The Financial Beat with Logan Sadler: Recent Episodes
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 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.
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
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
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:
Website: https://legacyrootswm.com/
Phone: 888-823-7526
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
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
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
Let's take some famous movie quotes and put them into a financial context.
Contact Information:
Website: https://legacyrootswm.com/
Phone: 888-823-7526
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
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
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
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
Let's take these quotes from Walt Disney and turn them into financial wisdom…
Contact Information:
Website: https://legacyrootswm.com/
Phone: 888-823-7526
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: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
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
People love do-it-yourself projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design…and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
One of the reasons that each person’s retirement plan needs to be individually customized is because each person has a completely different idea of what retirement should actually look like. Let’s talk through a few of the common concepts that people have about retirement…
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Everybody wants to feel informed about their options when they’re making financial decisions. Let’s discuss the ways that people inform themselves…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Obviously, your first priority with your retirement savings during your working years should be making sure you’ve saved enough for retirement. But for many people, saving more than enough and leaving a legacy to future generations is also an important goal. And sometimes it’s nice to enjoy using those resources now to help the future generations, because now is when you’re able to see and experience the benefits of those gift. So…are you better off to do gifting now or later? Let’s discuss some things you should consider…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Many folks have a favorite game show that they enjoy. Unfortunately, some people have turned their retirement planning into a game show, and that’s not a good thing…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
In honor of Mother’s Day, and as a way to recognize everything moms have done for us, let’s take a few minutes to talk about how you can best make sure that mom is financially taken care of…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
They say that the Chinese character for the word “crisis” is most accurately translated as “opportunity riding on a dangerous wind.” Nobody on our research team speaks Chinese to be able to verify this, so it’s possible that this entirely made up. But the sentiment is true when it comes to financial decision-making in a difficult market environment like the one we currently find ourselves in. Let’s talk about the possible opportunities that await you in this crisis…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
For some people, it’s easy to get excited about investing in certain American companies. But what should you know about international investing as part of your overall approach?
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
In honor of April Fools Day, let’s look at some of the things people hear that they often get fooled by in the financial realm…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Early retirement means different things to different people. Let’s explore what “early” really means, whether it’s a realistic goal, and the challenges and rewards that come with it.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let’s see what are other financial advisors experiencing with clients…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
Dorothy Parker was a writer in the first half of the 20th century who was well-known for her wit and wisecracks. And with just a little bit of creativity, we can turn some of her quotes into good financial advice...
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
When it comes to retirement planning, it only takes one area where you planned poorly to ruin your entire plan. Let’s talk about how a good retirement plan addresses each of these potential pitfalls…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
In today's conversation, we'll share what we're talking about when we say "lazy money."
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Anytime someone asks “when should I start my Social Security” the answer is always “well, it depends.” But depends on what? Let’s explore some of the variables…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Delayed gratification is a difficult skill to master and that’s just as true with financial matters as it is the other areas of your life. Let’s talk about some instances where you might be faced with a choice of being satisfied now or satisfied later…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
Today, we thought we'd have a little fun with a financial planning multiple-choice quiz. What do you believe is the right answer?
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Lots of people have questions about their retirement. But most people should be asking other questions that they don’t know to ask…
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Almost everyone has made investment mistakes at some point. Let's talk about how to bounce back from them and avoid them in the future.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
Spouses don’t always agree on financial issues. Let’s talk about some common conflicts…
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
What can we learn about financial planning from these quotes from Ernest Hemingway?
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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 accomplishment in today's conversation...
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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 accomplishment together...
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
Calvin & Hobbes was a comic strip full of wisdom about life. But many of the things Calvin said could also be woven into financial wisdom if you have the right perspective…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
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 the reasons that people avoid proactively talking to a financial advisor but instead wait until they have financial pain…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Charles Barkley is one of the most quotable living Americans, and many of his quips can easily be turned into financial wisdom…
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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://www.ruggierifinancial.com/
Phone: 888-823-7526
What can we learn about money by exploring some quotes from the great Mark Twain?
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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: 888-823-7526
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. How often do you recommend these strategies?
