The Free Retiree Show

The Free Retiree Show

By Lee Michael MurphyBusinessInvesting
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The Free Retiree Show episodes

  • S1 EP6: 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?
    #EconomicImpactOfWar #RealEstate #RealEstateFiduciary #TheFreeRetireeShow #SanJoseInvesting #MorganHillInvesting #SanJoseRetirement #FinancialPlanning #CareerAdvice #LegalAdvice #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree
    Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License  0H18660.
    The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson and attorney Matt McElroy are not affiliated with RNP Advisory Services or the Securities America Companies.
    Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.
    Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by third party."
    The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.
    56 min
  • S1 EP5: 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.


    #TheFreeRetiree #Uber #ReadyToBuyThatHouse #LeeMichaelMurphy #SergioPatterson #MattMcElroy #RetirementPlanningMorganHill #RetirementPlanningSanJose #RetirementPlanningGilroy #CareerAdvice #RealEstateLaw





    Disclosures

    "Advisory Services offered through RNP Advisory Services, Inc, a registered investment advisor with the Securities and Exchange Commission. Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License 0H18660.The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson and attorney Matt McElroy are not affiliated with RNP Advisory Services or the Securities America Companies.Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by third party."The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.

    40 min
  • S1 EP4: 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.

    Please subscribe, share, and let us know if you like the show!!! 😁




    Disclosures:

    Advisory Services offered through RNP Advisory Services, Inc, a registered investment advisor with the Securities and Exchange Commission.

    Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License 0H18660.

    The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson and attorney Matt McElroy are not affiliated with RNP Advisory Services or the Securities America Companies.

    Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.

    Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by third party."

    The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.

    1 hr
  • S1 EP3: 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.

    1 hr 10 min
  • S1 EP2: 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.




    Disclosures:

    The rates of return discussed in this podcast are hypothetical. Investments in 529 plans involve risks to principal and may involve additional fees such as enrollment charges and annual maintenance fees. 529 plans offer no guarantees. Depending on your state of residence and the state of residence of the beneficiary, the plan may or may not be eligible for state tax benefits. There are exceptions to the gift tax and estate tax exemptions; please contact a qualified tax, legal or financial advisor for more information prior to investing.

    1 hr
  • S1 EP1: 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.

    48 min

About The Free Retiree Show

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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.