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.

The Father of the 401(K) Says What You’re Missing

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. 

See omnystudio.com/listener for privacy information.

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. 

See omnystudio.com/listener for privacy information.

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. 

See omnystudio.com/listener for privacy information.

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. 

See omnystudio.com/listener for privacy information.

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. 

See omnystudio.com/listener for privacy information.

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! 

See omnystudio.com/listener for privacy information.

Financial moves to make before 2024!

What moves should you be making financially before 2024? Jim Fox explains the importance of a year-end review and what it should cover. He also talks about the importance of creating a financial plan in retirement and how you can get started today! 

See omnystudio.com/listener for privacy information.

The ingredients to a healthy retirement plan!

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 for privacy information.

Which monsters could be a threat to your retirement dreams?

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.