The Financial Beat with Logan Sadler

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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

Logan Sadler


    • Jun 19, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 55m AVG DURATION
    • 209 EPISODES


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    Latest episodes from The Financial Beat with Logan Sadler

    DIY Financial Planning

    Play Episode Listen Later Jun 19, 2025 56:01


    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

    What Retirement Means

    Play Episode Listen Later Jun 12, 2025 56:01


    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…   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Doing Your Research

    Play Episode Listen Later Jun 5, 2025 56:01


    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

    Gifting: Now or Later

    Play Episode Listen Later May 29, 2025 56:01


    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

    The Retirement Game Show

    Play Episode Listen Later May 15, 2025 56:01


    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

    Celebrating Mom

    Play Episode Listen Later May 8, 2025 56:01


    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

    Financial Book Club: The Psychology of Money

    Play Episode Listen Later May 5, 2025 56:01


    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

    Opportunities in the Crisis

    Play Episode Listen Later Apr 17, 2025 56:01


    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

    International Investing

    Play Episode Listen Later Apr 10, 2025 56:01


    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

    Retiring Amidst Volatility

    Play Episode Listen Later Apr 3, 2025 56:01


    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

    April Fools

    Play Episode Listen Later Mar 27, 2025 56:01


    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

    Play Episode Listen Later Mar 20, 2025 56:01


    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

    Financial Advisor Survey

    Play Episode Listen Later Mar 13, 2025 56:01


    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  

    Game Night

    Play Episode Listen Later Feb 27, 2025 56:01


    What can we learn about retirement planning from these popular board games? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Retirement Demographics

    Play Episode Listen Later Feb 20, 2025 56:01


    Tune in as Logan dives into some interesting retirement demographics and shares how they play a role in his planning process.   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Your Retirement Foundation

    Play Episode Listen Later Feb 13, 2025 56:01


    Some financial advisors would say that the foundation of a successful retirement is your income plan. Some have even said that if you don't have an income plan, you don't really have a retirement plan. Today, we're breaking down why so many retirees are unprepared in this area- and the steps you can take to build a reliable income plan for your future.    Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Retirement Planning with Andy Reid

    Play Episode Listen Later Feb 6, 2025 56:01


    Well, the Kansas City Chiefs are going to the Super Bowl…again. So their coach Andy Reid probably won't be retiring anytime soon, but let's still see what we can learn about retirement planning from these quotes from the Chiefs coach. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Side Gigs

    Play Episode Listen Later Jan 30, 2025 56:01


    For some people, the idea of retiring and then getting another job is detestable. For  others, they can't sit still and have to go find some other job. For the latter crowd,  here's a handful of popular “side gig” jobs for retirees…  Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Retirement Planning with Dolly Parton

    Play Episode Listen Later Jan 23, 2025 56:01


    Dolly Parton, the “queen of country music,” beloved singer-songwriter, actor, and philanthropist just turned 79. So to honor her, let's see how we can apply a few of her quotes to our financial life… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Snowbird Season

    Play Episode Listen Later Jan 16, 2025 56:01


    It's cold out there! And winter always has a lot of people thinking about warmer weather. For some, that just means an annual vacation to a tropical location, but for certain retirees, they choose to live elsewhere through the brunt of winter, becoming “snowbirds.” Let's talk about what motivates people to take up temporary residence elsewhere, where they go, and if it's worthwhile. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Unasked Questions

    Play Episode Listen Later Dec 26, 2024 56:01


    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

    Financial Half-Truths

    Play Episode Listen Later Dec 19, 2024 56:01


    We hear a lot of 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… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    End of Year Planning

    Play Episode Listen Later Dec 12, 2024 56:01


    Let's discuss some of the financial matters that folks should consider addressing before the end of the year...   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Lies We Tell Ourselves

    Play Episode Listen Later Dec 5, 2024 56:08


    Let's explore some of the financial lies people sometimes tell themselves…   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Peak 65

    Play Episode Listen Later Nov 26, 2024 56:01


    More Americans are turning 65 this year than at any time in history. According to the Census Bureau, about 4.4 million Americans will hit the milestone this year; that's about 12,000 per day. Let's talk about the current retirement planning landscape as these aging Baby Boomers hit this traditional retirement age...   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Financial Stress

    Play Episode Listen Later Nov 21, 2024 56:01


    Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let's look at the ways to proactively deal with stress in retirement... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Unasked Questions

    Play Episode Listen Later Nov 14, 2024 56:01


    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

    Retirement Planning with Dorothy Parker

    Play Episode Listen Later Nov 7, 2024 56:01


    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

    Retirement Pitfalls

    Play Episode Listen Later Oct 31, 2024 56:01


    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

    What Is "Lazy Money?"

    Play Episode Listen Later Oct 17, 2024 56:01


    In today's conversation, we'll share what we're talking about when we say "lazy money."    

    Social Security Variables

    Play Episode Listen Later Oct 10, 2024 56:01


    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

    Play Episode Listen Later Oct 3, 2024 56:01


    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

    Ready for Retirement

    Play Episode Listen Later Sep 26, 2024 56:01


    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

    Multiple Choice Quiz

    Play Episode Listen Later Sep 19, 2024 56:01


    Today, we thought we'd have a little fun with a financial planning multiple-choice quiz. What do you believe is the right answer? Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Questions You Didn't Know to Ask

    Play Episode Listen Later Sep 12, 2024 56:01


    Lots of people have questions about their retirement. But most people should be asking other questions that they don't know to ask… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

    Investment mistakes

    Play Episode Listen Later Sep 5, 2024 56:01


    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

    Family Matters

    Play Episode Listen Later Aug 29, 2024 56:01


    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  

    Spousal Disagreements

    Play Episode Listen Later Aug 22, 2024 56:01


    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

    Financial Planning with Ernest Hemingway

    Play Episode Listen Later Aug 15, 2024 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

    Gold Medal Retirement

    Play Episode Listen Later Aug 1, 2024 56:01


    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

    Gold Medal Retirement

    Play Episode Listen Later Jul 25, 2024 56:01


    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

    Investor Personalities

    Play Episode Listen Later Jul 18, 2024 56:01


    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

    Play Episode Listen Later Jul 11, 2024 56:01


    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

    Financial Planning with Grandma

    Play Episode Listen Later Jul 3, 2024 56:01


    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

    Preventative Care

    Play Episode Listen Later Jun 27, 2024 56:01


    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

    Financial Planning with Charles Barkley

    Play Episode Listen Later Jun 20, 2024 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

    What If...

    Play Episode Listen Later Jun 13, 2024 56:01


    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

    Financial Planning with Mark Twain

    Play Episode Listen Later Jun 6, 2024 56:01


    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

    Rookie Investing Mistakes & Retirement Baseball

    Play Episode Listen Later May 30, 2024 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: 888-823-7526

    Defusing the Tax Time Bomb

    Play Episode Listen Later May 23, 2024 55:53


    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

    Graduating into Retirement

    Play Episode Listen Later May 16, 2024 60:01


    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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