The Life By Design Podcast

Royal Standley
  • 5.0 (5)
  • Investing

Royal Standley of Oregon Pacific Financial Advisors, offering Securities through United Planners Financial Services, Member FINRA, SIPC, shares his planning approach to help people toward a place where they may be at peace regarding their financial goals. In this dynamic podcast, Royal will share his insights on how to design a retirement plan to help you plan for your future.

  1. 02/14/2024

    Safeguard Your Finances from Scams (Ep. 91)

    Have you ever gotten a call from your bank or the government asking for money to protect your identity or finances? Or heard about scams like these in the news? How can you prevent yourself from falling prey to these predators? Royal Standley tackles the pressing issue of identity theft and scams, providing practical tips and real-life scenarios to help listeners safeguard themselves. He highlights the necessity of proactive measures such as secure mail handling and document shredding, while cautioning against deceptive practices like fraudulent urgent calls, and stresses the importance of skepticism and verification. Royal discusses: Identity theft and scams, what they look and sound like, and who they target Practical steps to help you prevent identity theft How technology is used to protect you but also can be an advantage for the scammers The steps to take if you become a victim of identity theft And more Reference: LifeLock Connect with Royal Standley: Oregon Pacific Financial Advisors  About Royal Standley Schedule Online with Royal Standley  (541) 772-1116  Email Royal Standley Discussions in this show are for educational purposes only. The 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 and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

  2. 10/25/2023

    Strategies for Success in a Volatile Market (Ep. 90)

    The term volatility brings feelings of uncertainty and unease when it comes to the investment market. What if you knew about some strategies that are used to maximize returns in low-interest rate environments? Explore investment options and information to navigate uncertain times in the market while learning about strategies ot leverage annuities, bonds and high yield investments from Royal Standley. Royal touches on the volatility and uncertainty in the market and the importance of having a long-term perspective.  Learn more about: Investment strategies focused on low-interest rate environments The importance of finding higher-yield investments for cash savings Why fixed annuities are a safe investment option with guaranteed interest rates Concerns about potentially missing out on market gains with fixed annuities Connect with Royal Standley: Oregon Pacific Financial Advisors  About Royal Standley Schedule Online with Royal Standley  (541) 772-1116  Email Royal Standley — Discussions in this show are for educational purposes only. The 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 and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

  3. 10/11/2023

    From Bankruptcy to Financial Success with Chris Bautista (Ep. 89)

    Your financial advisors aren’t that much different from you. They deal with their own financial struggles and face their own problems when it comes to money. That personal experience can even help them advise clients better in the future. In this episode, Royal Standley is joined by Chris Bautista, of Oregon Pacific Financial Advisors, who shares his background and experiences with financial struggles and bankruptcy. Chris shares his journey of owning a business and subsequently losing it during an economic downturn before finding his new path in life. Chris discusses: His professional background leading up to how he became a financial advisor How his experience with bankruptcy shaped his interactions with clients The importance of balancing personal life with financial advising How different generations interact with money and why Why he chose to become a financial advisor and become certified And more Connect with Royal Standley: Oregon Pacific Financial Advisors  About Royal Standley Schedule Online with Royal Standley  (541) 772-1116  Email Royal Standley Connect with Chris Bautista: About Chris Bautista Schedule Online with Chris Bautista  (626) 827-2474 Email Chris Bautista About Chris Bautista: Chris Bautista is a passionate and results-driven professional in the financial services industry with a deep understanding of the intricate world of finance. With extensive experience working with both individuals and businesses, he is committed to helping his clients achieve their financial goals and navigate the complexities of today’s economic landscape. Chris’ expertise lies in providing personalized financial advice, developing tailored strategies and implementing effective wealth management solutions. By leveraging his knowledge and staying abreast of the latest market trends, Chris strives to deliver comprehensive and innovative financial solutions that empower his clients to make informed decisions and secure their financial futures. — Discussions in this show are for educational purposes only. The 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 and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

  4. 09/27/2023

    Lessons on Scam Prevention (Ep. 88)

    Have you ever had a scam call that sounded legitimate? Maybe had someone you know fall for what seems like an obvious scam?  In this episode, Royal Standley explores ways to protect oneself from falling victim to scams, such as verifying phone calls and not trusting unfamiliar emails or messages. Royal shares personal experiences and statistics related to fraud, emphasizing the vulnerability of older individuals.  Royal discusses: How prevalent scams are in an age of technology Some of the most common scams and how to prevent yourself from falling for them Why older individuals are more vulnerable to scams His personal experience with scammers What to do if someone is being scammed And more Connect with Royal Standley: Oregon Pacific Financial Advisors  About Royal Standley Schedule Online with Royal Standley  (541) 772-1116  Email Royal Standley Discussions in this show are for educational purposes only. The 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 and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

  5. 09/13/2023

    Effective Strategies for Positive Company Culture with Lisa McClease-Kelly (Ep. 87)

