The Elevate Media Podcast

Wealth Creation; Episode 152 with Lee Michael Murphy

March 21, 2022 Lee Michael Murphy Episode 152
The Elevate Media Podcast
Wealth Creation; Episode 152 with Lee Michael Murphy
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Show Notes

Lee's Bio:

Lee Michael Murphy, I'm the host of an award-winning career and money focused podcast called The Free Retiree Show 🎧 , and a wealth manager who helps individuals and companies with their retirement planning 👨‍👩‍👦‍👦

Being a financial advisor goes far beyond setting up clients with a well-diversified investment portfolio. It's about giving your clients guidance through the good and bad times, understanding your client's experiences and feelings surrounding money management, and caring about your client's dreams as much as they do.

The most significant impact on an individual's financial success isn't about finding the perfect investment allocation. It's about understanding one's economic behavior and habits surrounding their finances and avoiding bad decisions and patterns that don't coincide with financial science. Being a financial professional allows me to be with clients every step of the way until they obtain their financial goals.

Open communication and honesty are the foundation of my relationships with my clients. Helping clients avoid costly financial mistakes by having the courage to tell them when their reasoning is misguided, being honest with myself, and acknowledging that my industry is full of too good to be true products, promises, and solutions are a massive part of the problem. 

I embrace that there is no such thing as the magic investment, but through prudent financial advice based on financial science, I can help clients accomplish their goals.

The right mindset and habits make all the difference. It helps people make better decisions that lead to them achieving financial success—giving themselves and their families extraordinary lives full of limitless opportunities. Their goals are my goals; that is an honor that I will never take for granted. 

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