Month: March 2019

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

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

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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 of questions about this strategy.

Royal Standley is here to answer these questions. In this episode, he shares his knowledge about investing in real estate to help you clear the clouds of confusion around it.

In today’s episode you’ll learn:

  • What to consider if you’re thinking about investing in real estate
  • About the best strategies to start diversifying into real estate
  • What “buying and selling on a note” means
  • What you should know about interest rates and how they can affect your investment
  • How real estate works as an asset class
  • The differences between real estate investment trust versus rental real estate investment trust
  • How long it could take to generate an income from rentals
  • And more!

Tune in now to learn more about diversifying into real estate and whether it is the right step for you!

Resources:  Oregon Pacific Financial Advisors, Inc.

Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice. 

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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

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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 your tax return.

In today’s episode, you will learn:

  • About qualified and non-qualified money and how they affect your taxes
  • Whether it is possible to transfer money from an old 401(k) to a new 401(k)
  • Why Roth IRAs and Roth 401(k)s are some of the most powerful retirement-planning tools
  • Why it’s beneficial to roll money into only one or two accounts
  • About the advantages of a Roth 401(k) and a Roth 403b
  • About different types of annuities
  • And more!

Tune in now and gain clarity about money, savings, and tax time!

Resources:  Oregon Pacific Financial Advisors, Inc.

Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.