Episodes
267
Latest episode
Aug 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.
Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure and come with some headaches. It can involve paperwork, financial accounts, taxes, property, creditors, family dynamics, and months (or even years) of work. Let's talk through how to handle this role well… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Let's address some of the frequently asked questions that people have about IRAs… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Sometimes people will justify a purchase by calling it an "investment," even though the purchase doesn't really qualify as an investment. Let's see what purchases Logan considers an investment, and which ones he doesn't. Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
As the school supplies in the stores remind us of kids going back to school, let's talk about college and the different ways of saving for it… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Not everyone needs a financial advisor. Other people desperately need a financial advisor. But not everyone necessarily understands which bucket they fall into... Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Hopefully your world won't be shaken too violently when we drop these truth bombs in your lap… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
It seems that there's a completely different set of financial challenges faced by Baby Boomers, compared to what their parents faced. Let's talk about some specific retirement planning considerations for this generation. Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
For some people, summer is a good time for some cleaning up around the house. And that often means diving into a cluttered closet and getting it cleaned out and organized. Let's see what principles we can take from a closet clean-out that we can apply to our financial lives… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Toy Story 5 is in theaters now, but let's look back at the original Toy Story (which came out more than 30 years ago). What can this Pixar classic teach us about retirement? Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Everybody likes things to be easy, so we've made this handy list of easy ways to ruin your retirement, if you're into that kind of thing… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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