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

Send us Fan Mail In this episode, we uncover seven powerful strategies to cut down on taxes during retirement. Discover how to sequence your income withdrawals, optimize your asset placement, execute Roth conversions strategically, and use tax loss harvesting to your advantage. Learn about avoiding Medicare premium surcharges, maximizing the impact of charitable donations, and planning for require...

Send us Fan Mail Join us for an insightful episode on the role of bonds in retirement investing. Welcome to another episode of our podcast! Today's focus is on unraveling the world of bonds – their mechanics, diverse types, the choice between bond funds and individual bonds, and which bonds are best suited for retirees. Segment 1: Unpacking Bonds and Their Types Think of bonds as loans you provide...

Send us Fan Mail In this  episode we turn our attention to the world of Fixed Index Annuities (FIAs), revealing the inner workings, historical performance, and the true purpose behind these insurance based products. Join us as we explore the complexities and considerations surrounding FIAs, providing you with a comprehensive understanding to make informed decisions. We kick off the episode by divi...

Send us Fan Mail "Welcome to Episode 7: Annuity Basics: Concise and Easy to Understand!  In this episode, we're cutting through the jargon and simplifying annuities for you. Join us as we demystify what annuities are, how they work, and explore the different types available. This concise and easy-to-understand guide will help you to make informed decisions about your retirement income. Whether you...

Send us Fan Mail "Welcome to an enlightening episode as we embark on a deep dive into the captivating world of annuities. Today, we provide you with a comprehensive understanding of annuities – what they are, how they work, and what retirees need to consider before making a decision.  We'll also explore the different types of annuities, discussing their pros & cons, and what to watch out for. So,...

Send us Fan Mail In this informative episode, we dive into the world of retirement income strategies and break down the four primary approaches developed by Dr. Wade Pfau in his book: The Retirement Guide Book. Whether you're looking for a guaranteed income stream or a more flexible investment-based plan, we've got you covered. Join us as we explore the ins and outs of each strategy, helping you f...

Send us Fan Mail In this episode, we delve into the Guardrail Withdrawal Strategy—an approach that offers offers protective measures, ensuring that you do not run out of money during your retirement years. We break down the fundamentals of this strategy, exploring its origins and key concepts. Join us as we discuss who might benefit from implementing this strategy and examine its potential advanta...

Send us Fan Mail Welcome to today's episode where we delve into the fascinating world of retirement withdrawal strategies, with a special focus on the renowned 4% withdrawal rule. We kick things off by taking a journey through time, tracing the origins of the 4% rule and shedding light on its creators and influencers. Additionally, we examine three distinct historical studies that evaluated the pe...

Send us Fan Mail Welcome to the first episode of the Retire with Confidence podcast! Your host is George Jameson, a certified financial planner professional and the founder of Capital Wealth Group. Thank you for taking your time to tune in.   If you are nearing retirement or already retired and want concise and to the point information this is the retirement planning education podcast for you!   ...

Send us Fan Mail Welcome to today's episode, where we embark on a quest to answer the timeless question: "How much money do you need to retire?" To begin, we'll explore a couple of widely used rules of thumb that can give you a general idea of the amount required for retirement. These rules will serve as a helpful starting point for your financial planning. But that's not where we stop! I'll guide...