Tag Archives: Doug Alden

Episode 9 — Are You Making Decisions to Protect, Build, and Enjoy Your Wealth?



To be ready for the unexpected, you need to protect yourself against as many contingencies as possible. That way, you can protect, build, and enjoy your wealth.

In this episode, Doug Alden explains how the decisions we make greatly impact our potential to protect ourselves against the unknown. Is fear guiding your decisions to purchase specific financial products? Are you giving up freedom for security? Doug offers plenty of food for thought in this insightful episode. 

In this episode, you’ll learn:

  • How Doug uncovers clients’ wealth needs by using the 5 W’s 
  • How people’s fears play a role in their financial decision-making
  • What you can do to maintain control of your wealth
  • Why you need to consider the facts in financial planning
  • And more!

Join Doug now to consider whether your decisions are helping you to protect, build, and enjoy your wealth.

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


Episode 8 — Introducing the Enhanced Retirement Approach



A conventional retirement approach often leaves people with a limited ability to leave behind a legacy. Why? Because assets like retirement accounts often don’t grow beyond the account holder’s lifetime.

That’s why Doug Alden is all about an enhanced retirement approach. By making different uses of your money, this approach allows you to not only protect, build, and enjoy your wealth, but to also potentially pass on a legacy to your loved ones. Today, Doug outlines everything you need to know about this enhanced approach and how he helps clients build a legacy with their wealth.

In this episode, you’ll learn:

  • Why it’s easy to get confused by all the financial products that are out there
  • The value in maximizing the velocity of your money
  • How Doug helps clients use an enhanced approach
  • What role insurance can play in your retirement strategy
  • And more!

Join Doug now to discover what the enhanced retirement approach can offer you and your wealth!

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

 


Episode 7 — People at Work VS. Money at Work



As we progress through our lives, we go from being people at work to having our money at work.

Today, Doug Alden outlines the three life stages that people tend to experience and how he helps clients navigate each one. Doug also discusses the roles we play during these stages, the different places our money goes to, and the different pressures we experience on our wealth.

In this episode, you’ll learn:

  • Three life stages: accumulation, distribution, and preservation
  • The role of money and wealth in retirement
  • Six different places your money can travel to
  • The difference between a conventional approach to retirement versus an enhanced approach
  • And more!

Join Doug now to learn about the three stages you and your wealth will travel through on your journey to and through retirement.

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


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


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



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


Episode 3 — Inside the Total Client Profile Guide



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  


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



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  


Episode 1 — Meet Your Host, Doug Alden



Welcome to The Liberated Investor Advantage™ Podcast with Doug Alden!

In this inaugural episode, you will meet your host, Doug Alden. Join this conversation to learn about what Doug does for clients and to get a closer look into who he is on a personal level.

In this episode, you’ll learn:

  • How Doug went from dropping out of college to working in the financial industry
  • About Doug’s business philosophy
  • How Doug helps educate clients every week
  • What success means to Doug
  • What to expect from The Liberated Investor Advantage™ Podcast
  • And more!

Tune in now and get to know all about Doug Alden and why he helps people protect, build, and enjoy their wealth!

Resources: Doug@theliberatedinvestor.com: (828) 668-0665