Episodi

  • How You Grew Up
    Jan 29 2026

    The values that people were taught growing up, or the economic conditions that they lived through as children, often have a significant effect on how they view money as adults. Logan explains how he's seen these different upbringings manifest themselves in folks' financial mindsets many years later…

    Contact Information:

    Website: http://www.ruggierifinancial.com/

    Phone: 888-823-7526

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    56 min
  • How Advisors Make Money
    Jan 22 2026

    There are different ways that financial advisors can be paid. Let's talk about those different ways...

    Contact Information:

    Website: http://www.ruggierifinancial.com/

    Phone: 888-823-7526

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    56 min
  • New Year Checklist
    Jan 15 2026

    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…

    Contact Information:

    Website: http://www.ruggierifinancial.com/

    Phone: 888-823-7526

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    56 min
  • What's Changing in the New Year?
    Jan 8 2026

    Like every new year, 2026 comes with a few new changes. Let's talk about what you need to know about the year ahead and how to prepare for it financially.

    Contact Information:

    Website: http://www.ruggierifinancial.com/

    Phone: 888-823-7526

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    56 min
  • Giving Season
    Dec 23 2025

    With many thinking about end-of-the-year charitable donations, let's talk through how to give intentionally and also make the most out of how it fits in your portfolio and financial plan…

    Contact Information:

    Website: http://www.ruggierifinancial.com/

    Phone: 888-823-7526

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    56 min
  • The Retirement Barista
    Dec 18 2025

    What can we learn about different types of investors by comparing them to cups of coffee?

    Contact Information:

    Website: http://www.ruggierifinancial.com/

    Phone: 888-823-7526

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    56 min
  • Mental Blocks
    Dec 11 2025

    Today, we'll cover some different mental blocks that affect people in their financial planning.

    Contact Information:

    Website: http://www.ruggierifinancial.com/

    Phone: 888-823-7526

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    56 min
  • Retirement Sabotage
    Nov 20 2025

    With all of the things in the financial world that you can't control, why would you sabotage your own retirement by messing up the things you CAN control? Let's discuss some ways that people sabotage their own financial health…

    Contact Information:

    Website: http://www.ruggierifinancial.com/

    Phone: 888-823-7526

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    56 min