Best IPW Podcasts (2024)

1
How much risk is in your retirement portfolio? 13:55

1M ago13:55

13:55

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.…

1
Outdated Rules in Retirement 13:38

1M ago13:38

13:38

What "Rules in Retirement" are so common that no one questions if they are outdated?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…

1
The Father of the 401(K) Says What You’re Missing 12:32

2M ago12:32

12:32

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.…

1
Technology’s role in your retirement 12:31

3M ago12:31

12:31

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.…

1
How to improve your 401(k) before retirement 28:56

3M ago28:56

28:56

Do you know how to beef up your 401(K) before retirement? Shawn O'Keefe and Dan Blair discuss the hidden fees in your retirement plans. They also talk about the history of the stock market and what role a presidential election can play on it. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
How Interest Rates Affect Your Retirement 29:04

3M ago29:04

29:04

What role do interest rate hikes play in your retirement and what happens when they go up or down? Shawn O'Keefe and Dan Blair discuss the Fed and how politics can mess with your money. They also talk about self-flying airplanes and why you should never put your portfolio on autopilot. See omnystudio.com/listener for privacy information.…

1
Retirement Advice from the Wolf of Wall Street 10:33

3M ago10:33

10:33

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.…

1
Active vs. Passive Portfolio Management 26:03

3M ago26:03

26:03

The Wall Street giants are calling for more active management in your retirement portfolio this year, but what do you really need? Shawn O'Keefe and Dan Blair breakdown the different parts of your portfolio and when/where you need the most attention. They also discuss Tiger Wood's recent split with Nike and the Wolf of Wall Street says no one can p…

1
How to create multiple sources of income in retirement! 9:59

3M ago9:59

9:59

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.…

1
Alternatives to the stock market in retirement! 23:51

3M ago23:51

23:51

How will you generate income in retirement? What alternative options do you have to the stock market? Dan Blair discusses what is available to you and how to utilize each option as a total in your financial plan. He also talks about scammers after your money and why people struggle with reaching out to a financial advisor. See omnystudio.com/listen…

1
Learn how to take advantage of high interest rates in retirement 25:23

4M ago25:23

25:23

Are high interest rates actually good for retirees? Shawn O'Keefe discusses the opportunities that become available in your portfolio when interest rates are elevated. He also talks about the new tax brackets for 2024 and what this means for your wallet! See omnystudio.com/listener for privacy information.…

1
The Financial Straight Talk Christmas Special! 56:24

4M ago56:24

56:24

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.…

1
Creating mailbox money in retirement! 28:18

4M ago28:18

28:18

How would you like to create mailbox money in retirement? Shawn O'Keefe and Dan Blair discuss the most popular Christmas songs and how royalties from music can be similar to a retirement plan. They also talk about protecting your estate from market risk and the advantages of rolling over your IRA. See omnystudio.com/listener for privacy information…

1
6 tips for lowering your RMD’s in retirement! 9:57

5M ago9:57

9:57

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.By Jim Fox

1
Plot twists you should prepare for in retirement! 27:59

5M ago27:59

27:59

How many different plot twists could you face in retirement? Shawn O'Keefe and Dan Blair breakdown different situations you could face in your financial future. They also discuss how long a first meeting with an advisor should last and unconventional plans you can utilize in your portfolio. See omnystudio.com/listener for privacy information.…

1
Not your neighbor's retirement plan 14:06

5M ago14:06

14:06

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.By Jim Fox

1
How will the market react to the 2024 election? 25:05

5M ago25:05

25:05

How will the market react to the 2024 election? Shawn O'Keefe and Dan Blair discuss trends surrounding the market during previous presidential election cycles. They also discuss how annuities have changed and the roll they can play in your portfolio, as well as the retirement rules that have been around for decades, but do they still work today? Se…

