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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 conversions, and how to plan deliberately to keep more of your hard-earned money.

 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.

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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 [email protected]