Tag: Podcast

From CNN to Podcasting: Bill’s Transition to a More Intimate Medium With Bill Tucker (Ep. 85)

From CNN to Podcasting: Bill’s Transition to a More Intimate Medium With Bill Tucker (Ep. 85)

When it comes to podcasting, there are typically two groups of people talking. The main speakers share their insights on specific topics and the podcast host, is someone who keeps the topics flowing with questions and insights.

In this episode, Royal Standley interviews the latest addition to his podcast, Bill Tucker, a podcast producer with Proudmouth and an award-winning reporter. Bill shares his extensive background in the media industry, including his career in radio and his transition to working as a producer for CNN’s business news division, along with his time as a commodity broker and shares insights about trading and risk tolerance.

Bill discusses:

  • His background in the media industry
  • His journey from a stained glass artisan to the vice president of CNN’s Business News
  • His perspective on financial journalism and investment philosophy
  • Why he chose to transition into the podcasting medium
  • And more!

Connect with Royal Standley:

Connect with Bill Tucker:

About Bill Tucker:

Bill’s media journey began in a small FM Radio station in Texas, and it’s led him to be a Podcast producer at ProudMouth!

His experience is vast in the world of media including, a television news producer, (George Foster Peabody winner),  a television news reporter (Emmy award winner and three-time nominee)

As a news executive, he co-led the team which built and launched television’s first digital network, CNNfn, blogged on energy for forbes.com, interviewed CEOs for the NASDAQ CEO Signature Series, hosted radio shows on religion, faith, and on business

His experience does not end there. He has written for print media, served as executive producer and host for network shows, and created stories for social media posts that have garnered hundreds of thousands of views.

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.

2023 So Far: Analyzing Common Concerns and Trends (Ep. 78)

2023 So Far: Analyzing Common Concerns and Trends (Ep. 78)

During the first few months of this year, there has been a lot of news causing financial uncertainty and impacting the country’s economy.

Is the rise of the Chinese Yuan something we should be concerned about? What movements are we seeing in the stock and bonds markets? Is it a good idea to invest in precious metals to cope with uncertainty?

In this episode, Royal Standley analyzes the topics that have stood out the most in the first part of the year and those that have also generated panic and uncertainty in the market. Royal talks about the importance of planning and organizing our wealth during advanced ages of life, the current situation of the uncertainty of the US dollar with the rise of the Yuan, and the actuality in the stock and bonds markets.

Royal discusses:

  • Common concerns related to the banking system, currency, and national debt
  • An increase in dementia diagnosis and the need for planning and having conversations about long-term care early on as cognitive decline is a natural part of aging
  • The concern about the potential impact on the US economy if the Yuan were to rise and the US dollar were to fall
  • Why individuals should be cautious when buying precious metals as a way of coping with the currency uncertainty
  • How social media only covers panic in the markets and ignores factors that create stability
  • The current state of the stock and bond markets
  • The importance of having a diversified portfolio
  • And more!

Connect with Royal Standley:

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.

How Financial Advisors Plan Through the Client’s Life Journey (Ep. 77)

How Financial Advisors Plan Through the Client’s Life Journey (Ep. 77)

As you move through life your financial situation changes. Maybe you change careers, start a family or experience a life-changing situation. No matter what happens, a financial advisor can help you stay on track.

In this episode, Royal Standley explores the relationship between advisor and client through the planning process. Royal shares a story to illustrate the process from the first meeting through planning for retirement and eventually bringing in the next generation as the client nears the end of their life.

Royal discusses:

  • The story of how one client came to the company
  • How advisors provide direction for the client’s financial plan based on their wants and needs
  • The next step of planning at the end of the client’s life
  • Why speaking with a financial advisor helps clients turn their ideas into reality
  • And more

Connect with Royal Standley:

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.There is no guarantee that any statements of future expectations will come to fruition. All information presented is collected from sources believed to be reliable, but may not be guaranteed.

Inflation: Causes, Impacts & Expectations (Ep. 71)

Inflation: Causes, Impacts & Expectations (Ep. 71)

Inflation in the US is expected to continue rising, but it won’t last forever.

In this episode, Royal Standley discusses the top four reasons he sees for inflation in the US. Royal explains where we’ve seen the biggest impact as well as what the government and Americans can do to help minimize the financial impact of rising costs and mortgage rates.

Royal discusses:

  • The top 4 reasons why the US is seeing inflation
  • What the US government has to do to try to fight inflation
  • Where Americans can expect to see the impacts of inflation the most
  • What Americans can do to minimize the impact inflation has on them
  • And more

Resources:

Connect with Royal Standley:

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.

