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.
What if retirement isn’t about stopping—it’s about starting something new? In this episode of Financial Straight Talk, Jim Fox shares real-life stories of retirees who redefined their next chapter, from launching tutoring businesses to returning to work with purpose. Whether you love your job or fear what comes next, Jim explores how emotional and financial planning go hand in hand. It’s not just about money...
Think retirement means spending less? Think again. In this episode, Jim Fox unpacks the surprising costs that rise in retirement—like healthcare, debt, and especially travel—and why many retirees actually see a pay bump after leaving the workforce. He dives into the psychology of spending, the importance of a prioritized bucket list, and how savers can learn to enjoy what they’ve built.
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What if retirement feels more like a rut than a reward? In this episode, Jim Fox tackles the emotional side of retirement—boredom, purpose, and the one-third of retirees who aren’t happier after leaving work. Through personal stories and heartfelt advice, Jim encourages listeners to build a “punch list” of meaningful goals and find fulfillment beyond finances. Whether it’s volunteering, reconnecting wi...
What happens when you save your whole life but forget to live it? In this episode, Jim Fox shares the story of Agnes—a retiree with more money than memories—and explores how disciplined savers can struggle to shift into spending mode. From punch lists to legacy planning, Jim explains why retirement is more than a math problem—it’s a mindset. Whether your dream is travel, giving back, or simply enjoying life,...
What do vacuum sales and financial advice have in common? In this episode, Jim Fox shares why too many people are still being sold products instead of being offered real retirement solutions. From the emotional barriers that keep folks from seeking help—like fear of judgment or past bad experiences—to the importance of finding the right advisor fit, Jim breaks down what truly matters in retirement planning. It’s n...
Retirement isn't the same for everyone. Just like every retirement plan isn't the same either. Jim Fox knows that some things work for one person, but might not work for another. You have to figure out what you want from your retirement, otherwise you end up with a pile of ingredients, but no recipe or dish from those ingredients. Let Jim help you turn those ingredients into a tasty dish that is your retirement!
Ready to connect wi...
Think retirement means spending less? Think again. In this episode, Jim Fox unpacks the surprising costs that rise in retirement—like healthcare, debt, and especially travel—and why many retirees actually see a pay bump after leaving the workforce. He dives into the psychology of spending, the importance of a prioritized bucket list, and how savers can learn to enjoy what they’ve built.
Ready to connect with Jim t...
Ken Griffey Jr. has recently taken up a hobby or even second career after his hall of fame career in Major League Baseball. Some of the things he has learned about his new job can be a good reminder for those who are looking for a second act when it comes to retirement. What else does Jim Fox think about this story and retirement planning? Tune in to find out!
Ready to connect with Jim today? Get some Financial Straight Talk!
...Hard to believe it, but Drew Barrymore turns 50 this year. She can't believe it either. She got her AARP card, but it brings up the question of whether 50 is the "right" age to start thinking about or implementing retirement planning. Jim Fox has an answer for you and other things to think about if you have a retirement plan or have thought about getting one started. Tune in for this episode and hear what the Financial Straight Tal...
Sometimes the thing you aren't thinking about can be the one missing piece to the puzzle. In a lot of retirement portfolios, it's long-term care. Jim Fox tells us what we need to know about this crucial piece and how to make sure it's not a gap in your retirement plan.
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With uncertainty in the market and the future of Social Security, Jim Fox tells us that it comes down to something more simple than all of that... planning. Specifically, what buckets you have your money in. Let Jim help you get your money and buckets sorted on this week's episode of Financial Straight Talk!
Ready to connect with Jim today? Get some Financial Straight Talk!
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See omn...
Retirement isn't the same for everyone. Just like every retirement plan isn't the same either. Jim Fox knows that some things work for one person, but might not work for another. You have to figure out what you want from your retirement, otherwise you end up with a pile of ingredients, but no recipe or dish from those ingredients. Let Jim help you turn those ingredients into a tasty dish that is your retirement!
Ready to connect wi...
Shaquille O'Neal talked about investing in his favorite cereals early in his career and makes sure to only invest in things he understands. While it might not be cereal, Jim Fox knows that it's a good idea to know what is in your portfolio so you're not surprised when there might be changes in the market. And also, don't just buy something because someone tells you to. Let Jim Fox help you with some options to better your plan!
Rea...
Hard to believe it, but Drew Barrymore turns 50 this year. She can't believe it either. She got her AARP card, but it brings up the question of whether 50 is the "right" age to start thinking about or implementing retirement planning. Jim Fox has an answer for you and other things to think about if you have a retirement plan or have thought about getting one started. Tune in for this episode and hear what the Financial Straight Tal...
Ken Griffey Jr. has recently taken up a hobby or even second career after his hall of fame career in Major League Baseball. Some of the things he has learned about his new job can be a good reminder for those who are looking for a second act when it comes to retirement. What else does Jim Fox think about this story and retirement planning? Tune in to find out!
Ready to connect with Jim today? Get some Financial Straight Talk!
...Jim Fox discusses all things retirement, this time with specifics on WHEN someone retires. Does it make a difference? What are some things to consider when it comes to what time of the year you retire? All of that and more on this week's episode.
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.
With uncertainty in the market and the future of Social Security, Jim Fox tells us that it comes down to something more simple than all of that... planning. Specifically, what buckets you have your money in. Let Jim help you get your money and buckets sorted on this week's episode of Financial Straight Talk!
Ready to connect with Jim today? Get some Financial Straight Talk!
Follow us on social media: YouTube | Facebook
See omn...
This special episode of the Financial Straight Talk podcast introduces us all to Lucas Kalin. He's 19 and working in the financial industry?? Plus, he tells us what it's like working with Jim Fox.
Ready to connect with Jim today? Get some Financial Straight Talk!
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See omnystudio.com/listener for privacy information.
A special edition of the Financial Straight Talk podcast introduces us to one of Jim's right hand men, John Bertran. John talks a little about how he got into the business, why what they do is important and of course... what it's really like working with Jim Fox.
Ready to connect with Jim today? Get some Financial Straight Talk!
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See omnystudio.com/listener for privacy information.
Everyone has the fear of missing out (FOMO) sometimes. Whether it's a concert, party or big sporting event. Jim Fox wants to make sure that no one feels like they are missing out when it comes to retirement planning and portfolio management. And if you do feel like something is missing, what steps can be taken to get in the right space when it comes to your retirement plan.
Ready to connect with Jim today? Get some Financial ...
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!
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