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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.

April 11, 2024 –Retirement Planning with Ben Franklin
Logan sheds light on what we can learn about financial planning through famous Ben Franklin quotes.



April 4, 2024 –Retirement Planning Statistics
Join Logan and Ron as they explore some legitimate reasons for leaving your financial advisor. Then, they'll look at some of the latest national financial planning statistics.



March 6, 2024 –Does Logan Agree or Disagree with Common Financial Assumptions?
On this episode, we'll find out if Logan agrees or disagrees with some common financial planning and retirement assumptions.



February 27, 2024 –Common Divorce Mistakes
Divorce can be a difficult process. Let's take a look at some common financial mistakes that can happen during a divorce.



February 13, 2024 –Presidential Financial Planning
In honor of President's Day, we'll examine some famous presidential quotes and see what financial lessons we can learn from them.



January 30, 2024 –Getting Out Of Your Own Way
With retirement planning, there are variables outside of your control. We'll focus in on what you can control with your finances, to make sure you don't get in your own way.



January 23, 2024 –Translating Financial Jargon
We'll examine some common financial jargon, and translate it into plain English.



January 17, 2024 –The Key Ages of Retirement Planning
There are aspects of your retirement plan that become relevant once you hit a certain age. We'll examine the key ages to plan your finances around.



January 9, 2024 –The Voice Of Greed
Oftentimes, the voice of greed can lead you astray in your investing life. We'll teach you how to recognize this voice and how to ignore it.



January 2, 2024 –401(k) Considerations
Navigating the rules and best practices for a 401(k) can be tricky. We'll give you some ideas to consider as you invest into your 401(k).



December 26, 2023 – Financial Christmas Movie Characters
We're still celebrating the holidays by watching Christmas movies and seeing what financial analogies we can draw with some popular characters.

December 19, 2023 – The Ultimate Retirement Planning Mixtape
We'll bust out some tunes, and see how they can soundtrack your retirement plan.



December 12, 2023 – The Financial Red Zone
With football season in full swing, let's see what plays you should be running once you are in the financial red zone.



November 29, 2023 – Financial Christmas Carols
'Tis the season! Let's see what financial lessons we can learn from some popular Christmas carols.



November 21, 2023 – Climbing The Financial Mountain
We'll analyze how retirement planning is similar to climbing up and down a steep mountain. Make sure that you can reach the peak in retirement!



November 14, 2023 – Financial Lessons From Thanksgiving
With Thanksgiving approaching, we'll see what parallels we can draw between holiday traditions and financial planning.



November 8, 2023 – The Financial Cereal Bowl
What can we learn about retirement planning from browsing the cereal aisle at the grocery store?



October 31, 2023 – Charitable Giving
As we come up on the holiday season, let's take a look at how you can maximize the benefits of charitable giving.



October 24, 2023 – Financial Halloween Candy
With Halloween just around the corner, let's see what financial lessons we can make out of some popular kinds of Halloween candy.



October 17, 2023 – Risk Aversion
You may or may not be comfortable with financial risk, but what's really important is knowing how much risk that you are taking in your portfolio. We'll examine how you can find that out, and also discuss why people don't always know how much risk they are taking.



October 10, 2023 – Learning From Financial Mistakes
Mistakes can be made when you plan for retirement, but you can learn from these mistakes to improve your financial situation.



October 3, 2023 – Financial Planning With Forrest Gump
Let's see what financial lessons we can learn from some quotes by Forrest Gump.



September 26, 2023 – Financial Mistakes That Couples Make
We'll list through some of the most common financial mistakes that we see couples make when they plan for retirement.



September 12, 2023 – Putting Things Off In Retirement Planning
Make sure you aren't procrastinating on these key aspects of your financial plan.



September 5, 2023 – The Financial Doctor
It's time for a trip to the financial doctor to see what might be ailing your retirement portfolio.



August 29, 2023 – Retiring Today
Retirement isn't like it used to be. Even compared to 5 years ago, there are new considerations and variables to plan for. We'll review what it looks like to be prepared for retirement in today's world.



