Retirement Insights with Capital Wealth Group
Welcome to Retirement Insights – Your Retirement Blueprint for Financial Freedom
At Retirement Insights, 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 capitalwealthplan.com or contact us at (803) 250-6464 / george@capitalwealthplan.com.
Episodes
52 episodes
How Social Security is Actually Funded and Calculated
In this episode of The Retirement Guide, George Jameson, CFP® and founder of
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Season 1
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Episode 51
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8:27
Smart Giving: Tax-Efficient Strategies for Charitable Donations
In this episode of The Retirement Guide, George Jameson, CFP® and founder of
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Season 1
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Episode 50
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20:41
2025 Retirement Income: Key Insights from Morningstar’s Latest Research
In this episode of The Retirement Guide, George Jameson, CFP® and founder of ...
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Season 1
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Episode 49
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11:51
How Much Should You Keep in Your Emergency Fund & Where to Put It?
In this episode of The Retirement Guide, George Jameson, CFP® and founder of ...
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Season 1
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Episode 48
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10:27
Turn Your Investments into Income: A Retirement Guide for the Over 50s
In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, discusses how to generate income from your investments in retirement. He e...
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Season 1
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Episode 47
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15:10
New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself
In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, discusses the growing threat of new account fraud targeting high-net-worth investors. Lear...
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Season 1
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Episode 46
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8:02
Digital Safety After 50: Protecting Your Identity & Finances Online
In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, shares essential strategies to help those 50 and above protect their identi...
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Season 1
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Episode 45
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13:23
Part 2: How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One)
In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains how to create a low-cost Living Trust online, and why it's especially important for homeowners. He dives into common mistakes t...
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Season 1
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Episode 44
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12:20
How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One)
In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains how to create a low-cost Living Trust online, and why it's especially important for homeowners. He walks you through the ...
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Season 1
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Episode 43
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10:59
Roth Conversions: 3 Key Questions to Answer!
In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group breaks down Roth conversions, answering three key questions to help you decide if and when it’s the right move for your retirement ...
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Season 1
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Episode 42
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9:08
5 Biggest Expenses in Retirement – You May Be Surprised!
Host George Jameson, CFP® and founder of Capital Wealth Group, shares expert insights on retirement planning, revealing the five biggest expenses retirees face and how to prepare for them.
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Season 1
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Episode 41
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12:05
Maximize Your Golden Years: 3 Retirement Income Approaches—Which One Is Right for You?
Hosted by George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC, this episode explores three key retirement income strategies to help you make the most of your golden years. Discover the pros and cons of each approach a...
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Season 1
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Episode 40
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10:59
Retirement's Hidden Challenges: Preparing for the Non-Financial Aspects
By: George Jameson, CFP®, founder of Capital Wealth GroupWhen we think about retirement, financial planning often takes center stage. However, the non-financial aspects are just as crucial for a fulfilling retirement. Join us as we explo...
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Season 1
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Episode 39
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8:03
The BEST Retirement Advice EVER from 15 Actual Retirees
The BEST Retirement Advice EVER From 15 Actual RetireesIn this episode, George Jameson, CFP®, of Capital Wealth Group, dives into invaluable retirement advice straig...
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Season 1
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Episode 38
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8:36
Expert Tips to Minimize Retirement Taxes in 2024
Join George Jameson, CFP®, MBA, founder of Capital Wealth Group, as he delves into strategies to minimize taxes on your retirement savings in 2024. In this episode, George covers the essentials of understanding retirement accounts, levera...
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Season 1
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Episode 37
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11:15
The Hidden Dangers of Gold IRAs: What Seniors Need to Know
In this episode, George Jameson dives into the risks of investing in gold IRAs, particularly for seniors. He explains the high fees, counterparty risks, and tax implications that make gold IRAs a poor choice compared to traditional IRAs a...
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Season 1
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Episode 36
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8:19
10 Retirement Planning Essentials in Your 50's No One is Telling You!
In this episode of the Capital Wealth Group podcast, George Jameson, CFP®, MBA, from Columbia, SC, returns after a brief hiatus to discuss the critical topic of retirement planning in your 50s. Building on previous episodes about common mistake...
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Season 1
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Episode 35
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8:46
The Ultimate Guide to Roth IRA Conversions: Pros, Cons and Strategies
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 ...
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Season 1
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Episode 34
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7:35
Top 10 Retirement Mistakes for Those in their 50's: Planning for Your Golden Years!
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 t...
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Season 1
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Episode 33
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10:16
Simplify & Freedom: Reimagine Your Retirement
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.
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Season 1
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Episode 32
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9:18
10 Retirement Planning Mistakes (and How to Avoid Them Like a Pro!)
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 b...
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Season 1
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Episode 31
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10:47
Bitcoin ETFs: Stepping Stone to Bitcoin Riches or Risky Gamble?
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, emphas...
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Season 1
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Episode 30
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10:20
Is That Roth Conversion Worth It? 5 Surprising Reasons to Say No!
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 journe...
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Season 1
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Episode 29
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10:10
Harold Evensky's Mastermind: Conquer Retirement Withdrawals with the Two-Bucket Strategy!
In this episode of "The Retirement Guide" with George Jameson, CFP®, MBA of Capital Wealth Group, listeners are treated to an in-depth exploration of the time-tested and straightforward Two-Bucket Strategy for retirement planning. Host George J...
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Season 1
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Episode 28
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13:00