Financial Straight Talk

Think retirement means spending less? Think again. In this episode, Jim Fox unpacks the surprising costs that rise in retirement—like healthcare, debt, and especially travel—and why many retirees actually see a pay bump after leaving the workforce. He dives into the psychology of spending, the importance of a prioritized bucket list, and how savers can learn to enjoy what they’ve...

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 about this story and retirement planning? Tune in to find out! Ready to connect with Jim today? &nbs...

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 you have a retirement plan or have thought about getting one started. Tune in for this episode and h...

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 today?  Get some Financial Straight Talk ! See omnystudio.com/listener for privacy informatio...

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 Straight Talk! Ready to connect with Jim today?   Get some Financial Straight Talk ! Follow us on so...

Retirement isn't the same for everyone. Just like every retirement plan isn't the same either. Jim Fox knows that some things work for one person, but might not work for another. You have to figure out what you want from your retirement, otherwise you end up with a pile of ingredients, but no recipe or dish from those ingredients. Let Jim help you turn those ingredients into a tasty dish that is y...

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 market. And also, don't just buy something because someone tells you to. Let Jim Fox help you with so...

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 you have a retirement plan or have thought about getting one started. Tune in for this episode and h...

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 about this story and retirement planning? Tune in to find out! Ready to connect with Jim today? &nbs...

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 Financial Straight Talk ! Follow us on social media: YouTube | Facebook See omnystudio.com/listener for...

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 Straight Talk! Ready to connect with Jim today?   Get some Financial Straight Talk ! Follow us on so...

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: YouTube | Facebook See omnystudio.com/listener for privacy information.

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?   Get some Financial Straight Talk ! Follow us on social media: YouTube | Facebook See omnystudio....

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 can be taken to get in the right space when it comes to your retirement plan. Ready to connect with J...

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 Financial Straight Talk and four ways (and maybe a bonus item!) to navigate through the noise.  Ready t...

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 today?  Get some Financial Straight Talk ! See omnystudio.com/listener for privacy informatio...

Kenny Chesney is set to play at The Sphere for the first time. With a new venue comes new obstacles and challenges, just like in retirement. Jim Fox tells us how we can navigate the uncertainty that comes with being retired and how to change your lifestyle and financial portfolio to best serve you. With a few tweaks, you can feel better prepared in retirement despite never being retired before! Re...

Jim Fox sits down with country music star Chancey Williams from CRS in Nashville. Ready to connect with Jim today?  Get some Financial Straight Talk ! See omnystudio.com/listener for privacy information.

Jim Fox talks about something that everyone is talking about these days... AI. It works pretty well for Jim's Tesla, but is it worth it or helpful for retirement planning? Jim dives in deep on the topic and how he can potentially help those who are retired or about to retire. Software and other resources can help with some of the things you need to think about when it comes to your portfolio. Tech...

Jim Fox talks all things annuities. Different types and there are pros and there are cons, and what might be right for you may not work for someone else. Don't just buy an annuity to buy an annuity. Listen to Jim as he walks you through what you should (and shouldn't) do when it comes to annuities. Ready to connect with Jim today?  Get some Financial Straight Talk ! See omnystudio.com/listene...

In this episode of Financial Straight Talk, Jim Fox emphasizes the importance of straightforward communication in financial planning. He shares his passion for helping clients understand their financial situations without the jargon that often complicates the process. The conversation covers the need for a common sense approach to retirement planning, the significance of understanding financial te...

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 Financial Straight Talk ! See omnystudio.com/listener for privacy information.

Jim Fox draws parallels to the end of the football season and retirement. Each team is in the offseason and now they have to reevaluate their teams, coaches, etc. just like you have to reevaluate your retirement plan and portfolio. Jim offers insight on how to do so, including a purpose built plan and using the right tools for the right jobs. Ready to connect with Jim today?  Get some Financi...

Jim Fox talks about how important having a plan is when it comes to retirement. Sometimes a curveball can come your way, but if you have a plan, you're much better suited to attack it. Jim lays out the things you need to think about when it comes to your plan and making sure you and your retirement advisor are on the same page. Ready to connect with Jim today?  Get some Financial Straight Tal...

Jim Fox talks about legacy planning and making sure you're on the same page with your family when it comes to what you might leave behind when you're gone. While it's important to think about your family, Jim tells you why you should also think about yourself and your goals and dreams. As Jim says, "retirement is not the end, it's the next phase." Ready to connect with Jim today?  Get some Fi...