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? In this episode, Royal Standley focuses on stress testing financial and estate plans to ensure the clients have saved enough for the lifestyle … <a class="btn btn-default" href="https://thelifebydesignpodcast.blubrry.net/2023/06/07/will-your-estate-plan-survive-a-stress-test-ep-81/"> Read More Read More</a>

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? In this episode, Royal Standley focuses on stress testing financial and estate plans to ensure the clients have saved enough for the lifestyle … Read More Read More

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? In this episode, Royal Standley focuses on stress testing financial and estate plans to ensure the clients have saved enough for the lifestyle … <a href="https://thelifebydesignpodcast.blubrry.net/2023/06/07/will-your-estate-plan-survive-a-stress-test-ep-81/" rel="noopener noreferrer"> Read More Read More</a>

Will Your Estate Plan Survive a Stress Test? (Ep. 81)

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 his insights on how to design a retirement plan to help you plan for your future.

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Will Your Estate Plan Survive a Stress Test? (Ep. 81)

Will Your Estate Plan Survive a Stress Test? (Ep. 81)