Episodes
257
Latest episode
Jun 2026
Language
EN
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.
For some people, the idea of putting together a financial plan doesn't sound like much fun. But the idea of building a home sounds like a lot of fun. So let's find the similarities in building a strong financial plan and a dream home… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Risk is almost always something you face when making financial decisions. Investing in the market? Risk. Putting all your money under your mattress? A different kind of risk, but still risk. A recent article from Kiplinger's talks about risk management in different decades of your life, so let's see how much Logan agrees with their recommendations… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Let's talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Let's take these quotes from Walt Disney and turn them into financial wisdom… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Today, we put a Hollywood twist on retirement planning by using Oscar-winning Best Picture titles as prompts for smart conversations about money, investing, and life after work. Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
It's our annual Mother's Day tradition here on the show. Let's take some of the things that mom used to tell us and apply it to our financial planning… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Let's look at some of the common characteristics of highly intelligent people that you should apply to your financial life… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Tax season hits different when you're retired. For new retirees, it can come with a few unwelcome surprises... Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Let's explore some of the questions that you should be asking your financial advisor whenever you get together to review your situation… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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: 888-823-7526
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