Tag: Future

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Adapting To The Changes In Life (Ep. 70)

Adapting To The Changes In Life (Ep. 70)

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The world is constantly changing and it’s up to us to adapt. 

In this episode, Royal Standley shares the latest updates in his personal and professional life, recounting how recent events changed the way he focuses on advising clients. Royal talks about the changes he has experienced in addition to his vision and expectations for the future.

Royal discusses:

  • Opening of a new office in Grants Pass
  • The acquisition of Wealth Management of Oregon and expanding their footprint
  • Why the need for retirement planners is greater than before
  • What he is preparing for in 2023
  • The upcoming topics to be explored in Life By Design podcast
  • How changes to the cost of living and housing will impact retirement income needs

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Discussions in this show are for educational purposes only. 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 offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.

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67. Simplifying Financial Planning

67. Simplifying Financial Planning

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Everyone has heard the term financial planning over and over again. But do you truly understand financial planning as a whole? 

In this episode, Royal Standley shares what financial advising truly is, diving into what to look for as a client and the steps a financial advisor takes to create a financial plan. He reveals some of the fears and worries of clients, how financial advisors create a personalized financial plan, and identifies the next steps after a plan is put in place.

Royal discusses:

  • How to determine if a financial advisor will focus on you
  • Existing worries and fears of clients
  • How financial advisors reduce risk when faced with uncertainty
  • The steps after creating the financial plan
  • And more

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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.

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62. Pandemic Real Estate with Julianne Rawlins

62. Pandemic Real Estate with Julianne Rawlins

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During the pandemic, everyone expected the housing market to go down. Instead, it increased as more people fled from the cities.

In this episode, Royal Standley is joined by Julianne Rawlins, from Cascade Sotheby’s International Realty. Julianne reveals the current real estate market and how the pandemic has affected buyers and sellers. She also discusses tips for sellers and what the future of the market looks like.

Julianne discusses:

  • The current real estate market compared to during the pandemic
  • The impact of world events on housing inventory
  • What sellers should know about selling their house
  • The future of the real estate market

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Connect with Julianne Rawlins:

About Julianne Rawlins: 

Helping people and adding value and joy to their lives is my passion! I love what I do and I work hard for my clients. As a former small business owner, I bring over 10 years of experience in business, real estate, and advertising to each and every client. Real estate is more than a business transaction for me. I take the time to get to know everyone I work with and strive to build long-term relationships. In my free time, I love reading, traveling, volunteering, exploring beautiful Southern Oregon, and spending time with my husband and three children.

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.