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PODCAST · business

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.

Publisher-supplied feed metadata · PodParley refreshed Jun 5, 2026 · Source feed

  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 249

    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

  9. 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

  10. 247

    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  

  11. 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  

  12. 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

  13. 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

  14. 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

  15. 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

  16. 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

  17. 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

  18. 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

  19. 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

  20. 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

  21. 236

    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

  22. 235

    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

  23. 234

    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

  24. 233

    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

  25. 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

  26. 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  

  27. 230

    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

  28. 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

  29. 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

  30. 227

    Financial Resolutions

    With the new year upon us, let's see what financial resolutions we can make to improve our retirement plan.

  31. 226

    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

  32. 225

    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.

  33. 224

    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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Frequently Asked Questions

How many episodes does The Financial Beat with Logan Sadler have?

The Financial Beat with Logan Sadler currently has 33 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is The Financial Beat with Logan Sadler about?

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...

How often does The Financial Beat with Logan Sadler release new episodes?

The Financial Beat with Logan Sadler has 33 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to The Financial Beat with Logan Sadler?

You can listen to The Financial Beat with Logan Sadler on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts The Financial Beat with Logan Sadler?

The Financial Beat with Logan Sadler is created and hosted by Logan Sadler.
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