The Life By Design Podcast-logo

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.

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


Episodes

Safeguard Your Finances from Scams (Ep. 91)

2/14/2024
Have you ever gotten a call from your bank or the government asking for money to protect your identity or finances? Or heard about scams like these in the news? How can you prevent yourself from falling prey to these predators? Royal Standley tackles the pressing issue of identity theft and scams, providing practical tips … Read More Read More

Duration:00:31:15

Strategies for Success in a Volatile Market (Ep. 90)

10/25/2023
The term volatility brings feelings of uncertainty and unease when it comes to the investment market. What if you knew about some strategies that are used to maximize returns in low-interest rate environments? Explore investment options and information to navigate uncertain times in the market while learning about strategies ot leverage annuities, bonds and high … Read More Read More

Duration:00:28:40

From Bankruptcy to Financial Success with Chris Bautista (Ep. 89)

10/11/2023
Your financial advisors aren’t that much different from you. They deal with their own financial struggles and face their own problems when it comes to money. That personal experience can even help them advise clients better in the future. In this episode, Royal Standley is joined by Chris Bautista, of Oregon Pacific Financial Advisors, who … Read More Read More

Duration:00:32:56

Lessons on Scam Prevention (Ep. 88)

9/27/2023
Have you ever had a scam call that sounded legitimate? Maybe had someone you know fall for what seems like an obvious scam? In this episode, Royal Standley explores ways to protect oneself from falling victim to scams, such as verifying phone calls and not trusting unfamiliar emails or messages. Royal shares personal experiences and … Read More Read More

Duration:00:33:23

Effective Strategies for Positive Company Culture with Lisa McClease-Kelly (Ep. 87)

9/13/2023
Are you looking for inspiration to overcome challenges and establish your own business? Interested in how effective strategies can create a values-driven workplace and enhance your leadership skills? The company culture could be the key. In this episode, Royal Standley speaks with Lisa McClease-Kelly, Co-Owner of Kelly’s Automotive Services, as she opens up about her … Read More Read More

Duration:00:32:32

Empathy, Entrepreneurship, and Client-Centered Financial Planning with Jenny Hamiton (Ep. 86)

8/30/2023
As a client, you want to know your financial planner will not only create a financial and retirement plan; you want them to care about how that plan can help you the best. In this episode, Royal Standley is joined by Jenny Hamilton, a financial planner with Oregon Pacific Financial Advisors, in discussing her background … Read More Read More

Duration:00:29:05

From CNN to Podcasting: Bill’s Transition to a More Intimate Medium With Bill Tucker (Ep. 85)

8/16/2023
When it comes to podcasting, there are typically two groups of people talking. The main speakers share their insights on specific topics and the podcast host, is someone who keeps the topics flowing with questions and insights. In this episode, Royal Standley interviews the latest addition to his podcast, Bill Tucker, a podcast producer with … Read More Read More

Duration:00:40:25

Exploring The Impact of Boys Town: Advocacy for Juvenile Justice Reform with Aric Johnson (Ep. 84)

8/2/2023
Boys Town has been working with kids and families since 1917, helping individuals involved in the court system to build towards a successful future with the ultimate goal being family reunification. In this episode, Royal Standley turns the tables to interview his own podcast producer and host, Aric Johnson, President & CEO of AXIS Coaching … Read More Read More

Duration:00:30:02

Who is Royal Standley and Who Does He Help? (Ep. 83)

7/19/2023
When meeting with a financial advisor, you are focused on building a financial and retirement plan based on numbers. Who is the person you are working with beyond the numbers? In this episode, financial advisor Royal Standley of Oregon Pacific Financial Advisors discusses his background, passion, and career in financial services. He specializes in retirement … Read More Read More

Duration:00:36:15

How to Future Proof Your Career Financially (Ep. 82)

