The Financial Beat with Logan Sadler

Everybody likes things to be easy, so we've made this handy list of easy ways to ruin your retirement, if you're into that kind of thing… Contact Information: Website:  https://legacyrootswm.com/ Phone: 888-823-7526

Obviously, this year's 4 th of July carries a little extra weight as we celebrate 250 years of American independence. But between the hot dogs, the parades, and the fireworks, we started thinking about how many of our favorite holiday traditions have a pretty natural financial parallel. So that's what we're exploring today, and the comparisons might surprise you… Contact Information: Website:  htt...

Let's take some famous movie quotes and put them into a financial context.  Contact Information: Website:  https://legacyrootswm.com/ Phone: 888-823-7526

Some people love a thunderstorm- others panic when the clouds roll in. Today, we're talking about risk tolerance through the lens of the weather.   Contact Information: Website:  https://legacyrootswm.com/ Phone: 888-823-7526

For some people, the idea of putting together a financial plan doesn't sound like much fun. But the idea of building a home sounds like a lot of fun. So let's find the similarities in building a strong financial plan and a dream home… Contact Information: Website:  https://legacyrootswm.com/ Phone: 888-823-7526

Risk is almost always something you face when making financial decisions. Investing in the market? Risk. Putting all your money under your mattress? A different kind of risk, but still risk. A recent article from Kiplinger's talks about risk management in different decades of your life, so let's see how much Logan agrees with their recommendations…  Contact Information: Website:  https://legacyroo...

Let's talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees… Contact Information: Website:  https://legacyrootswm.com/ Phone: 888-823-7526

Let's take these quotes from Walt Disney and turn them into financial wisdom…   Contact Information: Website:  https://legacyrootswm.com/ Phone: 888-823-7526

Today, we put a Hollywood twist on retirement planning by using Oscar-winning Best Picture titles as prompts for smart conversations about money, investing, and life after work. Contact Information: Website:  https://legacyrootswm.com/ Phone: 888-823-7526  

It's our annual Mother's Day tradition here on the show. Let's take some of the things that mom used to tell us and apply it to our financial planning… Contact Information: Website:  https://legacyrootswm.com/ Phone: 888-823-7526  

People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Let's look at some of the common characteristics of highly intelligent people that you should apply to your financial life… Contact Information: Website:  https://legacyrootswm.com/ Phone: 888-823-7526

Tax season hits different when you're retired. For new retirees, it can come with a few unwelcome surprises...   Contact Information: Website:  https://legacyrootswm.com/ Phone: 888-823-7526

Let's explore some of the questions that you should be asking your financial advisor whenever you get together to review your situation… Contact Information: Website:  https://legacyrootswm.com/ Phone: 888-823-7526

Retirement planning goes beyond finances by ensuring you stay socially connected, mentally engaged, and physically active so your lifestyle remains fulfilling long after you leave the workforce. Contact Information: Website:  https://legacyrootswm.com/ Phone: 888-823-7526

In honor of the Oscars, let's hand out some awards within your financial plan… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526

Is that pot of gold at the end of the rainbow all it's cracked up to be? Let's look at some seemingly "lucky" financial situations and explore the strategy or effort that might be needed to make it out on the other side successfully… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526

What do the Winter Olympics and the world of financial planning have in common? More than you might think!   Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526

Mutual funds have been the most popular investment vehicle for a long time, but that doesn't mean that most people understand them as well as they should. Let's discuss… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526

You shouldn't just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526

Sometimes people who have reached a conventional retirement age say they don't want to retire…and sometimes they really mean it. Other times, it's just a defense mechanism to compensate for the fact that they feel like they can't retire. So let's explore some of the possible meanings behind the statement, "I don't want to retire." Contact Information: Website: https://legacyrootswm.com/ Phone: 888...

The values that people were taught growing up, or the economic conditions that they lived through as children, often have a significant effect on how they view money as adults. Logan explains how he's seen these different upbringings manifest themselves in folks' financial mindsets many years later… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526

There are different ways that financial advisors can be paid. Let's talk about those different ways... Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526

With the new year upon us, let's run through the checklist of things people should be thinking about as it relates to their financial plans… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526

Like every new year, 2026 comes with a few new changes. Let's talk about what you need to know about the year ahead and how to prepare for it financially.  Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526

With many thinking about end-of-the-year charitable donations, let's talk through how to give intentionally and also make the most out of how it fits in your portfolio and financial plan… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526