Monthly Archives: December 2019

Episode 6 — Creating Momentum With the Reality Checklist



With financial planning, Doug Alden believes that if you’re not making corrections or progress, you are ultimately wasting your money.

That’s why Doug has created a planning system that helps clients identify points where they can improve and that also helps them achieve their goals. Today, Doug outlines how he accomplishes all of this by using a tool he calls the Reality Checklist, which allows him to keep clients on track to making progress. 

In this episode, you’ll learn:

  • An update on the current state of the markets
  • How Doug’s Reality Checklist provides clear direction on which way to head with your planning
  • The decline of cradle-to-grave companies — and the effect on your planning
  • The importance of aligning the advisors and experts on your team
  • Why you should be celebrating your achievements 
  • And more!

Listen in now to learn more about Doug Alden’s process around how he helps clients protect, build, and enjoy their wealth!

Resources:  The Liberated Investor Advantage: (828)-668-0665 | doug@theliberatedinvestor.com  | Episode 5


Episode 5 – Your Financial MRI 



Just like with your health, there are often things happening under the surface of your finances that you can’t see at first glance. That’s why Doug Alden likes to take his financial planning up a notch by giving clients a full financial MRI.

Today, Doug shares how he helps clients see things that others might not be able to see, while also helping them understand how money works and how all their financial decisions interact with each other.

In this episode, you’ll learn:

  • Why keeping your ‘to-do’ list short is beneficial
  • About the exponential curve and what it means when building your wealth
  • Doug’s thoughts on the media’s talk of a looming recession
  • How Doug guides clients through times of uncertainty
  • And more!

Tune in now to learn more about Doug’s financial health check model and how it can help you on your journey to build, protect, and enjoy your wealth!

Resources:

The Liberated Investor Advantage: (828)-668-0665 | doug@theliberatedinvestor.com  | Episode 4