Tag Archives: Retirement

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

November 13, 2019Finance, Financial, Investing, Investments, Retirement, Retirement Planning, UncategorizedDoug Alden, Finance, Financial, Invest, Retire, Retirement, The Liberated Investor Advantage, Wealthliberatedinvestoradvantage

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

November 6, 2019Finance, Financial, Investing, Investments, Retirement, Retirement Planning, UncategorizedDoug Alden, Finance, Financial, Invest, Investing, Retire, Retirement, The Liberated Investor Advantage, Wealthliberatedinvestoradvantage

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

October 17, 2019Finance, Financial, Investing, Investments, Retirement, Retirement Planning, UncategorizedDoug Alden, Finance, Financial, Invest, Investing, Retire, Retirement, The Liberated Investor Advantage, Wealthliberatedinvestoradvantage

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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Episode 1 — Meet Your Host, Doug Alden

October 1, 2019Finance, Financial, Investing, Investments, Retirement, Retirement PlanningDoug Alden, Finance, Financial, Invest, Investing, Retire, Retirement, The Liberated Investor Advantage, Wealthliberatedinvestoradvantage

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: