Broker Check



This is the podcast version of The Financial Beat Radio Show with the Senior Vice President and Chief Investment Officer, Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape.

December 1, 2021 – Financial Wisdom From Walt Disney
Let’s take some quotes from Walt Disney and turn them into financial wisdom…

November 23, 2021 – Keep It Simple
Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. Logan will break down some areas of retirement planning into more basic terms on today's show.

November 17, 2021 – Financial Lessons at Thanksgiving
Some of our American Thanksgiving traditions can provide some insight on a few financial planning matters.

November 10, 2021 – Making Excuses
Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water.

November 3, 2021 – Financial Half-Truths
We hear a lot half truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. Let’s discuss a few examples…

October 27, 2021 – Financial Silver Linings
Some things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining...

October 20, 2021 – Two Truths and a Lie
Logan will be playing a game on this episode - he'll be given sets of three statements about financial planning, and say which one is the lie. Play along and see if you can spot the correct answers.

October 13, 2021 – Quotes From Great Investors
Wisdom can come from unexpected places. We'll dive into some famous quotes from well-known investors, to see what we can learn from them about retirement planning.

October 6, 2021 – Unlikely Financial Wisdom
Wisdom can come from unexpected places. We'll examine some quotes from some unlikely sources, and see how they relate to financial planning.

September 29, 2021 – Reasons To NOT Call A Financial Advisor
The obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we’re going to tell you all of the reasons that you shouldn’t…

September 22, 2021 – Financial Temptations
Having a good financial plan can help you resist some of the financial temptations that the average person will face. Let’s talk about some of these common temptations that we often see people fall victim to.

September 15, 2021 – This One's On The House
Logan will examine some common housing and real estate questions that people may face as they plan for retirement.

September 8, 2021 – Financial Wisdom From Winston Churchill
Winston Churchill has some choice quotes that could easily apply to financial planning. Let's see what we can learn from him.

September 1, 2021 – Empty Nest Syndrome
Once your kids leave the house, it opens up a new world of questions about your finances and retirement portfolio. We'll answer some of these common questions, so that you're not another victim of empty nest syndrome.

August 25, 2021 – Ready For Retirement
It can be tough to know if you truly are ready for retirement. We can help you prepare, no matter which of these financial situations you find yourself in.

August 20, 2021 – Questions You Didn’t Know to Ask
Lots of people have questions about their retirement. But most people should be asking other questions that they don’t know to ask. We will discuss some common ones we see and why they are so important on today's show.

August 11, 2021 – Moving On From Retirement Mistakes
We all make mistakes - what matters is how you recover and learn from them. We'll give you some ideas on how you can bounce back from financial mistakes.

August 5, 2021 – Common Financial Complaints
We often hear people express similar complaints about their financial situation. Are most of these complaints legitimate, or are people focusing on the wrong things?

July 28, 2021 – Where Do You Stand?
Where do you stand when it comes to retirement planning? We'll go over the main questions a person needs to answer if one of these categories describes their mindset.

July 21, 2021 – How People Make Mistakes
We often talk about some of the common financial mistakes that people make. But it’s also important to understand why and how people make the mistakes that they do.

July 14, 2021 – Inflation 101
Inflation seems to be at the top of the nation's mind lately, with rising prices in nearly every sector of the economy. We'll go over everything you need to know about inflation and how it could affect your retirement.

July 7, 2021 – Financial Wisdom from Mick Jagger
Believe it or not, Mick Jagger has dispensed a lot of retirement wisdom in his life. Granted, he didn’t mean for these statements to have anything to do with money when he said them, but we’re here to weave these quotes into a financial lesson.

June 30, 2021 – Key Financial Memories
Our past can influence our present. How do your memories of key financial moments in our country's history impact how you invest?

June 23, 2021 – Retirement Blind Spots
There are many aspects to retirement planning that you may not be aware of. Logan will help you see everything clearly

June 16, 2021 – Retirement Pop Quiz
Pop Quiz! Let's see how much you know about your retirement planning. Don't worry, Logan can help you study.

June 9, 2021 – The Pre-Retirement Checklist
Like a pilot who completes a safety checklist before he flies, you should check off these items about your finances and lifestyle before you enter into retirement.

June 2, 2021 – The Hierarchy of Retirement Needs
We'll pull from the world of psychology to address what needs you'll have in retirement, and how to meet them.

May 26, 2021 – The Tax Time Bomb
Is there a tax time bomb waiting to go off in your retirement portfolio? Logan can help you identify and defuse it before it wreaks havoc on your financial plan.

May 20, 2021 – Financial Wisdom From Grandma
You probably heard a lot of saying from your grandmother as you were growing up. We'll examine how those sayings can be applied to financial planning.

May 12, 2021 – The Biden Administration's Tax Plan
President Biden has revealed his new tax proposals, which are now making their way through Congress. We'll break down what those tax changes could mean for your retirement plan.

May 6, 2021 – How People Make Mistakes
We often talk about some of the common financial mistakes that people make. But it’s also important to understand why and how people make the mistakes that they do.

Apr 28, 2021 – Retirement Pop Quiz
Pop Quiz! Let's see how much you know about your retirement planning. Don't worry, Logan can help you study.

Apr 21, 2021 – Being Satisfied In Retirement
Retirement isn't just about surviving, it's about thriving. We'll go over some ways that you can be satisfied in retirement.

Apr 14, 2021 – Retirement Baseball
Now that baseball season is in full-swing, we'll take a look at what financial lessons we can learn from America's favorite pastime.

Apr 7, 2021 – Unpopular Financial Opinions
Some financial advisors would rather give you a popular opinion rather than the right one. Logan will tell you what you need to hear.

Mar 31, 2021 – Decoding Financial Acronyms
Jargon in the financial world can be intimidating to figure out. Thankfully, you have Logan Sadler to tell you what all these financial acronyms mean.

Mar 17, 2021 – Financial March Madness
March Madness is almost here! We'll take a look at some parallels between preparing your tournament bracket and preparing your finances.

Mar 10, 2021 – Should You Listen To Dave Ramsey?
Dave Ramsey is a popular radio personality that has a lot to say about finances and debt elimination. How does his advice hold up?

Mar 3, 2021 – The Retirement Jigsaw Puzzle
We'll discuss how retirement planning is like assembling a jigsaw puzzle. Make sure that all of your financial pieces fit together as you head into retirement.

Feb 24, 2021 – Financial Wisdom From Calvin and Hobbes
Let's see what financial lessons we can learn from the beloved comic strip Calvin and Hobbes.

February 19, 2021 – Why To Hire An Advisor
Plenty of folks out there have never considered the fact that they should have a financial advisor. Others know that they probably need one but can’t necessarily articulate why. Let’s explore a few reasons to work with an advisor…

Got questions about any of the topics you have tuned into? Reach out to us!

Thank you!