Best George Jameson Cfp Mba Podcasts (2025)

1
5 Simple Ways to Increase Your Social Security Benefits! 13:18

1M ago13:18

13:18

Send us 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, 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…

1
How Social Security is Actually Funded and Calculated 8:27

2M ago8:27

8:27

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC explains how Social Security is funded and calculated and some advice on the best time to start your benefits. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee …

1
Smart Giving: Tax-Efficient Strategies for Charitable Donations 20:41

2M ago20:41

20:41

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC discusses smart, tax-efficient charitable giving with guest Mike Staman, a fellow Certified Financial Planner™ Professional and founder of Delaware Financial Planning in Newark, Delaware. Welcome to "The Retirement Guide"…

1
2025 Retirement Income: Key Insights from Morningstar’s Latest Research 11:51

2M ago11:51

11:51

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains the key takeaways from Morningstar's latest research on retirement income and safe starting withdrawal rates for those retiring in 2025. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital …

1
How Much Should You Keep in Your Emergency Fund & Where to Put It? 10:27

3M ago10:27

10:27

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains how to determine the right amount to set aside in your emergency fund and explores smarter alternatives to traditional savings accounts. He offers practical tips on maintaining liquidity, navigating rising costs, and ensuring y…

1
Turn Your Investments into Income: A Retirement Guide for the Over 50s 15:10

5M ago15:10

15:10

Send us a text 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 explores 3 popular strategies to help you create a sustainable income stream in retirement. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson…

1
New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself 8:02

6M ago8:02

8:02

Send us a text 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. Learn about the tactics used by scammers and discover essential tips to protect your wealth. Welcome to "The Retirement Guide" Podcast! I'm your host …

1
Digital Safety After 50: Protecting Your Identity & Finances Online 13:23

6M ago13:23

13:23

Send us a text 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 identity, finances, and personal information in today’s digital world. From spotting scams to safeguarding accounts and securing devices, George covers practical steps…

1
Part 2: How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One) 12:20

6M ago12:20

12:20

Send us a text 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 to avoid, how to transfer assets like your home and personal belongings, and tips on choosing trustee…

1
How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One) 10:59

6M ago10:59

10:59

Send us a text 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 steps to set up a trust that can help avoid probate and ensure your assets are smoothly transferred to you…

1
Roth Conversions: 3 Key Questions to Answer! 9:08

8M ago9:08

9:08

Send us a text 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 plan. Tune in for expert insights on maximizing tax benefits and making informed decisions. Welcome to "Th…

1
5 Biggest Expenses in Retirement – You May Be Surprised! 12:05

8M ago12:05

12:05

Send us a text 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. 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 n…

1
Maximize Your Golden Years: 3 Retirement Income Approaches—Which One Is Right for You? 10:59

9M ago10:59

10:59

Send us a text 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 and determine which one aligns best with your financial goals. Welcome to "The Retirement Guide" P…

1
Retirement's Hidden Challenges: Preparing for the Non-Financial Aspects 8:03

9M ago8:03

8:03

Send us a text By: George Jameson, CFP®, founder of Capital Wealth Group When 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 explore the psychological, social, and lifestyle factors that can make your retirement truly golden. D…

1
The BEST Retirement Advice EVER from 15 Actual Retirees 8:36

10M ago8:36

8:36

Send us a text The BEST Retirement Advice EVER From 15 Actual Retirees In this episode, George Jameson, CFP®, of Capital Wealth Group, dives into invaluable retirement advice straight from those who’ve experienced it firsthand—actual retirees. Learn how to create a fulfilling and financially secure retirement with these pearls of wisdom. Tune in fo…

1
Expert Tips to Minimize Retirement Taxes in 2024 11:15

10M ago11:15

11:15

Send us a text 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, leveraging Roth IRAs, planning for required minimum distributions (RMDs), and implementing tax-efficien…

1
The Hidden Dangers of Gold IRAs: What Seniors Need to Know 8:19

10M ago8:19

8:19

Send us a text 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 and gold ETFs. George emphasizes the importance of making informed decisions and offers better alt…

1
10 Retirement Planning Essentials in Your 50's No One is Telling You! 8:46

11M ago8:46

8:46

Send us a text 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 mistakes to avoid, George delves into the "10 Essentials You Should Do in Your 50s." Welcome to "T…

1
The Ultimate Guide to Roth IRA Conversions: Pros, Cons and Strategies 7:35

1y ago7:35

7:35

Send us a text 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 ideal times for conversions and situations where they may not make sense. Get tips on analy…

