Tag: Savings

Building a Home Out of Roadblocks with Michele Farrell (Ep. 76)

Building a Home Out of Roadblocks with Michele Farrell (Ep. 76)

After joining Oregon Pacific Financial Advisors over a year ago and with over 20 years of experience in the financial planning and insurance space, Michele Farrell has dug her roots in the industry by connecting with other professionals such as CPAs, estate planning attorneys and insurance professionals. 

From picking herself up off her feet after a sudden death in her family, she was able to turn that despair into a learning moment by understanding their insurance needs and how she could help her loved ones move forward. 

In this episode, Michele discusses:

  • What motivated her to become a financial planner and her prior experience in this industry
  • Some key differences that set her apart from other financial advisors
  • Her story of empowering women and becoming a significant leader among women in this industry
  • Her approach to aiding and guiding clients through their financial lives 
  • And more

Connect with Michele Farrell:

Connect with Royal Standley:

About Michele Farrell:

Michele’s passion and mission is to lead, inspire and educate women about financial literacy; to provide the tools necessary to lead a life of financial freedom. By helping women understand how money works, they can grow, protect their nest egg and leave a legacy for generations to come. Women gift so much to the world and yet so often are overlooked when it comes to financial planning. Through her educational approach, she empowers women to protect their dreams and live their purpose. 

Michele’s work was recognized by the Los Angeles Tribune in 2020 as Financial Advisor of the Year “…for consistently putting the well-being of the community and her clients as her top priority.” She continues this work because she believes you deserve the absolute best when it comes to your hard-earned money, and should accept nothing less.

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 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.