The Life by Design Podcast
Join Royal Standley as he discusses the Life By Design™ process, walking you through the steps he takes with clients and what he does to help them articulate their goals. Royal also explains how the process helps clients plan for their future, so they can live their best lives.
Check back here for upcoming episodes or click the subscribe button below to be automatically notified when a new episode comes out. In the meantime, we'd love to know if there is a topic you'd like to learn more about. Also, if anything you've heard has prompted questions, we're more than happy to meet with you to discuss. Use the Have A Question? box on the right side of the screen, the Schedule an Appointment option in the Client Center on this site or call us at (541) 772-1116 or toll free at (800) 223-1281.
Episode 21: Transitioning into Retirement
When planning for retirement, the conversations you have with your advisor may focus only on the financial side of this new life stage. Sometimes, advisors fail to communicate that there is also an emotional side of retirement that can be challenging for many.
Episode 20: How to Plan for Retirement Later in Life
There are many reasons why people start planning for retirement later in life, but what they may not realize is that achieving financial stability is still possible. In this episode, Royal Standley explains what people in this particular situation can do to gain financial stability and help get them on the best possible path forward.
Episode 18: Meet the Oregon Pacific family - Introducing Ron Naumann
Knowing your team is fundamental to achieving success. In this episode of Life By Design Podcast, we meet Ron Naumann, who has been an advisor at Oregon Pacific for 18 years. Ron has taken his professional life on a path he never expected: He went from working as a manufacturing engineer to becoming an accomplished financial advisor. Learn what inspired Ron to become a financial advisor.
Episode 17: How to Recognize a Scam and Avoid Becoming a Victim
There are many types of scams and some of them are fairly sophisticated. It’s no wonder that people fall victim to scams more often than not. For Royal Standley, prevention is the best tool against scammers. In this podcast, Royal gives you insight into the mechanisms that scammers use to get your attention and strategies you can use to avoid scams.
Episode 16: Your Top Life Insurance Questions Answered
Life insurance, with all of its moving pieces, can be a difficult concept to understand. Considering that there are different types of insurance policies to sift through, how can you make an informed decision?
Episode 14: Building Your Financial Success Team
To have success in your financial life, you need to have a team that can provide you with the best professional advice. Finding the right team can save you from making costly mistakes, and that can make a huge difference in your financial future.
Episode 12: Let's Talk About Your Money and Your Taxes
Money. It’s not the easiest subject to talk about or the most comfortable. But today, you can rely on Royal Standley’s experience as he sheds more light on important subjects to help you plan for your financial future. This episode is all about understanding what different ways of gaining and saving money could mean for your tax return.
Episode 11: Answers to Clients' Most-Asked Questions: Part 3
Asking the right questions will get you the right answers. This becomes especially important when you are choosing a financial advisor. In the last part of his most-asked-questions miniseries, Royal Standley uncovers information frequently requested by potential clients.
Episode 10: Answers to Clients' Most-Asked Questions: Part 2
Are you thinking about working with a financial planner, but you’re not sure what questions to ask? Then you’re in the right place! Royal Standley is back to answer your biggest questions about working with a financial advisor. In part two, you’ll learn the answers to the most-asked questions that potential clients ask him and his team at Oregon Pacific Financial Advisors.
Episode 9: Answers to Clients' Most-Asked Questions: Part 1
Imagine walking into a financial planner’s office for the first time. What questions would you ask before deciding to work with that person? Royal Standley is here to answer your biggest questions. Working off a list of his clients’ most-asked questions, Royal gives forthright and detailed answers, while also sharing helpful planning advice along the way
Episode 8: How to Use Dave Ramsey’s Baby Steps
What comes to mind when you think of having financial peace? Perhaps you envision paying off your debt, boosting your savings, or not having to worry about the future. Royal Standley helps clients achieve all of the above through Dave Ramsey’s Baby Steps, which focuses on changing money-related behaviors through a proven step-by-step plan.
Episode 7: Planning for Lifetime Charitable Giving
With the holiday season quickly approaching, more and more people are beginning to think about their charitable giving. In this episode, Royal Standley talks about the importance of finding what speaks to your heart when you’re choosing which organizations to support
Episode 6: It’s Never Too Soon to Start Estate Planning
Did you know that everyone has an estate plan, even if they don’t have a will or a living trust? But when people pass away without a prepared will or a trust, their heirs are chosen by the laws of whichever state they lived in. Maintain control of what happens to your assets by working on your estate plan. Royal Standley is here to simplify the process and guide you through it.
Episode 5: How to Plan for Risks Through Financial Planning
In his last episode, Royal Standley talked about nine types of risk that could impact your returns. Now Royal is back to explain how he addresses those risks through his financial planning process. He is on a mission to create the best possible outcomes for clients.
Episode 4: Are You Aware of These Nine Risks to Your Portfolio?
There are nine types of risk that could not only impact your investment returns, but also your overall financial plan. Listen here as Royal Standley outlines each type of risk and shares strategies he uses to help reduce their effect on clients’ investment portfolios.
Episode 3: A Walk Through the Life By Design™ Guided Discovery Process
Meeting with a financial advisor for the first time can be overwhelming when you don’t know what to expect. Today, Royal Standley eliminates the unknown by walking you through the first step in Oregon Pacific Financial Advisors’ Life By Design™ process, otherwise known as their guided discovery.
Episode 2: How the Life By Design™ Process Can Help You Dream Big
Royal discusses the Life By Design™ process in-depth, walking you through the steps he takes with clients and sharing the questions he asks to help clients articulate their goals. Royal also explains how the process helps to clear away clients’ financial headaches, so they can live their best lives.
Episode 1: Introduction to Royal Standley, President & CEO of Oregon Pacific Financial Advisors
In this inaugural episode of the Life By Design Podcast, Royal helps you to get to know him by sharing how he came to work in the financial industry and why he’s devoted to helping “real people who are getting ready to retire.”