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The Life By Design Podcast

Business & Economics Podcasts >

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Location:

United States

Language:

English

Contact:

(800) 223-1281


Episodes

Episode 8 – How to Use Dave Ramsey’s Baby Steps

1/9/2019
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What comes to mind when you think of having financial peace? Perhaps you envision paying off your debt, boosting your savings, or not having to worry about the future. Royal Standley helps clients achieve all of the above. Today, Royal shares the simple process he uses with clients, called Dave Ramsey’s Baby Steps, which focuses … Continue reading Episode 8 – How to Use Dave Ramsey’s Baby Steps →

Duration:00:26:41

Episode 7 – Planning for Lifetime Charitable Giving

12/26/2018
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With the holiday season quickly approaching, more and more people are beginning to think about their charitable giving. In this episode, Royal Standley talks about the importance of finding what speaks to your heart when you’re choosing which organizations to support. Here’s what you will learn about: The “American advantage” of charitable giving—and what sets … Continue reading Episode 7 – Planning for Lifetime Charitable Giving →

Duration:00:27:49

Episode 6 – It’s Never Too Soon to Start Estate Planning

12/12/2018
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Did you know that everyone has an estate plan, even if they don’t have a will or a living trust? But when people pass away without a prepared will or a trust, their heirs are chosen by the laws of whichever state they lived in. Maintain control of what happens to your assets by … Continue reading Episode 6 – It’s Never Too Soon to Start Estate Planning →

Duration:00:25:12

Episode 5 – How to Plan for Risks Through Financial Planning

11/28/2018
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In his last episode, Royal Standley talked about nine types of risk that could impact your returns. Now Royal is back to explain how he addresses those risks through his financial planning process. He is on a mission to create the best possible outcomes for clients. In this episode, you will learn: A recap of … Continue reading Episode 5 – How to Plan for Risks Through Financial Planning →

Duration:00:27:11

Episode 4- Are You Aware of These Nine Risks to Your Portfolio?

11/14/2018
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There are nine types of risk that could not only impact your investment returns, but also your overall financial plan. Today, Royal Standley outlines each type of risk and shares strategies he uses to help reduce their effect on clients’ investment portfolios. In this episode, you will learn: How parents tend to influence their children’s … Continue reading Episode 4- Are You Aware of These Nine Risks to Your Portfolio? →

Duration:00:25:47

Episode 3 – A Walk Through the Life By Design™ Guided Discovery Process

10/31/2018
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Meeting with a financial advisor for the first time can be overwhelming when you don’t know what to expect.Today, Royal Standley eliminates the unknown by walking you through the first step in Oregon Pacific Financial Advisors’ Life By Design™ process, otherwise known as their guided discovery. In addition to learning what it’d be like to … Continue reading Episode 3 – A Walk Through the Life By Design™ Guided Discovery Process →

Duration:00:28:36

Episode 2 – How the Life By Design™ Process Can Help You Dream Big

10/17/2018
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Today, Royal Standley shares what sets his firm apart from other financial advisers. This lively episode is all about Oregon Pacific Financial Advisors’ Life By Design™ process, which helps clients design the rest of their lives and achieve the outcomes they’re hoping for. Royal discusses the Life By Design™ process in-depth, walking you through the … Continue reading Episode 2 – How the Life By Design™ Process Can Help You Dream Big →

Duration:00:22:50

Episode 1 – Introduction to Royal Standley, President & CEO of Oregon Pacific Financial Advisors

10/4/2018
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Meet Royal Standley, President & CEO of Oregon Pacific Financial Advisors. In this inaugural episode of the Life By Design Podcast, Royal helps you to get to know him by sharing how he came to work in the financial industry and why he’s devoted to helping “real people who are getting ready to retire.” Royal … Continue reading Episode 1 – Introduction to Royal Standley, President & CEO of Oregon Pacific Financial Advisors →

Duration:00:19:32