Financial Straight Talk

Financial Straight Talk

Por: 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/
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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.
207 episodios disponibles

Latest episodes of the podcast Financial Straight Talk

Mostrando página 6 de 11

The ingredients to a healthy retirement plan! 07/11/2023
Which monsters could be a threat to your retirement dreams? 31/10/2023
Maxing Out Your 401(k) Near Retirement: Pros, Cons, and Other Options 10/10/2023
Common 401(k) Mistake: Are You Making It? 03/10/2023
What’s worse- death or taxes? 19/09/2023
The Dangers of Getting Financial Advice from Social Media 12/09/2023
Pro-Tip for Retirement: How to take advantage of the Trump tax cuts right now. 05/09/2023
The 5 things wealthy people do to stay wealthy 21/08/2023
Barbie's Retirement: Managing 200+ Careers and 401(k)'s - Tips for Financial Success 07/08/2023
What is outdated in your portfolio? 31/07/2023
Financial Advice from Famous Folks 17/07/2023
Is your pension safe from the market? 19/06/2023
The 6 most common mistakes made in retirement 29/05/2023
The Power of Market Guard 22/05/2023
Pros and Cons to having an annuity in your 401(k) 15/05/2023
Don't let the tax code take advantage of you 08/05/2023
How save on future taxes now 24/04/2023
Financial Misinformation 17/04/2023
What is the greatest threat to your portfolio? 03/04/2023
What would you do to not pay taxes? 27/03/2023
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