Tag Archives: Financial

Episode 12 – Are You Investing Like Warren Buffett? – With Charlie Stoll



Are you investing like Warren Buffett, one of the greatest investors of our time?  

In this episode, Doug Alden is joined by Charlie Stoll, an advisor and money manager with Winning Points Advisors. Together, they discuss Charlie’s Buffett-inspired investment strategy that helps income-based people gain additional income that can be reinvested and put towards retirement savings. 

In this episode, you will learn:

  • What aspects of Buffett’s investment strategies are found in Charlie Stoll’s approach  
  • How options can protect investors’ portfolios during serious market crashes
  • What derails the middle-class from making sufficient retirement savings and how this investment strategy aims to resolve that 
  • Why Doug Alden says the additional 7% in cash flow off of assets is not just a pie-in-the-sky dream
  • And more!

Tune in now to learn Charlie Stoll’s Buffett-inspired investment strategy for increasing your income. 

Resources:   The Liberated Investor Advantage: (828)-668-0665 | doug@theliberatedinvestor.com | Winning Points Advisors, LLC


SPECIAL UPDATE – COVID-19



In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources:  The Liberated Investor | Email Doug | (828) 668-0665


Episode 11 — Why You Need a Good Plan Now More Than Ever



Doug Alden believes the purpose of wealth in retirement is to provide a stream of increasing income that’s finite, risk-based, lasts as long as you need it, and can provide a legacy to your loved ones. 

But to achieve this kind of wealth, you need a plan.

In today’s thoughtful conversation, join Doug as he discusses the impact current events have on our ability to live out the retirement we want. Doug shares the various contingencies that a plan must address, and highlights how solid planning can help.

In this episode, you’ll learn:

  • What to consider if you want to retire and stay retired
  • How Doug’s investment strategy can provide retirement income
  • How technology and health crises like the Coronavirus impacts our longevity
  • Ways the Liberated Investor Advantage™ approach can help your wealth and retirement
  • And more!

Listen in to learn why a plan is needed now more than ever so you can build, protect, grow, and share your wealth!

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


Episode 10 — Fight Your Panic Instincts With the Enhanced Retirement Approach



As humans, our fight or flight instincts can cause us to panic when we sense danger — including when we sense an oncoming threat towards our finances.

That’s why Doug Alden is dedicated to spreading the word on how the enhanced retirement perspective can help you build, protect, enjoy, and pass on your wealth. Today, Doug highlights common mistakes people make based on their emotions and reveals how his enhanced retirement approach can keep you from acting out of panic.

In this episode, you’ll learn:

  • How the media can shock you into doing something foolish
  • Doug’s thoughts on the SECURE Act
  • Why Doug doesn’t trust the government 
  • Where people tend to be vulnerable with their finances — and how an enhanced approach can help
  • And more!

Join Doug now to learn how you can build, protect, and enjoy your wealth without the panic!

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


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