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About This Podcast
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 / [email protected].
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Recent Episodes
S1E75 Why I Became an RICP® — Retirement Income Planning Explained
Send a text 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…
S1E74 A Guide to a Happy Retirement for Couples
Send a textYour 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…
S1E73 Tweaking Your Portfolio for Life’s Curveballs
Send 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…
S1E72 Medicare Open Enrollment 2026: Save Money & Pick the Right Plan!
Send 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…
S1E71 5 Things to Let Go of Before You Retire
Send 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…
S1E70 Do You Have Enough to Retire? How to Know What’s Truly “Enough"
Send 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…
S1E69 15 Years of Helping People Plan for Retirement: 5 Key Lessons
Send 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…
S1E68 Roth Conversions vs. Smart Social Security & IRA Withdrawal Timing – Which Can Save You More?
Send 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…
S1E67 Why Your Insurance Premiums Keep Rising—and What You Can Do About It!
Send a textInsurance 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…
S1E66 Five Retirement Planning Mistakes to Avoid!
Send 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…
S1E65 Top 10 Retirement Tips for those in Their 50's: Planning for Your Golden Years - Revised!
Send a textPlanning 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…
S1E64 Roth Conversions - Smart Strategy or Costly Mistake
Send a textYour 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…
S1E63 Roth Conversion Rules Changed: What Retirees Need to Know Now!
Send a text 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…
S1E62 The 50+ Budget Playbook: 7 Steps to Nail Your Retirement Spending
Send a text 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,…
S1E61 Early Retirees Beware: ACA Healthcare Shake-Up
Send a textYour 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…
S1E60 What the “One Big Beautiful Bill” Means for Your Taxes and Investments
Send a text 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,…
S1E59 The 5 Wealth Killers No One Talks About - Part 4: Too Good to Be True
Send a text 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…
S1E58 The 5 Wealth Killers No One Talks About - Part 3: The Cost That Never Sleeps
Send a text 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…
S1E58 The 5 Wealth Killers No One Talks About - Part 2: The Illusion of Freedom
Send a text 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…
S1E57 The 5 Wealth Killers No One Talks About - Part 1: It Starts Here
Send a textIn 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…
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Your Retirement Guide by: George Jameson has published 76 episodes since June 2023, covering topics in Business, Education.
Your Retirement Guide by: George Jameson is currently sporadic with new episodes weekly. Average episode length is 10m.
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