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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.
Learning From Financial Mistakes
Mistakes can be made when you plan for retirement, but you can learn from these mistakes to improve your financial situation. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5810/10/2023
Financial Planning With Forrest Gump
Let's see what financial lessons we can learn from some quotes by Forrest Gump. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5803/10/2023
Financial Mistakes That Couples Make
We'll list through some of the most common financial mistakes that we see couples make when they plan for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5826/09/2023
Putting Things Off In Retirement Planning
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
55:5812/09/2023
The Financial Doctor
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
55:5805/09/2023
Retiring Today
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
55:5629/08/2023
Obscure Social Security Facts
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
55:5615/08/2023
Investing By Profession
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
55:5608/08/2023
Retirement Wisdom From Ron Swanson
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
55:5601/08/2023
Outdated Retirement Strategies
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
55:5625/07/2023
Technology's Impact On Retirement Planning
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
55:5618/07/2023
Addressing The Elephants In The Room
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
01:00:0113/07/2023
Packing Your Financial Suitcase
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
55:5605/07/2023
Financial Lies We Tell Ourselves
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
55:5627/06/2023
Financial Planning With Ted Lasso
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
55:5620/06/2023
Financial Dad Jokes
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
55:5613/06/2023
Navigating Awkward Financial Moments
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
55:5606/06/2023
Everybody Calm Down
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
55:5630/05/2023
The Retirement Farm
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
55:5623/05/2023
Types Of Risk
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
55:5616/05/2023
Predictable Income
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
55:5609/05/2023
Financial Statements That Nobody Says
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
55:5603/05/2023
Grading Your Financial Competency
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
55:5625/04/2023
Frequently Asked Questions About IRA Accounts
We'll cover some commonly asked questions that people have about their IRA accounts.
55:5620/04/2023
The Financial Commandments
Are you obeying these important financial commandments as you prepare for retirement? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5612/04/2023
Don't Get Lost With Retirement Planning
Getting lost while driving in the car or hiking in the woods is almost like getting lost in retirement planning. Let’s look at why people get lost and how to get back on track. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5604/04/2023
Outdated Retirement Rules
Just like your iPhone gets old and needs to be replaced, the way that some people think about retirement is obsolete and needs to be updated. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5629/03/2023
Hindsight Is 20/20
There are plenty of financial decisions people make that, in hindsight, weren't such a good idea. Learn about these situations now so you don't have any regrets later. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5622/03/2023
Financial Wisdom From Steve Martin
We'll look at some humorous quotes by comedian Steve Martin and see what financial lessons we can learn from them. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5615/03/2023
Cleaning Your Financial Closet
With Spring cleaning season approaching, it's time to see how you can organize your financial closet. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
51:5608/03/2023
Traditional Vs. Roth
We'll discuss the main differences between traditional and roth accounts, and see which type would work best for your financial situation. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5628/02/2023
Financial Planning With Yogi Berra
We'll analyze some famous quotes from baseball player Yogi Berra to see what financial wisdom we can find. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5621/02/2023
Wishful Thinking
We'll counteract some wishful thinking that might be harming your retirement plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5615/02/2023
An Oscar-Winning Retirement
With Oscar season fast approaching, we'll take a look at some Best Picture winners, and how they could relate to your financial plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5608/02/2023
Separating Your Money
In retirement, you can't have all of your money going to one investment. We'll teach you how to properly separate out your money. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5631/01/2023
Financial Wisdom From Bruce Springsteen
Let's see what financial lessons we can learn from some quotes by "The Boss" - musician Bruce Springsteen. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
51:5624/01/2023
Financial Resolutions
With the new year upon us, let's see what financial resolutions we can make to improve our retirement plan.
51:5618/01/2023
Black Swan Events
We'll go over some of the stock market's biggest black swan events in its history, to help prepare for whatever the next one might be. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5610/01/2023
Financial New Year
With 2023 upon us, we'll see what's in store for the new year, as well as reflect on the major financial headlines of 2022. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5603/01/2023
2023 Preview
We'll look ahead and predict what 2023 might bring to the financial world, and how you should be preparing for a new year in your portfolio. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5627/12/2022
End Of Year Planning
With 2022 rapidly coming to a close, we'll dive into some important financial considerations to take care of at the end of each year. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5513/12/2022
Retirement Lessons From Disney World
We'll examine what financial lessons we can learn from some of the most famous (and infamous) rides at Disney World. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5630/11/2022
Taking You On A Financial Road Trip
We're taking you on a financial road trip to see what lessons we from hitting the road can be applied to retirement planning. We'll also explore the importance of achieving financial security. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
50:4222/11/2022
Overrated And Underrated In The Financial World
We'll discuss which aspects of the financial world are overrated, and which parts are underrated. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5608/11/2022
The Seven Deadly Sins Of Retirement Planning
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
55:5301/11/2022
Inheritance 101
Inheritance planning can be full of pitfalls. We'll break it all down for you, so you can make inheritance decisions that are right for you and your family. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5326/10/2022
Retirement Planning With Mr. Miyagi
We'll see what financial lessons we can learn from the beloved Karate Kid character Mr. Miyagi. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5319/10/2022
The Retirement Gridiron
With football season in full swing, we'll look at the parallels between financial planning and the game of football. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5311/10/2022
Financial Hurricanes
Find out how you can avoid catastrophes and stormy weather in your financial life. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5305/10/2022
Retirement Planning With Jerry Seinfeld
We'll find out what financial wisdom we can learn from some quotes by Jerry Seinfeld. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5628/09/2022