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

By thelifebydesignpodcast | June 23, 2021

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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!

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.