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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.
  1. All Episodes
  2. 2025
  3. 12

Giving Season

Dec 23, 2025

With many thinking about end-of-the-year charitable donations, let's talk through how to give intentionally and also make the most out of how it fits in your portfolio and financial plan…

Contact Information:

Website: https://legacyrootswm.com/

Phone:...

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The Retirement Barista

Dec 18, 2025

What can we learn about different types of investors by comparing them to cups of coffee?

Contact Information:

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

Phone: 888-823-7526

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Mental Blocks

Dec 11, 2025

Today, we'll cover some different mental blocks that affect people in their financial planning.

Contact Information:

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

Phone: 888-823-7526

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