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April Fools

The Financial Beat with Logan Sadler

Release Date: 03/27/2025

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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The Retirement Game Show show art The Retirement Game Show

The Financial Beat with Logan Sadler

Many folks have a favorite game show that they enjoy. Unfortunately, some people have turned their retirement planning into a game show, and that’s not a good thing… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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Celebrating Mom show art Celebrating Mom

The Financial Beat with Logan Sadler

In honor of Mother’s Day, and as a way to recognize everything moms have done for us, let’s take a few minutes to talk about how you can best make sure that mom is financially taken care of… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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Financial Book Club: The Psychology of Money show art Financial Book Club: The Psychology of Money

The Financial Beat with Logan Sadler

We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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Opportunities in the Crisis show art Opportunities in the Crisis

The Financial Beat with Logan Sadler

They say that the Chinese character for the word “crisis” is most accurately translated as “opportunity riding on a dangerous wind.” Nobody on our research team speaks Chinese to be able to verify this, so it’s possible that this entirely made up. But the sentiment is true when it comes to financial decision-making in a difficult market environment like the one we currently find ourselves in. Let’s talk about the possible opportunities that await you in this crisis… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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More Episodes

In honor of April Fools Day, let’s look at some of the things people hear that they often get fooled by in the financial realm…

 

Contact Information:

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

Phone: 888-823-7526