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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 his team at Oregon Pacific Financial Advisors.

In this episode, you’ll learn:

  • How new tax laws could affect your retirement and tax return
  • Whether your IRA contribution is still deductible under the new tax laws
  • How and when to join your retirement plan at work
  • Three options to take with your 401(k) when you change jobs
  • Whether you should pay off debt first or start saving for retirement
  • Emergency savings guidelines
  • And more!

Tune in and learn the answers to the most-asked financial planning questions! You can also get your questions answered in the next podcast by emailing Royal at royal@opfa.com.

Resources:  Oregon Pacific Financial Advisors, Inc. | How to use Dave Ramsey’s Baby Steps | Episode 9

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.