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This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Legacy Roots Wealth Management, serving Southern California with offices in Hemet and Redlands. Contact https://legacyrootswm.com/ or 951-652-1544 if you have any questions for Logan and the team.

Dec 26, 2024

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


Dec 19, 2024

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


Dec 12, 2024

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


Dec 5, 2024

Let’s explore some of the financial lies people sometimes tell themselves…

 

Contact Information:

Website: http://www.ruggierifinancial.com/

Phone: 888-823-7526


Nov 26, 2024

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...