Jim Fox is the founder and president of Wadadli Financial Group in Melbourne, Florida. With over 20 years of experience in the financial industry, Jim stands out for his no-nonsense approach to helping his clients find solutions. On Financial Straight Talk, Jim brings some of the lessons he's learned to you, without confusing industry jargon or pushy sales tactics.
Interview with Chase Matthew
How much risk is in your retirement portfolio?
A 75-year-old woman is heading back to the workforce after losing a large chunk of her retirement due to risk, but how much risk is in your portfolio? Jim Fox discusses how to assess your financial situation. He also talks about how to build a relationship with your financial advisor.
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Outdated Rules in Retirement
What "Rules in Retirement" are so common that no one questions if they are outdated? Jim Fox lists what you should focus on when planning your retirement to make sure you have the most up to date tools available to you. He also discusses the affect debt can have on your financial goals and if paying off your mortgage first is the right move.
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The Father of the 401(K) Says What You’re Missing
Can your 401(K) really replace a pension in retirement? Jim Fox breaks down the good and bad of a 401(K) plan and discusses how to properly utilize it in retirement. He also talks about some of the most common financial pitfalls people face after finishing their professional career.
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Technology’s role in your retirement
What role will future technology play in your retirement? Jim Fox discusses how the advancement of technology can play a part in your financial future. He also talks about what you should look out for and why a human's personal touch will always be hard to beat.
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Retirement Advice from the Wolf of Wall Street
The real Wolf of Wall Street, Jordan Belfort, believes that no one truly knows what's going on in the market. Jim Fox discusses the importance of avoiding the noise of the media when it comes to retirement and why you should always keep your portfolio flexible.
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How to create multiple sources of income in retirement!
NBA Hall of Famer Magic Johnson made $40 million during his playing days but is now worth over a billion dollars in retirement. Jim Fox discusses the options that are available to you when it comes to creating income in retirement and how having a plan for your portfolio is key.
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The Financial Straight Talk Christmas Special!
This is the 2023 Financial Straight Talk Christmas Special! On this year's show, Jim Fox and his team discuss their favorite Christmas traditions, meals, play trivia, and learn about American soldiers and the holidays. They also discuss the recipe to a successful retirement.
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6 tips for lowering your RMD’s in retirement!
One thing you have to get straight in retirement is your taxes! Jim Fox discusses the options you have when it comes to RMD's in your 401(K) and how to access your money in the most tax efficient ways possible.
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Not your neighbor's retirement plan
Have you ever wondered how a Flat Earther looks at life? how about retirement? Jim Fox discusses the importance of having a unique plan that is catered to you when it comes to your financial future in retirement!
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