Episode 10 – Answers to Clients’ Most-Asked Questions: Part 2
Podcast: Play in new window | Download | Embed
Subscribe: Spotify | TuneIn | RSS | More
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
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.