• Financial Straight Talk

  • 著者: Jim Fox
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Financial Straight Talk

著者: Jim Fox
  • サマリー

  • 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.

    2025 Jim Fox
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あらすじ・解説

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.

2025 Jim Fox
エピソード
  • The Bucket Strategy can help with uncertainty
    2025/05/06

    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
  • Getting to know the Wadadli family: Lucas Kalin
    2025/04/29

    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!

    Follow us on social media: YouTube | Facebook

    See omnystudio.com/listener for privacy information.

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    56 分
  • Get to know the Wadadli Family: John Bertran
    2025/04/22

    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!

    Follow us on social media: YouTube | Facebook

    See omnystudio.com/listener for privacy information.

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    13 分

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