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

Send us Fan Mail  In Part 4 of The 5 Wealth Killers No One Talks About , George Jameson, CFP® and founder of Capital Wealth Group, unpacks a tempting trap that promises big returns—but often leaves people worse off. Don’t get caught chasing the wrong thing.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether yo...

Send us Fan Mail  In Part 3 of The 5 Wealth Killers No One Talks About , George Jameson, CFP® and founder of Capital Wealth Group, exposes a silent drain on your finances that’s more common than you think.   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...

Send us Fan Mail  In this episode of Your Retirement Guide , Certified Financial Planner™ George Jameson, founder of Capital Wealth Group in Columbia, SC, dives into Part 2 of The 5 Wealth Killers No One Talks About. This one might be sitting in your driveway—tune in to find out!   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Ad...

Send us Fan Mail In this episode of Your Retirement Guide podcast, George Jameson, a certified financial planner and founder of Capital Wealth Group located in Columbia, SC introduces a series titled 'Five Wealth Killers No One Talks About.' Listen to Part 1: It Start Here now.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advi...

Send us Fan Mail  In this episode of Your Retirement Guide , George Jameson, CFP® breaks down the concept of the “breakeven” age for Roth conversions. Learn how long it typically takes for a Roth conversion to pay off—and what factors can speed up or delay the benefits.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory fir...

Send us Fan Mail In this episode of Your Retirement Guide , George Jameson, CFP® and founder of Capital Wealth Group , explains why you shouldn't be using the 4% withdrawal rule in retirement and what you may want to use instead.   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 a...

Send us Fan Mail In this episode of Your Retirement Guide , George Jameson, CFP® and founder of Capital Wealth Group ,  flips the script and shares four key warning signs that you may not be ready to retire. If you're wondering “Can I really retire?” —this episode is a must-listen. Don’t miss these critical red flags that could signal it’s time to reassess your retirement readiness.   Welcome to "...

Send us Fan Mail In this episode of Your Retirement Guide , George Jameson, CFP® and founder of Capital Wealth Group , walks you through the ideal sequence for a well-designed retirement. From income planning to tax strategies, discover how the right order can help you retire with more clarity and confidence.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capit...

Send us Fan Mail In this episode of Your Retirement Guide , George Jameson, CFP® and founder of Capital Wealth Group , goes into detail 5 Simple Way to Increase Your Social Security Benefits and more.   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...

Send us Fan Mail  In this episode of The Retirement Guide , George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC explains how Social Security is funded and calculated and some advice on the best time to start your benefits.   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 r...

Send us Fan Mail  In this episode of The Retirement Guide , George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC discusses smart, tax-efficient charitable giving with guest Mike Staman, a fellow Certified Financial  Planner™  Professional and founder of Delaware Financial Planning in Newark, Delaware.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, ow...

Send us Fan Mail  In this episode of The Retirement Guide , George Jameson, CFP® and founder of Capital Wealth Group , explains the key takeaways from Morningstar's latest research on retirement income and safe starting withdrawal rates for those retiring in 2025.    Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Wh...

Send us Fan Mail  In this episode of The Retirement Guide , George Jameson, CFP® and founder of Capital Wealth Group , explains how to determine the right amount to set aside in your emergency fund and explores smarter alternatives to traditional savings accounts. He offers practical tips on maintaining liquidity, navigating rising costs, and ensuring your money works harder for you in today’s unp...

Send us Fan Mail  In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group , discusses how to generate income from your investments in retirement. He explores 3 popular strategies to help you create a sustainable income stream in retirement.    Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only...

Send us Fan Mail  In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group , discusses the growing threat of new account fraud targeting high-net-worth investors. Learn about the tactics used by scammers and discover essential tips to protect your wealth.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Grou...

Send us Fan Mail In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group , shares essential strategies to help those 50 and above protect their identity, finances, and personal information in today’s digital world. From spotting scams to safeguarding accounts and securing devices, George covers practical steps to reduce your risk and keep your retirement s...

Send us Fan Mail In this episode of The Retirement Guide , George Jameson, CFP® and founder of Capital Wealth Group, explains how to create a low-cost Living Trust online, and why it's especially important for homeowners. He dives into common mistakes to avoid, how to transfer assets like your home and personal belongings, and tips on choosing trustees and successor trustees. He’ll also talk about...

Send us Fan Mail  In this episode of The Retirement Guide , George Jameson, CFP® and founder of Capital Wealth Group, explains how to create a low-cost Living Trust online, and why it's especially important for homeowners. He walks you through the steps to set up a trust that can help avoid probate and ensure your assets are smoothly transferred to your loved ones. Whether you're considering a DIY...

Send us Fan Mail  In this episode of The Retirement Guide , George Jameson, CFP® and founder of Capital Wealth Group breaks down Roth conversions, answering three key questions to help you decide if and when it’s the right move for your retirement plan. Tune in for expert insights on maximizing tax benefits and making informed decisions.   Welcome to "The Retirement Guide" Podcast! I'm your host G...

Send us Fan Mail  Host George Jameson, CFP® and founder of Capital Wealth Group, shares expert insights on retirement planning, revealing the five biggest expenses retirees face and how to prepare for them.   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...

Send us Fan Mail  Hosted by George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC, this episode explores three key retirement income strategies to help you make the most of your golden years. Discover the pros and cons of each approach and determine which one aligns best with your financial goals.   Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner o...

Send us Fan Mail By: George Jameson, CFP®, founder of Capital Wealth Group When we think about retirement, financial planning often takes center stage. However, the non-financial aspects are just as crucial for a fulfilling retirement. Join us as we explore the psychological, social, and lifestyle factors that can make your retirement truly golden. Discover how to maintain a sense of purpose, nurt...

Send us Fan Mail The BEST Retirement Advice EVER From 15 Actual Retirees In this episode, George Jameson, CFP®, of Capital Wealth Group , dives into invaluable retirement advice straight from those who’ve experienced it firsthand—actual retirees. Learn how to create a fulfilling and financially secure retirement with these pearls of wisdom. Tune in for practical tips and inspiring stories that wil...

Send us Fan Mail  Join George Jameson, CFP®, MBA, founder of Capital Wealth Group, as he delves into strategies to minimize taxes on your retirement savings in 2024. In this episode, George covers the essentials of understanding retirement accounts, leveraging Roth IRAs, planning for required minimum distributions (RMDs), and implementing tax-efficient investment strategies. He also discusses the...

Send us Fan Mail  In this episode, George Jameson dives into the risks of investing in gold IRAs, particularly for seniors. He explains the high fees, counterparty risks, and tax implications that make gold IRAs a poor choice compared to traditional IRAs and gold ETFs. George emphasizes the importance of making informed decisions and offers better alternatives for including gold in your retirement...