Financial Straight Talk
By Jim Fox
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Category: Investing
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Episodes: 242
Description
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/
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.
| Episode | Date |
|---|---|
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The Best Retirement Plans Are Built for the Unexpected
|
Sep 08, 2026 |
|
Why Age 59½ Could Be the Most Important Retirement Milestone You've Never Considered
|
Sep 01, 2026 |
|
The Telescope and Microscope Approach to Retirement
|
Aug 25, 2026 |
|
More Information, More Confusion: Navigating Retirement Today
|
Aug 18, 2026 |
|
The Great Wealth Transfer: How Much Will Actually Reach Your Family?
|
Aug 11, 2026 |
|
Why a Set-It-and-Forget-It Retirement Strategy Can Backfire
|
Aug 04, 2026 |
|
What Happens to Everything You’ve Built When You’re Gone?
|
Jul 28, 2026 |
|
An Exclusive Conversation with Country Music Legend Clint Black
|
Jul 27, 2026 |
|
Best Of: How to Stop Letting Headlines Drive Your Retirement Plan
|
Jul 21, 2026 |
|
When Life Changes, Does Your Retirement Plan Hold Up?
|
Jul 14, 2026 |
|
Best Of: You Can’t Predict Chaos—But You Can Plan for It
|
Jul 07, 2026 |
|
Are You Prepared to Enjoy Retirement—Not Just Fund It?
|
Jun 30, 2026 |
|
Why the “Magic Number” for Retirement Might Mislead You
|
Jun 23, 2026 |
|
Planning for Retirement’s Most Unpredictable Challenge
|
Jun 16, 2026 |
|
Don’t Wait Too Long to Enjoy the Retirement You Built
|
Jun 09, 2026 |
|
Why Your “Why” Matters More Than Your Returns
|
Jun 02, 2026 |
|
A bunch of ingredients doesn't make spaghetti
|
May 26, 2026 |
|
The Retirement Curveball Most People Don’t Plan For
|
May 19, 2026 |
|
Why There’s No “Right Age” to Claim Social Security
|
May 12, 2026 |
|
Why a Simple Will Isn’t Enough
|
May 05, 2026 |
|
How to Stop Letting Headlines Drive Your Retirement Plan
|
Apr 28, 2026 |
|
Best Of: Retirement is more than just "Dumb Math"
|
Apr 21, 2026 |
|
Best Of: Sticking the Landing: Why Most Retirement Plans Fall Apart
|
Apr 14, 2026 |
|
You Can’t Predict Chaos—But You Can Plan for It
|
Apr 07, 2026 |
|
Why Retirement Is More Than Just the Math
|
Mar 31, 2026 |
|
Retiring Alone: The Challenges Most Plans Don’t Address
|
Mar 24, 2026 |
|
Why Long‑Term Care Can Change Everything
|
Mar 17, 2026 |
|
You Don’t Have a Retirement Plan—You Have a Bunch of Stuff
|
Mar 10, 2026 |
|
Best Of: Debt, Taxes, and the Holy Trinity of Retirement
|
Mar 03, 2026 |
|
The Double‑Stuffed Retirement Myth
|
Feb 24, 2026 |
|
You Don’t Have a Retirement Plan—You Have a Pile of Products
|
Feb 17, 2026 |
|
Sticking the Landing: Why Most Retirement Plans Fall Apart
|
Feb 10, 2026 |
|
You’re Ready on Paper—But Are You Ready in Your Mind?
|
Feb 03, 2026 |
|
Retire with Purpose: What Dolly Parton Can Teach Us About Aging
|
Jan 27, 2026 |
|
Forget the 4% Rule—Here’s the Real Math Behind Retirement
|
Jan 20, 2026 |
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Retirement is more than just "Dumb Math"
|
Jan 13, 2026 |
|
Retirement Wake-Up Call: Why Income Planning Matters Most
|
Jan 06, 2026 |
|
Best Of: Why “Quick Fixes” Can Wreck Your Legacy
|
Dec 30, 2025 |
|
Best Of: The Mistakes That Can Haunt Your Estate
|
Dec 23, 2025 |
|
Best Of: Retirement: It’s Not About Products, It’s About Your Plan
|
Dec 16, 2025 |
|
Debt, Taxes, and the Holy Trinity of Retirement
|
Dec 09, 2025 |
|
Best Of: Why Your Retirement Plan Needs More Than Just Math
|
Dec 02, 2025 |
|
Semper Gumby: The Retirement Plan That Bends, Not Breaks
|
Nov 25, 2025 |
|
Is Your Retirement Plan Built to Weather Any Storm?
