New Year Checklist
The Financial Beat with Logan Sadler
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
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What's Changing in the New Year?
The Financial Beat with Logan Sadler
Like every new year, 2026 comes with a few new changes. Let’s talk about what you need to know about the year ahead and how to prepare for it financially. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Giving Season
The Financial Beat with Logan Sadler
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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The Retirement Barista
The Financial Beat with Logan Sadler
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
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Mental Blocks
The Financial Beat with Logan Sadler
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
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Retirement Sabotage
The Financial Beat with Logan Sadler
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
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Retirement Constants
The Financial Beat with Logan Sadler
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
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The Friendly Skies of Retirement Planning
The Financial Beat with Logan Sadler
What can air travel teach us about retirement planning? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Financial Fables
The Financial Beat with Logan Sadler
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
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Periodic Reviews
The Financial Beat with Logan Sadler
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
info_outlineFortune 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