The Life by Design Podcast
The Life by Design Podcast
Podcast Description
Are you ready to live your best life? Tune in to the Life by Design Podcast, where we bring you strategic insights, expert interviews, and practical tools to empower you. From a financial planning and wealth management standpoint, we aim to help you understand the decisions that lead to a more fulfilling financial life.
At our core, we believe in serving our clients and communities, growing through reinvestment in our people and tools, and living a great life while helping others do the same.
Podcast Insights
Content Themes
Focuses on financial planning, behavioral finance, and wealth management, with episodes covering topics like understanding behavioral biases in investing and strategies for achieving financial independence, aiming to provide listeners with actionable insights for a fulfilling financial life.
Are you ready to live your best life? Tune in to the Life by Design Podcast, where we bring you strategic insights, expert interviews, and practical tools to empower you. From a financial planning and wealth management standpoint, we aim to help you understand the decisions that lead to a more fulfilling financial life.
At our core, we believe in serving our clients and communities, growing through reinvestment in our people and tools, and living a great life while helping others do the same.
Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. #retirementplanning #financialplanning #investmentstrategies #riskmanagement
For more info on Doug please visit: https://investstrategic.com/team/doug-walters/
https://www.linkedin.com/in/douglasswalters/
This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account or portfolio. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.
Disclaimer
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