August 22, 2023 – The Financial Red Zone
With football season around the corner, let's talk about the financial red zone that you need to know about as you prepare for retirement.



August 15, 2023 – Obscure Social Security Facts
We'll give you some facts about social security planning that you may not have heard about before.



August 8, 2023 – Investing By Profession
We'll take a look at the investing trends that Logan typically sees from people with particular careers.



August 1, 2023 – Retirement Wisdom From Ron Swanson
Let's take a look at some quotes from the character of Ron Swanson, and see what financial planning lessons we can learn.



July 25, 2023 – Outdated Retirement Strategies
We'll go over some retirement strategies that just don't work in today's day and age.



July 18, 2023 – Technology's Impact On Retirement Planning
Technology has drastically changed society in the past few decades - and retirement planning is no different.



July 13, 2023 – Addressing The Elephants In The Room
Are there any elephants in the room when it comes to your financial plan? In this episode, Logan explores some of the major problems that are obviously present in many financial plans, but often go unaddressed because they're too uncomfortable to discuss.



July 5, 2023 – Packing Your Financial Suitcase
Travel season is in full swing, so let's help you pack the financial suitcase for your retirement journey.



June 27, 2023 – Financial Lies We Tell Ourselves
Sometimes we can convince ourselves of certain financial ideas that aren't true. We'll cut through the misinformation and guesswork to get to the correct financial truth about your retirement portfolio.



June 20, 2023 – Financial Planning With Ted Lasso
We'll take some hilarious quotes from the TV show Ted Lasso, and see what financial wisdom we can glean from them.



June 13, 2023 – Financial Dad Jokes
In honor of Father's Day, we'll crack up and/or groan over some classic dad jokes, and then see how they might relate to your finances.



June 6, 2023 – Navigating Awkward Financial Moments
Sometimes as you plan for retirement, you may encounter some awkward financial situations. Logan will detail how he helps clients navigate some of these common sources of financial awkwardness.



May 30, 2023 – Everybody Calm Down
There are plenty of reasons to be nervous about your finances, but we'll give you the reasons that you should be calm about your retirement plan.



May 23, 2023 – The Retirement Farm
Let's draw some comparisons between living on a farm and preparing for your retirement.



May 16, 2023 – Types Of Risk
We'll go over what types of risk you might be facing in your retirement plan.



May 9, 2023 – Predictable Income
As you enter retirement, you want to be sure that your income is predictable. We'll fill you in on how to make that happen.




May 3, 2023 – Financial Statements That Nobody Says
We'll take a look at some statements about finances that, for one reason or another, we've never heard anyone say.



Apr 25, 2023 – Grading Your Financial Competency
Let's see how you score on understanding your financial situation and being prepared for retirement.



Apr 20, 2023 – Frequently Asked Questions About IRA Accounts
We'll cover some commonly asked questions that people have about their IRA accounts.



Apr 12, 2023 – The Financial Commandments
Are you obeying these important financial commandments as you prepare for retirement?



Apr 4, 2023 – Don't Get Lost With Retirement Planning
Getting lost while driving in the car or hiking in the woods is almost like getting lost in retirement planning. Let’s look at why people get lost and how to get back on track.



Mar 29, 2023 – Outdated Retirement Rules
Just like your iPhone gets old and needs to be replaced, the way that some people think about retirement is obsolete and needs to be updated.



Mar 22, 2023 – Hindsight is 20/20
There are plenty of financial decisions people make that, in hindsight, weren't such a good idea. Learn about these situations now so you don't have any regrets later.



Mar 15, 2023 – Financial Wisdom From Steve Martin
We'll look at some humorous quotes by comedian Steve Martin and see what financial lessons we can learn from them.



Mar 8, 2023 – Cleaning Your Financial Closet
With Spring cleaning season approaching, it's time to see how you can organize your financial closet.



Feb 28, 2023 – Traditional Vs. Roth
We'll discuss the main differences between traditional and roth accounts, and see which type would work best for your financial situation.



Feb 21, 2023 – Financial Planning With Yogi Berra
We'll analyze some famous quotes from baseball player Yogi Berra to see what financial wisdom we can find.



