Your Retirement Guide by: George Jameson
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.
Ready to design your retirement blueprint?
Schedule a Free Consultation – Click Here or Go to: www.Capitalwealthgroupsc.com
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
75 episodes
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...
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Season 1
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Episode 74
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10:29
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...
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Season 1
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Episode 73
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9:54
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...
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Season 1
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Episode 72
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7:18
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 ...
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Season 1
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Episode 71
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8:25
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 ...
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Season 1
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Episode 70
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10:23
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...
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Season 1
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Episode 69
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8:20
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...
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Season 1
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Episode 68
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10:36
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 ...
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Season 1
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Episode 67
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13:17
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 ...
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Season 1
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Episode 66
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10:44
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.
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Season 1
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Episode 65
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11:43
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...
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Season 1
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Episode 64
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10:23
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...
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Season 1
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Episode 63
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7:55
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...
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Season 1
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Episode 61
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7:24
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...
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Season 1
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Episode 60
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10:34
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...
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Season 1
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Episode 59
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13:46
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.
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Season 1
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Episode 58
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12:31
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...
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Season 1
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Episode 58
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15:08
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...
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Season 1
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Episode 57
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9:59
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 ...
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Season 1
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Episode 56
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9:16
Why You Should Not Use The 4% Withdrawal Rule & What To Use Instead
In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capit...
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Season 1
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Episode 55
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9:57
Can You Really Retire? 4 Warning Signs You’re Not Ready
In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capit...
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Season 1
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Episode 54
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8:50
Retirement By Design: Ideal Sequence
In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, walks you through the ideal sequence for a well-designed retirement. From income plann...
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Season 1
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Episode 53
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12:19