|
Nov 18, 2025 |
|
Best Of: Retirement: It’s Not About Products, It’s About Your Plan
|
Nov 04, 2025 |
|
Best Of: Retirement Isn’t the End—It’s the Next Beginning
|
Oct 28, 2025 |
|
The Mistakes That Can Haunt Your Estate
|
Oct 21, 2025 |
|
Why “Quick Fixes” Can Wreck Your Legacy
|
Oct 14, 2025 |
|
Why Your Retirement Plan Needs More Than Just Math
|
Oct 07, 2025 |
|
Retirement: It’s Not About Products, It’s About Your Plan
|
Sep 30, 2025 |
|
Best Of: The Punch List: Finding Purpose After the Paycheck
|
Sep 23, 2025 |
|
Best Of: Don’t Be Agnes: Spend with Purpose, Not Regret
|
Sep 16, 2025 |
|
What If You Don’t Die Fast Enough? The Real Retirement Challenge
|
Sep 09, 2025 |
|
Best Of: Don’t Buy the Vacuum: Rethinking Financial Advice
|
Sep 02, 2025 |
|
Retirement Isn’t the End—It’s the Next Beginning
|
Aug 26, 2025 |
|
Best Of: Retirement Shock: Why You Might Spend More Than You Think
|
Aug 19, 2025 |
|
The Punch List: Finding Purpose After the Paycheck
|
Aug 12, 2025 |
|
Don’t Be Agnes: Spend with Purpose, Not Regret
|
Aug 05, 2025 |
|
Don’t Buy the Vacuum: Rethinking Financial Advice
|
Jul 29, 2025 |
|
Best Of: A bunch of ingredients doesn't make spaghetti
|
Jul 22, 2025 |
|
Retirement Shock: Why You Might Spend More Than You Think
|
Jul 15, 2025 |
|
Best Of: Retirement lessons from The Kid
|
Jul 08, 2025 |
|
Best Of: Is 50 the magic number?
|
Jul 01, 2025 |
|
Best Of: The missing piece?
|
Jun 24, 2025 |
|
Best Of: The Bucket Strategy can help with uncertainty
|
Jun 17, 2025 |
|
A bunch of ingredients doesn't make spaghetti
|
Jun 10, 2025 |
|
Know what's in your plan, like Shaq
|
Jun 03, 2025 |
|
Is 50 the magic number?
|
May 27, 2025 |
|
Retirement lessons from The Kid
|
May 20, 2025 |
|
Best Of: What time of the year should I retire?
|
May 13, 2025 |
|
The Bucket Strategy can help with uncertainty
|
May 06, 2025 |
|
Getting to know the Wadadli family: Lucas Kalin
|
Apr 29, 2025 |
|
Get to know the Wadadli Family: John Bertran
|
Apr 22, 2025 |
|
Don't have FOMO in retirement planning
|
Apr 15, 2025 |
|
Navigating Market Turbulence Together
|
Apr 11, 2025 |
|
The missing piece?
|
Apr 08, 2025 |
|
Playing the Sphere is a lot like retirement
|
Apr 01, 2025 |
|
A Conversation with Chancey Williams
|
Mar 25, 2025 |
|
AI: Good for Retirement Planning?
|
Mar 18, 2025 |
|
Best Of: If you don't want a Chevy, don't buy a Camaro
|
Mar 11, 2025 |
|
Best Of: The Power of Simplicity in Financial Planning
|
Mar 04, 2025 |
|
What time of the year should I retire?
