Are you thinking about working with a financial planner, but you’re not sure what questions to ask?
Then you’re in the right place! Royal Standley is back to answer your biggest questions about
working with a financial advisor. In part two, you’ll learn the answers to the most-asked questions that potential clients ask him and his team at Oregon Pacific Financial Advisors.
In this episode, you’ll learn:
How new tax laws could affect your retirement and tax return Whether your IRA contribution is still deductible under the new tax laws How and when to join your retirement plan at work Three options to take with your 401(k) when you change jobs Whether you should pay off debt first or start saving for retirement Emergency savings guidelines And more!Related:
The Most-Asked Questions of a Financial Advisor Tune in and learn the answers to the most-asked financial planning questions!
You can also get your questions answered in the next podcast by emailing Royal at
royal@opfa.com.Resources:
Oregon Pacific Financial Advisors, Inc. |
How to use Dave Ramsey’s Baby Steps |
Episode 9Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.
