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.
How is planning for retirement like going to the grocery store? Let’s explore… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
In honor of her recent passing, today we’re seeing what we can learn about retirement from some classic quotes from Betty White. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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
Kids and grandkids often play a big role in financial plans. Let’s talk about some of the common scenarios we see where the future generations somehow come into play during the retirement planning process. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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
Let’s look at some of the items that someone might want in their financial stocking. Should you be stuffing your stocking with these things or not? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
With the holidays coming around, we'll take a look at some famous Christmas movie characters - and relate them to the different type of investors we tend to see. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
Let’s take some quotes from Walt Disney and turn them into financial wisdom…
Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. Logan will break down some areas of retirement planning into more basic terms on today's show.
Some of our American Thanksgiving traditions can provide some insight on a few financial planning matters.
Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water.
We hear a lot 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…
Some things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you.…
Logan will be playing a game on this episode - he'll be given sets of three statements about financial planning, and say which one is the lie. Play along and see if you can spot the correct answers.
We'll dive into some famous quotes from well-known investors, to see what we can learn from them about retirement planning.
Wisdom can come from unexpected places. We'll examine some quotes from some unlikely sources, and see how they relate to financial planning.
The obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we’re going to tell you all of the reasons that you shouldn’t…
Having a good financial plan can help you resist some of the financial temptations that the average person will face. Let’s talk about some of these common temptations that we often see people fall victim to.
Winston Churchill has some choice quotes that could easily apply to financial planning. Let's see what we can learn from him.
Once your kids leave the house, it opens up a new world of questions about your finances and retirement portfolio. We'll answer some of these common questions, so that you're not another victim of empty nest syndrome.
It can be tough to know if you truly are ready for retirement. We can help you prepare, no matter which of these financial situations you find yourself in.
Lots of people have questions about their retirement. But most people should be asking other questions that they don’t know to ask. We will discuss some common ones we see and why they are so important on today's show.
We all make mistakes - what matters is how you recover and learn from them. We'll give you some ideas on how you can bounce back from financial mistakes.
We often hear people express similar complaints about their financial situation. Are most of these complaints legitimate, or are people focusing on the wrong things?
Where do you stand when it comes to retirement planning? We'll go over the main questions a person needs to answer if one of these categories describes their mindset.
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.
Inflation seems to be at the top of the nation's mind lately, with rising prices in nearly every sector of the economy. We'll go over everything you need to know about inflation and how it could affect your retirement.
Believe it or not, Mick Jagger has dispensed a lot of retirement wisdom in his life. Granted, he didn’t mean for these statements to have anything to do with money when he said them, but we’re here to weave these quotes into a financial lesson.
Our past can influence our present. How do your memories of key financial moments in our country's history impact how you invest?
There are many aspects to retirement planning that you may not be aware of. Logan will help you see everything clearly.
Pop Quiz! Let's see how much you know about your retirement planning. Don't worry, Logan can help you study.
Like a pilot who completes a safety checklist before he flies, you should check off these items about your finances and lifestyle before you enter into retirement.
We'll pull from the world of psychology to address what needs you'll have in retirement, and how to meet them.
Is there a tax time bomb waiting to go off in your retirement portfolio? Logan can help you identify and defuse it before it wreaks havoc on your financial plan.
You probably heard a lot of sayings from your grandmother as you were growing up. We'll examine how those sayings can be applied to financial planning.
President Biden has revealed his new tax proposals, which are now making their way through Congress. We'll break down what those tax changes could mean for your retirement plan.
Retirement isn't just about surviving, it's about thriving. We'll go over some ways that you can be satisfied in retirement.
Now that baseball season is in full-swing, we'll take a look at what financial lessons we can learn from America's favorite pastime.
Some financial advisors would rather give you a popular opinion rather than the right one. Logan will tell you what you need to hear.
Jargon in the financial world can be intimidating to figure out. Thankfully, you have Logan Sadler to tell you what all these financial acronyms mean.
We'll give Logan some statements about finances and retirement planning, and see which ones he agrees with.
March Madness is almost here! We'll take a look at some parallels between preparing your tournament bracket and preparing your finances.
Dave Ramsey is a popular radio personality that has a lot to say about finances and debt elimination. How does his advice hold up?
We'll discuss how retirement planning is like assembling a jigsaw puzzle. Make sure that all of your financial pieces fit together as you head into retirement.
Let's see what financial lessons we can learn from the beloved comic strip Calvin and Hobbes.
Plenty of folks out there have never considered the fact that they should have a financial advisor. Others know that they probably need one but can’t necessarily articulate why. Let’s explore a few reasons to work with an advisor…