Logan Sadler

The Financial Beat with Logan Sadler

Business EN ↓ 259 episodes

This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Legacy Roots Wealth Management, serving Southern California with offices in Hemet and Redlands. Contact https://legacyrootswm.com/ or 951-652-1544 if you have any questions for Logan and the team.

Author

Logan Sadler

Category

Business

Podcast website

www.ruggierifinancial.com

Latest episode

Jul 9, 2026

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android 5M+ downloads · 4.8 rating iOS soon

Episodes

The Retirement Barista 18.12.2025

What can we learn about different types of investors by comparing them to cups of coffee? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Mental Blocks 11.12.2025

Today, we'll cover some different mental blocks that affect people in their financial planning. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retirement Sabotage 20.11.2025

With all of the things in the financial world that you can't control, why would you sabotage your own retirement by messing up the things you CAN control? Let's discuss some ways that people sabotage their own financial health…  Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retirement Constants 06.11.2025

While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

The Friendly Skies of Retirement Planning 30.10.2025

What can air travel teach us about retirement planning? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Fables 23.10.2025

Aesop's Fables can teach us lessons about life AND money. Today, we'll explore timeless tales and uncover the financial lessons hidden within. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Periodic Reviews 16.10.2025

Any good  financial advisor stays in touch with his or her clients on an ongoing basis. Here's a glimpse at how periodic reviews can look different with different types of clients. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retirement Variables 09.10.2025

If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everybody is different is what makes it fun. Tune in as Logan explains why the answers to certain questions are different for everybody… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Don't Screw it Up! 02.10.2025

You've made it! You're retired. Now, let's make sure you don't screw it all up… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Fortune Cookies 25.09.2025

Fortune cookies love to give advice, and sometimes we can take that advice and turn it into financial wisdom…even if that isn't what the cookie originally had in mind.  Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

The Retirement Golf Course 18.09.2025

What can the game of golf teach us about retirement planning? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Scandal-Free Retirement 11.09.2025

If you take a close look at most folks' financial situations, you'll find that it's almost scandalous how some of their financial matters have been handled. Let's talk about the steps people should take to create a scandal-free retirement… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Disasters 04.09.2025

Experiencing a financial disaster can have a catastrophic effect on your life in retirement. Let's discuss some portfolio disasters that we've seen and how to avoid them… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Beatlemania: Lyrics with Financial Wisdom 28.08.2025

Let's take a look at some of these classic Beatles lyrics from approximately sixty years ago and see if they might relate to your financial plan today… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retirement Realities 21.08.2025

The great thing about reality is that it remains reality even if you don't want to acknowledge it. Let's discuss a few retirement realities that you should go ahead and acknowledge and factor into your planning… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Book Club: I Will Teach You to be Rich by Ramit Sethi 14.08.2025

Let's take a look at another best-selling book to see how many of these principles align with what a financial advisor has to say. Ramit Sethi, a Stanford grad who claims most money advice is outdated, wrote the book, "I Will Teach You to Be Rich" and then went on to host the Netflix show, "How to Get Rich." Let's explore a few of his concepts… Contact Information: Website: http://www.ruggierifina...

Planning Your Vacation 31.07.2025

It's often said that the average person spends more time planning vacations than planning retirement. So we're going to trick everyone into planning their retirement by pretending like we're planning a vacation. Here's a list of what we need to think about… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

The Retirement Restaurant 24.07.2025

What can we learn about investing from the restaurant industry? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Wimbledon & Retirement Planning 10.07.2025

With the Wimbledon championship wrapping up, let's take a look at what we can learn about retirement planning from the world's most iconic tennis event… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Dangerous Mindsets 03.07.2025

Today, we're diving into some common — and dangerous — mindsets in financial planning, and how Logan has helped his clients recognize and navigate them.   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Proverbs 26.06.2025

There are plenty of proverbs and axioms that aren't meant to be about money, but we can easily learn a financial lesson from them anyway… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

DIY Financial Planning 19.06.2025

People love do-it-yourself projects. There's even a DIY Network where you can watch shows about home renovation, landscaping, or interior design…and how to do those things without professional help. Let's talk about the DIY mentality in retirement planning… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

What Retirement Means 12.06.2025

One of the reasons that each person's retirement plan needs to be individually customized is because each person has a completely different idea of what retirement should actually look like. Let's talk through a few of the common concepts that people have about retirement…   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Doing Your Research 05.06.2025

Everybody wants to feel informed about their options when they're making financial decisions. Let's discuss the ways that people inform themselves… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Gifting: Now or Later 29.05.2025

Obviously, your first priority with your retirement savings during your working years should be making sure you've saved enough for retirement. But for many people, saving more than enough and leaving a legacy to future generations is also an important goal. And sometimes it's nice to enjoy using those resources now to help the future generations, because now is when you're able to see and experie...

Listen to the The Financial Beat with Logan Sadler podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.