The Life By Design Podcast
Business & Economics Podcasts
Royal Standley of Oregon Pacific Financial Advisors, offering Securities through United Planners Financial Services, Member FINRA, SIPC, shares his planning approach to help people toward a place where they may be at peace regarding their financial goals. In this dynamic podcast, Royal will share his insights on how to design a retirement plan to help you plan for your future.
Royal Standley of Oregon Pacific Financial Advisors, offering Securities through United Planners Financial Services, Member FINRA, SIPC, shares his planning approach to help people toward a place where they may be at peace regarding their financial goals. In this dynamic podcast, Royal will share his insights on how to design a retirement plan to help you plan for your future.
Location:
United States
Description:
Royal Standley of Oregon Pacific Financial Advisors, offering Securities through United Planners Financial Services, Member FINRA, SIPC, shares his planning approach to help people toward a place where they may be at peace regarding their financial goals. In this dynamic podcast, Royal will share his insights on how to design a retirement plan to help you plan for your future.
Language:
English
Contact:
(800) 223-1281
Website:
http://www.opfa.com/
Email:
lisa@topadvisorm.com
Episodes
69. Q&A on Financial Planning
3/30/2022
If you are just starting your financial planning or preparing for retirement, there are always questions on what to do and how to prepare your financial future. In this episode, Royal Standley answers some of the financial planning questions sent in by you. He dives into some of the uncertainties clients feel during the financial … Continue reading 69. Q&A on Financial Planning →
Duration:00:27:37
68. Strategies for Liquid Assets
3/16/2022
Everyone wants to earn money without breaking a sweat when it comes to investing. In this episode, Royal Standley discusses some strategies for liquid assets, how they can benefit you and what they can accomplish even while you’re sleeping. He also reveals how the difference between mutual funds and ETFs impact your investment decisions based … Continue reading 68. Strategies for Liquid Assets →
Duration:00:26:00
67. Simplifying Financial Planning
2/23/2022
Everyone has heard the term financial planning over and over again. But do you truly understand financial planning as a whole? In this episode, Royal Standley shares what financial advising truly is, diving into what to look for as a client and the steps a financial advisor takes to create a financial plan. He reveals … Continue reading 67. Simplifying Financial Planning →
Duration:00:27:48
66. Maintaining Your New Year’s Resolutions
12/22/2021
Everyone talks about what they plan to focus on in the new year. The real question is how are you going to maintain your resolution? In this episode, Royal Standley discusses what his plans are for 2022. He also shares his advice for maintaining your new year financial resolutions and how to remain accountable throughout … Continue reading 66. Maintaining Your New Year’s Resolutions →
Duration:00:28:08
65. The Fundamentals of an Emergency Fund
12/8/2021
When faced with unexpected expenses, reaching for your plastic can be an easy option. But easy is not always the best option. In this episode, Royal Standley discusses the importance of avoiding over-complicating an emergency fund and how you can build your own. He reveals how an emergency fund benefits your financial plan even before … Continue reading 65. The Fundamentals of an Emergency Fund →
Duration:00:22:00
64. The IRA of the Next Generation
11/24/2021
The next generation will eventually inherit your IRA. How you prepare your accounts and beneficiaries today will impact the inheritance they will receive. In this episode, Royal Standley discusses the changes to IRA inheritance. He recounts how the SECURE Act changed IRA inheritance depending on the beneficiary’s age and relation to the deceased. Royal discusses … Continue reading 64. The IRA of the Next Generation →
Duration:00:23:44
63. Preparing For The New Year of Unknowns
11/10/2021
Looking back over the past year, we have faced several challenges — from COVID to politics to the investment market — and we need to prepare for how these could impact us in the new year. In this episode, Royal Standley discusses what happened this past year and looks to the future. He recounts the … Continue reading 63. Preparing For The New Year of Unknowns →
Duration:00:24:17
62. Pandemic Real Estate with Julianne Rawlins
10/27/2021
During the pandemic, everyone expected the housing market to go down. Instead, it increased as more people fled from the cities. In this episode, Royal Standley is joined by Julianne Rawlins, from Cascade Sotheby’s International Realty. Julianne reveals the current real estate market and how the pandemic has affected buyers and sellers. She also discusses … Continue reading 62. Pandemic Real Estate with Julianne Rawlins →
Duration:00:29:28
61. The World Of Medicare with Marla Kasdorf
10/13/2021
Medicare can be a complicated system for medical insurance. Having someone who knows how to navigate the system can help you find the best plan for your needs. In this episode, Royal Standley is joined by Marla Kasdorf, owner at Kasdorf and Associates LLC, in discussing the world of Medicare. Marla shares what the end … Continue reading 61. The World Of Medicare with Marla Kasdorf →
