『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
エピソード
  • Best Of: The Bucket Strategy can help with uncertainty

    Best Of: The Bucket Strategy can help with uncertainty
    2025/06/17

    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 omnystudio.com/listener for privacy information.
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    15 分
  • A bunch of ingredients doesn't make spaghetti

    A bunch of ingredients doesn't make spaghetti
    2025/06/10

    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 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 分
  • Know what's in your plan, like Shaq

    Know what's in your plan, like Shaq
    2025/06/03

    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!

    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.
    続きを読む 一部表示
    15 分

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