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Wolf Financial Podcast

Wolf Financial Podcast

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Dive into the realm of finance with Rob Wolf on the 'Wolf Financial Podcast', where each episode highlights the synergy between financial advisors and charities of the month. Explore innovative financial strategies, learn about impactful philanthropy, and discover how financial expertise can lead to meaningful change in communities.
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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/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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We help medical device professionals deepen their knowledge of customers, the industry, and their role. Our main objective is to help you become expert in your current position, and through a better understanding of others within your company and the best practices in others in the industry, enable you to fast-track your career.
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For tech and business leaders partnering with VMware, we discuss trends, topics, and strategies for moving the business forward in the digital era. You‘ll hear from a range of global executives-including VMware leadership-about their struggles, successes, and strategies for handling what‘s coming next.
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Send us a Text Message. Join host Rob Wolf in this insightful episode as he sits down with Kate Rendell, the Executive Director of CASA (Court Appointed Special Advocates) of Southwest Michigan. CASA is a volunteer-driven organization dedicated to advocating for the best interests of children in foster care. Kate shares her experiences and the impa…
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This week we discuss The Acolyte, The Fall Guy, The Biker Riders, and the latest season of House of the Dragon. Help us celebrate our 500th episode! Let your voice be heard! Call the McSoss hotline for a chance to have your voicemail played on the show. Call us at: (412) 353-3718 House Keeping Be sure to follow us on social media: Facebook Twitter …
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Send us a Text Message. In this episode, the discussion centers around the crucial role of advisory boards in guiding company strategies, product development, and business initiatives within the medical device sector. Featuring insights from Paul Hickey, CEO of ReShape Life Sciences, the conversation delves into best practices for forming and manag…
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In this episode of Financial Straight Talk, Jim and Jerry discuss the importance of financial independence and how it allows individuals to pursue their passions in retirement. They share stories of clients who have achieved financial independence and highlight the role of proper financial planning in ensuring a comfortable retirement. The conversa…
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This week we discuss episodes 5 and 6 of The Acolyte, we FINALLY break down the first season of X-Men '97 and wrap up with a reaction to the new Nosferatu trailer. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve Let your voice be heard! Ca…
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In this episode of Financial Straight Talk, Jim Fox discusses the importance of tax planning and the potential dangers of DIY retirement planning. He emphasizes the need to understand how taxes will impact retirement income and the importance of making informed decisions about withdrawals and conversions. Jim also highlights the three key component…
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This week we discuss the release of the Lone Wolf: Junior Edition book series. The four Junior Edition books feature cover designs by the one and only Matt Casale. We also give our feelings on the trailer for Hellboy: The Crooked Man trailer. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscr…
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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. Ready …
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Join the McSoss crew with special guest Brian Szczypinski as we discuss the new concert film Ghost: Rite Here Rite Now. We had some slight technical difficulties with Brian's mic, apologies. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve…
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In this episode of Financial Straight Talk, Jim Fox discusses the importance of focusing on long-term financial planning rather than getting caught up in short-term noise and market fluctuations. He emphasizes the need for a non-emotional, methodical, and mathematical approach to retirement planning. Jim introduces the concept of Market Guard, a sy…
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This week we continue to discuss the new Star Wars show The Acolyte and the new Will Smith and Martin Lawrence entry in the Bad Boys film series, Bad Boys: Ride or Die. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve…
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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. Ready to begin planning for your retirement? Visit Financial Str…
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We are back after a few weeks off with a jam-packed episode! Join us for a free-flowing conversation about art, Furiosa, In A Violent Nature, and The Summer Movie Rankings. We wrap up with Ian gives his thoughts on the first two episodes of The Acolyte. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePu…
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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. Ready to begin planning for your retirement? Visit Financial Straight Talk today! See om…
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Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning. In this episode, Jim discusses how a financial advisor may provide personalized advice and understand th…
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Send us a Text Message. Welcome to another episode of the Wolf Financial Podcast. In this episode, Rob Wolf and Jonathan Foster delve into the complexities of the US tax code, shedding light on how it works and uncovering some surprising truths. Whether you're a seasoned taxpayer or just starting to navigate the financial landscape, this episode of…
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Chase Matthew discusses his music influences, the impact of his music on young people, and his journey in the music industry. He also talks about staying grounded and managing finances at a young age. Follow Chase Matthew on Facebook and Instagram: https://www.facebook.com/ChaseMatthewMcQuitty/ https://www.instagram.com/iamchasematthew/ Check out h…
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We celebrated the 40th anniversary of Transformers and the 25th anniversary of The Phantom Menace by going to the theater! House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve See McSoss at: Sci-Fi Valley Con | Blair County Convention Center,, …
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In this episode of Financial Straight Talk, Jim Fox discusses the importance of tax planning and the potential dangers of DIY retirement planning. He emphasizes the need to understand how taxes will impact retirement income and the importance of making informed decisions about withdrawals and conversions. Jim also highlights the three key component…
  continue reading
 
