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

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

by George Jameson, CFP®, RICP®, MBA

Season 1

The 5 Wealth Killers No One Talks About - Part 4: Too Good to Be True

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 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 Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor. Let's Connect!Visit our Website: Capital Wealth Group Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide. Any Questions or Topic Ideas? Send me an email at George@capitalwealthgroupsc.com

The 5 Wealth Killers No One Talks About - Part 3: The Cost That Never Sleeps

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 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 Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor. Let's Connect!Visit our Website: Capital Wealth Group Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide. Any Questions or Topic Ideas? Send me an email at George@capitalwealthgroupsc.com

The 5 Wealth Killers No One Talks About - Part 2: The Illusion of Freedom

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 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 Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor. Let's Connect!Visit our Website: Capital Wealth Group Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide. Any Questions or Topic Ideas? Send me an email at George@capitalwealthgroupsc.com

The 5 Wealth Killers No One Talks About - Part 1: It Starts Here

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 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 Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor. Let's Connect!Visit our Website: Capital Wealth Group Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide. Any Questions or Topic Ideas? Send me an email at George@capitalwealthgroupsc.com

How long until Your Roth Conversion Pays Off? “Breakeven” Age

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 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 Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor. Let's Connect!Visit our Website: Capital Wealth Group Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide. Any Questions or Topic Ideas? Send me an email at George@capitalwealthgroupsc.com

Why You Should Not Use The 4% Withdrawal Rule & What To Use Instead

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 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 Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor. Let's Connect!Visit our Website: Capital Wealth Group Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide. Any Questions or Topic Ideas? Send me an email at George@capitalwealthgroupsc.com

Can You Really Retire? 4 Warning Signs You’re Not Ready

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 "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 Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor. Let's Connect!Visit our Website: Capital Wealth Group Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide. Any Questions or Topic Ideas? Send me an email at George@capitalwealthgroupsc.com

Retirement By Design: Ideal Sequence

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 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 Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor. Let's Connect!Visit our Website: Capital Wealth Group Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide. Any Questions or Topic Ideas? Send me an email at George@capitalwealthgroupsc.com

5 Simple Ways to Increase Your Social Security Benefits!

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 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 Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor. Let's Connect!Visit our Website: Capital Wealth Group Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide. Any Questions or Topic Ideas? Send me an email at George@capitalwealthgroupsc.com

How Social Security is Actually Funded and Calculated

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 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 Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor. Let's Connect!Visit our Website: Capital Wealth Group Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide. Any Questions or Topic Ideas? Send me an email at George@capitalwealthgroupsc.com

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