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Financial Straight Talk

Financial Straight Talk

Written by: Jim Fox
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About this listen

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.

2026 Jim Fox Economics Personal Finance Politics & Government
Episodes
  • Forget the 4% Rule—Here’s the Real Math Behind Retirement

    Forget the 4% Rule—Here’s the Real Math Behind Retirement
    Jan 20 2026

    The myths you grew up believing may be harmless—but the myths you believe about retirement can cost you big. In this episode, Jim Fox breaks down the most common (and dangerous) misconceptions, from the “magic million‑dollar number” to the outdated 4% withdrawal rule, and why relying on your neighbor’s Social Security timing is not a strategy. Jim explains how retirement success depends on math, logic, and a real relationship with an advisor—not rules of thumb, fear, or hearsay. Discover how personalized planning helps you avoid pitfalls, understand your income needs, and build a clearer financial path forward.

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

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    13 mins
  • Retirement is more than just "Dumb Math"

    Retirement is more than just "Dumb Math"
    Jan 13 2026

    A new $6,000 senior deduction is making headlines, but smart retirees know tax planning is about more than just April 15th. In this episode, Jim Fox breaks down why understanding taxes, risk, and longevity is key for keeping more of your money in retirement. Learn how interactive tax mapping can reveal hidden savings, why the industry often fails retirees, and how a logical, personalized approach can help you make better decisions—without the sales pitch. Discover why it’s never too late to get on track and why your financial future deserves more than just “dumb math.”

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

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    See omnystudio.com/listener for privacy information.
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    16 mins
  • Retirement Wake-Up Call: Why Income Planning Matters Most

    Retirement Wake-Up Call: Why Income Planning Matters Most
    Jan 6 2026

    An 88-year-old forced to work after losing his pension highlights the urgent need for a real retirement income plan. In this episode, Jim Fox shares why relying on luck or outdated strategies isn’t enough—and how a written, personalized plan can help you avoid financial heartbreak. Learn how to balance annuities, CDs, dividend accounts, and market investments to create reliable income, address healthcare costs, and safe guard your family’s future. Discover why honest advice and clear options matter more than sales pitches, and why taking action now can change your retirement story.

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

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    See omnystudio.com/listener for privacy information.
    Show More Show Less
    15 mins
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