Shows
Your Retirement Guide by: Capital Wealth GroupWhat the “One Big Beautiful Bill” Means for Your Taxes and InvestmentsSend us a text 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, 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 r...2025-07-1510 minYour Retirement Guide by: Capital Wealth GroupThe 5 Wealth Killers No One Talks About - Part 4: Too Good to Be TrueSend us a text 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 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...2025-07-0813 minYour Retirement Guide by: Capital Wealth GroupThe 5 Wealth Killers No One Talks About - Part 3: The Cost That Never SleepsSend us a text 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 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...2025-07-0112 minYour Retirement Guide by: Capital Wealth GroupThe 5 Wealth Killers No One Talks About - Part 2: The Illusion of FreedomSend us a text 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 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...2025-06-2415 minYour Retirement Guide by: Capital Wealth GroupThe 5 Wealth Killers No One Talks About - Part 1: It Starts HereSend us a textIn 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 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 tool...2025-06-1709 minYour Retirement Guide by: Capital Wealth GroupHow long until Your Roth Conversion Pays Off? “Breakeven” AgeSend us a text 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 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 yo...2025-06-1009 minYour Retirement Guide by: Capital Wealth GroupWhy You Should Not Use The 4% Withdrawal Rule & What To Use InsteadSend us a textIn 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 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. Tha...2025-06-0309 minYour Retirement Guide by: Capital Wealth GroupCan You Really Retire? 4 Warning Signs You’re Not ReadySend us a textIn 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'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...2025-05-2708 minYour Retirement Guide by: Capital Wealth GroupRetirement By Design: Ideal SequenceSend us a textIn 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 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 k...2025-05-2012 minYour Retirement Guide by: Capital Wealth Group5 Simple Ways to Increase Your Social Security Benefits!Send us a textIn 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 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 th...2025-03-2113 minYour Retirement Guide by: Capital Wealth GroupHow Social Security is Actually Funded and CalculatedSend us a text 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 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 succes...2025-03-1408 minYour Retirement Guide by: Capital Wealth GroupSmart Giving: Tax-Efficient Strategies for Charitable DonationsSend us a text 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 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...2025-03-0520 minYour Retirement Guide by: Capital Wealth Group2025 Retirement Income: Key Insights from Morningstar’s Latest ResearchSend us a text 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. 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. ...2025-02-2611 minYour Retirement Guide by: Capital Wealth GroupHow Much Should You Keep in Your Emergency Fund & Where to Put It?Send us a text 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 "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...2025-02-1110 minYour Retirement Guide by: Capital Wealth GroupTurn Your Investments into Income: A Retirement Guide for the Over 50sSend us a text 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 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 ne...2024-12-0415 minYour Retirement Guide by: Capital Wealth GroupNew Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect YourselfSend us a text 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 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 ne...2024-11-1908 minYour Retirement Guide by: Capital Wealth GroupDigital Safety After 50: Protecting Your Identity & Finances OnlineSend us a textIn 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 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...2024-11-1113 minYour Retirement Guide by: Capital Wealth GroupPart 2: How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One)Send us a textIn 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 Living Trust and different ways to set up your asset distributions. Whether you're considering a DIY approach or hiring an attorney, this episode breaks it al...2024-10-3012 minYour Retirement Guide by: Capital Wealth GroupHow to Create a Low-Cost Living Trust Online (And Why Homeowners Need One)Send us a text 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 approach or hiring an attorney, this episode breaks it all down. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fe...2024-10-2410 minYour Retirement Guide by: Capital Wealth GroupRoth Conversions: 3 Key Questions to Answer!Send us a text 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 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 retir...2024-09-0509 minYour Retirement Guide by: Capital Wealth Group5 Biggest Expenses in Retirement – You May Be Surprised!Send us a text 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 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 thi...2024-08-2912 minYour Retirement Guide by: Capital Wealth GroupMaximize Your Golden Years: 3 Retirement Income Approaches—Which One Is Right for You?Send us a text 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 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 eq...2024-08-2210 minYour Retirement Guide by: Capital Wealth GroupRetirement's Hidden Challenges: Preparing for the Non-Financial AspectsSend us a textBy: George Jameson, CFP®, founder of Capital Wealth GroupWhen 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, nurture social connections, and plan for a vibrant, engaging retirement life. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory fi...2024-08-0208 minYour Retirement Guide by: Capital Wealth GroupThe BEST Retirement Advice EVER from 15 Actual RetireesSend us a textThe BEST Retirement Advice EVER From 15 Actual RetireesIn 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 will help you on your retirement journey. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whethe...2024-07-0908 minYour Retirement Guide by: Capital Wealth GroupExpert Tips to Minimize Retirement Taxes in 2024Send us a text 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 importance of state tax implication and income distribution tactics. Tune in to learn how to optimize your tax benefits and maximize your retirement income. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Grou...2024-07-0211 minYour Retirement Guide by: Capital Wealth GroupThe Hidden Dangers of Gold IRAs: What Seniors Need to KnowSend us a text 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 portfolio. Tune in to learn why gold IRAs might not be the best move for your financial future. For more insights and personalized advice, visit Capital Wealth Group. Welcome to "The...2024-06-2508 min