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 .
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60 recent
June 12, 20268 min
Rethinking Roth Conversions
Are Roth conversions always the right move? In this episode, George Jameson, CFP®, RICP®, MBA — founder of Capital Wealth Group, a fee-only financial advisory firm in Columbia, SC — breaks down when Roth conversions make sense, when they don't, and what most people overlook before pulling the trigger. If you have money sitting in a traditional IRA or 401(k), this episode will help you think more strategically about your tax future in retirement.Capital Wealth Group offers ongoing retirement planning and investment management, as well as one-time financial plans for DIY investors. Schedule a free consultation at CapitalWealthGroupSC.com.
May 29, 20268 min
Mastering the Behavior Gap: The Emotional Side of Retirement Planning
In this episode, George Jameson, CFP®, RICP®, MBA, with Capital Wealth Group, breaks down what financial expert Carl Richards calls the "behavior gap" and reveals how hidden emotions quietly hijack your retirement decisions. Discover why the "perfect" static financial plan doesn't exist, how to use curiosity to resolve money disagreements with your spouse, and how to defend your peace of mind against the twin traps of worry and comparison.
May 21, 20266 min
Should You Rent in Retirement? The Case for Selling Your Home
For most people, a paid-off home is the ultimate retirement goal—but could it actually be holding you back? In this episode, George Jameson, CFP®, RICP®, explores the overlooked benefits of selling your house and renting instead. Learn how swapping property maintenance and skyrocketing taxes for cash flow clarity could unlock the geographic and financial freedom to live your best life.
May 6, 20267 min
Roth Conversion "New Math": Why They Work Even if Taxes Drop
George Jameson, CFP®, RICP®, breaks down the "New Math" of Roth conversions and the BETR formula. Learn why conversions can build wealth even if your tax rate drops and how to avoid "stealth taxes" like IRMAA and RMD spikes.CTA Link: Schedule your free consultation: CapitalWealthGroupSC.com
April 30, 20268 min
Roth Conversions: Why the "Correct" Math Isn't Always the Best Choice
Everyone is talking about Roth Conversions, but is it actually the right move for your retirement? In this episode, George Jameson, CFP®, RICP® explains why the "mathematically correct" answer on a spreadsheet often ignores the realities of life. Welcome to "Your 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.
April 24, 20266 min
Why Most Retirement Plans Get It Backwards
Send us Fan Mail High-stakes retirement planning is more than just Roth conversions and withdrawal rates. George Jameson, CFP®, RICP®, discusses the "One Page Financial Plan" philosophy and how to audit your spending to find your true priorities. 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
March 12, 20269 min
The $15 Billion ‘RAT Attack’: How Remote Access Tools Threaten Your Wealth
Send us Fan Mail Protect your wealth from the $15 billion "RAT Attack" in this episode of Your Retirement Guide by George Jameson, CFP®, RICP®, MBA with Capital Wealth Group. Learn how to identify the invisible red flags of remote access scams and the exact "digital fortress" steps required to secure your financial accounts. 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
January 16, 20266 min
Why I Became an RICP® — Retirement Income Planning Explained
Send us Fan Mail Why does retirement planning get harder after you stop working? In this episode, George Jameson explains why he earned the RICP® designation and shares key lessons on turning savings into sustainable retirement income. By George Jameson, CFP®, RICP®, founder of Capital Wealth Group in Columbia, SC. 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
December 3, 202510 min
A Guide to a Happy Retirement for Couples
Send us Fan MailYour Retirement Guide with George Jameson, CFP® Discover how couples can thrive in retirement—financially, emotionally, and physically. George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC, shares practical tips for building a happy, healthy, and fulfilling next chapter 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
October 17, 20259 min
Tweaking Your Portfolio for Life’s Curveballs
Send us Fan Mail George Jameson, CFP with Capital Wealth Group, breaks down when and why you might need to adjust your portfolio. From life changes to large stock positions and retirement goals, learn how small tweaks can keep your investments on track and aligned with your financial journey. 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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