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End of Year Planning

The Financial Beat with Logan Sadler

Release Date: 12/12/2024

Financial Book Club: I Will Teach You to be Rich by Ramit Sethi show art Financial Book Club: I Will Teach You to be Rich by Ramit Sethi

The Financial Beat with Logan Sadler

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 Ramit Sethi, a Stanford grad who claims most money advice is outdated, wrote the book, “I Will Teach You to Be Rich” and then went on to host the Netflix show, “How to Get Rich.”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

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Planning Your Vacation show art Planning Your Vacation

The Financial Beat with Logan Sadler

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

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The Retirement Restaurant show art The Retirement Restaurant

The Financial Beat with Logan Sadler

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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Wimbledon & Retirement Planning show art Wimbledon & Retirement Planning

The Financial Beat with Logan Sadler

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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Dangerous Mindsets show art Dangerous Mindsets

The Financial Beat with Logan Sadler

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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Financial Proverbs show art Financial Proverbs

The Financial Beat with Logan Sadler

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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DIY Financial Planning show art DIY Financial Planning

The Financial Beat with Logan Sadler

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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What Retirement Means show art What Retirement Means

The Financial Beat with Logan Sadler

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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Doing Your Research show art Doing Your Research

The Financial Beat with Logan Sadler

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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Gifting: Now or Later show art Gifting: Now or Later

The Financial Beat with Logan Sadler

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 things you should consider… Contact Information: Website:...

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Let’s discuss some of the financial matters that folks should consider addressing before the end of the year...

 

Contact Information:

Website: http://www.ruggierifinancial.com/

Phone: 888-823-7526