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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.

Jul 13, 2023

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