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. 

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.

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.

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: <a href="https://yourwfg.com/">https://yourwfg.com/</a>
Follow on <a href="https://www.facebook.com/yourwfg/">Facebook</a> &amp; <a href="https://www.youtube.com/channel/UCF0OhnafAhdHjNcpNL8dCbw">YouTube</a>!
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About Jim Fox, Founder &amp; 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.
<hr>
Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 3074075- 8/23.

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.

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 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.

How much risk is in your retirement portfolio?

Jim Fox and Kevin McAlpin discuss the upcoming election and its potential impact on the stock market. They emphasize the importance of having a solid financial plan to navigate market volatility, regardless of political outcomes. The discussion also covers the significance of understanding 401(k) plans and the need for proactive financial planning to ensure long-term stability and growth.

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

Jim Fox and Kevin McAlpin discuss the upcoming election and its potential impact on the stock market. They emphasize the importance of having a solid financial plan to navigate market volatility, regardless of political outcomes. The discussion also covers the significance of understanding 401(k) plans and the need for proactive financial planning to ensure long-term stability and growth.
Ready to connect with Jim today?  Get some <a href="https://yourwfg.com/contact/">Financial Straight Talk</a>!

Market Trends: What to Expect Post-Election

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!

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 <a href="https://yourwfg.com/contact/">Financial Straight Talk</a>!

The 401(k) and Candy Corn: Are Either Worth It?

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In this episode of Financial Straight Talk, Jim and Jerry discuss hidden fees in various financial transactions, such as hotel charges, mutual funds, annuities, and 401(k) plans. They emphasize the importance of transparency and understanding the fees that individuals are paying. Jim provides a resource, personalfund.com, where listeners can check the costs of their mutual funds and ETFs. They also highlight the need for individuals to be aware of the fees they are paying and evaluate if they are getting a good value in return.

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

In this episode of Financial Straight Talk, Jim and Jerry discuss hidden fees in various financial transactions, such as hotel charges, mutual funds, annuities, and 401(k) plans. They emphasize the importance of transparency and understanding the fees that individuals are paying. Jim provides a resource, personalfund.com, where listeners can check the costs of their mutual funds and ETFs. They also highlight the need for individuals to be aware of the fees they are paying and evaluate if they are getting a good value in return.
Ready to connect with Jim today?  Get some <a href="https://yourwfg.com/contact/">Financial Straight Talk</a>!

How much risk is in your retirement portfolio?

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