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  • 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!

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    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!

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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!

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    13 分
  • Don't have FOMO in retirement planning
    2025/04/15

    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 Straight Talk!

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    See omnystudio.com/listener for privacy information.

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    14 分
  • Navigating Market Turbulence Together
    2025/04/11

    The last couple of weeks in the market have caused quite the roar across the headlines and in the financial world. Jim Fox wants to help you through this time of uncertainty when it comes to your portfolio and retirement plan. In this special edition of the show, he is here to give you some Financial Straight Talk and four ways (and maybe a bonus item!) to navigate through the noise.

    Ready to connect with Jim today? Get some Financial Straight Talk!

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    See omnystudio.com/listener for privacy information.

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    15 分
  • The missing piece?
    2025/04/08

    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.

    Ready to connect with Jim today? Get some Financial Straight Talk!

    See omnystudio.com/listener for privacy information.

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    14 分
  • Playing the Sphere is a lot like retirement
    2025/04/01

    Kenny Chesney is set to play at The Sphere for the first time. With a new venue comes new obstacles and challenges, just like in retirement. Jim Fox tells us how we can navigate the uncertainty that comes with being retired and how to change your lifestyle and financial portfolio to best serve you. With a few tweaks, you can feel better prepared in retirement despite never being retired before!

    Ready to connect with Jim today? Get some Financial Straight Talk!

    See omnystudio.com/listener for privacy information.

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    13 分
  • A Conversation with Chancey Williams
    2025/03/25

    Jim Fox sits down with country music star Chancey Williams from CRS in Nashville.

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    See omnystudio.com/listener for privacy information.

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    16 分