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PODCAST

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 Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.

business investing

All Episodes

56:01

The Retirement Restaurant

The Financial Beat with Logan Sadler ·

2025/07/24

What can we learn about investing from the restaurant industry? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Wimbledon & Retirement Planning

The Financial Beat with Logan Sadler ·

2025/07/10

With the Wimbledon championship wrapping up, let’s take a look at what we can learn about retirement planning from the world’s most iconic tennis event… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Dangerous Mindsets

The Financial Beat with Logan Sadler ·

2025/07/03

Today, we’re diving into some common — and dangerous — mindsets in financial planning, and how Logan has helped his clients recognize and navigate them. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Financial Proverbs

The Financial Beat with Logan Sadler ·

2025/06/26

There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

DIY Financial Planning

The Financial Beat with Logan Sadler ·

2025/06/19

People love do-it-yourself projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design…and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

What Retirement Means

The Financial Beat with Logan Sadler ·

2025/06/12

One of the reasons that each person’s retirement plan needs to be individually customized is because each person has a completely different idea of what retirement should actually look like. Let’s talk through a few of the common concepts that people have about retirement… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Doing Your Research

The Financial Beat with Logan Sadler ·

2025/06/05

Everybody wants to feel informed about their options when they’re making financial decisions. Let’s discuss the ways that people inform themselves… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Gifting: Now or Later

The Financial Beat with Logan Sadler ·

2025/05/29

Obviously, your first priority with your retirement savings during your working years should be making sure you’ve saved enough for retirement. But for many people, saving more than enough and leaving a legacy to future generations is also an important goal. And sometimes it’s nice to enjoy using those resources now to help the future generations, because now is when you’re able to see and experience the benefits of those gift. So…are you better off to do gifting now or later? Let’s discuss some

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56:01

The Retirement Game Show

The Financial Beat with Logan Sadler ·

2025/05/15

Many folks have a favorite game show that they enjoy. Unfortunately, some people have turned their retirement planning into a game show, and that’s not a good thing… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Celebrating Mom

The Financial Beat with Logan Sadler ·

2025/05/08

In honor of Mother’s Day, and as a way to recognize everything moms have done for us, let’s take a few minutes to talk about how you can best make sure that mom is financially taken care of… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Financial Book Club: The Psychology of Money

The Financial Beat with Logan Sadler ·

2025/05/05

We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Opportunities in the Crisis

The Financial Beat with Logan Sadler ·

2025/04/17

They say that the Chinese character for the word “crisis” is most accurately translated as “opportunity riding on a dangerous wind.” Nobody on our research team speaks Chinese to be able to verify this, so it’s possible that this entirely made up. But the sentiment is true when it comes to financial decision-making in a difficult market environment like the one we currently find ourselves in. Let’s talk about the possible opportunities that await you in this crisis… Contact Information: Website:

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56:01

International Investing

The Financial Beat with Logan Sadler ·

2025/04/10

For some people, it’s easy to get excited about investing in certain American companies. But what should you know about international investing as part of your overall approach? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Retiring Amidst Volatility

The Financial Beat with Logan Sadler ·

2025/04/03

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

April Fools

The Financial Beat with Logan Sadler ·

2025/03/27

In honor of April Fools Day, let’s look at some of the things people hear that they often get fooled by in the financial realm… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Early Retirement

The Financial Beat with Logan Sadler ·

2025/03/20

Early retirement means different things to different people. Let’s explore what “early” really means, whether it’s a realistic goal, and the challenges and rewards that come with it. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Financial Advisor Survey

The Financial Beat with Logan Sadler ·

2025/03/13

A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let’s see what are other financial advisors experiencing with clients… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Game Night

The Financial Beat with Logan Sadler ·

2025/02/27

What can we learn about retirement planning from these popular board games? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Retirement Demographics

The Financial Beat with Logan Sadler ·

2025/02/20

Tune in as Logan dives into some interesting retirement demographics and shares how they play a role in his planning process. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Your Retirement Foundation

The Financial Beat with Logan Sadler ·

2025/02/13

Some financial advisors would say that the foundation of a successful retirement is your income plan. Some have even said that if you don’t have an income plan, you don’t really have a retirement plan. Today, we’re breaking down why so many retirees are unprepared in this area- and the steps you can take to build a reliable income plan for your future. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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239 results

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