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

Putting Things Off In Retirement Planning 12.09.2023

Make sure you aren't procrastinating on these key aspects of your financial plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

The Financial Doctor 05.09.2023

It's time for a trip to the financial doctor to see what might be ailing your retirement portfolio. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retiring Today 29.08.2023

Retirement isn't like it used to be. Even compared to 5 years ago, there are new considerations and variables to plan for. We'll review what it looks like to be prepared for retirement in today's world. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

The Financial Red Zone 22.08.2023

With football season around the corner, let's talk about the financial red zone that you need to know about as you prepare for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Obscure Social Security Facts 15.08.2023

We'll give you some facts about social security planning that you may not have heard about before. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Investing By Profession 08.08.2023

We'll take a look at the investing trends that Logan typically sees from people with particular careers. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retirement Wisdom From Ron Swanson 01.08.2023

Let's take a look at some quotes from the character of Ron Swanson, and see what financial planning lessons we can learn. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Retirement Wisdom From Ron Swanson 01.08.2023

Let's take a look at some quotes from the character of Ron Swanson, and see what financial planning lessons we can learn. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Outdated Retirement Strategies 25.07.2023

We'll go over some retirement strategies that just don't work in today's day and age. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Technology's Impact On Retirement Planning 18.07.2023

Technology has drastically changed society in the past few decades - and retirement planning is no different. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Addressing The Elephants In The Room 13.07.2023

Are there any elephants in the room when it comes to your financial plan? In this episode, Logan explores some of the major problems that are obviously present in many financial plans, but often go unaddressed because they're too uncomfortable to discuss. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Packing Your Financial Suitcase 05.07.2023

Travel season is in full swing, so let's help you pack the financial suitcase for your retirement journey. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Lies We Tell Ourselves 27.06.2023

Sometimes we can convince ourselves of certain financial ideas that aren't true. We'll cut through the misinformation and guesswork to get to the correct financial truth about your retirement portfolio. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Planning With Ted Lasso 20.06.2023

We'll take some hilarious quotes from the TV show Ted Lasso, and see what financial wisdom we can glean from them. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Dad Jokes 13.06.2023

In honor of Father's Day, we'll crack up and/or groan over some classic dad jokes, and then see how they might relate to your finances. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Dad Jokes 13.06.2023

In honor of Father's Day, we'll crack up and/or groan over some classic dad jokes, and then see how they might relate to your finances. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Navigating Awkward Financial Moments 06.06.2023

Sometimes as you plan for retirement, you may encounter some awkward financial situations. Logan will detail how he helps clients navigate some of these common sources of financial awkwardness. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Everybody Calm Down 30.05.2023

There are plenty of reasons to be nervous about your finances, but we'll give you the reasons that you should be calm about your retirement plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

The Retirement Farm 23.05.2023

Let's draw some comparisons between living on a farm and preparing for your retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Types Of Risk 16.05.2023

We'll go over what types of risk you might be facing in your retirement plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Predictable Income 09.05.2023

As you enter retirement, you want to be sure that your income is predictable. We'll fill you in on how to make that happen. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Financial Statements That Nobody Says 03.05.2023

We'll take a look at some statements about finances that, for one reason or another, we've never heard anyone say. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526  

Grading Your Financial Competency 25.04.2023

Let's see how you score on understanding your financial situation and being prepared for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Frequently Asked Questions About IRA Accounts 20.04.2023

We'll cover some commonly asked questions that people have about their IRA accounts.  

The Financial Commandments 12.04.2023

Are you obeying these important financial commandments as you prepare for retirement? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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