Your Retirement Guide by: George Jameson, CFP®, RICP®

The 4% rule is the most famous guideline in retirement — a simple way to estimate how much you can withdraw each year without running out of money. It survived the Great Depression, the dot-com crash, and 2008. But is it right for your retirement? In this episode, George Jameson, CFP®, RICP® and founder of Capital Wealth Group, breaks down where the 4% rule came from, exactly how to use it, and th...

"Save 10-12x your salary." "You'll need 70-90% of your income." Sound familiar? Generic rules of thumb only get you so far. In this episode, George Jameson, CFP®, RICP®, founder of Capital Wealth Group, walks through a simple 3-question framework to find your real retirement number. 🔗 Schedule a free consultation: CapitalWealthGroupSC.com or Calendly Link Capital Wealth Group is a fee-only financ...

Are Roth conversions always the right move? In this episode, George Jameson, CFP®, RICP®, MBA — founder of Capital Wealth Group, a fee-only financial advisory firm in Columbia, SC — breaks down when Roth conversions make sense, when they don't, and what most people overlook before pulling the trigger. If you have money sitting in a traditional IRA or 401(k), this episode will help you think more s...

In this episode, George Jameson, CFP®, RICP®, MBA , with Capital Wealth Group , breaks down what financial expert Carl Richards calls the "behavior gap" and reveals how hidden emotions quietly hijack your retirement decisions. Discover why the "perfect" static financial plan doesn't exist, how to use curiosity to resolve money disagreements with your spouse, and how to defend your peace of mind ag...

For most people, a paid-off home is the ultimate retirement goal—but could it actually be holding you back? In this episode, George Jameson, CFP®, RICP®, explores the overlooked benefits of selling your house and renting instead. Learn how swapping property maintenance and skyrocketing taxes for cash flow clarity could unlock the geographic and financial freedom to live your best life.

George Jameson, CFP®, RICP®, breaks down the "New Math" of Roth conversions and the BETR formula. Learn why conversions can build wealth even if your tax rate drops and how to avoid "stealth taxes" like IRMAA and RMD spikes. CTA Link: Schedule your free consultation: CapitalWealthGroupSC.com

Everyone is talking about Roth Conversions, but is it actually the right move for your retirement? In this episode, George Jameson, CFP®, RICP® explains why the "mathematically correct" answer on a spreadsheet often ignores the realities of life.    Welcome to "Your Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group , a Fee Only Advisory firm. Whether you’re nea...

Send us Fan Mail  High-stakes retirement planning is more than just Roth conversions and withdrawal rates. George Jameson, CFP®, RICP®, discusses the "One Page Financial Plan" philosophy and how to audit your spending to find your true priorities.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re neari...

Send us Fan Mail  Protect your wealth from the $15 billion "RAT Attack" in this episode of  Your Retirement Guide by George Jameson, CFP®, RICP®, MBA with Capital Wealth Group . Learn how to identify the invisible red flags of remote access scams and the exact "digital fortress" steps required to secure your financial accounts.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jame...

Send us Fan Mail  Why does retirement planning get harder after you stop working? In this episode, George Jameson explains why he earned the RICP® designation and shares key lessons on turning savings into sustainable retirement income. By George Jameson, CFP®, RICP®, founder of Capital Wealth Group in Columbia, SC.  Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of...

Send us Fan Mail Your Retirement Guide with George Jameson, CFP® Discover how couples can thrive in retirement—financially, emotionally, and physically. George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC, shares practical tips for building a happy, healthy, and fulfilling next chapter together.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner o...

Send us Fan Mail  George Jameson, CFP with Capital Wealth Group , breaks down when and why you might need to adjust your portfolio. From life changes to large stock positions and retirement goals, learn how small tweaks can keep your investments on track and aligned with your financial journey.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group...

Send us Fan Mail  Join George Jameson, CFP and founder of Capital Wealth Group , as he breaks down Medicare Open Enrollment 2026. Learn how to choose the right plan, review Part D coverage, and avoid costly mistakes in retirement.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or...

Send us Fan Mail  I’m George Jameson with Capital Wealth Group . Retirement isn’t just about what you buy — it’s about what you let go of. Discover 5 things you may want to sell, simplify, or declutter to make your retirement freer, easier, and more enjoyable.  Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether...

Send us Fan Mail  George Jameson, CFP®, founder of Capital Wealth Group , shares how to define and plan for “enough” in retirement — balancing income, spending, long-term care, and life purpose so you can retire with clarity and confidence.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing reti...

Send us Fan Mail  I’m George Jameson, CFP®, founder of Capital Wealth Group and host of Your Retirement Guide Podcast . In this episode, I share the biggest lessons I’ve learned over 15 years of helping clients retire—practical advice to help you avoid mistakes and enjoy the retirement you’ve worked hard for.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capit...

Send us Fan Mail  In this episode, George Jameson, CFP® and founder of Capital Wealth Group, explains why retirement isn’t just about what you’ve saved—it’s about how you use it. From Roth conversions and IRA withdrawals to Social Security timing and IRMAA thresholds, the right tax strategy can help you keep more of your money working for you.  Want to see how this applies to your retirement? Visi...

Send us Fan Mail Insurance costs are climbing, but not always for the reasons you think. In this episode, George Jameson, CFP®, founder of Capital Wealth Group in Columbia, SC, explains what’s driving rates higher and shares smart strategies you can use to keep more money in your pocket.  👉 Learn more or schedule a no-obligation conversation at Capital Wealth Group.  Welcome to "The Retirement Gu...

Send us Fan Mail  Avoid common retirement planning pitfalls! George Jameson, CFP®, founder of Capital Wealth Group shares the five biggest mistakes people make and how to build a plan that actually works for you.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, J...

Send us Fan Mail Planning for retirement in your fifties? George Jameson, CFP® of Capital Wealth Group, shares 10 essential tips to set yourself up for a secure, enjoyable retirement.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explor...

Send us Fan Mail Your Retirement Guide Podcast with George Jameson, CFP®, MBA, founder of Capital Wealth Group in Columbia, SC. In this episode, we dive into how fear around rising taxes in retirement is often overstated, why timing matters with Roth conversions, and how to plan deliberately to keep more of your hard-earned money.  Welcome to "The Retirement Guide" Podcast! I'm your host George Ja...

Send us Fan Mail  New tax law changes from the “One Big Beautiful Bill” are reshaping how—and when—retirees should consider Roth conversions. In this episode, George Jameson breaks down the hidden tax traps, deduction phase-outs, and why timing your conversions just got more complicated.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee...

Send us Fan Mail  Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement. Thank you for tuning in to this episode of The Retir...

Send us Fan Mail Your Retirement Guide Podcast with George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC.  In this episode, we dive into the critical changes coming to ACA healthcare subsidies, set to expire in 2025, and their impact on early retirees under 65. George shares practical tips to manage costs, adjust income, and keep your retirement plans on track.  Welcome to "The...

Send us Fan Mail  In this episode, George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC, breaks down the newly signed “One Big Beautiful Bill” and what it means for your taxes, investments, and retirement plan. From permanent tax cuts to rising deficits, George shares key takeaways and practical planning tips for investors and retirees.   Welcome to "The Retirement Guide" Podca...