The Financial Beat with 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 Legacy Roots Wealth Management, serving Southern California with offices in Hemet and Redlands. Contact https://legacyrootswm.com/ or 951-652-1544 if you have any questions for Logan and the team.

And the Oscar Goes To... 03/12/2026

And the Oscar Goes To... In honor of the Oscars, let's hand out some awards within your financial plan… Contact Information: Website: Phone: 888-823-7526 /episode/index/show/logansadler/id/40411755

Financial Windfalls 03/06/2026

Financial Windfalls 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 /episode/index/show/logansadler/id/40342155

Financial Planning at the Olympics 02/26/2026

Financial Planning at the Olympics 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 /episode/index/show/logansadler/id/40246955

Mutual Funds 02/19/2026

Mutual Funds 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 /episode/index/show/logansadler/id/40168695

7 Deadly Sins of Retirement Planning 02/12/2026

7 Deadly Sins of Retirement Planning 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 /episode/index/show/logansadler/id/40087895

Not Ready to Retire 02/05/2026

Not Ready to Retire 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 /episode/index/show/logansadler/id/40013495

How You Grew Up 01/29/2026

How You Grew Up 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 /episode/index/show/logansadler/id/39922025

How Advisors Make Money 01/22/2026

How Advisors Make Money There are different ways that financial advisors can be paid. Let's talk about those different ways... Contact Information: Website: Phone: 888-823-7526 /episode/index/show/logansadler/id/39829895

New Year Checklist 01/15/2026

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: Phone: 888-823-7526 /episode/index/show/logansadler/id/39740850

What's Changing in the New Year? 01/08/2026

What's Changing in the New Year? 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 /episode/index/show/logansadler/id/39664670

Giving Season 12/23/2025

Giving Season 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: Phone: 888-823-7526 /episode/index/show/logansadler/id/39519085

The Retirement Barista 12/18/2025

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 /episode/index/show/logansadler/id/39455430

Mental Blocks 12/11/2025

Mental Blocks 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 /episode/index/show/logansadler/id/39375290

Retirement Sabotage 11/20/2025

Retirement Sabotage 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 /episode/index/show/logansadler/id/39108925

Retirement Constants 11/06/2025

Retirement Constants 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 /episode/index/show/logansadler/id/38941765

The Friendly Skies of Retirement Planning 10/30/2025

The Friendly Skies of Retirement Planning What can air travel teach us about retirement planning? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 /episode/index/show/logansadler/id/38851215

Financial Fables 10/23/2025

Financial Fables 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 /episode/index/show/logansadler/id/38759805

Periodic Reviews 10/16/2025

Periodic Reviews 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 /episode/index/show/logansadler/id/38611560

Retirement Variables 10/09/2025

Retirement Variables If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everybody is different is what makes it fun. Tune in as Logan explains why the answers to certain questions are different for everybody… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 /episode/index/show/logansadler/id/38528600

Don’t Screw it Up! 10/02/2025

Don’t Screw it Up! You’ve made it! You’re retired. Now, let’s make sure you don’t screw it all up… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 /episode/index/show/logansadler/id/38447685

Financial Fortune Cookies 09/25/2025

Financial Fortune Cookies Fortune 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 /episode/index/show/logansadler/id/38358865

The Retirement Golf Course 09/18/2025

The Retirement Golf Course What can the game of golf teach us about retirement planning? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 /episode/index/show/logansadler/id/38268600

Scandal-Free Retirement 09/11/2025

Scandal-Free Retirement If you take a close look at most folks’ financial situations, you’ll find that it’s almost scandalous how some of their financial matters have been handled. Let’s talk about the steps people should take to create a scandal-free retirement… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 /episode/index/show/logansadler/id/38186505

Financial Disasters 09/04/2025

Financial Disasters Experiencing a financial disaster can have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 /episode/index/show/logansadler/id/38089995

Beatlemania: Lyrics with Financial Wisdom 08/28/2025

Beatlemania: Lyrics with Financial Wisdom Let's take a look at some of these classic Beatles lyrics from approximately sixty years ago and see if they might relate to your financial plan today… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 /episode/index/show/logansadler/id/38006090

Retirement Realities 08/21/2025

Retirement Realities The great thing about reality is that it remains reality even if you don’t want to acknowledge it. Let’s discuss a few retirement realities that you should go ahead and acknowledge and factor into your planning… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 /episode/index/show/logansadler/id/37904730

Financial Book Club: I Will Teach You to be Rich by Ramit Sethi 08/14/2025

Financial Book Club: I Will Teach You to be Rich by Ramit Sethi 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 /episode/index/show/logansadler/id/37820930

Planning Your Vacation 07/31/2025

Planning Your Vacation 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 /episode/index/show/logansadler/id/37621480

The Retirement Restaurant 07/24/2025

The Retirement Restaurant What can we learn about investing from the restaurant industry? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 /episode/index/show/logansadler/id/37533330

Wimbledon & Retirement Planning 07/10/2025

Wimbledon & Retirement Planning 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 /episode/index/show/logansadler/id/37367945

The Financial Beat with Logan Sadler

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