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
What can we learn about retirement planning from the big horse race at Churchill Downs?
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
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…
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Logan sheds light on what we can learn about financial planning through famous Ben Franklin quotes.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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: 888-823-7526
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: 888-823-7526
On this episode, we'll find out if Logan agrees or disagrees with some common financial planning and retirement assumptions.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Divorce can be a difficult process. Let's take a look at some common financial mistakes that can happen during a divorce.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
In honor of President's Day, we'll examine some famous presidential quotes and see what financial lessons we can learn from them.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
With retirement planning, there are variables outside of your control. We'll focus in on what you can control with your finances, to make sure you don't get in your own way.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll examine some common financial jargon, and translate it into plain English.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
There are aspects of your retirement plan that become relevant once you hit a certain age. We'll examine the key ages to plan your finances around.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Oftentimes, the voice of greed can lead you astray in your investing life. We'll teach you how to recognize this voice and how to ignore it.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Navigating the rules and best practices for a 401(k) can be tricky. We'll give you some ideas to consider as you invest into your 401(k).
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We're still celebrating the holidays by watching Christmas movies and seeing what financial analogies we can draw with some popular characters.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll bust out some tunes, and see how they can soundtrack your retirement plan.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
With football season in full swing, let's see what plays you should be running once you are in the financial red zone.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
What financial stocking stuffers should you be investing in this holiday season?
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
'Tis the season! Let's see what financial lessons we can learn from some popular Christmas carols.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll analyze how retirement planning is similar to climbing up and down a steep mountain. Make sure that you can reach the peak in retirement!
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
With Thanksgiving approaching, we'll see what parallels we can draw between holiday traditions and financial planning.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
What can we learn about retirement planning from browsing the cereal aisle at the grocery store?
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
As we come up on the holiday season, let's take a look at how you can maximize the benefits of charitable giving.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
With Halloween just around the corner, let's see what financial lessons we can make out of some popular kinds of Halloween candy.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
Mistakes can be made when you plan for retirement, but you can learn from these mistakes to improve your financial situation.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Let's see what financial lessons we can learn from some quotes by Forrest Gump.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
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
Make sure you aren't procrastinating on these key aspects of your financial plan.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
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
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.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll give you some facts about social security planning that you may not have heard about before.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll take a look at the investing trends that Logan typically sees from people with particular careers.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Let's take a look at some quotes from the character of Ron Swanson, and see what financial planning lessons we can learn.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Let's take a look at some quotes from the character of Ron Swanson, and see what financial planning lessons we can learn.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll go over some retirement strategies that just don't work in today's day and age.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
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
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
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
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
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
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
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
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.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Let's draw some comparisons between living on a farm and preparing for your retirement.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
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
We'll take a look at some statements about finances that, for one reason or another, we've never heard anyone say.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Let's see how you score on understanding your financial situation and being prepared for retirement.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Are you obeying these important financial commandments as you prepare for retirement?
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
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
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
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
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
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
We'll counteract some wishful thinking that might be harming your retirement plan.
Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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
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
Let's see what financial lessons we can learn from some quotes by "The Boss" - musician Bruce Springsteen.
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With the new year upon us, let's see what financial resolutions we can make to improve our retirement plan.
With the new year upon us, let's see what financial resolutions we can make to improve our retirement plan.
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.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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.
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Phone: 888-823-7526
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.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
In honor of the holiday season, we'll look at some famous Christmas Carols and see what financial lessons we can learn from them.
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Phone: 888-823-7526
We'll examine what financial lessons we can learn from some of the most famous (and infamous) rides at Disney World.
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Phone: 888-823-7526
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.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll take a look at the history of Thanksgiving to see what financial planning parallels we can draw.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll discuss which aspects of the financial world are overrated, and which parts are underrated.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
You shouldn’t just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well…
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Phone: 888-823-7526
You shouldn’t just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well…
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll see what financial lessons we can learn from the beloved Karate Kid character Mr. Miyagi.
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Phone: 888-823-7526
With football season in full swing, we'll look at the parallels between financial planning and the game of football.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Find out how you can avoid catastrophes and stormy weather in your financial life.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll find out what financial wisdom we can learn from some quotes by Jerry Seinfeld.
