PODCAST · business
The Financial Beat with Logan Sadler
by 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.
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256
Toy Story and Retirement Planning
Toy Story 5 is in theaters now, but let's look back at the original Toy Story (which came out more than 30 years ago). What can this Pixar classic teach us about retirement? Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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255
Easy Ways to Ruin Retirement
Everybody likes things to be easy, so we've made this handy list of easy ways to ruin your retirement, if you're into that kind of thing… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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254
Fireworks and Financial Planning
Obviously, this year's 4th of July carries a little extra weight as we celebrate 250 years of American independence. But between the hot dogs, the parades, and the fireworks, we started thinking about how many of our favorite holiday traditions have a pretty natural financial parallel. So that's what we're exploring today, and the comparisons might surprise you… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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253
Financial Planning at the Movies
Let's take some famous movie quotes and put them into a financial context. Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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252
Risk Tolerance and The Weather
Some people love a thunderstorm- others panic when the clouds roll in. Today, we're talking about risk tolerance through the lens of the weather. Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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251
Building Your Financial House
For some people, the idea of putting together a financial plan doesn't sound like much fun. But the idea of building a home sounds like a lot of fun. So let's find the similarities in building a strong financial plan and a dream home… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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250
Risk Management Across the Ages
Risk is almost always something you face when making financial decisions. Investing in the market? Risk. Putting all your money under your mattress? A different kind of risk, but still risk. A recent article from Kiplinger's talks about risk management in different decades of your life, so let's see how much Logan agrees with their recommendations… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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Common Mistakes
Let's talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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248
Retirement Planning with Walt Disney
Let's take these quotes from Walt Disney and turn them into financial wisdom… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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An Oscar-Winning Retirement
Today, we put a Hollywood twist on retirement planning by using Oscar-winning Best Picture titles as prompts for smart conversations about money, investing, and life after work. Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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246
Financial Planning with Mom
It's our annual Mother's Day tradition here on the show. Let's take some of the things that mom used to tell us and apply it to our financial planning… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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245
Investing for Geniuses
People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Let's look at some of the common characteristics of highly intelligent people that you should apply to your financial life… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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244
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: https://legacyrootswm.com/ Phone: 888-823-7526
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243
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: https://legacyrootswm.com/ Phone: 888-823-7526
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242
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
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241
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
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240
The Retirement Restaurant
What can we learn about investing from the restaurant industry? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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239
Game Night
What can we learn about retirement planning from these popular board games? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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238
Unasked Questions
There are plenty of obvious questions about retirement planning that everybody knows they should be asking. But what about the important questions that aren't being asked? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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237
Financial Half-Truths
We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn't quite tell the whole story. Let's discuss a few examples… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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End of Year Planning
Let's discuss some of the financial matters that folks should consider addressing before the end of the year... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Ready for Retirement
There are many people who reach "retirement age" and don't want to retire, while others are eager to retire as soon as possible but may not be financially ready. Let's explore how Logan helps individuals navigate both of these scenarios... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Questions You Didn't Know to Ask
Lots of people have questions about their retirement. But most people should be asking other questions that they don't know to ask… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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The Financial Red Zone
With football season in full swing, let's see what plays you should be running once you are in the financial red zone. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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232
Financial Christmas Carols
'Tis the season! Let's see what financial lessons we can learn from some popular Christmas carols. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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231
Financial Lessons From Thanksgiving
With Thanksgiving approaching, we'll see what parallels we can draw between holiday traditions and financial planning. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Financial Mistakes That Couples Make
We'll list through some of the most common financial mistakes that we see couples make when they plan for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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229
Retirement Wisdom From Ron Swanson
Let's take a look at some quotes from the character of Ron Swanson, and see what financial planning lessons we can learn. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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228
Financial Dad Jokes
In honor of Father's Day, we'll crack up and/or groan over some classic dad jokes, and then see how they might relate to your finances. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Financial Resolutions
With the new year upon us, let's see what financial resolutions we can make to improve our retirement plan.
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This One's On The House
Logan will examine some common housing and real estate questions that people may face as they plan for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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How People Make Mistakes
We often talk about some of the common financial mistakes that people make. But it's also important to understand why and how people make the mistakes that they do.
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Retirement Pop Quiz
Pop Quiz! Let's see how much you know about your retirement planning. Don't worry, Logan can help you study.
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ABOUT THIS SHOW
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.
HOSTED BY
Logan Sadler
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