Financial Straight Talk
Financial Straight Talk
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. About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor wi…Social links:
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Best of: Interview with Chase Matthew
Chase Matthew discusses his music influences, the impact of his music on young people, and his journey in the music industry. He also talks about staying grounded and managing finances at a young age. Follow Chase Matthew on Facebook and Instagram: https://www.facebook.com/ChaseMatthewMcQuitty/ …
07:21
The Dangers of DIY Retirement Planning
In this episode of Financial Straight Talk, Jim Fox discusses the importance of tax planning and the potential dangers of DIY retirement planning. He emphasizes the need to understand how taxes will impact retirement income and the importance of making informed decisions about withdrawals and conve…
19:21
The Bucket Strategy for Generating Income
In this episode of Financial Straight Talk, Jim Fox discusses the importance of focusing on long-term financial planning rather than getting caught up in short-term noise and market fluctuations. He emphasizes the need for a non-emotional, methodical, and mathematical approach to retirement plannin…
19:38
The Limitations of Robo-Advisors
Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning. In this episode, Jim discusses how a financial advis…
15:53Clean
Interview with Chase Matthew
Chase Matthew discusses his music influences, the impact of his music on young people, and his journey in the music industry. He also talks about staying grounded and managing finances at a young age. Follow Chase Matthew on Facebook and Instagram: https://www.facebook.com/ChaseMatthewMcQuitty/ …
07:21
How much risk is in your retirement portfolio?
A 75-year-old woman is heading back to the workforce after losing a large chunk of her retirement due to risk, but how much risk is in your portfolio? Jim Fox discusses how to assess your financial situation. He also talks about how to build a relationship with your financial advisor.
13:54
Outdated Rules in Retirement
What "Rules in Retirement" are so common that no one questions if they are outdated? Jim Fox lists what you should focus on when planning your retirement to make sure you have the most up to date tools available to you. He also discusses the affect debt can have on your financial goals and if payin…
13:38
The Father of the 401(K) Says What You’re Missing
Can your 401(K) really replace a pension in retirement? Jim Fox breaks down the good and bad of a 401(K) plan and discusses how to properly utilize it in retirement. He also talks about some of the most common financial pitfalls people face after finishing their professional career.
12:32
Technology’s role in your retirement
What role will future technology play in your retirement? Jim Fox discusses how the advancement of technology can play a part in your financial future. He also talks about what you should look out for and why a human's personal touch will always be hard to beat.
12:30
Retirement Advice from the Wolf of Wall Street
The real Wolf of Wall Street, Jordan Belfort, believes that no one truly knows what's going on in the market. Jim Fox discusses the importance of avoiding the noise of the media when it comes to retirement and why you should always keep your portfolio flexible.
10:33