This week we talk about the Superman teaser photo which was released last week, and give an update on the summer movie, box office. Paul also shares his thoughts on Rebel Moon: Scargiver, Godzilla Minus One. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss…
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In this episode of Financial Straight Talk, Jim Fox discusses the importance of focusing on long-term financial planning rather than getting caught up in short-term noise and market fluctuations. He emphasizes the need for a non-emotional, methodical, and mathematical approach to retirement planning. Jim introduces the concept of Market Guard, a sy…
  continue reading
 
Welcome to the first (and last???) Summer Movie Draft! Are we allowed to have fun with this??? Paul "The Gatekeeper of Fun" will decide. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve See McSoss at: Sci-Fi Valley Con | Blair County Conven…
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Send us a Text Message. Joe Steele is Head of Commercialization at Hemosonics, where they are providing point-of-care solutions to help clinicians make more informed decisions on blood product usage. In this episode Joe shares why moving up the ladder too fast may not be the best way to go, why experiencing failure will help in the long-run, how to…
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Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning. In this episode, Jim discusses how a financial advisor may provide personalized advice and understand th…
  continue reading
 
Send us a Text Message. Embark on a journey through the financial landscape with a fresh set of eyes as Rob Wolf, alongside budding stars Jonathan Foster and Sara Wolf, tackle the pressing money matters facing our younger generation. Witness Sara, a brilliant new Certified Financial Planner, unravel the intricacies of her journey to earning her CFP…
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This week we give our thoughts on Aquaman and the Lost Kingdom as well as Late Night with the Devil. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve See McSoss at: Sci-Fi Valley Con | Blair County Convention Center,, Altoona, PA June 7th t…
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Send us a Text Message. Stuart Simpson is CEO of Think Surgical. During his stellar 24-year career at Stryker he led an orthopedic industry transformation that established surgical robotic joint replacement as a standard of care, beginning with the acquisition of Mako Surgical in 2013. In this episode he shares his roots in medical device and how o…
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Chase Matthew discusses his music influences, the impact of his music on young people, and his journey in the music industry. He also talks about staying grounded and managing finances at a young age. Follow Chase Matthew on Facebook and Instagram: https://www.facebook.com/ChaseMatthewMcQuitty/ https://www.instagram.com/iamchasematthew/ Check out h…
  continue reading
 
