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

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

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 …

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

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

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 …

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

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

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 …

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

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

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 …

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

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

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 …

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

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

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 …

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

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

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 …

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

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

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 …

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

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

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 …

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

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

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. …

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

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

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 …

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

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

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 …

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

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

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 …

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

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

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 …

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

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

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. …

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69. Q&A on Financial Planning

69. Q&A on Financial Planning

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 …

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68. Strategies for Liquid Assets

68. Strategies for Liquid Assets

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 …

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64. The IRA of the Next Generation

64. The IRA of the Next Generation

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 …

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62. Pandemic Real Estate with Julianne Rawlins

62. Pandemic Real Estate with Julianne Rawlins

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 …

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60. Where Have All The Social Security Funds Gone?

60. Where Have All The Social Security Funds Gone?

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 …

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57. Prepare For Winter

57. Prepare For Winter

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 …

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Episode 56 – Financial Planning For You, Coaching For Your Kids – with James Monroe

Episode 56 – Financial Planning For You, Coaching For Your Kids – with James Monroe

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 …

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Episode 55 – The Top Five Retirement Mistakes Business Owners Make

Episode 55 – The Top Five Retirement Mistakes Business Owners Make

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 …

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Episode 54 – The Deflation of Economic Inflation

Episode 54 – The Deflation of Economic Inflation

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. …

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Episode 53 – How To Avoid 15 Common Financial Planning Mistakes

Episode 53 – How To Avoid 15 Common Financial Planning Mistakes

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 …

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Episode 52 – The Biggest Healthcare Development Drive in Southern Oregon – With Andrea Reeder

Episode 52 – The Biggest Healthcare Development Drive in Southern Oregon – With Andrea Reeder

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 …

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Episode 51 – Want To Travel Post-COVID? Here’s Everything You Need To Know – With Shana Brewer

Episode 51 – Want To Travel Post-COVID? Here’s Everything You Need To Know – With Shana Brewer

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. …

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50th Episode Special – Making an Impact in the Community – With Mary Ferrell

50th Episode Special – Making an Impact in the Community – With Mary Ferrell

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 …

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Episode 49 – How Libraries Can Help You Learn, Connect and Grow – With Rebecca Stoltz

Episode 49 – How Libraries Can Help You Learn, Connect and Grow – With Rebecca Stoltz

In the modern technological era, with everything moving towards digital, people often ask, “Why are libraries still relevant today?” In this episode, Royal Standley joins Rebecca Stoltz, executive director at The Josephine Community Library Foundation, to explain why libraries are not just a book repository, but a community center where people can connect and grow. …

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Episode 48 – Getting More Things Done in Less Time

Episode 48 – Getting More Things Done in Less Time

You can’t create more time, but you can boost your productivity and efficiency by managing the limited time that you have. In this episode, Royal Standley addresses the biggest challenge faced by people in their day-to-day lives – time management. He discusses several tips and tricks to help you achieve your goals in a timely …

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Episode 47 – A Simple 7-Step Guide To Optimize Your Business Exit

Episode 47 – A Simple 7-Step Guide To Optimize Your Business Exit

Market surveys show that a large number of business owners plan to exit their business in the next 5 to 10 years. Are you one of them? In this episode, Royal Standley shares a simple yet highly effective 7-step guide that helps you achieve maximum value from your business exit, whether it’s a sale to …

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Episode 46 – How To Secure Your Financial Future Amid the Market Turmoil

Episode 46 – How To Secure Your Financial Future Amid the Market Turmoil

Looking at drastic market swings, people often get emotionally overwhelmed and seek to “time” the market in the short-term. In this episode, Royal Standley highlights the importance of building a comprehensive plan that helps you get through the market turmoil, which may ultimately benefit you in the long-run. He also takes an extensive look back …

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Episode 45 – 3 Essential Things New Parents Must Plan For

Episode 45 – 3 Essential Things New Parents Must Plan For

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, …

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Episode 43 – Home Ownership in Your Retirement Plan

Episode 43 – Home Ownership in Your Retirement Plan

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 …

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

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

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 …

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Episode 41 – Setting Your S M A R T Goals

Episode 41 – Setting Your S M A R T Goals

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. …

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

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

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, …

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

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

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 …

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

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

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. …

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

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

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 …

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

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

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 …

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Episode 31 – Answering Prospective Clients’ Frequently Asked Questions

Episode 31 – Answering Prospective Clients’ Frequently Asked Questions

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 …

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Episode 30 – How to Start Planning for Financial Recovery

Episode 30 – How to Start Planning for Financial Recovery

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 …

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

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

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 …

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

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

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 …

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SPECIAL UPDATE: COVID-19

SPECIAL UPDATE: COVID-19

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 …

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

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

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 …

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Episode 26 – The Secrets Behind This Small Business’ Staying Power

Episode 26 – The Secrets Behind This Small Business’ Staying Power

Reaching the 25-year mark is a tremendous feat for a small business. The silver anniversary of Oregon Pacific Advisors calls for a celebration!   In today’s episode, Royal Standley walks down memory lane as he talks about the story of Oregon Pacific Advisors, the secrets behind their staying power, and how he predicts each generation’s planning …

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Episode 25 – Solving Your Retirement Puzzle – Part 2

