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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.
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Logan has worked with individuals who have lost their spouse and come to him seeking reassurance about their financial stability. Listen as he discusses some of the challenges he often sees people face in these situations. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526…
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Winning a gold medal would be nice, but let’s be honest, winning ANY medal is pretty impressive. Heck, just being in the Olympics at all is an incredible accomplishment. It’s no different with retirement. You can have really happy golden years without actually winning the retirement gold medal. Let’s break down the different levels of financial acc…
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It’s not an annual tradition here on the show…more like an every-four-years tradition. Let’s see what we can learn about financial planning from some of the events taking place in the Summer Olympics… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of the classifications that we’ll discuss in today's show... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Even if she wasn’t actually talking about money, Grandma said a lot of smart things that we can apply to financial planning. Let’s take some of these classic Grandma sayings and see how they relate to our financial lives… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526…
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Anyone in the healthcare profession will be quick to tell you about the vital importance of preventative care. But most people simply don’t engage with the healthcare industry until they have some kind of pain that needs to be addressed. And we’ve found the same to be true with the way that people treat financial advisors. Let’s talk about some of …
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A fun game that sometimes gets played in college economics classes is the game of “What If…” where students are given a scenario which may or may not be realistic. Their job is to think through all of the potential financial and economic consequences of that scenario unfolding. Let's play this game together today! Contact Information: Website: http…
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In today's conversation, we'll cover some of the common investing mistakes that we see people make (It’s not just rookies making the mistakes!) Then, we'll see what can we learn about retirement planning from the game of baseball, answer some mailbag questions, and more. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823…
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If most of your savings are in tax-deferred accounts like 401Ks and IRAs, you have a tax time bomb on your hands. Let’s assess some strategies that can be used to diffuse the time bomb, or at least keep it from getting worse. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526…
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It’s graduation season, with a whole new batch of college and high school graduates entering the world. Let’s look at some of the similarities between graduating from school and shifting into retirement… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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How well do you know the answers to some of the most important retirement planning questions? If you don’t know the answer to the majority of these questions, there’s a good chance that you have some work to do… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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The conventional wisdom is that you can’t put toothpaste back in the tube. That is to say, once the deed is done, there’s no taking it back. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call. Explain why these decisions are so important and can’t be undone… Contact Inform…
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Join Logan and Ron as they explore some legitimate reasons for leaving your financial advisor. Then, they'll look at some of the latest national financial planning statistics. As they run through those numbers, Logan will share his perspective as a financial advisor. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-752…
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Americans have lost more than $3.1 billion to various forms of fraud in the last 12 months. Let’s discuss some of the common scams that we see and how you can protect yourself against them. We'll also chat about overcoming financial planning procrastination in this show. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823…
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You may or may not be comfortable with financial risk, but what's really important is knowing how much risk that you are taking in your portfolio. We'll examine how you can find that out, and also discuss why people don't always know how much risk they are taking. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526…
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Retirement isn't like it used to be. Even compared to 5 years ago, there are new considerations and variables to plan for. We'll review what it looks like to be prepared for retirement in today's world. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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