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Financial Straight TalkNo-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. Author: Jim Fox
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. Language: en Genres: Business, Education, How To, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Debt, Taxes, and the Holy Trinity of Retirement
Tuesday, 9 December, 2025
What if the biggest threat to your retirement isn’t the market, but debt, taxes, and family obligations that quietly drain your resources? In this episode, Jim Fox breaks down why income—not just returns—is the key to enjoying retirement, and how managing debt, understanding taxes, and setting boundaries with adult children can make or break your financial future. Discover why a personalized plan matters more than one-size-fits-all advice, and how to make decisions that let you sleep at night—even if they aren’t “optimal” on paper. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.
