Tag: Goals

68. Strategies for Liquid Assets

68. Strategies for Liquid Assets

Everyone wants to earn money without breaking a sweat when it comes to investing.

In this episode, Royal Standley discusses some strategies for liquid assets, how they can benefit you and what they can accomplish even while you’re sleeping. He also reveals how the difference between mutual funds and ETFs impact your investment decisions based on your personal goals.

Royal discusses:

  • The three groups of goals to guide your investments
  • How different types of investments can be leveraged to reach your goals
  • The difference between mutual funds and ETFs
  • How tax evaluations impact your investment decisions
  • And more

Resources:

Connect with Royal Standley:

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.

All guarantees are based on claims paying ability of the issuer.

Before investing in a Mutual Fund or ETF, investors should carefully consider the investment objectives, risks, charges and expenses.  This and other important information is contained in the summary prospectus (if available) and prospectus, which can be obtained from your financial professional.  These documents should be read carefully before investing.

66. Maintaining Your New Year’s Resolutions

66. Maintaining Your New Year’s Resolutions

Everyone talks about what they plan to focus on in the new year. The real question is how are you going to maintain your resolution?

In this episode, Royal Standley discusses what his plans are for 2022. He also shares his advice for maintaining your new year financial resolutions and how to remain accountable throughout the year. You will learn about the resources that helped him commit to his health goals and tips for creating your financial resolutions.

Royal discusses:

  • His New Year’s resolutions
  • How to commit to your goals
  • The importance of keeping yourself accountable to your finances
  • How he sets himself up for each day
  • And more!

Connect with Royal Standley:

Resources:

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.