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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. 2026
  3. 04

Tax Mistakes for New Retirees

Apr 23, 2026

Tax season hits different when you're retired. For new retirees, it can come with a few unwelcome surprises...

 

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Website: https://legacyrootswm.com/

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Questions for your Advisor

Apr 16, 2026

Let’s explore some of the questions that you should be asking your financial advisor whenever you get together to review your situation…

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Website: https://legacyrootswm.com/

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Retirement Lifestyle

Apr 9, 2026

Retirement planning goes beyond finances by ensuring you stay socially connected, mentally engaged, and physically active so your lifestyle remains fulfilling long after you leave the workforce.

Contact Information:

Website: https://legacyrootswm.com/

Phone:...

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