6/21/2023
There is always someone talking about how technology will take over your jobs in the future. While that might not be entirely true, how can you ensure you adapt to changes within the workplace and protect yourself financially? In this episode, Royal Standley focuses on creating a solid financial plan for future career paths. He … Read More Read More

Duration:00:35:54

Will Your Estate Plan Survive a Stress Test? (Ep. 81)

6/7/2023
Creating a financial or estate plan is never a one-and-done endeavor. How can advisors help identify the potential problems in a plan and correct the problem before it happens to the client? In this episode, Royal Standley focuses on stress testing financial and estate plans to ensure the clients have saved enough for the lifestyle … Read More Read More

Duration:00:29:07

The Problem with Hitting the Government Debt Ceiling (Ep. 80)

5/25/2023
Most people don’t know that the government has hit the debt ceiling and the Treasury Department is struggling to balance the finances. What does this mean for the rest of America? In this episode, Royal Standley explores what it means to hit the debt ceiling and why it is a big deal if there is … Read More Read More

Duration:00:30:24

The Impact of Social Connection on Health (Ep. 79)

5/24/2023
During the shutdowns, those with social connections in their home or online experienced joy from not leaving the house. The reason? They had no reason to go out because they were still in contact with their friends and loved ones. In this episode, Royal Standley explores the importance of social connections on longevity and health. … Read More Read More

Duration:00:31:20

2023 So Far: Analyzing Common Concerns and Trends (Ep. 78)

5/10/2023
During the first few months of this year, there has been a lot of news causing financial uncertainty and impacting the country’s economy. Is the rise of the Chinese Yuan something we should be concerned about? What movements are we seeing in the stock and bonds markets? Is it a good idea to invest in … Read More Read More

Duration:00:33:58

How Financial Advisors Plan Through the Client’s Life Journey (Ep. 77)

4/5/2023
As you move through life your financial situation changes. Maybe you change careers, start a family or experience a life-changing situation. No matter what happens, a financial advisor can help you stay on track. In this episode, Royal Standley explores the relationship between advisor and client through the planning process. Royal shares a story to … Read More Read More

Duration:00:30:37

Building a Home Out of Roadblocks with Michele Farrell (Ep. 76)

3/15/2023
After joining Oregon Pacific Financial Advisors over a year ago and with over 20 years of experience in the financial planning and insurance space, Michele Farrell has dug her roots in the industry by connecting with other professionals such as CPAs, estate planning attorneys and insurance professionals. From picking herself up off her feet after … Read More Read More

Duration:00:32:12

How to Find the Right Advisor for Your Planning Needs (Ep. 75)

2/15/2023
Financial planning designations are an alphabet soup of letters that aren’t always explained. How do you choose the right advisor for your planning needs? In this episode, Royal Standley focuses on what the different designations mean, both for the advisor’s education and for the clients looking to find the right advisor. Royal explores how having … Read More Read More

Duration:00:34:17

How the SECURE Act 2.0 Changes Retirement Planning (Ep. 74)

1/25/2023
When the SECURE Act was first rolled out, clients were eager to learn more about the benefits they could receive. With the latest updates to the SECURE Act entering quietly, financial advisors and their clients might need to learn how to leverage these tools in the best way possible. In this episode, Royal Standley focuses … Read More Read More

Duration:00:32:07

How To Avoid Becoming An Estate Planning Horror Story (Ep. 73)

12/28/2022
Creating an estate plan can be a lot of work, making sure everything is covered and all your assets are doing what you want them to. Not having one is even worse. In this episode, Royal Standley focuses on estate planning, the tools to build a good estate plan and what happens if you don’t … Read More Read More

Duration:00:34:34

Throwing Darts – Anticipating Investments and Financial Planning for 2023 (Ep. 72)

12/14/2022
The financial world took a hit during 2022, with the debate focused on “when” rather than “if” we will enter a recession. What do the investment and financial options of 2023 look like? In this episode, Royal Standley reviews the past few years of investment choices and how those decisions will impact future investment decisions. … Read More Read More

Duration:00:33:46