The Life By Design Podcast

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...

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 ...

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,...

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 A...

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. 

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.

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.

When meeting with a financial advisor, you are focused on building a financial and retirement plan based on numbers. Who is the person you are working with beyond the numbers?

There is always someone talking about how technology will take over your jobs in the future. While that might not be entirely true, how can you ensure you adapt to changes within the workplace and protect yourself financially?

Creating a financial or estate plan is never a one-and-done endeavor. How can advisors help identify the potential problems in a plan and correct the problem before it happens to the client?

Most people don’t know that the government has hit the debt ceiling and the Treasury Department is struggling to balance the finances. What does this mean for the rest of America?

During the shutdowns, those with social connections in their home or online experienced joy from not leaving the house. The reason? They had no reason to go out because they were still in contact with their friends and loved ones.

During the first few months of this year, there has been a lot of news causing financial uncertainty and impacting the country’s economy.

As you move through life your financial situation changes. Maybe you change careers, start a family or experience a life-changing situation. No matter what happens, a financial advisor can help you stay on track.

After joining Oregon Pacific Financial Advisors over a year ago and with over 20 years of experience in the financial planning and insurance space, Michele Farrell has dug her roots in the industry by connecting with other professionals such as CPAs, estate planning attorneys and insurance professionals. 

Financial planning designations are an alphabet soup of letters that aren’t always explained. How do you choose the right advisor for your planning needs?

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 Act entering quietly, financial advisors and their clients might need to learn how to leverage these tools in the best way possible.

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 is even worse.

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 and financial options of 2023 look like?