Your Retirement Guide by: George Jameson, CFP®, RICP® cover art

Your Retirement Guide by: George Jameson, CFP®, RICP®

Your Retirement Guide by: George Jameson, CFP®, RICP®

By: George Jameson CFP® RICP® MBA
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Summary

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.



2026 George Jameson, CFP®, RICP®, MBA Economics Personal Finance
Episodes
  • Roth Conversion "New Math": Why They Work Even if Taxes Drop

    Roth Conversion "New Math": Why They Work Even if Taxes Drop
    May 6 2026

    George Jameson, CFP®, RICP®, breaks down the "New Math" of Roth conversions and the BETR formula. Learn why conversions can build wealth even if your tax rate drops and how to avoid "stealth taxes" like IRMAA and RMD spikes.

    CTA Link: Schedule your free consultation: CapitalWealthGroupSC.com
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    16 mins
  • Roth Conversions: Why the "Correct" Math Isn't Always the Best Choice

    Roth Conversions: Why the "Correct" Math Isn't Always the Best Choice
    Apr 30 2026

    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 of life.

    Welcome to "Your 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.
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    16 mins
  • Top 10 Retirement Mistakes for Those in their 50's: Planning for Your Golden Years!

    Top 10 Retirement Mistakes for Those in their 50's: Planning for Your Golden Years!
    Feb 22 2024

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    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 to save smarter, manage debt, invest wisely, and more, ensuring a secure and fulfilling retirement ahead. Tune in now for actionable advice tailored to 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 George@capitalwealthgroupsc.com
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    10 mins
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