|
Feb 25, 2025 |
|
End of the football season
|
Feb 18, 2025 |
|
If Worms Had Machine Guns, Birds Wouldn't Mess with Them
|
Feb 11, 2025 |
|
Legacy Planning: Make sure everyone is on the same page
|
Feb 04, 2025 |
|
Best Of: The Retirement Crisis for Baby Boomers
|
Jan 28, 2025 |
|
Microretirement and F.I.R.E. Movement
|
Jan 21, 2025 |
|
If you don't want a Chevy, don't buy a Camaro
|
Jan 14, 2025 |
|
The Power of Simplicity in Financial Planning
|
Jan 07, 2025 |
|
From Humble Beginnings to Financial Independence: The Jim Fox Story
|
Dec 31, 2024 |
|
Best Of: Market Trends: What to Expect Post-Election
|
Dec 24, 2024 |
|
The Retirement Crisis for Baby Boomers
|
Dec 17, 2024 |
|
Best Of: Remodeling a Home and Your Retirement Plan
|
Dec 10, 2024 |
|
Best Of: Time Changes and Changes to Your Financial Plan
|
Dec 03, 2024 |
|
The Holiday Spirit of Financial Planning
|
Nov 26, 2024 |
|
Best Of: The 401(k) and Candy Corn: Are Either Worth It?
|
Nov 19, 2024 |
|
Remodeling a Home and Your Retirement Plan
|
Nov 12, 2024 |
|
Time Changes and Changes to Your Financial Plan
|
Nov 05, 2024 |
|
Market Trends: What to Expect Post-Election
|
Oct 29, 2024 |
|
The 401(k) and Candy Corn: Are Either Worth It?
|
Oct 22, 2024 |
|
Best Of: BEWARE of Fees!
|
Oct 15, 2024 |
|
Building Trust in Financial Planning
|
Oct 08, 2024 |
|
Best Of: Considering Taxes and Fees
|
Oct 01, 2024 |
|
Best Of: Navigating Market Volatility: Don't Panic, Stay Calm
|
Sep 24, 2024 |
|
Best Of: Finding Balance and Harmony in Retirement Planning
|
Sep 17, 2024 |
|
BEWARE of Fees!
|
Sep 10, 2024 |
|
Best Of: Becoming a Wise Steward of Money in Retirement
|
Sep 03, 2024 |
|
Best Of: Supporting Adult Children: A Drain on Retirement Funds
|
Aug 27, 2024 |
|
Navigating Market Volatility: Don't Panic, Stay Calm
|
Aug 20, 2024 |
|
Finding Balance and Harmony in Retirement Planning
|
Aug 13, 2024 |
|
Becoming a Wise Steward of Money in Retirement
|
Aug 06, 2024 |
|
Considering Taxes and Fees
|
Jul 30, 2024 |
|
The Importance of a Comprehensive Financial Plan
|
Jul 23, 2024 |
|
Supporting Adult Children: A Drain on Retirement Funds
|
Jul 16, 2024 |
|
Best Of: The Dangers of DIY Retirement Planning
|
Jul 09, 2024 |
|
Best Of: Outdated Rules in Retirement
|
Jul 02, 2024 |
|
Best Of: The Bucket Strategy for Generating Income
|
Jun 25, 2024 |
|
Best Of: How Much Risk is in your Retirement Portfolio?
|
Jun 18, 2024 |
|
Best Of: Retirement Advice from the Real Wolf of Wall Street
|
Jun 11, 2024 |
|
Best Of: Limitations of Robo-Advisors
|
Jun 04, 2024 |
|
Best of: Interview with Chase Matthew
|
May 28, 2024 |
|
The Dangers of DIY Retirement Planning
|
May 21, 2024 |
|
The Bucket Strategy for Generating Income
|
May 14, 2024 |
|
The Limitations of Robo-Advisors
|
May 07, 2024 |
|
Interview with Chase Matthew
|
Apr 30, 2024 |
|
How much risk is in your retirement portfolio?
|
Mar 19, 2024 |
|
Outdated Rules in Retirement
|
Mar 12, 2024 |
|
The Father of the 401(K) Says What You’re Missing
|
Feb 27, 2024 |
|
Technology’s role in your retirement
|
Feb 06, 2024 |
|
Retirement Advice from the Wolf of Wall Street
|
Jan 23, 2024 |
|
How to create multiple sources of income in retirement!