Episode 25 – Solving Your Retirement Puzzle – Part 2

The term “guaranteed income” sounds stuffy. But what this mini-series is really focused on is helping you consider your options for recreating your paycheck during retirement.   In the final part of this series, Royal Standley walks you through more options for guaranteed retirement income. You will learn about money-savings pension tips, the pros and cons …

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Episode 24 – Solving Your Retirement Puzzle – Part 1

Episode 24 – Solving Your Retirement Puzzle – Part 1

Your retirement will be made up of many different pieces from social security to 401(k)s and everything in between.  Do you know how to fit them all together to make it work best for you? In this episode, Royal Standley educates us on the many variables involved with solving the retirement puzzle.  Using client examples …

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Episode 23 – What The SECURE Act Means for You

Episode 23 – What The SECURE Act Means for You

The recently approved SECURE Act has brought significant changes to the retirement system in the U.S. It’s time to explore these changes and discuss your new planning opportunities.  In this episode, Royal Standley cracks open the SECURE Act to explain what changes are in effect and what they might mean for your retirement plan.   In …

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Episode 20 – How to Plan for Retirement Later in Life

Episode 20 – How to Plan for Retirement Later in Life

There are many reasons why people start planning for retirement later in life, but what they may not realize is that achieving financial stability is still possible. In this episode, Royal Standley explains what people in this particular situation can do to gain financial stability and help get them on the best possible path forward. …

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Episode 18 – Meet the Oregon Pacific family — Introducing Ron Naumann

Episode 18 – Meet the Oregon Pacific family — Introducing Ron Naumann

Knowing your team is fundamental to achieving success. In this episode of Life By Design Podcast, we meet Ron Naumann, who has been an advisor at Oregon Pacific for 18 years. Ron has taken his professional life on a path he never expected: He went from working as a manufacturing engineer to becoming an accomplished …

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Episode 17 – How to Recognize a Scam and Avoid Becoming a Victim

Episode 17 – How to Recognize a Scam and Avoid Becoming a Victim

There are many types of scams and some of them are fairly sophisticated. It’s no wonder that people fall victim to scams more often than not. For Royal Standley, prevention is the best tool against scammers. In this podcast, Royal gives you insight into the mechanisms that scammers use to get your attention and strategies …

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Episode 16 – Your Top Life Insurance Questions Answered

Episode 16 – Your Top Life Insurance Questions Answered

Life insurance, with all of its moving pieces, can be a difficult concept to understand. Considering that there are different types of insurance policies to sift through, how can you make an informed decision? In this episode of The Life By Design Podcast, Royal Standley dives deep into life insurance, explaining its true importance as …

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Episode 15 – Meet Rich Todd

Episode 15 – Meet Rich Todd

In this episode of The Life By Design Podcast, Royal Standley introduces us to a special guest. Financial planner Rich Todd has worked at Oregon Pacific for 11 years. Rich shares with us his background and experience, what inspired him to start his career in financial planning, and how he manages to give clients a …

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Episode 13 – Is Diversifying into Real Estate Right for You?

Episode 13 – Is Diversifying into Real Estate Right for You?

It is a well-known fact that diversifying into real estate is one of the best ways for Americans to build wealth. But the decision to diversify into real estate shouldn’t be taken lightly. There are many factors to consider before diversifying and, with so much information out there, it’s understandable that investors have a lot …

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Episode 12 – Let’s Talk About Your Money and Your Taxes

Episode 12 – Let’s Talk About Your Money and Your Taxes

Money. It’s not the easiest subject to talk about or the most comfortable. But today, you can rely on Royal Standley’s experience as he sheds more light on important subjects to help you plan for your financial future. This episode is all about understanding what different ways of gaining and saving money could mean for …

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Episode 11 – Answers to Clients’ Most-Asked Questions: Part 3

Episode 11 – Answers to Clients’ Most-Asked Questions: Part 3

Asking the right questions will get you the right answers. This becomes especially important when you are choosing a financial advisor. In the last part of his most-asked-questions miniseries, Royal Standley uncovers information frequently requested by potential clients. In this episode you’ll learn: How to determine which type of investments are best for you How …

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Episode 10 – Answers to Clients’ Most-Asked Questions: Part 2

Episode 10 – Answers to Clients’ Most-Asked Questions: Part 2

Are you thinking about working with a financial planner, but you’re not sure what questions to ask? Then you’re in the right place! Royal Standley is back to answer your biggest questions about working with a financial advisor. In part two, you’ll learn the answers to the most-asked questions that potential clients ask him and …

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Episode 9 – Answers to Clients’ Most-Asked Questions: Part 1

Episode 9 – Answers to Clients’ Most-Asked Questions: Part 1

Imagine walking into a financial planner’s office for the first time. What questions would you ask before deciding to work with that person? Today, Royal Standley is here to answer your biggest questions. Working off a list of his clients’ most-asked questions, Royal gives forthright and detailed answers, while also sharing helpful planning advice along …

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

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

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 …

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Episode 7 – Planning for Lifetime Charitable Giving

Episode 7 – Planning for Lifetime Charitable Giving

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 …

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Episode 5 – How to Plan for Risks Through Financial Planning

Episode 5 – How to Plan for Risks Through Financial Planning

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 …

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

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

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 …

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

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

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 …

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

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

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 …

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

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

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 …

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