Financial Straight Talk

With people living longer than ever, it's important to make sure your retirement plan lasts as long as you do. Jim Fox breaks down a list of the ingredients you need to create a proper retirement plan for the future. He also talks about why you should avoid the noise on social media.  Follow Jim and his team on Facebook . Learn more online, at Wadadli Financial Group . See omnystudio.com/listener...

Which monsters could be a threat to your retirement dreams? Jim Fox discusses who else has their eye on the money in your portfolio and how you can create protection with a plan to keep more in your pocket instead of theirs.  See omnystudio.com/listener for privacy information.

"The more you save, the better." This is a common mantra that we hear throughout our lives, especially when it comes to saving for retirement. But does this advice still hold true when you are nearing retirement? Jim Fox discusses the pros and cons of maxing out your 401(k) and shares other options that might be available to you. See omnystudio.com/listener for privacy information.

Jim Fox, a financial advisor, shares what he sees daily and explains what you can do now to help make sure your 401(k) is on track.   Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. See omnystudio.com/listener for privacy information.

Tax laws are constantly changing, but how could they change your lifestyle in retirement? Jim Fox discusses why you should be making a tax plan for the future today. He also breaks down the most common problems people face when trying to tax plan for retirement. Follow Jim and his team on Facebook . Learn more online, at Wadadli Financial Group . Investment advisory products and services made avai...

Are you getting your financial advice from social media? You might want to think twice! Jim Fox, a financial advisor with over 20 years of experience, discusses the most common myths he hears online when it comes to planning your retirement and why you need to avoid the charlatans. Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered I...

The Tax Cuts and Jobs Act of 2017 made significant changes to the tax code, including some that could have a major impact on retirement planning. In this episode of Financial Straight Talk, Jim Fox, a financial advisor with over 20 years of experience, explains the implications of the sunsetting of the Tax Cuts and Jobs Act for retirement savers. See omnystudio.com/listener for privacy information...

What are the 5 things wealthy people do to stay wealthy and what are you doing differently? Jim Fox discusses the steps that you need to follow in your financial plan to setup up a successful financial future. He also talks about how to pay the least amount of taxes legally possible.  See omnystudio.com/listener for privacy information.

Discover how Barbie, with her incredible 200+ careers, navigates retirement and the challenge of managing multiple 401(k)'s. Join Jim Fox as he shares essential strategies for tracking your retirement plans and enhancing your financial literacy to transform your retirement dreams into reality. Don't miss an episode of Financial Straight Talk podcast. Follow or subscribe today! Gain even more valua...

What is outdated in your portfolio? How do you even know what needs updating? Jim Fox discusses how often you should review your portfolio to make sure it's customized to match your dreams in retirement.  See omnystudio.com/listener for privacy information.

Are you doing the same thing financially as Oprah? What about Jay Leno? You may think this sounds crazy, but Jim Fox breaks down financial tips from celebrities to show you how having the right mindset and attitude can strengthen your portfolio for the future.  See omnystudio.com/listener for privacy information.

Is your pension safe? Is it being funded properly or is underfunded? Do you even know? Jim Fox breaks down the options you have while receiving a pension. He also talks about if you should take a buyout or if you should keep your money where it is located and when you should start taking social security. See omnystudio.com/listener for privacy information.

Jim Fox breaks down the 6 most common mistakes he sees in most retirement plans. This ranges from not having a plan to making purchases that are not in the best interest of your future.  See omnystudio.com/listener for privacy information.

Jim Fox discusses Market Guard and how it can take the emotion and guess work out of the planning process for retirement. He also talk's about the importance of knowing your risk tolerance.  See omnystudio.com/listener for privacy information.

New laws are allowing you to add an annuity into your 401(k), but should you do it? Jim Fox breaks down the pros and cons  and explains what you should do before making this decision.  See omnystudio.com/listener for privacy information.

Are you taking advantage of the tax code, or is the tax code taking advantage of you? Jim Fox discusses the importance of tax efficiency and breaks down the margarita inflation index.  See omnystudio.com/listener for privacy information.

What tax bracket will you be in when you reach retirement? Do you even know? Jim Fox discusses the conversions you can make now to effect your future tax bill in retirement.  See omnystudio.com/listener for privacy information.

Is the financial advise you're getting from your friends or neighbors correct? Jim Fox breaks down the most common financial misinformation he hears and lets you know how it could affect your retirement goals.  See omnystudio.com/listener for privacy information.

How much risk should you take with your retirement savings. Jim Fox breaks down risk vs. reward when it comes to retirement planning and how to test your risk tolerance. He also discusses the greatest financial risk everyone faces.  See omnystudio.com/listener for privacy information.

What do Americans say they would do to not pay taxes in the future? Jim Fox discusses these crazy statistics found on WalletHub and explains the difference between working with a tax planner and a CPA. See omnystudio.com/listener for privacy information.

Jim Fox explains the different titles and varieties of financial advisors and talks about the most important thing to look for when choosing the right advisor for you. See omnystudio.com/listener for privacy information.

Jim Fox discusses his favorite sayings he learned from his parents and the retirement phrases you will always hear. He also talks about the roll an advisor plays when you are transitioning from your working days into retirement.  See omnystudio.com/listener for privacy information.

Have you created a retirement plan that involves flexibility? Jim Fox discusses the habits that can help and the ones that can hurt your retirement plan. He also talks about anticipating for what may come out of left field.  See omnystudio.com/listener for privacy information.

We put Artificial Intelligence to the test and ask it to list out the seven steps to create a successful retirement. Jim Fox breaks down the plan and points out some issues that he sees missing.  See omnystudio.com/listener for privacy information.

Dying at your desk should not be your retirement plan. One Gen-X TikTok'er believes that's her future, and Jim Fox breaks down why that shouldn't be your plan too. He also talks about the 4 reasons to retire when you're 60 and if it's possible to retire early.  See omnystudio.com/listener for privacy information.