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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


Episodes

Episode 45 – 3 Essential Things New Parents Must Plan For

1/20/2021
While a new born child calls for a lot of celebrations, it also gives rise to additional responsibilities for the parents. In this episode, Royal Standley covers the financial aspect of having a new child. Join him as he walks through the 3 most important things every new parent must look at – estate planning, … Continue reading Episode 45 – 3 Essential Things New Parents Must Plan For →

Duration:00:23:34

Episode 44 – Financial Planning for 2021 and Beyond

12/23/2020
With several advancements in the search for a vaccine, we may be possibly approaching the end of COVID. And as we are also entering a new presidency, 2021 seems full of new possibilities and opportunities! However, you must have a strategic plan in place to make the most of those opportunities. In this episode, Royal … Continue reading Episode 44 – Financial Planning for 2021 and Beyond →

Duration:00:24:37

Episode 43 – Home Ownership in Your Retirement Plan

12/9/2020
Imagine having your home paid off before retirement! In today’s episode, Royal Standley of Oregon Pacific Financial Advisors looks at how home ownership fits into your financial plan. Royal strives to help build a financial plan that includes paying off your mortgage. In this episode, you will learn: How home ownership integrates into your financial … Continue reading Episode 43 – Home Ownership in Your Retirement Plan →

Duration:00:26:30

Episode 42 – What Planning Ahead Can Do For Your Dream Retirement

11/25/2020
Planning for your future can be tough, but it’s important to make sure that you have everything covered. Do you have plans in place for long term care needs? In today’s episode, Royal Standley discusses everything you need to know about long term care insurance and why it’s important to make sure you consider planning … Continue reading Episode 42 – What Planning Ahead Can Do For Your Dream Retirement →

Duration:00:29:40

Episode 41 – Setting Your S M A R T Goals

11/11/2020
There is never a perfect time to start, so why not start now? In today’s episode, Royal Standley of Oregon Pacific Financial Advisors shares his experience on setting goals. Whether you are looking to set short-term or long-term goals Royal explains ways to implement goal setting tactics into your financial life, career, family or health. … Continue reading Episode 41 – Setting Your S M A R T Goals →

Duration:00:30:29

Episode 40 – Meet the Team at Oregon Pacific Financial Advisors with Emma Nelson

10/28/2020
Royal Standley introduces us to Emma Nelson, Associate Financial Planner, at Oregon Pacific Financial Advisors, Inc. In this episode Royal and Emma share how she entered into financial services and why she enjoys helping people build the financial resources to live their lives to the fullest. Emma also discusses her passion projects, favorite winter activities, … Continue reading Episode 40 – Meet the Team at Oregon Pacific Financial Advisors with Emma Nelson →

Duration:00:21:18

Episode 39 – The Coach To Your Financial Plan with James Monroe

10/14/2020
A coach is somebody that’s in it with you, for you and looking out for your best interests. In today’s episode Royal Standley introduces us to James Monroe, Financial Planner and Retirement Plan Specialist, who joined the team at Oregon Pacific Financial Advisors in March 2019. James shares how he got into financial services, what … Continue reading Episode 39 – The Coach To Your Financial Plan with James Monroe →

Duration:00:25:43

Episode 38 – After the Smoke Is Gone

9/30/2020
We don’t know where or when the next natural disaster is going to take place. In today’s episode Royal Standley shares what it looks like for clients who have lost everything in the Oregon fires. Royal helps explain the replacement coverage you need from your insurance policy and things you can do to try and … Continue reading Episode 38 – After the Smoke Is Gone →

Duration:00:24:06

Episode 37 – 401(k) or Roth 401(k): Which One is Right For You?

9/2/2020
Are you looking for the answers to your questions on Roth 401(k)? Join Royal as he unravels the information to help you understand your retirement savings. In this episode, Royal Standley explains the differences between IRAs and Roth IRAs. Should you look at converting? Royal helps explain the different types of money and your options. … Continue reading Episode 37 – 401(k) or Roth 401(k): Which One is Right For You? →

Duration:00:24:48

Episode 36 – How Will the Markets React to the 2020 Election?

