Show cover of The Financial Beat with Logan Sadler

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.

Tracks

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: http://www.ruggierifinancial.com/ Phone: 888-823-7526

2/5/26 • 56:01

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: http://www.ruggierifinancial.com/ Phone: 888-823-7526

1/29/26 • 56:01

There are different ways that financial advisors can be paid. Let's talk about those different ways... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

1/22/26 • 56:01

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

1/15/26 • 56:01

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

1/8/26 • 56:01

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

12/23/25 • 56:01

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

12/18/25 • 56:01

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

12/11/25 • 56:01

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

11/20/25 • 56:01

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

11/6/25 • 56:01

What can air travel teach us about retirement planning? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

10/30/25 • 56:01

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

10/23/25 • 56:01

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

10/16/25 • 56:01

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

10/9/25 • 56:01

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

10/2/25 • 56:01

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

9/25/25 • 56:01

What can the game of golf teach us about retirement planning? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

9/18/25 • 56:01

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

9/11/25 • 56:01

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

9/4/25 • 56:01

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

8/28/25 • 56:01

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

8/21/25 • 56:01

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

8/14/25 • 56:01

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

7/31/25 • 56:01

What can we learn about investing from the restaurant industry? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

7/24/25 • 56:01

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

7/10/25 • 56:01

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

7/3/25 • 56:01

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

6/26/25 • 56:01

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

6/19/25 • 56:01

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

6/12/25 • 56:01

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

6/5/25 • 56:01