Your Retirement Guide by: George Jameson
Welcome to Your Retirement Guide – The Retirement Blueprint for Financial Freedom At Your Retirement Guide, we deliver concise, actionable retirement planning education in 10-minute episodes. Hosted by retirement planning expert George Jameson, CFP®, MBA, our channel is dedicated to cutting through the noise with practical, no-nonsense advice that helps you secure a successful retirement. Capital Wealth Group – is a fee-only advisory firm based in Columbia, SC – we serve clients locally in South Carolina and North Carolina, as well as virtually nationwide. Our unified brand means you’ll always find the trusted guidance you need, whether you’re tuning in for expert insights or looking for personalized financial advice. Ready to design your retirement blueprint? Schedule a Free Consultation – Click Here or Go to: www.Capitalwealthgroupsc.com For more information about Capital Wealth Plan and to connect with George Jameson, visit our website at capitalwealthgroupsc.com or contact us at (803) 250-6464 / george@capitalwealthgroupsc.com.
Episodes
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.
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 Retirement Guide" Podcast! I'm you...
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" Podcast! I'm your host George Jameson, ...
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 f...
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 re...
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...
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 Gro...
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 On...
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 near...
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 "The Retirement Guide" Podcast! I...
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 Read more
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,...
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 y...
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, owner of Read more
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 Onl...
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 unpredictable economy.
Welcome to "Th...
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
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 Wea...
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 safe from cyber threats.
Welcome t...
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 what shouldn’t go into a simple L...
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