A media mogul finds a $9 million mistake in his taxes. How would you react? Jim Fox discusses when is it OK to fire your financial advisor. He also talks about avoiding negative impact in your portfolio and taking control of your financial decisions. 

A media mogul finds a $9 million mistake in his taxes. How would you react? Jim Fox discusses when is it OK to fire your financial advisor. He also talks about avoiding negative impact in your portfolio and taking control of your financial decisions.

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.

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>!
<hr>
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

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.

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.

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.
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.
<a href="yourwfg.com">Click here to learn more about Jim and the team at Wadadli Financial Group. </a>
Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 3074075- 8/23.

A media mogul finds a $9 million mistake in his taxes. How would you react? Jim Fox discusses when is it OK to fire your financial advisor. He also talks about avoiding negative impact in your portfolio and taking control of your financial...

What would you do if the IRS gave you $9 million

What does mailbox money really mean for your retirement—and how do you build income you can count on? This episode of Financial Straight Talk with Jim Fox breaks down the realities behind annuities, market risk, and the art of balancing income with expectations. Hear why celebrity paychecks aren’t so different from yours, and discover how to find the right mix of investments for your personality and goals. Get a candid look at the math, the mindset, and the decisions that shape a retirement.

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

Follow us on social media:YouTube | Facebook

What does mailbox money really mean for your retirement&mdash;and how do you build income you can count on? This episode of Financial Straight Talk with Jim Fox breaks down the realities behind annuities, market risk, and the art of balancing income with expectations. Hear why celebrity paychecks aren&rsquo;t so different from yours, and discover how to find the right mix of investments for your personality and goals. Get a candid look at the math, the mindset, and the decisions that shape a retirement.
Ready to connect with Jim today?&nbsp; Get some <a href="https://yourwfg.com/contact/">Financial Straight Talk</a>!
Follow us on social media: <a href="https://www.youtube.com/@financialstraighttalk6995/featured">YouTube</a> | <a href="https://www.facebook.com/yourwfg/">Facebook</a>

Best Of: Why Your Retirement Plan Needs More Than Just Math

What if the biggest threat to your retirement isn’t the market, but the unexpected curveballs life throws your way? In this episode, Jim Fox and the team break down why true financial stability means more than just collecting products—it’s about building a flexible, personalized plan that adapts to surprises, from inflation and taxes to family needs and dream purchases. Discover how “Semper Gumby”—always flexible—can help you prepare for the unknown and enjoy retirement with confidence.

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

Follow us on social media:YouTube | Facebook

What if the biggest threat to your retirement isn&rsquo;t the market, but the unexpected curveballs life throws your way? In this episode, Jim Fox and the team break down why true financial stability means more than just collecting products&mdash;it&rsquo;s about building a flexible, personalized plan that adapts to surprises, from inflation and taxes to family needs and dream purchases. Discover how &ldquo;Semper Gumby&rdquo;&mdash;always flexible&mdash;can help you prepare for the unknown and enjoy retirement with confidence.
Ready&nbsp;to connect with Jim today?&nbsp; Get some <a href="https://yourwfg.com/contact/">Financial Straight Talk</a>!
Follow us on social media: <a href="https://www.youtube.com/@financialstraighttalk6995/featured">YouTube</a> | <a href="https://www.facebook.com/yourwfg/">Facebook</a>

Semper Gumby: The Retirement Plan That Bends, Not Breaks

Is your retirement plan built to weather any storm—or just hoping for the best? This episode of Financial Straight Talk with Jim Fox tackles the reality behind economic buzzwords like stagflation, why personal planning matters more than headlines, and how to prepare for unexpected life events that can derail your future. Learn why having a solid, customized plan is the key to meeting your retirement needs—no matter what the market or government does. Discover how to focus on what truly matters, avoid costly mistakes, and make confident decisions for your family.

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

Follow us on social media:YouTube | Facebook

Is your retirement plan built to weather any storm&mdash;or just hoping for the best? This episode of Financial Straight Talk with Jim Fox tackles the reality behind economic buzzwords like stagflation, why personal planning matters more than headlines, and how to prepare for unexpected life events that can derail your future. Learn why having a solid, customized plan is the key to meeting your retirement needs&mdash;no matter what the market or government does. Discover how to focus on what truly matters, avoid costly mistakes, and make confident decisions for your family.
Ready&nbsp;to connect with Jim today?&nbsp; Get some <a href="https://yourwfg.com/contact/">Financial Straight Talk</a>!
Follow us on social media: <a href="https://www.youtube.com/@financialstraighttalk6995/featured">YouTube</a> | <a href="https://www.facebook.com/yourwfg/">Facebook</a>

What would you do if the IRS gave you $9 million

In 1 playlist(s)

Financial Straight Talk

Social links

Follow podcast

Recent clips