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

Retirement Planning with Ben Franklin 11.04.2024

Logan sheds light on what we can learn about financial planning through famous Ben Franklin quotes.    Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retirement Planning Statistics 04.04.2024

Join Logan and Ron as they explore some legitimate reasons for leaving your financial advisor. Then, they'll look at some of the latest national financial planning statistics. As they run through those numbers, Logan will share his perspective as a financial advisor.    Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Practical Strategies for Retirees Against Scams & Fraud 28.03.2024

Americans have lost more than $3.1 billion to various forms of fraud in the last 12 months. Let's discuss some of the common scams that we see and how you can protect yourself against them. We'll also chat about overcoming financial planning procrastination in this show.    Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Does Logan Agree or Disagree with Common Financial Assumptions? 06.03.2024

On this episode, we'll find out if Logan agrees or disagrees with some common financial planning and retirement assumptions. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Common Divorce Mistakes 27.02.2024

Divorce can be a difficult process. Let's take a look at some common financial mistakes that can happen during a divorce. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Presidential Financial Planning 13.02.2024

In honor of President's Day, we'll examine some famous presidential quotes and see what financial lessons we can learn from them. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Getting Out Of Your Own Way 30.01.2024

With retirement planning, there are variables outside of your control. We'll focus in on what you can control with your finances, to make sure you don't get in your own way. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Translating Financial Jargon 23.01.2024

We'll examine some common financial jargon, and translate it into plain English. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

The Key Ages Of Retirement Planning 17.01.2024

There are aspects of your retirement plan that become relevant once you hit a certain age. We'll examine the key ages to plan your finances around. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526  

The Voice Of Greed 09.01.2024

Oftentimes, the voice of greed can lead you astray in your investing life. We'll teach you how to recognize this voice and how to ignore it. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

401(k) Considerations 02.01.2024

Navigating the rules and best practices for a 401(k) can be tricky. We'll give you some ideas to consider as you invest into your 401(k). Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Christmas Movie Characters 26.12.2023

We're still celebrating the holidays by watching Christmas movies and seeing what financial analogies we can draw with some popular characters. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

The Ultimate Retirement Planning Mixtape 19.12.2023

We'll bust out some tunes, and see how they can soundtrack your retirement plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

The Financial Red Zone 12.12.2023

With football season in full swing, let's see what plays you should be running once you are in the financial red zone. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Christmas Carols 29.11.2023

'Tis the season! Let's see what financial lessons we can learn from some popular Christmas carols. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Climbing The Financial Mountain 21.11.2023

We'll analyze how retirement planning is similar to climbing up and down a steep mountain. Make sure that you can reach the peak in retirement! Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Lessons From Thanksgiving 14.11.2023

With Thanksgiving approaching, we'll see what parallels we can draw between holiday traditions and financial planning. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526  

The Financial Cereal Bowl 08.11.2023

What can we learn about retirement planning from browsing the cereal aisle at the grocery store? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Charitable Giving 31.10.2023

As we come up on the holiday season, let's take a look at how you can maximize the benefits of charitable giving. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Halloween Candy 24.10.2023

With Halloween just around the corner, let's see what financial lessons we can make out of some popular kinds of Halloween candy. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Risk Aversion 17.10.2023

You may or may not be comfortable with financial risk, but what's really important is knowing how much risk that you are taking in your portfolio. We'll examine how you can find that out, and also discuss why people don't always know how much risk they are taking. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Learning From Financial Mistakes 10.10.2023

Mistakes can be made when you plan for retirement, but you can learn from these mistakes to improve your financial situation. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Planning With Forrest Gump 03.10.2023

Let's see what financial lessons we can learn from some quotes by Forrest Gump. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Mistakes That Couples Make 26.09.2023

We'll list through some of the most common financial mistakes that we see couples make when they plan for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Mistakes That Couples Make 26.09.2023

We'll list through some of the most common financial mistakes that we see couples make when they plan for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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