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
65 episodes
Roth Conversions - Smart Strategy or Costly Mistake
Your Retirement Guide Podcast with George Jameson, CFP®, MBA, founder of Capital Wealth Group in Columbia, SC.In this episode, we dive into how fear around rising taxes in retirement is often overstated, why timing matters with Roth conv...
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Season 1
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Episode 64
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10:23
Roth Conversion Rules Changed: What Retirees Need to Know Now!
New tax law changes from the “One Big Beautiful Bill” are reshaping how—and when—retirees should consider Roth conversions. In this episode, George Jameson breaks down the hidden tax traps, deduction phase-outs, and why timing your conver...
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Season 1
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Episode 63
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7:55
Early Retirees Beware: ACA Healthcare Shake-Up
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 imp...
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Season 1
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Episode 61
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7:24
What the “One Big Beautiful Bill” Means for Your Taxes and Investments
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 t...
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Season 1
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Episode 60
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10:34
The 5 Wealth Killers No One Talks About - Part 4: Too Good to Be True
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 wro...
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Season 1
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Episode 59
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13:46
The 5 Wealth Killers No One Talks About - Part 3: The Cost That Never Sleeps
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.
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Season 1
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Episode 58
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12:31
The 5 Wealth Killers No One Talks About - Part 2: The Illusion of Freedom
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 sitt...
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Season 1
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Episode 58
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15:08
The 5 Wealth Killers No One Talks About - Part 1: It Starts Here
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: I...
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Season 1
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Episode 57
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9:59
How long until Your Roth Conversion Pays Off? “Breakeven” Age
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 ...
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Season 1
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Episode 56
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9:16
Why You Should Not Use The 4% Withdrawal Rule & What To Use Instead
In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capit...
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Season 1
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Episode 55
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9:57
Can You Really Retire? 4 Warning Signs You’re Not Ready
In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capit...
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Season 1
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Episode 54
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8:50
Retirement By Design: Ideal Sequence
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 plann...
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Season 1
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Episode 53
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12:19
5 Simple Ways to Increase Your Social Security Benefits!
In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capit...
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Season 1
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Episode 52
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13:18
How Social Security is Actually Funded and Calculated
In this episode of The Retirement Guide, George Jameson, CFP® and founder of
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Season 1
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Episode 51
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8:27
Smart Giving: Tax-Efficient Strategies for Charitable Donations
In this episode of The Retirement Guide, George Jameson, CFP® and founder of
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Season 1
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Episode 50
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20:41
2025 Retirement Income: Key Insights from Morningstar’s Latest Research
In this episode of The Retirement Guide, George Jameson, CFP® and founder of ...
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Season 1
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Episode 49
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11:51
How Much Should You Keep in Your Emergency Fund & Where to Put It?
In this episode of The Retirement Guide, George Jameson, CFP® and founder of ...
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Season 1
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Episode 48
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10:27
Turn Your Investments into Income: A Retirement Guide for the Over 50s
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 e...
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Season 1
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Episode 47
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15:10
New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself
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. Lear...
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Season 1
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Episode 46
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8:02
Digital Safety After 50: Protecting Your Identity & Finances Online
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 identi...
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Season 1
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Episode 45
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13:23
Part 2: How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One)
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 t...
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Season 1
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Episode 44
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12:20
How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One)
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 ...
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Season 1
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Episode 43
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10:59
Roth Conversions: 3 Key Questions to Answer!
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 ...
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Season 1
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Episode 42
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9:08