All Episodes
The Life By Design Podcast — 92 episodes
Safeguard Your Finances from Scams (Ep. 91)
Strategies for Success in a Volatile Market (Ep. 90)
From Bankruptcy to Financial Success with Chris Bautista (Ep. 89)
Lessons on Scam Prevention (Ep. 88)
Effective Strategies for Positive Company Culture with Lisa McClease-Kelly (Ep. 87)
Empathy, Entrepreneurship, and Client-Centered Financial Planning with Jenny Hamiton (Ep. 86)
From CNN to Podcasting: Bill’s Transition to a More Intimate Medium With Bill Tucker (Ep. 85)
Exploring The Impact of Boys Town: Advocacy for Juvenile Justice Reform with Aric Johnson (Ep. 84)
Who is Royal Standley and Who Does He Help? (Ep. 83)
How to Future Proof Your Career Financially (Ep. 82)
Will Your Estate Plan Survive a Stress Test? (Ep. 81)
The Problem with Hitting the Government Debt Ceiling (Ep. 80)
The Impact of Social Connection on Health (Ep. 79)
2023 So Far: Analyzing Common Concerns and Trends (Ep. 78)
How Financial Advisors Plan Through the Client’s Life Journey (Ep. 77)
Building a Home Out of Roadblocks with Michele Farrell (Ep. 76)
How to Find the Right Advisor for Your Planning Needs (Ep. 75)
How the SECURE Act 2.0 Changes Retirement Planning (Ep. 74)
How To Avoid Becoming An Estate Planning Horror Story (Ep. 73)
Throwing Darts – Anticipating Investments and Financial Planning for 2023 (Ep. 72)
Inflation: Causes, Impacts & Expectations (Ep. 71)
Adapting To The Changes In Life (Ep. 70)
69. Q&A on Financial Planning
68. Strategies for Liquid Assets
67. Simplifying Financial Planning
66. Maintaining Your New Year’s Resolutions
65. The Fundamentals of an Emergency Fund
64. The IRA of the Next Generation
63. Preparing For The New Year of Unknowns
62. Pandemic Real Estate with Julianne Rawlins
61. The World Of Medicare with Marla Kasdorf
60. Where Have All The Social Security Funds Gone?
59. The Future Of Low Returns
58. What Are My Income Options After Retirement?
57. Prepare For Winter
Episode 56 – Financial Planning For You, Coaching For Your Kids – with James Monroe
Episode 55 – The Top Five Retirement Mistakes Business Owners Make
Episode 54 – The Deflation of Economic Inflation
Episode 53 – How To Avoid 15 Common Financial Planning Mistakes
Episode 52 – The Biggest Healthcare Development Drive in Southern Oregon – With Andrea Reeder
Episode 51 – Want To Travel Post-COVID? Here’s Everything You Need To Know – With Shana Brewer
50th Episode Special – Making an Impact in the Community – With Mary Ferrell
Episode 49 – How Libraries Can Help You Learn, Connect and Grow – With Rebecca Stoltz
Episode 48 – Getting More Things Done in Less Time
Episode 47 – A Simple 7-Step Guide To Optimize Your Business Exit
Episode 46 – How To Secure Your Financial Future Amid the Market Turmoil
Episode 45 – 3 Essential Things New Parents Must Plan For
Episode 44 – Financial Planning for 2021 and Beyond
Episode 43 – Home Ownership in Your Retirement Plan
Episode 42 – What Planning Ahead Can Do For Your Dream Retirement
Episode 41 – Setting Your S M A R T Goals
Episode 40 – Meet the Team at Oregon Pacific Financial Advisors with Emma Nelson
Episode 39 – The Coach To Your Financial Plan with James Monroe
Episode 38 – After the Smoke Is Gone
Episode 37 – 401(k) or Roth 401(k): Which One is Right For You?
Episode 36 – How Will the Markets React to the 2020 Election?
Episode 35 – Prepare for a Financially Secure Life
Episode 34 – How to Retire During a Global Pandemic
Episode 33 – Your Next Steps to Building a Retirement Plan for Your Business
Episode 32: How to Build an Efficient Retirement Plan
Episode 31 – Answering Prospective Clients’ Frequently Asked Questions
Episode 30 – How to Start Planning for Financial Recovery
Episode 29 – What Should an Investor Avoid When Markets Are Facing a Downfall?
Episode 28 – All About the CARES Act –– With Royal Standley
SPECIAL UPDATE: COVID-19
Episode 27 – How Much Insurance Coverage Do You Actually Need? — With James Monroe
Episode 26 – The Secrets Behind This Small Business’ Staying Power
Episode 25 – Solving Your Retirement Puzzle – Part 2
Episode 24 – Solving Your Retirement Puzzle – Part 1
Episode 23 – What The SECURE Act Means for You
Episode 22 – How to Write Your Legacy Letter
Episode 21 – Transitioning into Retirement
Episode 20 – How to Plan for Retirement Later in Life
Episode 19 – Tips for the Recent College Grad
Episode 18 – Meet the Oregon Pacific family — Introducing Ron Naumann
Episode 17 – How to Recognize a Scam and Avoid Becoming a Victim
Episode 16 – Your Top Life Insurance Questions Answered
Episode 15 – Meet Rich Todd
Episode 14 – Building Your Financial Success Team
Episode 13 – Is Diversifying into Real Estate Right for You?
Episode 12 – Let’s Talk About Your Money and Your Taxes
Episode 11 – Answers to Clients’ Most-Asked Questions: Part 3
Episode 10 – Answers to Clients’ Most-Asked Questions: Part 2
Episode 9 – Answers to Clients’ Most-Asked Questions: Part 1
Episode 8 – How to Use Dave Ramsey’s Baby Steps
Episode 7 – Planning for Lifetime Charitable Giving
Episode 6 – It’s Never Too Soon to Start Estate Planning
Episode 5 – How to Plan for Risks Through Financial Planning
Episode 4 – Are You Aware of These Nine Risks to Your Portfolio?
Episode 3 – A Walk Through the Life By Design™ Guided Discovery Process
Episode 2 – How the Life By Design™ Process Can Help You Dream Big
Episode 1 – Introduction to Royal Standley, President & CEO of Oregon Pacific Financial Advisors