Adapting To The Changes In Life (Ep. 70)

Adapting To The Changes In Life (Ep. 70)

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

Resources:

Connect with Royal Standley:

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.

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

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

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.

 

Episode 55 – The Top Five Retirement Mistakes Business Owners Make

Episode 55 – The Top Five Retirement Mistakes Business Owners Make

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.

Episode 54 – The Deflation of Economic Inflation

Episode 54 – The Deflation of Economic Inflation

The forced isolation of COVID-19 has impacted the inflation rate today and in the future.

In this episode, Royal Standley dives into inflation, discussing how COVID-19 has impacted the economy. He reveals past examples of similar economic scenarios, how the future inflation rate may increase and the impact this could have on your retirement plan.

You will learn:

  • How COVID-19 impacted economic inflation
  • What the ideal inflation rate is
  • Some of the lasting financial impacts of quarantine on the government
  • How inflation could impact retirement planning
  • And more!

Discover how COVID-19 has impacted current and future inflation rate!

Resources:   Oregon Pacific Financial Advisors |  About Royal Standley  | Schedule Online with Royal Standley | (541) 772-1116 | Email 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.

Episode 53 – How To Avoid 15 Common Financial Planning Mistakes

Episode 53 – How To Avoid 15 Common Financial Planning Mistakes

Sometimes, one small mistake can completely derail your financial plan and stop you from achieving your life goals.

In this episode, Royal Standley goes through a list of 15 common financial planning mistakes that he has encountered in working with clients over the years. Along with discussing the root causes of these mistakes, he also shares tips on how to avoid them, or even fix them if you’ve already committed the mistake.

You will learn:

  • Things that can go wrong while attempting to time the market in the short run
  • The importance of saving early and living well within your means
  • How to plan for the worst-case scenario as part of your risk management
  • Tips to overcome procrastination and take the crucial first step towards financial planning
  • And more!

Tune in now to learn how you can avoid the most common pitfalls while building your financial plan!

Resources: Oregon Pacific Financial Advisors |  About Royal Standley  | Schedule Online with Royal Standley | (541) 772-1116 | Email Royal Standley | Episode 6 – It’s Never Too Soon to Start Estate Planning | Episode 8 – How to Use Dave Ramsey’s Baby Steps | Episode 12 – Let’s Talk About Your Money and Your Taxes | Episode 16 – Your Top Life Insurance Questions Answered | Episode 27 – How Much Insurance Coverage Do You Actually Need? — With James Monroe | Episode 41 – Setting Your S M A R T Goals

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.

Episode 52 – The Biggest Healthcare Development Drive in Southern Oregon – With Andrea Reeder

Episode 52 – The Biggest Healthcare Development Drive in Southern Oregon – With Andrea Reeder

Built in the fifties, Asante has grown to be the largest healthcare provider in Southern Oregon despite operating as a nonprofit.

Now, it’s set to run the biggest fundraising campaign in the region – with a goal of $50 million!

In this episode, Royal Standley speaks with Andrea Reeder, development director at Asante Foundation, to uncover what this campaign is all about and how it’ll benefit the community. Andrea also discusses the new and improved healthcare services that Asante aims to provide through this campaign.

You will learn:

  • Healthcare areas experiencing a growing need based on population demographics
  • Asante’s efforts in developing a new cancer facility which aims to provide high quality care to patients.
  • Asante’s proactive response to Covid-19 and the Alameda fires
  • 2021 plans for Oregon Wine Experience – Asante’s largest fundraiser of the year
  • And more!

Tune in now to learn how the team at Asante Foundation is striving to improve the quality of healthcare in the community!

Resources: Oregon Pacific Financial Advisors |  About Royal Standley  | Schedule Online with Royal Standley | (541) 772-1116 | Email Royal Standley | Andrea Reeder on LinkedIn | Asante | Asante Foundation | Contact Asante: (541) 789-5025 | Oregon Wine Experience

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.

Episode 51 – Want To Travel Post-COVID? Here’s Everything You Need To Know – With Shana Brewer

Episode 51 – Want To Travel Post-COVID? Here’s Everything You Need To Know – With Shana Brewer

As the end of Covid-19 approaches with the rollout of vaccines, most people cannot wait to get away from their homes and enjoy a good vacation.

Now might be the ideal time to start planning for it.

