And the Oscar Goes To...
The Financial Beat with Logan Sadler
In honor of the Oscars, let's hand out some awards within your financial plan… Contact Information: Website: Phone: 888-823-7526
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Financial Windfalls
The Financial Beat with Logan Sadler
Is that pot of gold at the end of the rainbow all it’s cracked up to be? Let's look at some seemingly "lucky" financial situations and explore the strategy or effort that might be needed to make it out on the other side successfully… Contact Information: Website: Phone: 888-823-7526
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Financial Planning at the Olympics
The Financial Beat with Logan Sadler
What do the Winter Olympics and the world of financial planning have in common? More than you might think! Contact Information: Website: Phone: 888-823-7526
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Mutual Funds
The Financial Beat with Logan Sadler
Mutual funds have been the most popular investment vehicle for a long time, but that doesn’t mean that most people understand them as well as they should. Let’s discuss… Contact Information: Website: Phone: 888-823-7526
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7 Deadly Sins of Retirement Planning
The Financial Beat with Logan Sadler
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: Phone: 888-823-7526
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Not Ready to Retire
The Financial Beat with Logan Sadler
Sometimes people who have reached a conventional retirement age say they don’t want to retire…and sometimes they really mean it. Other times, it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.” Contact Information: Website: Phone: 888-823-7526
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How You Grew Up
The Financial Beat with Logan Sadler
The values that people were taught growing up, or the economic conditions that they lived through as children, often have a significant effect on how they view money as adults. Logan explains how he's seen these different upbringings manifest themselves in folks’ financial mindsets many years later… Contact Information: Website: Phone: 888-823-7526
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How Advisors Make Money
The Financial Beat with Logan Sadler
There are different ways that financial advisors can be paid. Let's talk about those different ways... Contact Information: Website: Phone: 888-823-7526
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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: 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: Phone: 888-823-7526
info_outlineLike 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: https://legacyrootswm.com/
Phone: 888-823-7526