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Phone: 888-823-7526
We'll find out what financial wisdom we can learn from some quotes by Jerry Seinfeld.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll detail some common mental blocks that people can have around their finances, as well as how to avoid them while you plan for retirement.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll detail some common mental blocks that people can have around their finances, as well as how to avoid them while you plan for retirement.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
What can we learn about different types of investors by comparing them to cups of coffee?
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Phone: 888-823-7526
What can we learn about different types of investors by comparing them to cups of coffee?
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll examine some famous song lyrics about money to see how they could apply to your portfolio.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll examine some famous song lyrics about money to see how they could apply to your portfolio.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Believe it or not, parenting and investing are two activities that have a lot in common. Allow us to explain...
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Phone: 888-823-7526
Believe it or not, parenting and investing are two activities that have a lot in common. Allow us to explain...
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
In retirement, there are certain financial elements that everyone has to deal with, and others that are different for everyone. Learn to recognize the difference so that you can make a financial strategy that works best for your situation.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll analyze some behaviors we've seen from bad investors, and tell you how to avoid making those same mistakes.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
On this episode, we will be looking at how our perspective on money can change as we get older.
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Phone: 888-823-7526
What financial lessons can we learn from the game of golf?
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Phone: 888-823-7526
We'll take a look at what financial lesson's we can learn from NBC's The Office and its star character, Michael Scott.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll take a look at what financial lesson's we can learn from NBC's The Office and its star character, Michael Scott.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll list out some important decisions you'll have to make as you transition into your retirement lifestyle.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll list out some important decisions you'll have to make as you transition into your retirement lifestyle.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll go over the upside and the downside of various financial instruments and situations.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll detail what your introductory visit with Logan Sadler will look like.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
In honor of Independence Day, we'll discuss how you can become financially independent in retirement.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
In honor of Father's Day, let's see what financial lessons we can take from some common dad-isms.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Conventional wisdom may not always be correct. We'll analyze and challenge some pieces of "wisdom" from the financial world that might be wrong.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll take a look at how retirement planning is like eating at a restaurant.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll relate retirement planning to vacation planning. After all, retirement is the longest vacation you'll ever take!
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
It's that time of year when the weather warms up and people start renovating their homes. Let's see how these renovation projects could relate to your financial planning.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
In honor of Mother’s Day, let’s take some of the things that mom used to tell us and apply it to our financial planning.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Let's see what we can learn about retirement planning from the game of tennis.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Skyrocketing inflation is affecting prices across the country. We'll talk about what impact inflation is having on your lifestyle and your retirement plan.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Everyone has a junk drawer in their house. Let's see what financial junk you might have lying around, and how to properly put it to good use.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll look at some popular game shows and see how they could relate to retirement planning.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
In the financial world, there are a lot of confusing terms and definitions. We'll clear up the confusion around some common words and phrases you'll hear as you plan for retirement.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Many times clients don’t even realize all of the services that we can provide for them. We'll discuss some areas where you may not have known that we can help you.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll discuss some of the wrong questions that people ask, and what are the better questions to figure out as you plan for retirement.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
What can we learn about financial planning from these quotes from Albert Einstein?
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Phone: 888-823-7526
Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
We'll explain how we might find similarities between these events at the Winter Olympics and the world of financial planning...
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
What can we learn about retirement planning from these popular board games? Contact Information:
Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
Let’s see what we can learn about retirement planning from these Shaquille O’Neal quotes…
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Phone: 888-823-7526
How is traveling through an airport like planning for retirement? Let’s explore...
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
How is planning for retirement like going to the grocery store? Let’s explore…
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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.
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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.
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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.
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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.
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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?
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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.
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Website: http://www.ruggierifinancial.com/
Phone: 888-823-7526
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.
Logan will examine some common housing and real estate questions that people may face as they plan for retirement.
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.
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.
Pop Quiz! Let's see how much you know about your retirement planning. Don't worry, Logan can help you study.
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…