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Join Logan Sadler, the Senior Vice President and Chief Investment Officer of Ruggieri Financial, for helpful money tips, financial education and to get an advisor's perspective on the ever-changing retirement planning landscape. From short clips to thoughtful discussion, we'll tackle a wide variety of topics on The Financial Beat.

Are Finances Not Your Thing? Watch This

If you've ever felt that financial matters just aren't your thing, you're not alone. We get it - whether it's stocks, bonds, or 401(k)s, there are so many different strategies and opinions out there, which can make money conversations feel overhwleming. But that doesn't mean they aren't critical. In today's video, we're going to break down why it's important to overcome the hesitation and familiarize yourself with the impacts that money can have both on your current life and future retirement. 

Retiring Next Year? Here Are 3 Things You MUST Prioritize 

Are you retiring next year and wondering what items should prioritize? In this video, Logan will share 3 important considersations for those with fast-approaching retirement dates. Listen in as he explains why looking at your debt, prioritizing your savings, and having an income plan are crucial as you head into retirement. Don't miss out on these essential tips to navigate this new transition with confidence!

Can Conservative Investors Keep Up With Inflation?

Can conversative investors keep up with inflation? In this video, Logan addresses the concern raised by a new client. In a world where inflation rates are reaching new highs, coservative investors may wonder if they can keep up without taking on excessive risk. Stay tuned as Logan provides insights into strategies that don't necessarily involved higher risks, but can help combat inflation effectively. 

Is "Lazy Money" Still A Concern in 2024?

Is "Lazy Money" still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings, accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds in a world where traditional saving methods are seeing better returns. Are these options now a viable part of a savvy investment strategy, or are there still better ways to make your money work harder for you?

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