Send us a text

 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 [email protected]

Send us a text

 Join George Jameson, CFP and founder of Capital Wealth Group, as he breaks down Medicare Open Enrollment 2026. Learn how to choose the right plan, review Part D coverage, and avoid costly mistakes in retirement. 

 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 [email protected]

Send us a text

 I’m George Jameson with Capital Wealth Group. Retirement isn’t just about what you buy — it’s about what you let go of. Discover 5 things you may want to sell, simplify, or declutter to make your retirement freer, easier, and more enjoyable.

 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 [email protected]

Send us a text

 George Jameson, CFP®, founder of Capital Wealth Group, shares how to define and plan for “enough” in retirement — balancing income, spending, long-term care, and life purpose so you can retire with clarity and confidence. 

 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 [email protected]

Send us a text

 I’m George Jameson, CFP®, founder of Capital Wealth Group and host of Your Retirement Guide Podcast. In this episode, I share the biggest lessons I’ve learned over 15 years of helping clients retire—practical advice to help you avoid mistakes and enjoy the retirement you’ve worked hard for. 

 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 [email protected]

Send us a text

 In this episode, George Jameson, CFP® and founder of Capital Wealth Group, explains why retirement isn’t just about what you’ve saved—it’s about how you use it. From Roth conversions and IRA withdrawals to Social Security timing and IRMAA thresholds, the right tax strategy can help you keep more of your money working for you. 

Want to see how this applies to your retirement? Visit Capital Wealth Group to start the conversation. 

 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 [email protected]

Send us a text

Insurance costs are climbing, but not always for the reasons you think. In this episode, George Jameson, CFP®, founder of Capital Wealth Group in Columbia, SC, explains what’s driving rates higher and shares smart strategies you can use to keep more money in your pocket.

 👉 Learn more or schedule a no-obligation conversation at Capital Wealth Group.

 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 [email protected]

Send us a text

 Avoid common retirement planning pitfalls! George Jameson, CFP®, founder of Capital Wealth Group shares the five biggest mistakes people make and how to build a plan that actually works for you. 

 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 [email protected]

Send us a text

Planning for retirement in your fifties? George Jameson, CFP® of Capital Wealth Group, shares 10 essential tips to set yourself up for a secure, enjoyable retirement. 

 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 [email protected]

Send us a text

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.

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 [email protected]