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.
…
continue reading
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…
…
continue reading
Spouses don’t always agree on financial issues. Let’s talk about some common conflicts… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Planning with Ernest Hemingway
56:01
56:01
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
56:01
What can we learn about financial planning from these quotes from Ernest Hemingway? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
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…
…
continue reading
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
…
continue reading
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
…
continue reading
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
…
continue reading
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…
…
continue reading
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Planning with Charles Barkley
56:01
56:01
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
56:01
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
…
continue reading
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…
…
continue reading
What can we learn about money by exploring some quotes from the great Mark Twain? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Rookie Investing Mistakes & Retirement Baseball
56:01
56:01
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
56:01
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…
…
continue reading
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…
…
continue reading
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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Planning at the Kentucky Derby
1:00:01
1:00:01
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
1:00:01
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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Important Retirement Planning Questions: How Much Do You Know?
1:00:01
1:00:01
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
1:00:01
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
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Retirement Planning with Ben Franklin
56:01
56:01
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
56:01
Logan sheds light on what we can learn about financial planning through famous Ben Franklin quotes. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Practical Strategies for Retirees Against Scams & Fraud
56:01
56:01
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
56:01
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Does Logan Agree or Disagree with Common Financial Assumptions?
56:01
56:01
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
56:01
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
…
continue reading
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
…
continue reading
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
…
continue reading
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
…
continue reading
We'll examine some common financial jargon, and translate it into plain English. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
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
…
continue reading
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
…
continue reading
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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Christmas Movie Characters
55:53
55:53
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
55:53
We're still celebrating the holidays by watching Christmas movies and seeing what financial analogies we can draw with some popular characters. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Ultimate Retirement Planning Mixtape
55:53
55:53
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
55:53
We'll bust out some tunes, and see how they can soundtrack your retirement plan. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
With football season in full swing, let's see what plays you should be running once you are in the financial red zone. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
'Tis the season! Let's see what financial lessons we can learn from some popular Christmas carols. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
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! Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
With Thanksgiving approaching, we'll see what parallels we can draw between holiday traditions and financial planning. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
What can we learn about retirement planning from browsing the cereal aisle at the grocery store? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
As we come up on the holiday season, let's take a look at how you can maximize the benefits of charitable giving. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
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
…
continue reading
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…
…
continue reading
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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Planning With Forrest Gump
55:58
55:58
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
55:58
Let's see what financial lessons we can learn from some quotes by Forrest Gump. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Mistakes That Couples Make
55:58
55:58
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
55:58
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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Putting Things Off In Retirement Planning
55:58
55:58
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
55:58
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
…
continue reading
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
…
continue reading
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
…
continue reading
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
…
continue reading
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
…
continue reading
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
…
continue reading
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
…
continue reading
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
…
continue reading