Financial Straight Talk copertina

Financial Straight Talk

Financial Straight Talk

Di: Jim Fox
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A proposito di questo titolo

Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/

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About Jim Fox, Founder & President:

Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over 20 years of experience. He founded Wadadli Financial Group in 2006 after leaving a large financial services firm because he felt that the firm was more interested in selling products than in providing good advice to its clients. Jim is a firm believer in integrity and always focuses on his clients goals.

He is honest and transparent with them about their financial situation and works with them to help develop a plan that meets their needs. Jim is committed to providing his clients with the proper tools and service. He is a trusted advisor who has many years of experience helping people work towards their financial goals. Click here to learn more about Jim and the team at Wadadli Financial Group.

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 3074075- 8/23.

2026 Jim Fox Economia Finanza personale Politica e governo
Episodi
  • Retirement is more than just "Dumb Math"

    Retirement is more than just "Dumb Math"
    Jan 13 2026

    A new $6,000 senior deduction is making headlines, but smart retirees know tax planning is about more than just April 15th. In this episode, Jim Fox breaks down why understanding taxes, risk, and longevity is key for keeping more of your money in retirement. Learn how interactive tax mapping can reveal hidden savings, why the industry often fails retirees, and how a logical, personalized approach can help you make better decisions—without the sales pitch. Discover why it’s never too late to get on track and why your financial future deserves more than just “dumb math.”

    Ready to connect with Jim today? Get some Financial Straight Talk!

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    See omnystudio.com/listener for privacy information.
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    16 min
  • Retirement Wake-Up Call: Why Income Planning Matters Most

    Retirement Wake-Up Call: Why Income Planning Matters Most
    Jan 6 2026

    An 88-year-old forced to work after losing his pension highlights the urgent need for a real retirement income plan. In this episode, Jim Fox shares why relying on luck or outdated strategies isn’t enough—and how a written, personalized plan can help you avoid financial heartbreak. Learn how to balance annuities, CDs, dividend accounts, and market investments to create reliable income, address healthcare costs, and safe guard your family’s future. Discover why honest advice and clear options matter more than sales pitches, and why taking action now can change your retirement story.

    Ready to connect with Jim today? Get some Financial Straight Talk!

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    See omnystudio.com/listener for privacy information.
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    15 min
  • Best Of: Why “Quick Fixes” Can Wreck Your Legacy

    Best Of: Why “Quick Fixes” Can Wreck Your Legacy
    Dec 30 2025

    What happens if you inherit a house—or an IRA—without a plan? This episode of Financial Straight Talk with Jim Fox dives into the real-life consequences of legacy planning mistakes, from losing out on a step-up in basis to getting tangled in probate. Learn why quick fixes like “quick claim” deeds can backfire, how a Ladybird deed can simplify inheritance, and why having a written plan matters more than any single product. Discover the difference between having financial products and having a true retirement strategy.

    Ready to connect with Jim today? Get some Financial Straight Talk!

    Follow us on social media: YouTube | Facebook

    See omnystudio.com/listener for privacy information.
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    14 min
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