Episodes
275
Latest episode
Oct 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.
Even if you feel like you're relatively aligned financially with your spouse, there are still a number of questions and misunderstandings that can come up when it comes to retirement. Let's talk through some of them and see where you might want to revisit with your spouse (and probably alongside your financial advisor)… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
A lot of people can get jumpy when certain things happen in life or in the market. Let's talk through a few of these things that can freak someone out when it comes to investing, and how to put your best face forward to prepare ahead of time… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Let's talk about how pensions fit into retirement planning today.... Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
What kind of financial planning lessons can we learn from Star Wars? Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
It's election season, so let's discuss Logan's campaign talking points if he were running to be America's retirement planner… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
Most people don't realize how many different types of risk they face in their financial planning. Let's break down a few of these risks and how to address them… Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526
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
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Holly Jean Jackson
Dr. Allen Lycka
Jessica Lorello and Maddison Donchez
Mark Mowrey, CFA
Tom Haugh
