『Financial Straight Talk』のカバーアート

Financial Straight Talk

Financial Straight Talk

著者： Jim Fox
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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.

2025 Jim Fox 個人ファイナンス 政治・政府 経済学
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  • Retirement: It’s Not About Products, It’s About Your Plan

    Retirement: It’s Not About Products, It’s About Your Plan
    2025/09/30

    What if the secret to retirement isn’t a product, but a plan built around your life? Jim Fox shares why thinking outside the box—and beyond sales pitches—leads to financial independence. Learn how knowledge, tax strategy, and personalized planning can help you spend wisely, enjoy your money, and avoid common pitfalls. Discover real stories of retirees living life on their terms, and why understanding your own goals is the key to a fulfilling retirement.

    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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    16 分
  • Best Of: The Punch List: Finding Purpose After the Paycheck

    Best Of: The Punch List: Finding Purpose After the Paycheck
    2025/09/23

    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 with family, or rediscovering a passion, this episode is a reminder that happiness in retirement starts with intention, not income.

    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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    12 分
  • Best Of: Don’t Be Agnes: Spend with Purpose, Not Regret

    Best Of: Don’t Be Agnes: Spend with Purpose, Not Regret
    2025/09/16

    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, this episode challenges you to use your money as a tool, not just a safety net.

    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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    13 分
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