This week we chat about the new trailers for Deadpool & Wolverine and Trap. We also get into some general MCE. You talk, as well as some nostalgia-based banter, you know......the usual. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve See M…
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Trailer Talk! This week we discuss the new trailers for Joker: Folie à Deux, Alien: Romulus, and In A Violent Nature. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve See McSoss at: Sci-Fi Valley Con | Blair County Convention Center,, Altoo…
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This week the boys talk about the Eclipse, our hate for all things pop culture, Ghostbusters, and X-Men '97. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve See McSoss LIVE!!! Steel City Con | Monroeville Convention Center April 12th thru …
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This week we discuss the passing of comic creator/Youtuber Ed Piskor, give our review of Ghostbusters: Frozen Empire, and do a little Whatcha Been Watching. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve See McSoss LIVE!!! Steel City Con …
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House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve Come see us at: Steel City Con | Monroeville Convention Center April 12th thru 14th Buy tickets at: www.steelcitycon.com Shownotes (all timestamps are approximate) Art Talk (04:40) Star Wars:…
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This week we chat about the latest trailer for The Crow (2024). We also did Bartow into some ouija board. Talk and Paul reviews Ricky Stanicky. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve Come see us at: Steel City Con | Monroeville Co…
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This was the wildest off-season that the Pittsburgh Steelers have had in their long storied history. So this week the boys take a swing at sports journalism and comment on the off-season moves of our hometown team. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content…
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Send us a Text Message. In the "Charity of the Month" episode of the "Wolf Financial Podcast," host Rob Wolf interviews Jan Nowak Walters from Redbud Area Ministries. This organization, based in Buchanan, Michigan, focuses on demonstrating the love of Christ by providing food, clothing, household items, and limited financial assistance to those in …
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Send us a Text Message. In this episode of the "Wolf Financial Podcast," host Rob Wolf talks with Sue Riemland from the St. Joseph Public Schools Foundation. The Foundation, since its inception in 1996, has been serving as an academic booster club, addressing the deficit gap in funding for educational initiatives in St. Joseph Public Schools, Michi…
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Send us a Text Message. In this "Charity of the Month" episode of the "Wolf Financial Podcast," Rob Wolf interviews Nancy Church and Tyanna Essig from the Berrien County Cancer Service (BCCS). BCCS is dedicated to providing compassionate in-home nursing care for cancer patients in Southwest Michigan at no cost, thanks to community support. They off…
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Send us a Text Message. In this episode of the "Wolf Financial Podcast," Rob Wolf interviews Nate Parsons from Five Pines Ministries. Located in Berrien Center, Michigan, Five Pines Ministries is a non-denominational Christian summer day camp and retreat center. The discussion focuses on their mission to impact youth through outdoor activities, spi…
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Send us a Text Message. In the "Charity of the Month" episode of the "Wolf Financial Podcast," host Rob Wolf interviews Chris Britton from New Heights CCDA. New Heights CCDA, located in Benton Heights, Michigan, is dedicated to equipping under-resourced neighbors through community engagement, resources, and tools. They focus on moving individuals f…
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Send us a Text Message. In this special "Charity of the Month" episode of the "Wolf Financial Podcast," host Rob Wolf invites Anna Murphy from the United Way of Southwest Michigan for an in-depth discussion. The United Way of Southwest Michigan is renowned for its dedication to addressing key community issues, particularly in the realms of educatio…
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Send us a Text Message. In this "Charity of the Month" episode of the "Wolf Financial Podcast," host Rob Wolf interviews Amy Johns from Destiny Rescue, an organization dedicated to rescuing kids from human trafficking and sexual exploitation. Destiny Rescue operates globally, entering some of the darkest places to rescue children trapped in exploit…
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Send us a Text Message. In this episode of "Wolf Financial Podcast," Rob Wolf talks with Beth Helm from Camp Leo and Allen Edlefson from the Lions Club of Saint Joseph, MI. They discuss the work of Camp Leo in Grand Junction, Michigan, a camp program designed for youth aged 10-26, emphasizing growth and independence. The conversation also covers th…
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Send us a Text Message. In this engaging episode of the "Wolf Financial Podcast," host Rob Wolf features Mosaic CCDA (Community Christian Development Association) as the 'Charity of the Month.' Mosaic CCDA, a noteworthy organization in community development, is known for its innovative and holistic approach to empowering individuals and revitalizin…
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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. See omnystudio.com/listener for privacy information.…
  continue reading
 
This week we discuss X-Men: The Animated Series, Matt's rewatch of Once Upon a Time in Hollywood and Paul's rewatch of The Last Starfighter. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve Come see us at: Steel City Con | Monroeville Conve…
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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. See om…
  continue reading
 
This week House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve Shownotes (all timestamps are approximate) Sandwich/Soda Talk (01:47) Ultimate Spider-Man #1-2 Review (17:40) The Marvels/Ms. Marvel (46:00)…
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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. See omnystudio.com/listener for privacy information.…
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This week the boys react to the casting news regarding Marvel's Fantastic Four as well as talk about a few current movies and TV House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve Shownotes (all timestamps are approximate)…
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