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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.

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All Episodes

56:01

Family Matters

The Financial Beat with Logan Sadler ·

2024/08/29

Logan has worked with individuals who have lost their spouse and come to him seeking reassurance about their financial stability. Listen as he discusses some of the challenges he often sees people face in these situations. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Spousal Disagreements

The Financial Beat with Logan Sadler ·

2024/08/22

Spouses don’t always agree on financial issues. Let’s talk about some common conflicts… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Financial Planning with Ernest Hemingway

The Financial Beat with Logan Sadler ·

2024/08/15

What can we learn about financial planning from these quotes from Ernest Hemingway? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Gold Medal Retirement

The Financial Beat with Logan Sadler ·

2024/08/01

Winning a gold medal would be nice, but let’s be honest, winning ANY medal is pretty impressive. Heck, just being in the Olympics at all is an incredible accomplishment. It’s no different with retirement. You can have really happy golden years without actually winning the retirement gold medal. Let’s break down the different levels of financial accomplishment in today's conversation... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Gold Medal Retirement

The Financial Beat with Logan Sadler ·

2024/07/25

Winning a gold medal would be nice, but let’s be honest…winning ANY medal is pretty impressive. Heck, just being in the Olympics at all is an incredible accomplishment. It’s no different with retirement. You can have really happy golden years without actually winning the retirement gold medal. Let’s break down the different levels of financial accomplishment together... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Investor Personalities

The Financial Beat with Logan Sadler ·

2024/07/18

There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of the classifications that we’ll discuss in today's show... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Calvin & Hobbes

The Financial Beat with Logan Sadler ·

2024/07/11

Calvin & Hobbes was a comic strip full of wisdom about life. But many of the things Calvin said could also be woven into financial wisdom if you have the right perspective… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Financial Planning with Grandma

The Financial Beat with Logan Sadler ·

2024/07/03

Even if she wasn’t actually talking about money, Grandma said a lot of smart things that we can apply to financial planning. Let’s take some of these classic Grandma sayings and see how they relate to our financial lives… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Preventative Care

The Financial Beat with Logan Sadler ·

2024/06/27

Anyone in the healthcare profession will be quick to tell you about the vital importance of preventative care. But most people simply don’t engage with the healthcare industry until they have some kind of pain that needs to be addressed. And we’ve found the same to be true with the way that people treat financial advisors. Let’s talk about some of the reasons that people avoid proactively talking to a financial advisor but instead wait until they have financial pain… Contact Information: Website:

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56:01

Financial Planning with Charles Barkley

The Financial Beat with Logan Sadler ·

2024/06/20

Charles Barkley is one of the most quotable living Americans, and many of his quips can easily be turned into financial wisdom… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

What If...

The Financial Beat with Logan Sadler ·

2024/06/13

A fun game that sometimes gets played in college economics classes is the game of “What If…” where students are given a scenario which may or may not be realistic. Their job is to think through all of the potential financial and economic consequences of that scenario unfolding. Let's play this game together today! Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Financial Planning with Mark Twain

The Financial Beat with Logan Sadler ·

2024/06/06

What can we learn about money by exploring some quotes from the great Mark Twain? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Rookie Investing Mistakes & Retirement Baseball

The Financial Beat with Logan Sadler ·

2024/05/30

In today's conversation, we'll cover some of the common investing mistakes that we see people make (It’s not just rookies making the mistakes!) Then, we'll see what can we learn about retirement planning from the game of baseball, answer some mailbag questions, and more. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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55:53

Defusing the Tax Time Bomb

The Financial Beat with Logan Sadler ·

2024/05/23

If most of your savings are in tax-deferred accounts like 401Ks and IRAs, you have a tax time bomb on your hands. Let’s assess some strategies that can be used to diffuse the time bomb, or at least keep it from getting worse. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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01:00:01

Graduating into Retirement

The Financial Beat with Logan Sadler ·

2024/05/16

It’s graduation season, with a whole new batch of college and high school graduates entering the world. Let’s look at some of the similarities between graduating from school and shifting into retirement… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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01:00:01

Financial Planning at the Kentucky Derby

The Financial Beat with Logan Sadler ·

2024/05/02

What can we learn about retirement planning from the big horse race at Churchill Downs? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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01:00:01

Important Retirement Planning Questions: How Much Do...

The Financial Beat with Logan Sadler ·

2024/04/25

How well do you know the answers to some of the most important retirement planning questions? If you don’t know the answer to the majority of these questions, there’s a good chance that you have some work to do… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Irreversible Decisions

The Financial Beat with Logan Sadler ·

2024/04/18

The conventional wisdom is that you can’t put toothpaste back in the tube. That is to say, once the deed is done, there’s no taking it back. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call. Explain why these decisions are so important and can’t be undone… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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56:01

Retirement Planning with Ben Franklin

The Financial Beat with Logan Sadler ·

2024/04/11

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

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56:01

Retirement Planning Statistics

The Financial Beat with Logan Sadler ·

2024/04/04

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

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239 results

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