The Life By Design Podcast
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 hi...
Recent Episodes
91
Feb. 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 cau
90
Oct. 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 lon
89
Oct. 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
88
Sept. 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 c
87
Sept. 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 b
86
Aug. 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 t