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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.

May 29, 2025

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...


May 15, 2025

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


May 8, 2025

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


May 5, 2025

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

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