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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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The Financial Beat with Logan Sadler
1
Putting Things Off In Retirement Planning
55:58
55:58
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Make sure you aren't procrastinating on these key aspects of your financial plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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It's time for a trip to the financial doctor to see what might be ailing your retirement portfolio. 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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With football season around the corner, let's talk about the financial red zone that you need to know about as you prepare for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll give you some facts about social security planning that you may not have heard about before. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll take a look at the investing trends that Logan typically sees from people with particular careers. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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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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We'll go over some retirement strategies that just don't work in today's day and age. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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The Financial Beat with Logan Sadler
1
Technology's Impact On Retirement Planning
55:56
55:56
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Technology has drastically changed society in the past few decades - and retirement planning is no different. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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The Financial Beat with Logan Sadler
1
Addressing The Elephants In The Room
1:00:01
1:00:01
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Are there any elephants in the room when it comes to your financial plan? In this episode, Logan explores some of the major problems that are obviously present in many financial plans, but often go unaddressed because they're too uncomfortable to discuss. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526…
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Travel season is in full swing, so let's help you pack the financial suitcase for your retirement journey. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Sometimes we can convince ourselves of certain financial ideas that aren't true. We'll cut through the misinformation and guesswork to get to the correct financial truth about your retirement portfolio. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll take some hilarious quotes from the TV show Ted Lasso, and see what financial wisdom we can glean from them. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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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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Sometimes as you plan for retirement, you may encounter some awkward financial situations. Logan will detail how he helps clients navigate some of these common sources of financial awkwardness. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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There are plenty of reasons to be nervous about your finances, but we'll give you the reasons that you should be calm about your retirement plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Let's draw some comparisons between living on a farm and preparing for your retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll go over what types of risk you might be facing in your retirement plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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As you enter retirement, you want to be sure that your income is predictable. We'll fill you in on how to make that happen. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll take a look at some statements about finances that, for one reason or another, we've never heard anyone say. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Let's see how you score on understanding your financial situation and being prepared for retirement. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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The Financial Beat with Logan Sadler
1
Frequently Asked Questions About IRA Accounts
55:56
55:56
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We'll cover some commonly asked questions that people have about their IRA accounts.
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Are you obeying these important financial commandments as you prepare for retirement? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Getting lost while driving in the car or hiking in the woods is almost like getting lost in retirement planning. Let’s look at why people get lost and how to get back on track. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Just like your iPhone gets old and needs to be replaced, the way that some people think about retirement is obsolete and needs to be updated. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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There are plenty of financial decisions people make that, in hindsight, weren't such a good idea. Learn about these situations now so you don't have any regrets later. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll look at some humorous quotes by comedian Steve Martin and see what financial lessons we can learn from them. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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With Spring cleaning season approaching, it's time to see how you can organize your financial closet. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll discuss the main differences between traditional and roth accounts, and see which type would work best for your financial situation. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll analyze some famous quotes from baseball player Yogi Berra to see what financial wisdom we can find. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll counteract some wishful thinking that might be harming your retirement plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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With Oscar season fast approaching, we'll take a look at some Best Picture winners, and how they could relate to your financial plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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In retirement, you can't have all of your money going to one investment. We'll teach you how to properly separate out your money. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Let's see what financial lessons we can learn from some quotes by "The Boss" - musician Bruce Springsteen. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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With the new year upon us, let's see what financial resolutions we can make to improve our retirement plan.
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We'll go over some of the stock market's biggest black swan events in its history, to help prepare for whatever the next one might be. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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With 2023 upon us, we'll see what's in store for the new year, as well as reflect on the major financial headlines of 2022. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll look ahead and predict what 2023 might bring to the financial world, and how you should be preparing for a new year in your portfolio. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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With 2022 rapidly coming to a close, we'll dive into some important financial considerations to take care of at the end of each year. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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In honor of the holiday season, we'll look at some famous Christmas Carols and see what financial lessons we can learn from them. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll examine what financial lessons we can learn from some of the most famous (and infamous) rides at Disney World. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We're taking you on a financial road trip to see what lessons we from hitting the road can be applied to retirement planning. We'll also explore the importance of achieving financial security. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll take a look at the history of Thanksgiving to see what financial planning parallels we can draw. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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The Financial Beat with Logan Sadler
1
Overrated And Underrated In The Financial World
55:56
55:56
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We'll discuss which aspects of the financial world are overrated, and which parts are underrated. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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The Financial Beat with Logan Sadler
1
The Seven Deadly Sins Of Retirement Planning
55:53
55:53
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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: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Inheritance planning can be full of pitfalls. We'll break it all down for you, so you can make inheritance decisions that are right for you and your family. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll see what financial lessons we can learn from the beloved Karate Kid character Mr. Miyagi. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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With football season in full swing, we'll look at the parallels between financial planning and the game of football. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Find out how you can avoid catastrophes and stormy weather in your financial life. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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We'll find out what financial wisdom we can learn from some quotes by Jerry Seinfeld. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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