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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.
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  2. 401(k) Considerations

401(k) Considerations

Jan 2, 2024

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