Your Retirement Guide by: George Jameson, CFP®, RICP®
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.
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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.
Episodes
79 episodes
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 ...
Why Most Retirement Plans Get It Backwards
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.
The $15 Billion ‘RAT Attack’: How Remote Access Tools Threaten Your Wealth
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 ho...
Why I Became an RICP® — Retirement Income Planning Explained
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 ...
A Guide to a Happy Retirement for Couples
Your 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 f...
Tweaking Your Portfolio for Life’s Curveballs
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 ho...
Medicare Open Enrollment 2026: Save Money & Pick the Right Plan!
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 costl...
5 Things to Let Go of Before You Retire
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 ...
Do You Have Enough to Retire? How to Know What’s Truly “Enough"
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 ...
15 Years of Helping People Plan for Retirement: 5 Key Lessons
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 h...
Roth Conversions vs. Smart Social Security & IRA Withdrawal Timing – Which Can Save You More?
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...
Why Your Insurance Premiums Keep Rising—and What You Can Do About It!
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 ...
Five Retirement Planning Mistakes to Avoid!
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 ...
Top 10 Retirement Tips for those in Their 50's: Planning for Your Golden Years - Revised!
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.
Roth Conversions - Smart Strategy or Costly Mistake
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 conv...
Roth Conversion Rules Changed: What Retirees Need to Know Now!
New tax law changes from the “One Big Beautiful Bill” are reshaping how—and when—retirees should consider Roth conversions. In this episode, George Jameson breaks down the hidden tax traps, deduction phase-outs, and why timing your conver...
Early Retirees Beware: ACA Healthcare Shake-Up
Your Retirement Guide Podcast with George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC. In this episode, we dive into the critical changes coming to ACA healthcare subsidies, set to expire in 2025, and their imp...
What the “One Big Beautiful Bill” Means for Your Taxes and Investments
In this episode, George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC, breaks down the newly signed “One Big Beautiful Bill” and what it means for your taxes, investments, and retirement plan. From permanent tax cuts t...
The 5 Wealth Killers No One Talks About - Part 4: Too Good to Be True
In Part 4 of The 5 Wealth Killers No One Talks About, George Jameson, CFP® and founder of Capital Wealth Group, unpacks a tempting trap that promises big returns—but often leaves people worse off. Don’t get caught chasing the wro...
The 5 Wealth Killers No One Talks About - Part 3: The Cost That Never Sleeps
In Part 3 of The 5 Wealth Killers No One Talks About, George Jameson, CFP® and founder of Capital Wealth Group, exposes a silent drain on your finances that’s more common than you think.
The 5 Wealth Killers No One Talks About - Part 2: The Illusion of Freedom
In this episode of Your Retirement Guide, Certified Financial Planner™ George Jameson, founder of Capital Wealth Group in Columbia, SC, dives into Part 2 of The 5 Wealth Killers No One Talks About. This one might be sitt...
The 5 Wealth Killers No One Talks About - Part 1: It Starts Here
In this episode of Your Retirement Guide podcast, George Jameson, a certified financial planner and founder of Capital Wealth Group located in Columbia, SC introduces a series titled 'Five Wealth Killers No One Talks About.' Listen to Part 1: I...
How long until Your Roth Conversion Pays Off? “Breakeven” Age
In this episode of Your Retirement Guide, George Jameson, CFP® breaks down the concept of the “breakeven” age for Roth conversions. Learn how long it typically takes for a Roth conversion to pay off—and what factors can speed up ...