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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 to facing the struggles of COVID-19 as a financial advisor.

You will learn:

• How hard work creates results
• The importance of teamwork
• The similarities in changes between financial advising and coaching
• And more!

Oregon Pacific Financial Advisors | (541) 772-1116  |  About Royal Standley  | Schedule Online with Royal Standley | Email Royal Standley  |  About James Monroe  | Schedule Online with James Monroe | Email James Monroe  |  Episode 39: The Coach to Your Financial Plan with James Monroe

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.

 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | TuneIn | RSS | More

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 outside support
• And more!

Discover the five retirement mistakes you should avoid.

Resources:

Oregon Pacific Financial Advisors |  About Royal Standley  | Schedule Online with Royal Standley | (541) 772-1116 | Email Royal Standley  |  Episode 47 – A Simple 7 Step Guide to Optimize Your Business Exit

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.