Duration:00:35:23
60. Where Have All The Social Security Funds Gone?
9/29/2021
According to the latest report from the government, social security is still losing money. What does that mean for your retirement plan? In this episode, Royal Standley dives back into social security as he reveals the latest update from the government. Royal discusses the current and future struggles with social security and how to prepare … Continue reading 60. Where Have All The Social Security Funds Gone? →
Duration:00:28:16
59. The Future Of Low Returns
8/25/2021
We would all love to have a crystal ball to show the future, but for now we will have to rely on the possibilities. In this episode, Royal Standley talks about the predicted stock market lows for the next 10 years. Royal explains the current stock market and predictions for the future based on current … Continue reading 59. The Future Of Low Returns →
Duration:00:25:51
58. What Are My Income Options After Retirement?
7/21/2021
You still need a source of income once you retire, but do you know what your options are for funding your retirement? More importantly, do you know the risks associated with each option? In this episode, Royal Standley discusses how you can fund your retirement and reveals several ways you can prepare your income for … Continue reading 58. What Are My Income Options After Retirement? →
Duration:00:28:12
57. Prepare For Winter
7/7/2021
With restrictions starting to lift and restaurants opening up, spending money during the summer is more tempting than ever. In this episode, Royal Standley discusses the importance of keeping your financial plan in mind as the world begins to reopen. Discover simple ways you can ensure your financial plan is up to date and benefiting … Continue reading 57. Prepare For Winter →
Duration:00:22:21
Episode 56 – Financial Planning For You, Coaching For Your Kids – with James Monroe
6/23/2021
With physical contact being restricted due to Covid, kids and adults alike have adjusted how they play sports. In this episode, Royal Standley is joined by James Monroe, a financial advisor with Oregon Pacific Financial Advisors. James shares his ten years of experience coaching kids sports teams and how the lessons learned from coaching relate … Continue reading Episode 56 – Financial Planning For You, Coaching For Your Kids – with James Monroe →
Duration:00:22:24
Episode 55 – The Top Five Retirement Mistakes Business Owners Make
6/9/2021
When you start your own business, how will the business affect your retirement planning? In this episode, Royal Standley shares five of the biggest mistakes business owners make when planning their retirement. You will learn: The benefit of creating a retirement roadmap The importance of keeping personal and business assets separate Why you should hire … Continue reading Episode 55 – The Top Five Retirement Mistakes Business Owners Make →
Duration:00:18:05
Episode 54 – The Deflation of Economic Inflation
5/26/2021
The forced isolation of COVID-19 has impacted the inflation rate today and in the future. In this episode, Royal Standley dives into inflation, discussing how COVID-19 has impacted the economy. He reveals past examples of similar economic scenarios, how the future inflation rate may increase and the impact this could have on your retirement plan. … Continue reading Episode 54 – The Deflation of Economic Inflation →
Duration:00:22:28
Episode 53 – How To Avoid 15 Common Financial Planning Mistakes
5/12/2021
Sometimes, one small mistake can completely derail your financial plan and stop you from achieving your life goals. In this episode, Royal Standley goes through a list of 15 common financial planning mistakes that he has encountered in working with clients over the years. Along with discussing the root causes of these mistakes, he also … Continue reading Episode 53 – How To Avoid 15 Common Financial Planning Mistakes →
Duration:00:24:27
Episode 52 – The Biggest Healthcare Development Drive in Southern Oregon – With Andrea Reeder
4/28/2021
Built in the fifties, Asante has grown to be the largest healthcare provider in Southern Oregon despite operating as a nonprofit. Now, it’s set to run the biggest fundraising campaign in the region – with a goal of $50 million! In this episode, Royal Standley speaks with Andrea Reeder, development director at Asante Foundation, to … Continue reading Episode 52 – The Biggest Healthcare Development Drive in Southern Oregon – With Andrea Reeder →
Duration:00:27:42
Episode 51 – Want To Travel Post-COVID? Here’s Everything You Need To Know – With Shana Brewer
4/14/2021
As the end of Covid-19 approaches with the rollout of vaccines, most people cannot wait to get away from their homes and enjoy a good vacation. Now might be the ideal time to start planning for it. In this episode, Royal Standley joins Shana Brewer, owner of Travel Leaders, and a highly experienced travel consultant. … Continue reading Episode 51 – Want To Travel Post-COVID? Here’s Everything You Need To Know – With Shana Brewer →
Duration:00:21:29
50th Episode Special – Making an Impact in the Community – With Mary Ferrell
3/31/2021
Children, teenagers, young adults, families – all of them are affected by housing instability to some extent. To address this problem, Royal Standley invites Mary Ferrell, founder and executive director of Maslow Project to the podcast. In this episode, Mary shares her years of experience in working with homeless people of all age groups, and … Continue reading 50th Episode Special – Making an Impact in the Community – With Mary Ferrell →
Duration:00:35:37