The Financial Beat with Logan Sadler
Business & Economics Podcasts
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...
Location:
United States
Description:
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.
Language:
English
Website:
http://ruggierifinancial.com/
Episodes
Investing for Geniuses
5/1/2026
People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Let's look at some of the common characteristics of highly intelligent people that you should apply to your financial life…
Contact Information:
Website: https://legacyrootswm.com/
Phone: 888-823-7526
Duration:00:56:01
Tax Mistakes for New Retirees
4/23/2026
Tax season hits different when you're retired. For new retirees, it can come with a few unwelcome surprises...
Contact Information:
Website: https://legacyrootswm.com/
Phone: 888-823-7526
Duration:00:56:01
Questions for your Advisor
4/16/2026
Let's explore some of the questions that you should be asking your financial advisor whenever you get together to review your situation…
Contact Information:
Website: https://legacyrootswm.com/
Phone: 888-823-7526
Duration:00:56:01
Retirement Lifestyle
4/9/2026
Retirement planning goes beyond finances by ensuring you stay socially connected, mentally engaged, and physically active so your lifestyle remains fulfilling long after you leave the workforce.
Contact Information:
Website: https://legacyrootswm.com/
Phone: 888-823-7526
Duration:00:56:01
And the Oscar Goes To...
3/12/2026
In honor of the Oscars, let's hand out some awards within your financial plan…
Contact Information:
Website: https://legacyrootswm.com/
Phone: 888-823-7526
Duration:00:56:01
Financial Windfalls
3/6/2026
Is that pot of gold at the end of the rainbow all it's cracked up to be? Let's look at some seemingly "lucky" financial situations and explore the strategy or effort that might be needed to make it out on the other side successfully…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
Financial Planning at the Olympics
2/26/2026
What do the Winter Olympics and the world of financial planning have in common? More than you might think!
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
Mutual Funds
2/19/2026
Mutual funds have been the most popular investment vehicle for a long time, but that doesn't mean that most people understand them as well as they should. Let's discuss…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
7 Deadly Sins of Retirement Planning
2/12/2026
You shouldn't just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
Not Ready to Retire
2/5/2026
Sometimes people who have reached a conventional retirement age say they don't want to retire…and sometimes they really mean it. Other times, it's just a defense mechanism to compensate for the fact that they feel like they can't retire. So let's explore some of the possible meanings behind the statement, "I don't want to retire."
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
How You Grew Up
1/29/2026
The values that people were taught growing up, or the economic conditions that they lived through as children, often have a significant effect on how they view money as adults. Logan explains how he's seen these different upbringings manifest themselves in folks' financial mindsets many years later…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
How Advisors Make Money
1/22/2026
There are different ways that financial advisors can be paid. Let's talk about those different ways...
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
New Year Checklist
1/15/2026
With the new year upon us, let's run through the checklist of things people should be thinking about as it relates to their financial plans…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
What's Changing in the New Year?
1/8/2026
Like every new year, 2026 comes with a few new changes. Let's talk about what you need to know about the year ahead and how to prepare for it financially.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
Giving Season
12/23/2025
With many thinking about end-of-the-year charitable donations, let's talk through how to give intentionally and also make the most out of how it fits in your portfolio and financial plan…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
The Retirement Barista
12/18/2025
What can we learn about different types of investors by comparing them to cups of coffee?
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
Mental Blocks
12/11/2025
Today, we'll cover some different mental blocks that affect people in their financial planning.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
Retirement Sabotage
11/20/2025
With all of the things in the financial world that you can't control, why would you sabotage your own retirement by messing up the things you CAN control? Let's discuss some ways that people sabotage their own financial health…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
Retirement Constants
11/6/2025
While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01
The Friendly Skies of Retirement Planning
10/30/2025
What can air travel teach us about retirement planning?
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Duration:00:56:01