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
Retirement Planning with Ben Franklin 11.04.2024 56:01
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 56:01
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 56:01
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 56:01
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 55:53
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 55:53
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 55:53
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 55:53
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 55:53
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 55:53
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 55:53
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 55:53
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 55:53
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 55:53
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 55:53
'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 55:53
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 55:53
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 55:53
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 55:53
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 55:53
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 55:58
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 55:58
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 55:58
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 55:58
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 55:58
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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