123 episodes
Financial Straight Talk Jim Fox
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- Business
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/
Follow on Facebook & YouTube!
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.
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Best Of: Limitations of Robo-Advisors
Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning.
In this episode, Jim discusses how a financial advisor may provide personalized advice and understand the emotional side of retirement planning.
Ready to begin planning for your retirement? Visit Financial Straight Talk today!
See omnystudio.com/listener for privacy information. -
Best of: Interview with Chase Matthew
Chase Matthew discusses his music influences, the impact of his music on young people, and his journey in the music industry. He also talks about staying grounded and managing finances at a young age.
Follow Chase Matthew on Facebook and Instagram:
https://www.facebook.com/ChaseMatthewMcQuitty/
https://www.instagram.com/iamchasematthew/
Check out his website for tour dates and merch! https://www.chasematthew.com/
See omnystudio.com/listener for privacy information. -
The Dangers of DIY Retirement Planning
In this episode of Financial Straight Talk, Jim Fox discusses the importance of tax planning and the potential dangers of DIY retirement planning. He emphasizes the need to understand how taxes will impact retirement income and the importance of making informed decisions about withdrawals and conversions. Jim also highlights the three key components of income planning: taxation, risk management, and longevity. He encourages listeners to seek professional help to avoid costly mistakes and maximize their retirement savings.
Ready to connect with Jim today? Get some Financial Straight Talk!
See omnystudio.com/listener for privacy information. -
The Bucket Strategy for Generating Income
In this episode of Financial Straight Talk, Jim Fox discusses the importance of focusing on long-term financial planning rather than getting caught up in short-term noise and market fluctuations. He emphasizes the need for a non-emotional, methodical, and mathematical approach to retirement planning. Jim introduces the concept of Market Guard, a system that helps eliminate emotional decision-making and ensures a balanced portfolio. He also highlights the significance of having a solid income strategy in retirement and explains the bucket strategy for generating income.
Ready to connect with Jim today? Get some Financial Straight Talk!
See omnystudio.com/listener for privacy information. -
The Limitations of Robo-Advisors
Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning.
In this episode, Jim discusses how a financial advisor may provide personalized advice and understand the emotional side of retirement planning.
Ready to begin planning for your retirement? Visit Financial Straight Talk today!
See omnystudio.com/listener for privacy information. -
Interview with Chase Matthew
Chase Matthew discusses his music influences, the impact of his music on young people, and his journey in the music industry. He also talks about staying grounded and managing finances at a young age.
Follow Chase Matthew on Facebook and Instagram:
https://www.facebook.com/ChaseMatthewMcQuitty/
https://www.instagram.com/iamchasematthew/
Check out his website for tour dates and merch! https://www.chasematthew.com/
See omnystudio.com/listener for privacy information.