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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.
Financial Mental Blocks
We'll detail some common mental blocks that people can have around their finances, as well as how to avoid them while you plan for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5621/09/2022
The Retirement Barista
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
55:5614/09/2022
Financial Lessons From Financial Songs
We'll examine some famous song lyrics about money to see how they could apply to your portfolio. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5607/09/2022
Raising Kids And Financial Planning
Believe it or not, parenting and investing are two activities that have a lot in common. Allow us to explain... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
51:5631/08/2022
Retirement Constants And Variables
In retirement, there are certain financial elements that everyone has to deal with, and others that are different for everyone. Learn to recognize the difference so that you can make a financial strategy that works best for your situation. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5624/08/2022
The Worst Investors
We'll analyze some behaviors we've seen from bad investors, and tell you how to avoid making those same mistakes. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5618/08/2022
Older And Wiser
On this episode, we will be looking at how our perspective on money can change as we get older. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5610/08/2022
The Retirement Golf Course
What financial lessons can we learn from the game of golf? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5603/08/2022
Financial Lessons From The Office
We'll take a look at what financial lesson's we can learn from NBC's The Office and its star character, Michael Scott. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5627/07/2022
The Final Decade Before Retirement
We'll list out some important decisions you'll have to make as you transition into your retirement lifestyle. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5620/07/2022
Good News, Bad News
We'll go over the upside and the downside of various financial instruments and situations. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5613/07/2022
The First Visit
We'll detail what your introductory visit with Logan Sadler will look like. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5606/07/2022
Financial Independence Day
In honor of Independence Day, we'll discuss how you can become financially independent in retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5629/06/2022
Retirement Planning With Dad
In honor of Father's Day, let's see what financial lessons we can take from some common dad-isms. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5615/06/2022
Challenging Conventional Wisdom
Conventional wisdom may not always be correct. We'll analyze and challenge some pieces of "wisdom" from the financial world that might be wrong. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5608/06/2022
The Retirement Restaurant
We'll take a look at how retirement planning is like eating at a restaurant. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5601/06/2022
The Retirement Vacation
We'll relate retirement planning to vacation planning. After all, retirement is the longest vacation you'll ever take! Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5625/05/2022
Financial Home Renovations
It's that time of year when the weather warms up and people start renovating their homes. Let's see how these renovation projects could relate to your financial planning. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5611/05/2022
Financial Planning With Mom
In honor of Mother’s Day, let’s take some of the things that mom used to tell us and apply it to our financial planning. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5604/05/2022
Financial Tennis
Let's see what we can learn about retirement planning from the game of tennis. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5627/04/2022
Inflation Update
Skyrocketing inflation is affecting prices across the country. We'll talk about what impact inflation is having on your lifestyle and your retirement plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5620/04/2022
The Financial Junk Drawer
Everyone has a junk drawer in their house. Let's see what financial junk you might have lying around, and how to properly put it to good use. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5613/04/2022
Retirement Game Shows
We'll look at some popular game shows and see how they could relate to retirement planning. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5606/04/2022
Financial Terms
In the financial world, there are a lot of confusing terms and definitions. We'll clear up the confusion around some common words and phrases you'll hear as you plan for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5630/03/2022
"I Didn't Know You Did That!"
Many times clients don’t even realize all of the services that we can provide for them. We'll discuss some areas where you may not have known that we can help you. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5623/03/2022
The Wrong Financial Questions To Ask
We'll discuss some of the wrong questions that people ask, and what are the better questions to figure out as you plan for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5616/03/2022
Retirement Planning with Einstein
What can we learn about financial planning from these quotes from Albert Einstein? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
59:5210/03/2022
Financial Feelings
Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5602/03/2022
Financial Planning At The Olympics
We'll explain how we might find similarities between these events at the Winter Olympics and the world of financial planning... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5616/02/2022
Game Night
What can we learn about retirement planning from these popular board games? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5609/02/2022
Financial Wisdom From Shaq
Let’s see what we can learn about retirement planning from these Shaquille O’Neal quotes… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5602/02/2022
The Retirement Airport
How is traveling through an airport like planning for retirement? Let’s explore... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5626/01/2022
Financial Grocery Shopping
How is planning for retirement like going to the grocery store? Let’s explore… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5619/01/2022
Retirement Planning With Betty White
In honor of her recent passing, today we’re seeing what we can learn about retirement from some classic quotes from Betty White. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5612/01/2022
New Year Checklist
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
55:5605/01/2022
Future Generations
Kids and grandkids often play a big role in financial plans. Let’s talk about some of the common scenarios we see where the future generations somehow come into play during the retirement planning process. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5627/12/2021
This One's On The House
Logan will examine some common housing and real estate questions that people may face as they plan for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5621/12/2021
Your Financial Stocking
Let’s look at some of the items that someone might want in their financial stocking. Should you be stuffing your stocking with these things or not? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5615/12/2021
Which Of These Christmas Movie Characters Are You?
With the holidays coming around, we'll take a look at some famous Christmas movie characters - and relate them to the different type of investors we tend to see. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
55:5608/12/2021
Financial Wisdom From Walt Disney
Let’s take some quotes from Walt Disney and turn them into financial wisdom…
55:5601/12/2021
Keep It Simple
Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. Logan will break down some areas of retirement planning into more basic terms on today's show.
56:0123/11/2021
Financial Lessons at Thanksgiving
Some of our American Thanksgiving traditions can provide some insight on a few financial planning matters.
55:5617/11/2021
Making Excuses
Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water.
55:5610/11/2021
Financial Half-Truths
We hear a lot half truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. Let’s discuss a few examples…
55:5603/11/2021
Financial Silver Linings
Some things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you.
55:5627/10/2021
Two Truths and a Lie
Logan will be playing a game on this episode - he'll be given sets of three statements about financial planning, and say which one is the lie. Play along and see if you can spot the correct answers.
55:5620/10/2021
Quotes From Great Investors
We'll dive into some famous quotes from well-known investors, to see what we can learn from them about retirement planning.
56:0113/10/2021
Unlikely Financial Wisdom
Wisdom can come from unexpected places. We'll examine some quotes from some unlikely sources, and see how they relate to financial planning.
55:5606/10/2021
Reasons To NOT Call A Financial Advisor
The obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we’re going to tell you all of the reasons that you shouldn’t…
55:5629/09/2021
Financial Temptations
Having a good financial plan can help you resist some of the financial temptations that the average person will face. Let’s talk about some of these common temptations that we often see people fall victim to.
55:5622/09/2021