The Retirement Guide / Retirement Planning Education

Mar 26 2024 13
The Retirement Guide / Retirement Planning Education Podcast artwork

The Retirement Guide - A Retirement Planning Education Podcast

The Retirement Guide is the go-to podcast for those planning for retirement or already retired looking to make the most out of their retirement years.  It is concise and to the point lasting no longer than 12 minutes per episode.

Hosted by retirement planning expert George Jameson, CFP®, MBA, this podcast provides practical, no-nonsense education to help you plan for a successful retirement.

In a world of misinformation and sales pitches, trust is key. We're here to provide just that. So, join us each week as we explore essential topics for retirement.

Capital  Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC, services clients locally in South Carolina and North Carolina and virtually nationwide.

Learn more about Capital Wealth Group and George Jameson, CFP®, MBA, a Financial Advisor based in Columbia, SC, CLICK HERE! George can be reached at (803) 250-6464 or [email protected]
 Check out "The Retirement Guide" Podcast by: George Jameson - CLICK HERE! Check out Capital Wealth Group’s Blog Page – CLICK HERE! 

RSS feed Share
Copy RSS


Subscribe on Podcast Addict


The Ultimate Guide to Roth IRA Conversions: Pros, Cons and Strategies

Mar 26 2024 7 mins  
Send us a Text Message.On this episode of The Retirement Guide, George breaks down the strategy of Roth IRA conversions. Learn the pros and cons of transferring funds from traditional retirement accounts to Roth accounts, including the tax implications. Find out the ideal times for conversions and situations where they may not make sense. Get tips on analyzing future tax rates and

Top 10 Retirement Mistakes for Those in their 50's: Planning for Your Golden Years!

Feb 22 2024 10 mins  
Send us a Text Message.In this episode of "The Retirement Guide Podcast" with George Jameson, CFP®, we dive into the top 10 retirement mistakes to avoid in your 50s. George offers invaluable insights to help you navigate this critical phase of life. Learn how to save smarter, manage debt, invest wisely, and more, ensuring a secure and fulfilling retirement ahead. Tune in now for a

Simplify & Freedom: Reimagine Your Retirement

Feb 06 2024 9 mins  
Send us a Text Message.Get expert advice tailored to your unique goals. Join George Jameson, CFP®, MBA, in "The Retirement Guide" as he unveils a revolutionary approach to planning your dream retirement. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat Fee Only Advisory firm. Whether you’re nearing retirement or alrea

10 Retirement Planning Mistakes (and How to Avoid Them Like a Pro!)

Jan 26 2024 10 mins  
Send us a Text Message.Join me on "The Retirement Guide" podcast as we uncover and avoid the top 10 retirement planning mistakes. From procrastination to market rollercoasters, we'll navigate the pitfalls and guide you towards a secure retirement. Tune in and start building your dream retirement today! Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner o

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

Jan 15 2024 10 mins  
Send us a Text Message.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 recommen

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

Dec 29 2023 10 mins  
Send us a Text Message.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

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

Dec 22 2023 12 mins  
Send us a Text Message.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

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

Dec 15 2023 11 mins  
Send us a Text Message.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 Ge

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

Dec 08 2023 7 mins  
Send us a Text Message.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 al

Balancing Act: Navigating the Art and Science of Asset Allocation

Dec 04 2023 8 mins  
Send us a Text Message.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 ide