1
Financial moves to make before 2024! 13:56

5M ago13:56

13:56

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.…

1
BONUS: Grammy Award winner David Foster & American Idol’s Katharine McPhee! 10:11

6M ago10:11

10:11

16-time Grammy Award winner David Foster and his wife, American Idol’s own Katharine McPhee, sit down with Dan Blair in Nashville. They discuss the challenges you will face while working with your spouse, the difference between working on Broadway and TV, and what is the best financial advice you share with up-and-coming musicians. See omnystudio.c…

1
The ingredients to a healthy retirement plan! 12:02

6M ago12:02

12:02

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 Wadadl…

1
What is a retirement plan and where does it begin? 23:16

6M ago23:16

23:16

Do you have a retirement plan that can achieve your personal and financial goals? Shawn O'Keefe and Dan Blair discuss one of the biggest steps in retirement, creating a plan. They breakdown the four pillars that each plan should consist of and talk about why future tax planning is so crucial for financial success. See omnystudio.com/listener for pr…

1
Which monsters could be a threat to your retirement dreams? 12:15

6M ago12:15

12:15

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.By Jim Fox

1
Will next years social security rate put you in tax trouble? 26:12

6M ago26:12

26:12

Will next years social security rate put you in tax trouble? Shawn O'Keefe and Dan Blair discuss the potential tax consequences that you could see after the government raised social security rates for next year. They also talk about the current situation in the middle east and how war can affect the market. See omnystudio.com/listener for privacy i…

1
Finances or Emotions: Which is holding you back from retiring? 24:33

7M ago24:33

24:33

Is it finances or emotions that’s holding you back from retirement? Shawn O’Keefe and Dan Blair break down how to separate the two so you can feel more confident in your portfolio. They also discuss the fees that are eating up your 401(K), investments that can beat inflation, and why Bob Ross’ estate won’t see any money from the sale of his first p…

1
Maxing Out Your 401(k) Near Retirement: Pros, Cons, and Other Options 9:08

7M ago9:08

9:08

"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…

1
Will interest rates keep going up? 28:58

7M ago28:58

28:58

Will interest rates keep going up? Shawn O'Keefe and Dan Blair break down the media's speculation over the future direction of the market. They also discuss the most common mistakes made in 401(K)'s and ask if you know how much you will have to pay in taxes for a deferred account? See omnystudio.com/listener for privacy information.…

1
Common 401(k) Mistake: Are You Making It? 12:02

7M ago12:02

12:02

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.…

1
Discover Why Some Americans Are Retiring Sooner. 26:47

7M ago26:47

26:47

Why are Americans retiring earlier and how are they able to do it? Shawn O'Keefe and Dan Blair discuss the proper ways to build a retirement plan that shows you when you can finally leave the work force. They also discuss death and taxes, as well as why you should pay the tax on the seed rather than the harvest. See omnystudio.com/listener for priv…

1
What’s worse- death or taxes? 10:16

7M ago10:16

10:16

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. Inv…

1
The Dangers of Getting Financial Advice from Social Media 11:30

8M ago11:30

11:30

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 Im…

1
How many fees are actually in your 401(k)? 26:49

8M ago26:49

26:49

How many fees are actually in your 401(k)? Do you even know? Shawn O'Keefe and Dan Blair discuss the best way to find out. They also talk about if inflation will continue to rise, utilizing the Trump tax cuts in retirement, and what is the beard tax? See omnystudio.com/listener for privacy information.…

1
Pro-Tip for Retirement: How to take advantage of the Trump tax cuts right now. 8:26

8M ago8:26

8:26

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. S…

1
The 5 things wealthy people do to stay wealthy 11:59

8M ago11:59

11:59

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.…

1
When will social security run out? 30:41

8M ago30:41

30:41

Schools are now starting to offer courses in financial education, but how financially savvy are you? Shawn O’Keefe and Dan Blair discuss what you need to know to create a successful financial future. They also talk about social security, and if it will be worthless in the future. Finally, they discuss the proper way to plan a retirement. See omnyst…