Feb 15, 2023 – Wishful Thinking
We'll counteract some wishful thinking that might be harming your retirement plan.



Feb 8, 2023 – An Oscar-Winning Retirement
With Oscar season fast approaching, we'll take a look at some Best Picture winners, and how they could relate to your financial plan.



Jan 31, 2023 – Separating Your Money
In retirement, you can't have all of your money going to one investment. We'll teach you how to properly separate out your money.



Jan 24, 2023 – Financial Wisdom From Bruce Springsteen
Let's see what financial lessons we can learn from some quotes by "The Boss" - musician Bruce Springsteen.



Jan 18, 2023 – Financial Resolutions
With the new year upon us, let's see what financial resolutions we can make to improve our retirement plan.



Jan 10, 2023 – Black Swan Events
We'll go over some of the stock market's biggest black swan events in its history, to help prepare for whatever the next one might be.



Jan 3, 2023 – Financial New Year
With 2023 upon us, we'll see what's in store for the new year, as well as reflect on the major financial headlines of 2022.



Dec 27, 2022 – 2023 Preview
We'll look ahead and predict what 2023 might bring to the financial world, and how you should be preparing for a new year in your portfolio.



Dec 13, 2022 – End of Year Planning
With 2022 rapidly coming to a close, we'll dive into some important financial considerations to take care of at the end of each year.



Dec 7, 2022 – Financial Christmas Carols
In honor of the holiday season, we'll look at some famous Christmas Carols and see what financial lessons we can learn from them.



Nov 30, 2022 – Retirement Lessons From Disney World
We'll examine what financial lessons we can learn from some of the most famous (and infamous) rides at Disney World.



Nov 22, 2022 – Taking You On A Financial Road Trip
We're taking you on a financial road trip to see what lessons we from hitting the road can be applied to retirement planning. We'll also explore the importance of achieving financial security.



Nov 15, 2022 – Financial Lessons From Thanksgiving 
We'll take a look at the history of Thanksgiving to see what financial planning parallels we can draw.



Nov 8, 2022 – Overrated And Underrated In The Financial World
We'll discuss which aspects of the financial world are overrated, and which parts are underrated.



Nov 1, 2022 – The Seven Deadly Sins Of Retirement Planning
You shouldn’t just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well…



Oct 26, 2022 – Inheritance 101
Inheritance planning can be full of pitfalls. We'll break it all down for you, so you can make inheritance decisions that are right for you and your family.



Oct 19, 2022 – Retirement Planning With Mr. Miyagi
We'll see what financial lessons we can learn from the beloved Karate Kid character Mr. Miyagi.



Oct 11, 2022 – The Retirement Gridiron
With football season in full swing, we'll look at the parallels between financial planning and the game of football.



Oct 5, 2022 – Financial Hurricanes
Find out how you can avoid catastrophes and stormy weather in your financial life.



Sep 28, 2022 – Retirement Planning with Jerry Seinfeld
We'll find out what financial wisdom we can learn from some quotes by Jerry Seinfeld.



Sep 21, 2022 – Financial Mental Blocks
We'll detail some common mental blocks that people can have around their finances, as well as how to avoid them while you plan for retirement.



Sep 14, 2022 – The Retirement Barista
What can we learn about different types of investors by comparing them to cups of coffee?



Sep 7, 2022 – Financial Lessons From Financial Songs
We'll examine some famous song lyrics about money to see how they could apply to your portfolio.



Aug 31, 2022 – Raising Kids and Financial Planning
Believe it or not, parenting and investing are two activities that have a lot in common. Allow us to explain...


Aug 24, 2022 – Retirement Constants and Variables
In retirement, there are certain financial elements that everyone has to deal with, and others that are different for everyone. Learn to recognize the difference so that you can make a financial strategy that works best for your situation.


Aug 18, 2022 – The Worst Investors
We'll analyze some behaviors we've seen from bad investors, and tell you how to avoid making those same mistakes.


Aug 10, 2022 – Older And Wiser
On this episode, we will be looking at how our perspective on money can change as we get older.


Aug 3, 2022 – The Retirement Golf Course
What financial lessons can we learn from the game of golf?


