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 conventional wisdom is that you can’t put toothpaste back in the tube. That is to say, once the deed is done, there’s no taking it back. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call. Explain why these decisions are so important and can’t be undone… Contact Inform…
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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
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Join Logan and Ron as they explore some legitimate reasons for leaving your financial advisor. Then, they'll look at some of the latest national financial planning statistics. As they run through those numbers, Logan will share his perspective as a financial advisor. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-752…
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Practical Strategies for Retirees Against Scams & Fraud
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Americans have lost more than $3.1 billion to various forms of fraud in the last 12 months. Let’s discuss some of the common scams that we see and how you can protect yourself against them. We'll also chat about overcoming financial planning procrastination in this show. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823…
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Does Logan Agree or Disagree with Common Financial Assumptions?
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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
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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
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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
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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
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We'll examine some common financial jargon, and translate it into plain English. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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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
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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
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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
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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
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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
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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
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'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
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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
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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
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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
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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
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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
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You may or may not be comfortable with financial risk, but what's really important is knowing how much risk that you are taking in your portfolio. We'll examine how you can find that out, and also discuss why people don't always know how much risk they are taking. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526…
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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
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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
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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
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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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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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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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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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