    Are you looking for inspiration to overcome challenges and establish your own business?  Interested in how effective strategies can create a values-driven workplace and enhance your leadership skills? The company culture could be the key. In this episode, Royal Standley speaks with Lisa McClease-Kelly, Co-Owner of Kelly’s Automotive Services, as she opens up about her move to Oregon, the challenges she tackled while building her business, and why values and community support matter deeply. As a business coach, she dives into understanding different personalities and adapting leadership styles when cultivating a culture of gratitude within the workplace. Lisa shares: The challenges she faced after moving from California to Oregon, both personally and professionally Why Kelly’s Automotive Services prioritize “values” when it comes to their staff in order to achieve a high level of customer loyalty and satisfaction  How she coaches other businesses on culture and communication and connecting with their community How she uses the DiSC style to assess the staff and the organization’s culture  What business leaders of different size corporations can do to start finding more meaning or purpose in their business to impart to their employees How her connection with her community has helped grow her business The role her faith plays in their volunteering efforts, and how can you incorporate similar values into your community involvement And more! Connect with Lisa McClease-Kelly: LinkedIn: Lisa McClease-Kelly Kelly’s Automotive Business Coaching Oregon Network In Action Facebook: Oregon Network In Action Connect with Royal Standley: Oregon Pacific Financial Advisors  About Royal Standley Schedule Online with Royal Standley  (541) 772-1116  Email Royal Standley About Our Guest: Lisa McClease-Kelly a business communications coach who believes creating a culture of communication and community are an absolute necessity in business today. She helps her clients to achieve that in their businesses to increase productivity and cut down on turnover. Lisa is a business owner with over 25 team members. She has had great success, won lots of awards, but more importantly, she has made mistakes and learned from them.  – Discussions in this show are for educational purposes only. The 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 and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

  6. 08/30/2023

    Empathy, Entrepreneurship, and Client-Centered Financial Planning with Jenny Hamiton (Ep. 86)

    As a client, you want to know your financial planner will not only create a financial and retirement plan; you want them to care about how that plan can help you the best.  In this episode, Royal Standley is joined by Jenny Hamilton, a financial planner with Oregon Pacific Financial Advisors, in discussing her background and transition into the financial industry. Jenny dives into how she helps clients better understand their financial opportunities and connects with clients on a personal level to help them better. Jenny shares: Her work experience before becoming a financial planner How empathy and organization play a role in her approach to financial planning Why she focuses on clients in the manufacturing industry nearing retirement Her involvement with the community and supporting financial literacy And more Connect with Royal Standley: Oregon Pacific Financial Advisors  About Royal Standley Schedule Online with Royal Standley  (541) 772-1116  Email Royal Standley Connect with Jenny Hamilton: About Jenny Hamilton JennyHamilton.net (Blog)  (541) 331-0104 Email: Jenny@opfa.com About Jenny Hamilton: Jenny Hamilton is a financial planner and compassionate advocate with a personal mission to see and value people. Jenny uplifts her clients, encourages their personal growth and stands beside them as they harness their strengths to achieve their goals. She wants to help others be confident in who they are and the decisions they make and to help their finances reflect what’s really important to them, now and in the future. Jenny comes to Oregon Pacific Financial Advisors from an 18-year career at Columbia Forest Products where she held positions in HR, Accounting, Purchasing and Supervision. She loved working with employees and vendors in various capacities and wants to help them, and others like them, to be sure and ready in setting the date for retirement when the time comes. – Discussions in this show are for educational purposes only. The 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 and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

  7. 08/16/2023

    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: Oregon Pacific Financial Advisors  About Royal Standley Schedule Online with Royal Standley  (541) 772-1116  Email Royal Standley Connect with Bill Tucker: LinkedIn: Bill Tucker ProudMouth 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. The 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 and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

  8. 08/02/2023

    Exploring The Impact of Boys Town: Advocacy for Juvenile Justice Reform with Aric Johnson (Ep. 84)

    Boys Town has been working with kids and families since 1917, helping individuals involved in the court system to build towards a successful future with the ultimate goal being family reunification. In this episode, Royal Standley turns the tables to interview his own podcast producer and host, Aric Johnson, President & CEO of AXIS Coaching and Consulting as well as a producer with Proudmouth. Aric shares his experiences working with Boys Town, an organization that provides opportunities for youngsters involved with the court system.  Aric talks about: The importance of providing at-risk youth with education and extracurricular activities to increase their chances of success How Boys Town creates an enriched environment for individuals and families How he shares his financial knowledge with his family Why teaching young individuals about financial well-being is important for their personal growth Connect with Aric Johnson: LinkedIn: Aric Johnson Axis Coaching Boys Town ProudMouth Connect with Royal Standley: Oregon Pacific Financial Advisors  About Royal Standley Schedule Online with Royal Standley  (541) 772-1116  Email Royal Standley About Aric Johnson: Aric Johnson is extremely passionate about helping others find success and fulfilment in all they do. He has been coaching and mentoring for over 20 years and finds his greatest fulfillment when helping others achieve more. Aric started his own coaching and consulting company in 2015, a second company focused on teaching BRI to advisors and joined ProudMouth as one of their podcast producers. Discussions in this show are for educational purposes only. The 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 and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

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About

Royal Standley of Oregon Pacific Financial Advisors, offering Securities through United Planners Financial Services, Member FINRA, SIPC, shares his planning approach to help people toward a place where they may be at peace regarding their financial goals. In this dynamic podcast, Royal will share his insights on how to design a retirement plan to help you plan for your future.

Information

  • Creator
    Royal Standley
  • Years Active
    2018 - 2024
  • Episodes
    92
  • Rating
    Clean
  • Copyright
    © The Life By Design Podcast All Rights Reserved
  • Show Website
    The Life By Design Podcast