Tag: Southern Oregon

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.