8/19/2020
Election time is coming fast. How will the outcome of the 2020 U.S. election affect the market and your portfolio? In this episode, Royal Standley explains how the market typically reacts to a newly elected president and throughout a presidential term. Royal discusses what we saw with the markets during President Donald Trump’s term and … Continue reading Episode 36 – How Will the Markets React to the 2020 Election? →

Duration:00:28:40

Episode 35 – Prepare for a Financially Secure Life

8/5/2020
So, you’ve landed your first job, you get your first paycheck, now what do you do with your money? How do you set yourself up for financial success? In this episode, Royal Standley discusses the importance of setting yourself up for success by setting habits and taking early steps for a financially secure life. In … Continue reading Episode 35 – Prepare for a Financially Secure Life →

Duration:00:27:46

Episode 34 – How to Retire During a Global Pandemic

7/8/2020
A lot of people are planning to retire in 2020. Maybe you’re one of them. In light of COVID-19, would it be better for you to semi-retire, postpone it completely, or go ahead and retire full time? In this episode, Royal Standley helps you plan for your next move during this global pandemic. He walks … Continue reading Episode 34 – How to Retire During a Global Pandemic →

Duration:00:26:33

Episode 33 – Your Next Steps to Building a Retirement Plan for Your Business

6/24/2020
If you’re ready to move from learning about 401(k) basics to seriously considering how you will structure your business’s retirement plan, this episode is for you. In this episode, Royal Standley shares what business owners need to know when they’re evaluating a retirement plan for their business. Royal walks you through the roles that go … Continue reading Episode 33 – Your Next Steps to Building a Retirement Plan for Your Business →

Duration:00:26:11

Episode 32: How to Build an Efficient Retirement Plan

6/10/2020
Are you a business owner or a plan sponsor that’s looking to set up a retirement plan? In this episode of Life By Design Podcast, Royal Standley dives deep into the different retirement plan options and shares the key features of each. In this episode, you will learn: The three types of 401(k)s and how … Continue reading Episode 32: How to Build an Efficient Retirement Plan →

Duration:00:35:32

Episode 31 – Answering Prospective Clients’ Frequently Asked Questions

5/27/2020
Are you curious about financial advisors and how they can help you? Do you know how to tell if you need one — and how to find the right one? These are just a few questions that Royal Standley receives on a regular basis by new and prospective clients alike. Today, Royal is sitting down … Continue reading Episode 31 – Answering Prospective Clients’ Frequently Asked Questions →

Duration:00:24:50

Episode 30 – How to Start Planning for Financial Recovery

5/13/2020
Do you think COVID-19 will change the way the world functions technologically, socially, financially or economically? In this episode of The Life by Design Podcast, Royal Standley shares his tips for financial recovery so that you can be prepared for whatever the new “normal” may look like. In this episode, you will learn: How to … Continue reading Episode 30 – How to Start Planning for Financial Recovery →

Duration:00:25:11

Episode 29 – What Should an Investor Avoid When Markets Are Facing a Downfall?

4/29/2020
How has your financial plan been affected by the recent downturn in the market? In this episode of The Life by Design Podcast, Royal Standley suggests how to plan and prepare for times when the market is experiencing decline. In this episode, you will learn: Various potential reasons for an economic decline How to separate … Continue reading Episode 29 – What Should an Investor Avoid When Markets Are Facing a Downfall? →

Duration:00:27:28

Episode 28 – All About the CARES Act –– With Royal Standley

4/15/2020
In response to the COVID-19 pandemic, the American government has recently passed the CARES Act that will allow millions of people to access different benefits during this challenging time. In this episode, Royal Standley breaks down the different types of government assistance that Americans will now have access to, spanning from unemployment and student loan … Continue reading Episode 28 – All About the CARES Act –– With Royal Standley →

Duration:00:26:05

SPECIAL UPDATE: COVID-19

3/26/2020
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 … Continue reading SPECIAL UPDATE: COVID-19 →

Duration:00:06:34

Episode 27 – How Much Insurance Coverage Do You Actually Need? — With James Monroe

3/25/2020
Do you have the right type of insurance plan and amount of coverage for your family’s needs? In this episode, Royal Standley and James Monroe of Oregon Pacific Financial Advisors walk you through different life insurance policies. This down-to-earth conversation is all about helping you figure out which policy will give you the coverage you … Continue reading Episode 27 – How Much Insurance Coverage Do You Actually Need? — With James Monroe →

Duration:00:28:10