Épisodes

  • Mutual Funds
    Feb 19 2026

    Mutual funds have been the most popular investment vehicle for a long time, but that doesn't mean that most people understand them as well as they should. Let's discuss…

    Contact Information:

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

    Phone: 888-823-7526

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    56 min
  • 7 Deadly Sins of Retirement Planning
    Feb 12 2026

    You shouldn't just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well…

    Contact Information:

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

    Phone: 888-823-7526

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    56 min
  • Not Ready to Retire
    Feb 5 2026

    Sometimes people who have reached a conventional retirement age say they don't want to retire…and sometimes they really mean it. Other times, it's just a defense mechanism to compensate for the fact that they feel like they can't retire. So let's explore some of the possible meanings behind the statement, "I don't want to retire."

    Contact Information:

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

    Phone: 888-823-7526

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    56 min
  • 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