34 episodes
The Retirement Guide / Retirement Planning Education George Jameson, CFP®, MBA
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- Education
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5.0 • 8 Ratings
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The Retirement Guide - A Retirement Planning Education PodcastThe 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 george@capitalwealthplan.com
Check out "The Retirement Guide" Podcast by: George Jameson - CLICK HERE!
Check out Capital Wealth Group’s Blog Page – CLICK HERE!
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The Ultimate Guide to Roth IRA Conversions: Pros, Cons and Strategies
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 avoiding pitfalls. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital...
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Top 10 Retirement Mistakes for Those in their 50's: Planning for Your Golden Years!
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 actionable advice tailored to your financial journey! Welcome to "The Retirement Guide" Podcast! I'm you...
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Simplify & Freedom: Reimagine Your Retirement
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 already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge a...
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10 Retirement Planning Mistakes (and How to Avoid Them Like a Pro!)
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 of Capital Wealth Group, a Flat Fee Only Advisory firm. Whether you’re nearing retirement or already retired,...
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Bitcoin ETFs: Stepping Stone to Bitcoin Riches or Risky Gamble?
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 recommendation for self-custody using a hardware wallet for added security. Welcome to "The Retirem...
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Is That Roth Conversion Worth It? 5 Surprising Reasons to Say No!
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 retirement. Tune in now for invaluable insights on optimizing your wealth for the long run! Welcome to "The ...
Customer Reviews
The Retirement Guide Review
The information in this podcast is concise and easy to understand. The short episodes make it convenient to learn about different financial topics. Good advice that applies to everyone starting their journey to retirement!
Valuable information and to the point
He does a great job explaining the topics and each episode is short and to the point.
Episode 7
Great information on annuities! Easy to understand and concise and to the point!
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