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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

Giving Season

The Financial Beat with Logan Sadler ·

2025/12/23

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

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56:01

The Retirement Barista

The Financial Beat with Logan Sadler ·

2025/12/18

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

en

56:01

Mental Blocks

The Financial Beat with Logan Sadler ·

2025/12/11

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

en

56:01

Retirement Sabotage

The Financial Beat with Logan Sadler ·

2025/11/20

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

en

56:01

Retirement Constants

The Financial Beat with Logan Sadler ·

2025/11/06

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

en

56:01

The Friendly Skies of Retirement Planning

The Financial Beat with Logan Sadler ·

2025/10/30

What can air travel teach us about retirement planning? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

56:01

Financial Fables

The Financial Beat with Logan Sadler ·

2025/10/23

Aesop’s Fables can teach us lessons about life AND money. Today, we'll explore timeless tales and uncover the financial lessons hidden within. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

56:01

Periodic Reviews

The Financial Beat with Logan Sadler ·

2025/10/16

Any good financial advisor stays in touch with his or her clients on an ongoing basis. Here's a glimpse at how periodic reviews can look different with different types of clients. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

56:01

Retirement Variables

The Financial Beat with Logan Sadler ·

2025/10/09

If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everybody is different is what makes it fun. Tune in as Logan explains why the answers to certain questions are different for everybody… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

56:01

Don’t Screw it Up!

The Financial Beat with Logan Sadler ·

2025/10/02

You’ve made it! You’re retired. Now, let’s make sure you don’t screw it all up… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

56:01

Financial Fortune Cookies

The Financial Beat with Logan Sadler ·

2025/09/25

Fortune cookies love to give advice, and sometimes we can take that advice and turn it into financial wisdom…even if that isn’t what the cookie originally had in mind. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

56:01

The Retirement Golf Course

The Financial Beat with Logan Sadler ·

2025/09/18

What can the game of golf teach us about retirement planning? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

56:01

Scandal-Free Retirement

The Financial Beat with Logan Sadler ·

2025/09/11

If you take a close look at most folks’ financial situations, you’ll find that it’s almost scandalous how some of their financial matters have been handled. Let’s talk about the steps people should take to create a scandal-free retirement… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

56:01

Financial Disasters

The Financial Beat with Logan Sadler ·

2025/09/04

Experiencing a financial disaster can have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

56:01

Beatlemania: Lyrics with Financial Wisdom

The Financial Beat with Logan Sadler ·

2025/08/28

Let's take a look at some of these classic Beatles lyrics from approximately sixty years ago and see if they might relate to your financial plan today… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

56:01

Retirement Realities

The Financial Beat with Logan Sadler ·

2025/08/21

The great thing about reality is that it remains reality even if you don’t want to acknowledge it. Let’s discuss a few retirement realities that you should go ahead and acknowledge and factor into your planning… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

56:01

Financial Book Club: I Will Teach You to be Rich by...

The Financial Beat with Logan Sadler ·

2025/08/14

Let’s take a look at another best-selling book to see how many of these principles align with what a financial advisor has to say. Ramit Sethi, a Stanford grad who claims most money advice is outdated, wrote the book, “I Will Teach You to Be Rich” and then went on to host the Netflix show, “How to Get Rich.” Let’s explore a few of his concepts… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

56:01

Planning Your Vacation

The Financial Beat with Logan Sadler ·

2025/07/31

It’s often said that the average person spends more time planning vacations than planning retirement. So we’re going to trick everyone into planning their retirement by pretending like we’re planning a vacation. Here’s a list of what we need to think about… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

en

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

en

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

en

237 results

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