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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 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.

May 30, 2024

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:...


May 23, 2024

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


May 16, 2024

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


May 2, 2024

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