• Financial Straight Talk

  • 著者： Jim Fox
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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/

    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.
    2024 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.
2024 Jim Fox
ビジネス・キャリア 個人ファイナンス 政治・政府 経済学
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  • Best Of: The 401(k) and Candy Corn: Are Either Worth It?

    Best Of: The 401(k) and Candy Corn: Are Either Worth It?
    2024/11/19

    In this episode of Financial Straight Talk, hosts Jim Fox and Kevin McAlpin discuss the nuances of retirement planning, particularly focusing on 401ks. They explore the popularity and pitfalls of 401ks, contrasting them with other retirement options like IRAs and pensions. The conversation highlights the importance of understanding retirement income streams and the implications of the Secure Act on 401k plans. The hosts emphasize the need for financial literacy and proactive management of retirement funds.

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

    See omnystudio.com/listener for privacy information.
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    12 分
  • Remodeling a Home and Your Retirement Plan

    Remodeling a Home and Your Retirement Plan
    2024/11/12

    With the help of comedian Sebastian Maniscalco's joke on remodeling, Jim Fox discusses the importance of planning for a secure retirement, emphasizing the need for a comprehensive income strategy. He highlights the challenges of retirement planning, including the timing of social security benefits, the role of annuities, and the impact of market volatility. Jim stresses the necessity of having a well-structured retirement plan, likening it to having a map for a journey, and encourages listeners to seek professional guidance to ensure their financial security in retirement.

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

    See omnystudio.com/listener for privacy information.
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    14 分
  • Time Changes and Changes to Your Financial Plan

    Time Changes and Changes to Your Financial Plan
    2024/11/05

    Jim Fox and Kevin McAlpin discuss the implications of time changes on daily life and financial planning. They explore how the transition into a new season can serve as a reminder for financial check-ups, tax planning, and charitable giving. The importance of having a financial coach is emphasized, highlighting the need for guidance in making informed financial decisions.

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

    See omnystudio.com/listener for privacy information.
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    11 分

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