July 27, 2022 – Financial Lessons From The Office
We'll take a look at what financial lesson's we can learn from NBC's The Office and its star character, Michael Scott.


July 20, 2022 – The Final Decade Before Retirement
We'll list out some important decisions you'll have to make as you transition into your retirement lifestyle.


July 13, 2022 – Good News, Bad News
We'll go over the upside and the downside of various financial instruments and situations.


July 6, 2022 – The First Visit
We'll detail what your introductory visit with Logan Sadler will look like.


June 29, 2022 – Financial Independence Day
In honor of Independence Day, we'll discuss how you can become financially independent in retirement.


June 15, 2022 – Retirement Planning with Dad
In honor of Father's Day, let's see what financial lessons we can take from some common dad-isms.


June 8, 2022 – Challenging Conventional Wisdom
Conventional wisdom may not always be correct. We'll analyze and challenge some pieces of "wisdom" from the financial world that might be wrong.


June 1, 2022 – The Retirement Restaurant
We'll take a look at how retirement planning is like eating at a restaurant.


May 25, 2022 – The Retirement Vacation
We'll relate retirement planning to vacation planning. After all, retirement is the longest vacation you'll ever take!


May 11, 2022 – Financial Home Renovations
It's that time of year when the weather warms up and people start renovating their homes. Let's see how these renovation projects could relate to your financial planning.


May 4, 2022 – Financial Tennis
In honor of Mother’s Day, let’s take some of the things that mom used to tell us and apply it to our financial planning.


April 27, 2022 – Financial Tennis
Let's see what we can learn about retirement planning from the game of tennis.


April 20, 2022 – Inflation Update
Skyrocketing inflation is affecting prices across the country. We'll talk about what impact inflation is having on your lifestyle and your retirement plan.


April 13, 2022 – The Financial Junk Drawer
Everyone has a junk drawer in their house. Let's see what financial junk you might have lying around, and how to properly put it to good use.


April 6, 2022 – Retirement Game Shows
We'll look at some popular game shows and see how they could relate to retirement planning.


March 30, 2022 – Financial Terms
In the financial world, there are a lot of confusing terms and definitions. We'll clear up the confusion around some common words and phrases you'll hear as you plan for retirement.


March 23, 2022 – "I Didn't Know You Did That!"
Many times clients don’t even realize all of the services that we can provide for them. We'll discuss some areas where you may not have known that we can help you.


March 16, 2022 – The Wrong Financial Questions to Ask
We'll discuss some of the wrong questions that people ask, and what are the better questions to figure out as you plan for retirement.


March 10, 2022 – Financial Planning With Einstein
What can we learn about financial planning from these quotes from Albert Einstein?


March 2, 2022 – Financial Feelings
Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things..


February 16, 2022 – Financial Planning At The Olympics
We'll explain how we might find similarities between these events at the Winter Olympics and the world of financial planning...


February 9, 2022 – Game Night
What can we learn about Retirement from these popular board games?


February 2, 2022 – Financial Wisdom From Shaq
Let’s see what we can learn about retirement planning from these Shaquille O’Neal quotes…


January 26, 2022 – The Retirement Airport
How is traveling through an airport like planning for retirement? Let’s explore....


January 19, 2022 – Financial Grocery Shopping
How is planning for retirement like going to the grocery store? Let’s explore…


January 12, 2022 – Retirement Planning With Betty White
In honor of her recent passing, today we’re seeing what we can learn about retirement from some classic quotes from Betty White.


January 5, 2022 – New Year Checklist
With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans.


December 27, 2021 – Future Generations
Kids and grandkids often play a big role in financial plans. Let’s talk about some of the common scenarios we see where the future generations somehow come into play during the retirement planning process.


December 21, 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.


December 15, 2021 – Your Financial Stocking
Let’s look at some of the items that someone might want in their financial stocking. Should you be stuffing your stocking with these things or not?


December 8, 2021 – Which Of These Christmas Movie Characters Are You?
With the holidays coming around, we'll take a look at some famous Christmas movie characters - and relate them to the different type of investors we tend to see.


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!

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