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

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

by George Jameson, CFP®, RICP®, MBA

Season 1

Maximizing Social Security Benefits: When to Start and Key Considerations

Send us Fan Mail Discover the optimal time to start your Social Security benefits and gain valuable insights into key considerations. Join George Jameson, owner of Capital Wealth Group, as he provides expert guidance on retirement planning in this insightful episode of The Retirement Guide podcast.George can be reached at (803) 250-6464 or george@capitalwealthplan.comCheck out "The Retirement Guide" Podcast by: George Jameson - CLICK HERE!Check out Capital Wealth Group’s Blog Page – CLICK HERE! 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

Should You Still Own International Stocks?

Send us Fan Mail Join us in this episode as we dive into the world of international stock investing. We'll tackle crucial questions about allocation, the impact of home bias, and the significant role of non-U.S. stocks in the global market. Uncover the benefits, potential risks, and the best strategies for approaching international stock investments. Gain valuable insights from industry experts on recommended allocations and get a closer look at emerging markets. We'll also provide practical advice on diversification and aligning your portfolio with your financial objectives. Feel free to reach out to George at george@capitalwealthplan.com with any topic suggestions or questions. Happy investing! 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

Estate Planning: Top 10 Estate Planning Documents You Need to Know!

Send us Fan Mail Join us as we demystify estate planning, a crucial step for everyone, regardless of wealth. Discover the power of legal guidance and explore online resources for seamless planning. We'll walk you through essential documents, from wills to trusts, and offer expert advice for a smoother process. Don't miss this considerate gesture for your loved ones. 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

Estate Planning: Wealth Transfer Tips for Baby Boomers

Send us Fan Mail In this episode of The Retirement Guide, we offer guidance to Baby Boomers on effective estate planning and passing down wealth. We emphasize clear goals, balanced communication, and educating heirs. We discuss options like trusts and charitable giving. Plus, we highlight the importance of regular reviews. Tune in for a smoother wealth transition! 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

Estate Planning - Do's & Don'ts of an Inheritance

Send us Fan Mail Welcome to "The Retirement Guide" In this episode, we focus on the pivotal moment of inheriting a substantial sum of money. This windfall can be both a blessing and a responsibility, demanding careful consideration and thoughtful planning. We share practical advice and real-life experiences to provide a comprehensive guide for handling newfound wealth. Tune in for expert insights and actionable steps whether you will be the benefactor or the beneficiary. 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

Mastering Emotions: A Guide to Successful Investing

Send us Fan Mail Explore the intricacies of managing emotions in the world of investing. From fear to greed and impatience, learn how to navigate these common pitfalls and make informed decisions. Discover why timing plays a crucial role in investment success and gain insights on achieving long-term financial goals. Join us for a journey towards becoming a transformed investor with patience, discipline, and expert guidance. 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

Dividend Stock Investing: Risk, Rewards, and Strategies for Retirement

Send us Fan Mail In this episode, we dive into the world of dividend stock investing, exploring the pros, cons, and risks that come with it. Join us as we unravel the myth of safety surrounding individual dividend stocks and discover the factors that can make this approach riskier than perceived. We'll also explore alternative strategies to help you make informed investment decisions. Whether you invest yourself or hire a financial advisor, this episode provides valuable insights to enhance your investment strategy and safeguard your financial future. Tune in now to navigate the world of dividend stock investing 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

S&P 500 Secrets: Why Outperforming is Easier Said Than Done

Send us Fan Mail Uncover the challenges of outperforming the S&P 500 Index and holding individual stocks, regardless of whether you're a DIY investor or have a Financial Advisor. Join us to learn the suggested strategy for most investors. Tune in for invaluable insights. 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

Decoding Financial Advisors: Fee-Based vs. Fee-Only

Send us Fan Mail Join us in this episode as we unravel the complexities of financial advisor fees. Discover the distinctions between the fee-based and fee-only models, uncovering the impact on your financial well-being. Gain insights into transparent compensation structures that prioritize your interests. Let's demystify financial advisor fees together. 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

"Backdoor Roth IRA and Roth Conversion Guide: Benefits, Process, and Considerations

Send us Fan Mail Unlock the world of Roth IRAs, Backdoor Contributions, and Roth Conversions in this episode. Discover the power of tax-free growth, explore eligibility for contributions, and learn the step-by-step process of backdoor contributions. Delve into the benefits of Roth Conversions, from tax diversification to estate planning. We'll also uncover scenarios where these strategies may not align with your goals. Tune in to make informed decisions about your retirement planning. 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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