|
Jan 16, 2024 |
|
The Financial Straight Talk Christmas Special!
|
Dec 26, 2023 |
|
6 tips for lowering your RMD’s in retirement!
|
Dec 12, 2023 |
|
Not your neighbor's retirement plan
|
Dec 05, 2023 |
|
Financial moves to make before 2024!
|
Nov 14, 2023 |
|
The ingredients to a healthy retirement plan!
|
Nov 07, 2023 |
|
Which monsters could be a threat to your retirement dreams?
|
Oct 31, 2023 |
|
Maxing Out Your 401(k) Near Retirement: Pros, Cons, and Other Options
|
Oct 10, 2023 |
|
Common 401(k) Mistake: Are You Making It?
|
Oct 03, 2023 |
|
What’s worse- death or taxes?
|
Sep 19, 2023 |
|
The Dangers of Getting Financial Advice from Social Media
|
Sep 12, 2023 |
|
Pro-Tip for Retirement: How to take advantage of the Trump tax cuts right now.
|
Sep 05, 2023 |
|
The 5 things wealthy people do to stay wealthy
|
Aug 21, 2023 |
|
Barbie's Retirement: Managing 200+ Careers and 401(k)'s - Tips for Financial Success
|
Aug 07, 2023 |
|
What is outdated in your portfolio?
|
Jul 31, 2023 |
|
Financial Advice from Famous Folks
|
Jul 17, 2023 |
|
Is your pension safe from the market?
|
Jun 19, 2023 |
|
The 6 most common mistakes made in retirement
|
May 29, 2023 |
|
The Power of Market Guard
|
May 22, 2023 |
|
Pros and Cons to having an annuity in your 401(k)
|
May 15, 2023 |
|
Don't let the tax code take advantage of you
|
May 08, 2023 |
|
How save on future taxes now
|
Apr 24, 2023 |
|
Financial Misinformation
|
Apr 17, 2023 |
|
What is the greatest threat to your portfolio?
|
Apr 03, 2023 |
|
What would you do to not pay taxes?
|
Mar 27, 2023 |
|
What to look for in a financial advisor for retirement
|
Mar 06, 2023 |
|
There will always be tacos in retirement
|
Feb 27, 2023 |
|
Bad habits that could affect your retirement
|
Feb 20, 2023 |
|
Can Artificial Intelligence create a successful plan for retirement
|
Feb 13, 2023 |
|
Can you retire when you're 50
|
Feb 06, 2023 |
|
5 questions you should ask your financial advisor
|
Jan 30, 2023 |
|
How will the Secure Act 2.0 impact your retirement
|
Jan 23, 2023 |
|
What does 2023 look like for retirees
|
Jan 17, 2023 |
|
The importance of customer service
|
Jan 02, 2023 |
|
The Financial Straight Talk Christmas Special
|
Dec 19, 2022 |
|
Using the tax code to your advantage
|
Dec 12, 2022 |
|
Preventing Financial FOMO
|
Nov 21, 2022 |
|
This is not your parents retirement
|
Nov 14, 2022 |
|
What would you do if the IRS gave you $9 million
|
Nov 07, 2022 |
|
How do we manage risk with our investments
|
Oct 31, 2022 |
|
Finding your balance in retirement
|
Oct 24, 2022 |
|
Max out your current tax bracket
|
Oct 17, 2022 |
|
Tools To Generate Income
|
Oct 10, 2022 |
|
Focusing on the financial fundementals
|
Oct 03, 2022 |
|
What is the perfect age to retire
|
Sep 19, 2022 |
|
How will the Secure Act 2.0 affect you
|
Sep 12, 2022 |
|
The Myths of Annuities
|
Aug 29, 2022 |
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The real Lottery winner
|
Aug 08, 2022 |
|
Financial decisions to make during a recession
|
Aug 01, 2022 |
|
The journey to financial independence
|
Jul 25, 2022 |
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Why do you need a legacy plan
|
Jul 18, 2022 |
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The difference between a boutique advisor and a big box shop
|
Jul 11, 2022 |
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6 things you can do to ride out a bear market
|
Jun 27, 2022 |
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Vice President Mike Pence and Social Security
|
Jun 20, 2022 |
|
The Financial Straight Talk Extravaganza
|
Jun 13, 2022 |
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What's your retirement personality type?
