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 Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.

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: http://www.ruggierifinancial.com/ 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

Dangerous Mindsets 07/03/2025

Dangerous Mindsets 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 /episode/index/show/logansadler/id/37259665

Financial Proverbs 06/26/2025

Financial Proverbs 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 /episode/index/show/logansadler/id/37154140

DIY Financial Planning 06/19/2025

DIY Financial Planning 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 /episode/index/show/logansadler/id/37078060

What Retirement Means 06/12/2025

What Retirement Means 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 /episode/index/show/logansadler/id/36977395

Doing Your Research 06/05/2025

Doing Your Research 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 /episode/index/show/logansadler/id/36865720

Gifting: Now or Later 05/29/2025

Gifting: Now or Later 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: http://www.ruggierifinancial.com/ Phone: 888-823-7526 /episode/index/show/logansadler/id/36817980

The Retirement Game Show 05/15/2025

The Retirement Game Show 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 /episode/index/show/logansadler/id/36584040

Celebrating Mom 05/08/2025

Celebrating Mom 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 /episode/index/show/logansadler/id/36492305

Financial Book Club: The Psychology of Money 05/05/2025

Financial Book Club: The Psychology of Money 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 /episode/index/show/logansadler/id/36437645

Opportunities in the Crisis 04/17/2025

Opportunities in the Crisis 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 /episode/index/show/logansadler/id/36212435

The Financial Beat with Logan Sadler

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