Know what's in your plan, like Shaq

Shaquille O'Neal talked about investing in his favorite cereals early in his career and makes sure to only invest in things he understands. While it might not be cereal, Jim Fox knows that it's a good idea to know what is in your portfolio so you're not surprised when there might be changes in the …

Is 50 the magic number?

Hard to believe it, but Drew Barrymore turns 50 this year. She can't believe it either. She got her AARP card, but it brings up the question of whether 50 is the "right" age to start thinking about or implementing retirement planning. Jim Fox has an answer for you and other things to think about if…

Retirement lessons from The Kid

Ken Griffey Jr. has recently taken up a hobby or even second career after his hall of fame career in Major League Baseball. Some of the things he has learned about his new job can be a good reminder for those who are looking for a second act when it comes to retirement. What else does Jim Fox think…

Best Of: What time of the year should I retire?

Jim Fox discusses all things retirement, this time with specifics on WHEN someone retires. Does it make a difference? What are some things to consider when it comes to what time of the year you retire? All of that and more on this week's episode. Ready to connect with Jim today?  Get some Financia…

The Bucket Strategy can help with uncertainty

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 Stra…

Getting to know the Wadadli family: Lucas Kalin

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:YouTub…

Get to know the Wadadli Family: John Bertran

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?  …

Don't have FOMO in retirement planning

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 …

Navigating Market Turbulence Together

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 Financi…

The missing piece?

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 t…