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

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Episodes

The Retirement Game Show 15.05.2025

Many folks have a favorite game show that they enjoy. Unfortunately, some people have turned their retirement planning into a game show, and that's not a good thing… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Celebrating Mom 08.05.2025

In honor of Mother's Day, and as a way to recognize everything moms have done for us, let's take a few minutes to talk about how you can best make sure that mom is financially taken care of… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Book Club: The Psychology of Money 05.05.2025

We're starting a financial book club where a couple of times a year, we'll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today we'll look at a few concepts from Morgan Housel's book, The Psychology of Money … Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Opportunities in the Crisis 17.04.2025

They say that the Chinese character for the word "crisis" is most accurately translated as "opportunity riding on a dangerous wind." Nobody on our research team speaks Chinese to be able to verify this, so it's possible that this entirely made up. But the sentiment is true when it comes to financial decision-making in a difficult market environment like the one we currently find ourselves in. Let'...

International Investing 10.04.2025

For some people, it's easy to get excited about investing in certain American companies. But what should you know about international investing as part of your overall approach?   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retiring Amidst Volatility 03.04.2025

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you've had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

April Fools 27.03.2025

In honor of April Fools Day, let's look at some of the things people hear that they often get fooled by in the financial realm…   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Early Retirement 20.03.2025

Early retirement means different things to different people. Let's explore what "early" really means, whether it's a realistic goal, and the challenges and rewards that come with it.   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Advisor Survey 13.03.2025

A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let's see what are other financial advisors experiencing with clients… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526  

Game Night 27.02.2025

What can we learn about retirement planning from these popular board games? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retirement Demographics 20.02.2025

Tune in as Logan dives into some interesting retirement demographics and shares how they play a role in his planning process.   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Your Retirement Foundation 13.02.2025

Some financial advisors would say that the foundation of a successful retirement is your income plan. Some have even said that if you don't have an income plan, you don't really have a retirement plan. Today, we're breaking down why so many retirees are unprepared in this area- and the steps you can take to build a reliable income plan for your future.    Contact Information: Website: http://www.r...

Retirement Planning with Andy Reid 06.02.2025

Well, the Kansas City Chiefs are going to the Super Bowl…again. So their coach Andy Reid probably won't be retiring anytime soon, but let's still see what we can learn about retirement planning from these quotes from the Chiefs coach. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Side Gigs 30.01.2025

For some people, the idea of retiring and then getting another job is detestable. For  others, they can't sit still and have to go find some other job. For the latter crowd,  here's a handful of popular "side gig" jobs for retirees…  Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retirement Planning with Dolly Parton 23.01.2025

Dolly Parton, the "queen of country music," beloved singer-songwriter, actor, and philanthropist just turned 79. So to honor her, let's see how we can apply a few of her quotes to our financial life… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Snowbird Season 16.01.2025

It's cold out there! And winter always has a lot of people thinking about warmer weather. For some, that just means an annual vacation to a tropical location, but for certain retirees, they choose to live elsewhere through the brunt of winter, becoming "snowbirds." Let's talk about what motivates people to take up temporary residence elsewhere, where they go, and if it's worthwhile. Contact Inform...

Unasked Questions 26.12.2024

There are plenty of obvious questions about retirement planning that everybody knows they should be asking. But what about the important questions that aren't being asked? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Half-Truths 19.12.2024

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn't quite tell the whole story. Let's discuss a few examples… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

End of Year Planning 12.12.2024

Let's discuss some of the financial matters that folks should consider addressing before the end of the year...   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Lies We Tell Ourselves 05.12.2024

Let's explore some of the financial lies people sometimes tell themselves…   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Peak 65 26.11.2024

More Americans are turning 65 this year than at any time in history. According to the Census Bureau, about 4.4 million Americans will hit the milestone this year; that's about 12,000 per day. Let's talk about the current retirement planning landscape as these aging Baby Boomers hit this traditional retirement age...   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7...

Financial Stress 21.11.2024

Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let's look at the ways to proactively deal with stress in retirement... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Unasked Questions 14.11.2024

There are plenty of obvious questions about retirement planning that everybody knows they should be asking. But what about the important questions that aren't being asked? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retirement Planning with Dorothy Parker 07.11.2024

Dorothy Parker was a writer in the first half of the 20th century who was well-known for her wit and wisecracks. And with just a little bit of creativity, we can turn some of her quotes into good financial advice... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retirement Pitfalls 31.10.2024

When it comes to retirement planning, it only takes one area where you planned poorly to ruin your entire plan. Let's talk about how a good retirement plan addresses each of these potential pitfalls…   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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