1
The most common problems found in a retirement portfolio 27:19

9M ago27:19

27:19

Where are the most common problems found in a retirement portfolio? Shawn O'Keefe and Dan Blair discuss the best ways to find these issues and address them today. They also talk about new rules coming to 401(k)'s and what roll an annuity can play in your retirement plan. See omnystudio.com/listener for privacy information.…

1
Barbie's Retirement: Managing 200+ Careers and 401(k)'s - Tips for Financial Success 12:06

9M ago12:06

12:06

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 podcas…

1
The Stealth Tax: money you're losing and didn't even know 26:44

9M ago26:44

26:44

Have you heard of the "Stealth Tax?" Shawn O'Keefe and Dan Blair discuss what it is and how you are losing more money everyday to the government that you didn't even know about. They share tips for what you can do now to reduce the burden. They also discuss hanging out in Nashville with the lead singer of Rascal Flatts, Gary LeVox. See omnystudio.c…

1
Country music star Gary LeVox shares his retirement plans 6:32

9M ago6:32

6:32

Shawn and Dan recently sat down for an interview with Gary LeVox, former singer for Rascal Flatts. They talk life, finances, and Gary's new direction as a solo artist. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
Can you afford to retire? 28:27

9M ago28:27

28:27

Can you afford to retire? Shawn O'Keefe and Dan Blair discuss when is the right time to get a checkup on your retirement portfolio. They also talk about how the Secure Act 2.0 could change your retirement plans and who in your family should make the decision to meet with a financial advisor. Finally, they hear how a Rock 'n Roll Hall of Famer plans…

1
What is outdated in your portfolio? 13:27

9M ago13:27

13:27

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.By Jim Fox

1
Financial Advice from Famous Folks 10:18

9M ago10:18

10:18

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.…

1
How much overlap do you have in your portfolio? 17:44

10M ago17:44

17:44

Do you know what stocks are in your portfolio? Do you have overlap? Shawn O'Keefe and Dan Blair discuss the advantages of having a diverse financial plan. They also talk about creating a market recovery strategy and the difference between growing your portfolio while you’re working and entering the distribution phase of life. See omnystudio.com/lis…

1
Creating a Championship Retirement 28:15

10M ago28:15

28:15

It takes a good team to win a championship just like the Denver Nuggets, but can you do the same when it comes to retirement? Shawn O’Keefe and Dan Blair discuss the pieces you need in place to create a successful financial team. They also celebrate Father’s Day weekend by sharing money saving tips from their dad’s and how to find out if your portf…

1
Is your pension safe from the market? 14:45

10M ago14:45

14:45

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 info…

1
How to create income in retirement 24:18

11M ago24:18

24:18

What is the most difficult adjustments you will have to make in retirement? Dan Blair breaks down how to transition from getting a paycheck every two weeks to paying yourself out of your portfolio. He also discusses ways to keep up with inflation and how to transfer your wealthy to family members in the most tax efficient manner possible. See omnys…

1
Tax strategies for selling highly appreciate assets 25:33

11M ago25:33

25:33

Shawn O'Keefe shares a tax strategy to help preserve wealth and become more tax efficient if you are a small business owner or have a highly appreciated assets such as real estate. This way you can keep more money in your pocket than Uncle Sam's. See omnystudio.com/listener for privacy information.By Summit Wealth Strategies

1
The 6 most common mistakes made in retirement 14:44

11M ago14:44

14:44

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.By Jim Fox

1
What is the difference between a robo-advisor and a real person? 27:06

11M ago27:06

27:06

What will be your greatest expense in retirement? Shawn O'Keefe and Dan Blair breakdown a new study that say's nearly 1/3 of your retirement money will be used paying taxes. How can you become more tax efficient with your plan? They also discuss how Market Guard works, the differences between a robo-advisor and an actual person, and what made each …

1
The Power of Market Guard 10:19

11M ago10:19

10:19

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.By Jim Fox

1
Pros and Cons to having an annuity in your 401(k) 13:32

12M ago13:32

13:32

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.By Jim Fox

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