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

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

by George Jameson, CFP®, RICP®, MBA
Investing
Season 1

Bitcoin ETFs: Stepping Stone to Bitcoin Riches or Risky Gamble?

Send us Fan Mail In this episode of "The Retirement Guide" by George Jameson CFP®, MBA, the focus is on the recent introduction of Bitcoin exchange-traded funds (ETFs). The podcast explores the potential gains and downsides of investing in Bitcoin, emphasizing its high-risk nature. The podcast suggests considering the pros and cons of ETFs vs. actual Bitcoin, with a recommendation for self-custody using a hardware wallet for added security. 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
S1 · E30
Jan 15, 2024
10:20

Is That Roth Conversion Worth It? 5 Surprising Reasons to Say No!

Send us Fan Mail In this episode of The Retirement Guide Podcast, George Jameson, CFP®, MBA dives into the complexities of Roth conversions. Discover the key considerations and scenarios where this strategy may not be the ideal choice for your retirement journey. From upfront tax burdens to charitable intentions, explore the nuanced aspects of financial planning for a secure retirement. Tune in now for invaluable insights on optimizing your wealth for the long run! 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
S1 · E29
Dec 29, 2023
10:10

Harold Evensky's Mastermind: Conquer Retirement Withdrawals with the Two-Bucket Strategy!

Send us Fan Mail In this episode of "The Retirement Guide" with George Jameson, CFP®, MBA of Capital Wealth Group, listeners are treated to an in-depth exploration of the time-tested and straightforward Two-Bucket Strategy for retirement planning. Host George Jameson simplifies the complex world of retirement income by introducing the original two-bucket system developed by financial guru Harold Evensky in 1985. With a focus on simplicity and effectiveness, this strategy aims to protect retirees from market panics and ensure a steady stream of income without the need for complicated withdrawal plans. 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
S1 · E28
Dec 22, 2023
13:00

5 Retirement Income Hacks You Wish You Knew Sooner: Avoid Mistakes and Maximize Your Money

Send us Fan Mail No more retirement fear! Unlock stress-free income in your golden years with George Jameson, CFP®, MBA, on The Retirement Guide. Learn 5 actionable "hacks" to avoid mistakes and maximize your money. Retire rich, stay active, and live your best life! #retirementplanning #goldenyears #financialfreedom 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
S1 · E27
Dec 15, 2023
11:52

Mastering Asset Allocation for Retirement: A Deeper Dive for Those Nearing the Golden Years

Send us Fan Mail Join George Jameson, CFP® and MBA, on The Retirement Guide Podcast as he continues the insightful journey into optimizing your retirement strategy. In this episode, 'Mastering Asset Allocation in Retirement: A Deeper Dive (Part ,' discover essential tips and strategies for retirees to achieve financial security. George breaks down the intricacies of asset allocation, offering practical steps to ensure your portfolio aligns with your goals, risk tolerance, and long-term vision. Don't miss this valuable guide to navigating your retirement finances with 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
S1 · E26
Dec 8, 2023
7:03

Balancing Act: Navigating the Art and Science of Asset Allocation

Send us Fan Mail Join George Jameson, CFP®, MBA, in this insightful episode of 'The Retirement Guide' as we dive into the intricate world of asset allocation. Discover the key principles behind constructing a resilient financial portfolio, exploring the mix of traditional assets such as equities, bonds, and cash equivalents. George shares expert advice on determining the ideal balance tailored to your unique financial goals, risk tolerance, and time horizon. From navigating retirement challenges to understanding the nuances of behavioral investing, this episode is your comprehensive guide to crafting a lasting financial blueprint. Tune in to gain valuable insights that will empower your journey towards a secure and fulfilling 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 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
S1 · E25
Dec 4, 2023
8:14

How to Plan for a Tax-Efficient Retirement? Part 3

Send us Fan Mail Join George Jameson, CFP®, MBA, in this episode of The Retirement Guide Podcast as he uncovers the little-known secret of Asset Location. Discover how strategically placing your assets can save you thousands in retirement taxes. George shares practical examples and explores tax-efficient strategies, including the crucial role of periodic rebalancing and aligning your portfolio with cash flow needs. The episode concludes with insights into Donor Advised Funds (DAFs) as a convenient and tax-efficient way to leave a lasting legacy. Learn key strategies to reduce overall taxes in retirement, ensuring reliable cash flow and maximizing your hard-earned money. Tune in for actionable insights on planning for taxes 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 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
S1 · E24
Nov 22, 2023
11:31

How to Plan for a Tax-Efficient Retirement? Part 2

Send us Fan Mail In this episode of "The Retirement Guide" with George Jameson, CFP®, MBA, we dive into Part 2 of "How to Plan for Taxes in Retirement: The Retirement Opportunity Zone Age 55 - 75." Explore key ages and milestones from 55 to 75, discovering tax planning opportunities and potential savings. Don't miss this comprehensive guide to securing a tax-efficient retirement. Listen to the full episode on "The Retirement Guide" podcast with George Jameson, available 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
S1 · E23
Nov 15, 2023
12:43

How to Plan for a Tax-Efficient Retirement? Part 1

Send us Fan Mail In this episode of The Retirement Guide Podcast, George Jameson, CFP®, MBA, discusses Part 1 of 3 episodes on How to Plan for Taxes in Retirement. If you are 50 years or older and want to reduce your taxes in retirement, this 3-part series is for you. In this episode, George goes over some basic information about taxes in retirement and what to watch out for. 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
S1 · E22
Nov 9, 2023
9:20

Top 10 Retirement Tips for Those in Their 50's: Planning for Your Golden Years!

Send us Fan Mail In this episode of 'The Retirement Guide', hosted by George Jameson, CFP®, MBA, dive into invaluable insights and expert advice on retirement planning. George shares a wealth of knowledge to empower you with the tools needed to navigate the complexities of retirement preparation. From assessing your current financial situation to maximizing contributions, George provides actionable steps for a secure and prosperous retirement. Tune in and take the first step towards your golden years! 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
S1 · E21
Nov 2, 2023
10:15
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