Logan Sadler
The Financial Beat with Logan Sadler
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
Podcast website
Latest episode
Jul 9, 2026
Where to listen?
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Episodes
What Is "Lazy Money?" 17.10.2024 56:01
In today's conversation, we'll share what we're talking about when we say "lazy money." Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Social Security Variables 10.10.2024 56:01
Anytime someone asks "when should I start my Social Security" the answer is always "well, it depends." But depends on what? Let's explore some of the variables… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Delayed Gratification 03.10.2024 56:01
Delayed gratification is a difficult skill to master and that's just as true with financial matters as it is the other areas of your life. Let's talk about some instances where you might be faced with a choice of being satisfied now or satisfied later… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Ready for Retirement 26.09.2024 56:01
There are many people who reach "retirement age" and don't want to retire, while others are eager to retire as soon as possible but may not be financially ready. Let's explore how Logan helps individuals navigate both of these scenarios... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Multiple Choice Quiz 19.09.2024 56:01
Today, we thought we'd have a little fun with a financial planning multiple-choice quiz. What do you believe is the right answer? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Questions You Didn't Know to Ask 12.09.2024 56:01
Lots of people have questions about their retirement. But most people should be asking other questions that they don't know to ask… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Investment mistakes 05.09.2024 56:01
Almost everyone has made investment mistakes at some point. Let's talk about how to bounce back from them and avoid them in the future. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Family Matters 29.08.2024 56:01
Logan has worked with individuals who have lost their spouse and come to him seeking reassurance about their financial stability. Listen as he discusses some of the challenges he often sees people face in these situations. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Spousal Disagreements 22.08.2024 56:01
Spouses don't always agree on financial issues. Let's talk about some common conflicts… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Financial Planning with Ernest Hemingway 15.08.2024 56:01
What can we learn about financial planning from these quotes from Ernest Hemingway? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Gold Medal Retirement 01.08.2024 56:01
Winning a gold medal would be nice, but let's be honest, winning ANY medal is pretty impressive. Heck, just being in the Olympics at all is an incredible accomplishment. It's no different with retirement. You can have really happy golden years without actually winning the retirement gold medal. Let's break down the different levels of financial accomplishment in today's conversation... Contact I...
The Financial Planning Olympics 25.07.2024 56:01
It's not an annual tradition here on the show…more like an every-four-years tradition. Let's see what we can learn about financial planning from some of the events taking place in the Summer Olympics… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Investor Personalities 18.07.2024 56:01
There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of the classifications that we'll discuss in today's show... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Calvin & Hobbes 11.07.2024 56:01
Calvin & Hobbes was a comic strip full of wisdom about life. But many of the things Calvin said could also be woven into financial wisdom if you have the right perspective… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Financial Planning with Grandma 03.07.2024 56:01
Even if she wasn't actually talking about money, Grandma said a lot of smart things that we can apply to financial planning. Let's take some of these classic Grandma sayings and see how they relate to our financial lives… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Preventative Care 27.06.2024 56:01
Anyone in the healthcare profession will be quick to tell you about the vital importance of preventative care. But most people simply don't engage with the healthcare industry until they have some kind of pain that needs to be addressed. And we've found the same to be true with the way that people treat financial advisors. Let's talk about some of the reasons that people avoid proactively talking...
Financial Planning with Charles Barkley 20.06.2024 56:01
Charles Barkley is one of the most quotable living Americans, and many of his quips can easily be turned into financial wisdom… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
What If... 13.06.2024 56:01
A fun game that sometimes gets played in college economics classes is the game of "What If…" where students are given a scenario which may or may not be realistic. Their job is to think through all of the potential financial and economic consequences of that scenario unfolding. Let's play this game together today! Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-752...
Financial Planning with Mark Twain 06.06.2024 56:01
What can we learn about money by exploring some quotes from the great Mark Twain? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Rookie Investing Mistakes & Retirement Baseball 30.05.2024 56:01
In today's conversation, we'll cover some of the common investing mistakes that we see people make (It's not just rookies making the mistakes!) Then, we'll see what can we learn about retirement planning from the game of baseball, answer some mailbag questions, and more. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Defusing the Tax Time Bomb 23.05.2024 55:53
If most of your savings are in tax-deferred accounts like 401Ks and IRAs, you have a tax time bomb on your hands. Let's assess some strategies that can be used to diffuse the time bomb, or at least keep it from getting worse. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Graduating into Retirement 16.05.2024 1:00:01
It's graduation season, with a whole new batch of college and high school graduates entering the world. Let's look at some of the similarities between graduating from school and shifting into retirement… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Financial Planning at the Kentucky Derby 02.05.2024 1:00:01
What can we learn about retirement planning from the big horse race at Churchill Downs? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Important Retirement Planning Questions: How Much Do You Know? 25.04.2024 1:00:01
How well do you know the answers to some of the most important retirement planning questions? If you don't know the answer to the majority of these questions, there's a good chance that you have some work to do… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Irreversible Decisions 18.04.2024 56:01
The conventional wisdom is that you can't put toothpaste back in the tube. That is to say, once the deed is done, there's no taking it back. And there are many decisions in retirement planning that can't be undone, so you want to make sure that you make the right call. Explain why these decisions are so important and can't be undone… Contact Information: Website: http://www.ruggierifinancial.com...
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