In this episode, Royal Standley joins Shana Brewer, owner of Travel Leaders, and a highly experienced travel consultant. Shana discusses things you should consider while planning for your trip so that you can identify the perfect destination that fits your interests as well as your budget.

You will learn:

  • Reasons to hire a professional travel agent instead of cluelessly browsing the internet
  • Major Covid restrictions – for both domestic and international travel
  • Key travel arrangements to keep in mind so that you have an unhindered travel experience
  • Most popular travel destinations, some of which are on Shana’s bucket list too
  • And more!

Tune in now to learn how you can start planning for your long-awaited dream vacation!

Resources: Oregon Pacific Financial Advisors |  About Royal Standley  | Schedule Online with Royal Standley | (541) 772-1116 | Email Royal Standley | Contact Shana: (541) 772-9744 | Travel Leaders

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. 

50th Episode Special – Making an Impact in the Community – With Mary Ferrell

50th Episode Special – Making an Impact in the Community – With Mary Ferrell

Children, teenagers, young adults, families – all of them are affected by housing instability to some extent.

To address this problem, Royal Standley invites Mary Ferrell, founder and executive director of Maslow Project to the podcast. In this episode, Mary shares her years of experience in working with homeless people of all age groups, and talks about the various initiatives undertaken by her team at Maslow to help them stabilize their life through education, housing, food and other resources.

You will learn:

  • How Maslow helps the youth establish life goals, work towards them, and navigate through the complexity of various social services
  • Eye-opening statistics about the current situation of homeless people
  • Why education is the key to reducing chronic adult homelessness
  • The severe impact of COVID-19 on homeless people
  • How you can join the Maslow Project in making a huge impact in your community
  • And more!

Join us for this 50th episode special podcast, as we explore ways of enhancing the lives of those around us, because every life matters!

Resources: Oregon Pacific Financial Advisors |  About Royal Standley  | Schedule Online with Royal Standley  | (541) 772-1116  |  Email Royal Standley | Mary Ferrell on LinkedIn | Maslow Project

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. 

Episode 49 – How Libraries Can Help You Learn, Connect and Grow – With Rebecca Stoltz

Episode 49 – How Libraries Can Help You Learn, Connect and Grow – With Rebecca Stoltz

In the modern technological era, with everything moving towards digital, people often ask, “Why are libraries still relevant today?”

In this episode, Royal Standley joins Rebecca Stoltz, executive director at The Josephine Community Library Foundation, to explain why libraries are not just a book repository, but a community center where people can connect and grow. They also take a look at how libraries are taking an innovative approach during COVID to make knowledge accessible anywhere, anytime and to anyone.

You will learn:

  • The tremendous support that libraries provide to people with limited learning resources
  • How the Libby App brings thousands of ebooks and audiobooks at your fingertips
  • What the Dolly Parton’s Imagination Library program is all about – and how it can benefit your children
  • The biggest service offered by libraries that often gets overlooked
  • Where the library system is headed over the next 3 to 5 years
  • And more!

Tune in now to learn why libraries are the heartbeat of every community! 

Resources: Oregon Pacific Financial Advisors | About Royal Standley  |  Schedule Online with Royal Standley  | (541) 772-1116  |  Email Royal Standley | Josephine Community Library | The Josephine Community Library Foundation | The Libby App | Dolly Parton’s Imagination Library

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.

Episode 48 – Getting More Things Done in Less Time

Episode 48 – Getting More Things Done in Less Time

You can’t create more time, but you can boost your productivity and efficiency by managing the limited time that you have.

In this episode, Royal Standley addresses the biggest challenge faced by people in their day-to-day lives – time management. He discusses several tips and tricks to help you achieve your goals in a timely manner by prioritizing your tasks and overcoming the very common problem of procrastination.

You will learn:

  • The importance of having an action mantra to help you refocus on your work
  • How to use the Eisenhower Matrix to categorize tasks based on their importance and urgency
  • Ways in which you can minimize all potential interruptions and be more productive
  • Why you should always set specific time limits for your short-term and long-term goals
  • Things to consider while creating daily to-do lists
  • And more!

Listen now and learn how to get more work done in less time, and still have enough time to relax, unplug your brain and spend quality time with your family!

Resources: Oregon Pacific Financial Advisors  |  About Royal Standley  |  Schedule Online with Royal Standley  | (541) 772-1116  |  Email Royal Standley | The Eisenhower Matrix | Peter Montoya | Deep Work by Cal Newport | Eat That Frog!: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time by Brian Tracy

 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.