|
Jun 06, 2022 |
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Don't delay your retirement
|
May 30, 2022 |
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Redefine your retirement
|
May 23, 2022 |
|
Is your retirement check engine light on
|
May 16, 2022 |
|
Spotting (and avoiding!) Scam Artists
|
May 02, 2022 |
|
The importance of having a team with country music star Jason Aldean
|
Apr 25, 2022 |
|
Stop giving away free money
|
Apr 18, 2022 |
|
The good, the bad, and the ugly of annuities
|
Apr 11, 2022 |
|
Wasted time and wasted money
|
Mar 28, 2022 |
|
Do you have enough money to retire
|
Mar 14, 2022 |
|
What is your financial game plan
|
Mar 07, 2022 |
|
How might Russia-Ukraine affect your wallet
|
Feb 28, 2022 |
|
How different generations look at money
|
Feb 21, 2022 |
|
When should you pay taxes on investments
|
Feb 14, 2022 |
|
Unconventional Strategies
|
Jan 31, 2022 |
|
Lessons learned from Social Media
|
Jan 17, 2022 |
|
The List of Financial Resolutions
|
Jan 10, 2022 |
|
Is Santa Retiring
|
Dec 27, 2021 |
|
Don't become a victim to the holidays
|
Dec 20, 2021 |
|
Investing in happiness & Your guide to gifting
|
Dec 13, 2021 |
|
The Christmas Price Index
|
Dec 06, 2021 |
|
Looking beyond the end of the year
|
Nov 15, 2021 |
|
Being a Wise Steward of Your Money
|
Nov 04, 2021 |
|
Conquering Your Mountain
|
Oct 25, 2021 |
|
Caveat Emptor
|
Oct 18, 2021 |
|
Don't get buried in a financial rockslide
|
Oct 11, 2021 |
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The Perfect Storm is Brewing - What to watch out for
|
Oct 04, 2021 |
|
Expenses adding up
|
Sep 20, 2021 |
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To Roth or not to Roth - When does it make sense?
|
Aug 30, 2021 |
|
Humble Beginnings
|
Aug 23, 2021 |
|
Technological advances in the financial industry
|
Aug 16, 2021 |
|
Forgotten 401(k)s are more common than you'd think!
|
Aug 09, 2021 |
|
Back to school!
|
Aug 02, 2021 |
|
Billionaires in Space! And the trips you will take
|
Jul 26, 2021 |
|
Money 101 - Eliminating Debt
|
Jul 19, 2021 |
|
An Alarming Mentality
|
Jul 12, 2021 |
|
The Origin Story
|
Jul 05, 2021 |
|
When you should create a legacy plan
|
Jun 28, 2021 |
|
Financial Secrets
|
Jun 21, 2021 |
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The Impact of Rising Taxes
|
Jun 14, 2021 |
|
Doing It Yourself
|
May 24, 2021 |
|
The American Dream or American Nightmare?
|
May 17, 2021 |
|
Does Cryptocurrency have a place in your portfolio?
|
May 10, 2021 |
|
More taxes on the way?
|
May 03, 2021 |
|
Dealing with Discretionary Income
|
Apr 19, 2021 |
|
401(k) - Friend or Foe?
|
Apr 05, 2021 |
|
Enjoy the journey
|
Mar 29, 2021 |
|
The Stimulus Check Challenge
|
Mar 22, 2021 |
|
A Proactive Approach
|
Mar 15, 2021 |
|
Avoiding the Mortgage Trap
|
Mar 08, 2021 |
|
Guarding Your Legacy
|
Feb 22, 2021 |
|
Roth vs Traditional IRAs
|
Feb 15, 2021 |
|
Understanding Life Insurance
|
Feb 08, 2021 |
|
Stop Being Sick and Tired of Being Sick and Tired
|
Feb 01, 2021 |
|
The $60 Pizza
|
Jan 25, 2021 |
|
Avoiding the Debt Trap
|
Jan 18, 2021 |
|
Breaking Down the Biden Proposed Tax Plan
|
Jan 13, 2021 |