Follow Our Podcast
Recent Episodes
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,...
How to Find the Right Advisor for Your Planning Needs (Ep. 75)
Financial planning designations are an alphabet soup of letters that aren’t always explained. How do you choose the right advisor for your planning...
How the SECURE Act 2.0 Changes Retirement Planning (Ep. 74)
When the SECURE Act was first rolled out, clients were eager to learn more about the benefits they could receive. With the latest updates to the SECURE...
How To Avoid Becoming An Estate Planning Horror Story (Ep. 73)
Creating an estate plan can be a lot of work, making sure everything is covered and all your assets are doing what you want them to. Not having one...
Throwing Darts – Anticipating Investments and Financial Planning for 2023 (Ep. 72)
The financial world took a hit during 2022, with the debate focused on “when” rather than “if” we will enter a recession. What do the investment...
POWERED BY BLUBRRY
