiree Show with hosts wealth manager Lee Michael Murphy and career advisor Sergio Patterson, as Vanessa Martinez shares valuable information about women empowerment in the finance field, her journey into believing that financial planning between family members can benefit everyone involved and more. 

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

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BUSINESS & THOUGHT LEADER EDITION

Being in Hollywood makes a person think that it’s all about the fun parties, glam, and unlimited booze. But what are the sacrifices one must take to get there?

Darcy Donavan is a film and television actress/producer/recording artist/author who went through countless struggles before achieving everything she currently has. From growing up in an unconventional family setup to music and acting rejections, what kept Darcy going?

Darcy shares her Hollywood journey and experience being in hit movies and shows like Anchorman, Modern Family, Parks and Rec, and more. What did she have to do to survive and thrive amongst many other promising actors and actresses? One thing’s for sure, her perseverance and empathetic heart made all the difference. 

Join us and be in on the loop on how Darcy shares her experience being a small town Nashville lass turned Hollywood actress/businesswoman doing even more work on the side. With hosts, wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy tune in this week’s episode of The Free Retiree Show.

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

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BUSINESS AND THOUGHT LEADER EDITION

Artificial Intelligence is cutting edge technology that is being applied in many different industries. Now, it has even made its way into marketing and entrepreneurship.

How exactly does AI help entrepreneurs you ask? Apparently, people can now take advantage of AI when it comes to building or growing their brand. They can use it for design, they can use it for strategy, and for many other uses.

In this week’s episode of The Free Retiree Show, brand strategist Chahat Aggarwal discusses with wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy how branding with artificial intelligence works. She also shares some of her experiences as an extremely accomplished woman entrepreneur in India.

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

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CAREER ADVANCEMENT

Landing a job is difficult, especially without the right strategy.

Lots of people have been stuck in the vicious cycle of job application. Sending in a resume, getting called for an interview, rejection, all this over and over again. The perseverance is admirable, but the rejection is a sign that they are still missing something.

John Marty is a senior product manager at SoFi, and the founder of Project 1B, an organization whose mission is to help people around the world maximize their sense of meaning so that they can lead more fulfilling lives. He is also the host of the Mindset Reset Podcast where he explores the mindsets of thought leaders and turn them into actionable insights.

In his career, John has had a roller coaster of a journey that has taken him through massive success, into devastating failure, and finally back on the rise. He managed this spectacular recovery by optimizing himself into the role that he wanted.

John shares his journey and his strategy with wealth manager Lee Michael Murphy and career advisor Sergio Patterson in this week’s episode of The Free Retiree Show. Tune in and see what else you can do to land your next job.

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 AND THOUGHT LEADER EDITION

Staying motivated is one of the biggest hurdles that many business owners encounter.

Entrepreneurship has always been something that requires a lot of effort and perseverance. It starts small, and through consistent effort and strategic planning, grows into a self sustaining machine. It sounds simple, but the actual complexity of business ownership often shaves away at any entrepreneur’s motivation. So why does this happen and what can people do about this?

Kevin Miller is a renowned podcast host of three shows that focus on personal development, Motive, True Life, and The Ziglar Show. He has more than a thousand (1000+) episodes and fifty million (50m) downloads under his belt, and his shows reach four hundred and fifty thousand (450k) downloads per month.

Kevin is also a writer and a business owner, and in this episode of The Free Retiree Show, he will be sharing with wealth manager Lee Michael Murphy, career advisors Sergio Patterson, and attorney Matthew McElroy his thoughts on motivation, entrepreneurship, and  the relationship between the two.

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/AVOIDING THE MISTAKES

Crypto. Bitcoin. Blockchain. NFT. These words have generated headlines in the financial world with people making huge money off of them. People are curious and eager to jump in and throw money at these words to maybe make a quick buck, but what do these words even mean? What are the risks associated with this new asset class? 

Linda P. Jones is the CEO of Be Wealthy & Smart VIP Experience which provides high value investing information, recommendations, and education to their clients. She is also the author of “You’re Already a Wealth Heiress! Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now” which has for a second year, made it to Book Authority’s 100 Best Wealth Books of All Time.

In this episode, Linda discusses with wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy the basic idea behind cryptocurrency and answers some of the important questions surrounding it.

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/BUSINESS AND THOUGHT LEADER EDITION

Starting a business or starting as a professional can be tough. As a new name in the industry, it’s hard to get any traction. It sometimes feels like no matter what you do, there’s just nobody that is interested.

Sound familiar?

One of the most common pieces of advice given to people who face this struggle is to “build your brand”. But what exactly does this even mean?

In this episode of The Free Retiree Show, LinkedIn trainer, coach, and learning instructor Michaela Alexis shares with wealth manager Lee Michael Murphy and career advisor Sergio Patterson the ins and outs of building a brand on LinkedIn. As one of the largest professional networking platforms, LinkedIn is a go-to when it comes to promoting a business or simply oneself, and Michaela will be talking about how to manoeuvre the space and make the most of your LinkedIn profile.

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 / AVOIDING THE MISTAKES

Women, especially women of color,  are still struggling in the workplace.

No matter how capable or how intelligent a woman is, more often than not they end up facing struggles that their male workmates are not likely to experience. They are seen and treated differently in a way that negatively impacts their career and mental health. These women are then faced with a choice:

Do they stay true to who they truly are and face the challenges that come with their identity?

Or do they conform to the normal of their workplace and try to find success that way?

Dr. Jasmine Escalera is a confidence coach and a career strategist. She has a PhD in Pharmacology and is also a TEDx Speaker. Despite all of these impressive qualifications, she too has faced the struggles that women, especially women of color, all over the world are facing in their workplaces.

In this episode of The Free Retiree Show, Dr. Jasmine talks with wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy about conforming to survive in the workplace, and its negative effects. She also shares her thoughts on what can be done to battle the injustices that women continue to experience in their workplaces.

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

Is it a good idea to buy a new house?

Real estate has been constantly changing over the past year. With the current global situation as it is, many might think there wouldn’t be people attempting to leave their homes and relocate. But there are, and it seems that plenty of people are actually doing it.

But why are they moving? And where are they going?

Nate Johnson, the former CEO of Realtor.com, sheds some light on how the real estate market has been shifting during the past year in this episode of The Free Retiree Show. He also shares with wealth manager Lee Michael Murphy, career advisor Sergio Patterson, and attorney Matthew McElroy some tips and guidelines on how to find and get good investments in real estate.

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

Maintaining motivation and drive during these tough times is a massive challenge.

The world underwent a major transformation in the past year. People had no choice but to stay isolated in their own homes and somehow figure out how to make everything work under such circumstances.

Such a significant shift in our everyday lives can be too much to process, and many people are struggling and even failing to do so. How do we keep going in these challenging times?

Rachel Druckenmiller, CEO of Unmuted, understands how hard it is to get back on one's feet. As a speaker with more than a hundred virtual meetings under her belt in 2020, she has made it her mission to inform and inspire people to become more resilient.

In this episode of The Free Retiree Show, Rachel discusses with wealth manager Lee Michael Murphy and career advisor Sergio Patterson different concepts surrounding resilience. She talks about what resilience is, how people can improve their resilience, and more.

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

The Free Retiree Show Podcast Page

Honor to be mentioned in the FeedSpot

TOP 20 RETIREMENT PODCAST OF 2020