Category Archives: Uncategorized

Episode 5 – Your Financial MRI 

Finance, Financial, Investing, Investments, Retirement, Retirement Planning, Uncategorized, , , , , , , ,

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

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Episode 4 — The Total Client Profile Guide: A Deeper Look

Finance, Financial, Investing, Investments, Retirement, Retirement Planning, Uncategorized, , , , , , ,

After outlining his discovery process and The Total Client Profile Guide in episode 3, Doug Alden is back with a closer, in-depth view of all that this guide covers.

Exploring everything from goals to hobbies, Doug outlines each area of clients’ lives that he learns about through the process and explains why such in-depth learning is a critical part of the planning process.

In this episode, you’ll learn:

  • How Doug helps clients set and accomplish goals
  • How your relationships and hobbies impact your finances
  • How the PSG model can maximize your wealth potential
  • The benefits of coordinating and integrating your financial decision-making
  • And more!

Tune in now to learn more about Doug’s in-depth discovery process 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 3

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Episode 3 — Inside the Total Client Profile Guide

Finance, Financial, Investing, Investments, Retirement, Retirement Planning, Uncategorized, , , , , , , ,

As his clients know, Doug Alden has an extensive discovery process, which includes The Total Client Profile Guide. This guide helps Doug establish relationships with potential clients while also getting a big-picture view of their situation, goals, and more. 

Today, Doug shines a light on what his discovery process looks like by breaking down The Total Client Profile Guide, what it is, and how it helps him and clients alike during the planning process.

In this episode, you’ll learn:

  • Some categories and sample questions featured in the guide
  • Why Doug wants to know about the other professionals on a client’s team
  • The importance of defining your goals or vision of success
  • How the news media impacts your finances
  • And more!

Listen now to learn how Doug’s discovery process can benefit you!

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

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Episode 2 — What to Expect From The Liberated Investor Advantage™ Podcast

Finance, Financial, Investing, Investments, Retirement, Retirement Planning, Uncategorized, , , , , , , ,

Now that The Liberated Investor Advantage™ Podcast has officially kicked off, you may be wondering what host Doug Alden has in store for you as a listener.

Today, Doug outlines what he plans to accomplish with The Liberated Investor Advantage™ series. In addition, Doug reveals the eye-opening message he is most eager to share with you.

In this episode, you’ll learn:

  • Why it’s important to understand how money works
  • What hidden expenses can come with your 401(k)
  • Why Doug says he doesn’t manage money, he manages people
  • About Doug’s motivation to teach you about the rules of the game when it comes to money
  • And more!

Join Doug now to find out what he has in store with The Liberated Investor Advantage™ Podcast!

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

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