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.
Episodes
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Spouses on the Same Page
Even if you feel like you're relatively aligned financially with your spouse, there are still a number of questions and misunderstandings that can come up when it comes to retirement. Let's talk through some of them and see where you might want to revisit with your spouse (and probably alongside...
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What Scares Investors More Than Halloween?
A lot of people can get jumpy when certain things happen in life or in the market. Let's talk through a few of these things that can freak someone out when it comes to investing, and how to put your best face forward to prepare ahead of time… Contact Information: Website…
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Pensions
Let's talk about how pensions fit into retirement planning today.... Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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In a Galaxy Far, Far Away…
What kind of financial planning lessons can we learn from Star Wars? Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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Logan's Financial Campaign
It's election season, so let's discuss Logan's campaign talking points if he were running to be America's retirement planner… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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Types of Risk
Most people don't realize how many different types of risk they face in their financial planning. Let's break down a few of these risks and how to address them… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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Being the Executor of the Will
Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure and come with some headaches. It can involve paperwork, financial accounts, taxes, property, creditors, family dynamics, and months (or even years) of work. Let's talk through how to handle...
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IRA FAQ
Let's address some of the frequently asked questions that people have about IRAs… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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Investment or Not?
Sometimes people will justify a purchase by calling it an "investment," even though the purchase doesn't really qualify as an investment. Let's see what purchases Logan considers an investment, and which ones he doesn't. Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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Back to School
As the school supplies in the stores remind us of kids going back to school, let's talk about college and the different ways of saving for it… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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Who Needs an Advisor (And Who Doesn't)
Not everyone needs a financial advisor. Other people desperately need a financial advisor. But not everyone necessarily understands which bucket they fall into... Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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Truth Bombs
Hopefully your world won't be shaken too violently when we drop these truth bombs in your lap… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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Baby Boomers
It seems that there's a completely different set of financial challenges faced by Baby Boomers, compared to what their parents faced. Let's talk about some specific retirement planning considerations for this generation. Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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The Financial Closet
For some people, summer is a good time for some cleaning up around the house. And that often means diving into a cluttered closet and getting it cleaned out and organized. Let's see what principles we can take from a closet clean-out that we can apply to our financial lives… Contact Information:...
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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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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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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...
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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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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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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/…
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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...
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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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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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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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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:...
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Tax Mistakes for New Retirees
Tax season hits different when you're retired. For new retirees, it can come with a few unwelcome surprises... Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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Questions for your Advisor
Let's explore some of the questions that you should be asking your financial advisor whenever you get together to review your situation… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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Retirement Lifestyle
Retirement planning goes beyond finances by ensuring you stay socially connected, mentally engaged, and physically active so your lifestyle remains fulfilling long after you leave the workforce. Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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And the Oscar Goes To...
In honor of the Oscars, let's hand out some awards within your financial plan… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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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: https://legacyrootswm.com/ Phone:...
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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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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: https://legacyrootswm.com/ Phone: 888-823-7526
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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: https://legacyrootswm.com/ Phone: 888-823-7526
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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...
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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...
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How Advisors Make Money
There are different ways that financial advisors can be paid. Let's talk about those different ways... Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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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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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: https://legacyrootswm.com/ Phone: 888-823-7526
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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: https://legacyrootswm.com/ Phone: 888-823-7526
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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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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
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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/…
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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:...
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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
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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
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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
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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:...
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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
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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
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