1
Top 10 Retirement Mistakes for Those in their 50's: Planning for Your Golden Years! 10:16

1y ago10:16

10:16

Send us a text 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…

1
Simplify & Freedom: Reimagine Your Retirement 9:18

1y ago9:18

9:18

Send us a text 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. 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 r…

1
10 Retirement Planning Mistakes (and How to Avoid Them Like a Pro!) 10:47

1+ y ago10:47

10:47

Send us a text 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 building your dream retirement today! Welcome to "The Retirement Guide" Podcast! I'm your ho…

1
Bitcoin ETFs: Stepping Stone to Bitcoin Riches or Risky Gamble? 10:20

1+ y ago10:20

10:20

Send us a text 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, emphasizing its high-risk nature. The podcast suggests considering the pros and cons of ETFs vs. actual…

1
Is That Roth Conversion Worth It? 5 Surprising Reasons to Say No! 10:10

1+ y ago10:10

10:10

Send us a text 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 journey. From upfront tax burdens to charitable intentions, explore the nuanced aspects of financ…

1
Harold Evensky's Mastermind: Conquer Retirement Withdrawals with the Two-Bucket Strategy! 13:00

1+ y ago13:00

13:00

Send us a text 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 Jameson simplifies the complex world of retirement income by introducing the original two-bu…

1
5 Retirement Income Hacks You Wish You Knew Sooner: Avoid Mistakes and Maximize Your Money 11:52

1+ y ago11:52

11:52

Send us a text No more retirement fear! Unlock stress-free income in your golden years with George Jameson, CFP®, MBA, on The Retirement Guide. Learn 5 actionable "hacks" to avoid mistakes and maximize your money. Retire rich, stay active, and live your best life! #retirementplanning #goldenyears #financialfreedom Welcome to "The Retirement Guide" …

1
Mastering Asset Allocation for Retirement: A Deeper Dive for Those Nearing the Golden Years 7:03

1+ y ago7:03

7:03

Send us a text Join George Jameson, CFP® and MBA, on The Retirement Guide Podcast as he continues the insightful journey into optimizing your retirement strategy. In this episode, 'Mastering Asset Allocation in Retirement: A Deeper Dive (Part ,' discover essential tips and strategies for retirees to achieve financial security. George breaks down th…

1
Balancing Act: Navigating the Art and Science of Asset Allocation 8:14

1+ y ago8:14

8:14

Send us a text Join George Jameson, CFP®, MBA, in this insightful episode of 'The Retirement Guide' as we dive into the intricate world of asset allocation. Discover the key principles behind constructing a resilient financial portfolio, exploring the mix of traditional assets such as equities, bonds, and cash equivalents. George shares expert advi…

1
How to Plan for a Tax-Efficient Retirement? Part 3 11:31

1+ y ago11:31

11:31

Send us a text Join George Jameson, CFP®, MBA, in this episode of The Retirement Guide Podcast as he uncovers the little-known secret of Asset Location. Discover how strategically placing your assets can save you thousands in retirement taxes. George shares practical examples and explores tax-efficient strategies, including the crucial role of peri…

1
How to Plan for a Tax-Efficient Retirement? Part 2 12:43

1+ y ago12:43

12:43

Send us a text In this episode of "The Retirement Guide" with George Jameson, CFP®, MBA, we dive into Part 2 of "How to Plan for Taxes in Retirement: The Retirement Opportunity Zone Age 55 - 75." Explore key ages and milestones from 55 to 75, discovering tax planning opportunities and potential savings. Don't miss this comprehensive guide to securi…

1
How to Plan for a Tax-Efficient Retirement? Part 1 9:20

1+ y ago9:20

9:20

Send us a text In this episode of The Retirement Guide Podcast, George Jameson, CFP®, MBA, discusses Part 1 of 3 episodes on How to Plan for Taxes in Retirement. If you are 50 years or older and want to reduce your taxes in retirement, this 3-part series is for you. In this episode, George goes over some basic information about taxes in retirement …

1
Top 10 Retirement Tips for Those in Their 50's: Planning for Your Golden Years! 10:15

1+ y ago10:15

10:15

Send us a text In this episode of 'The Retirement Guide', hosted by George Jameson, CFP®, MBA, dive into invaluable insights and expert advice on retirement planning. George shares a wealth of knowledge to empower you with the tools needed to navigate the complexities of retirement preparation. From assessing your current financial situation to max…

1
Maximizing Social Security Benefits: When to Start and Key Considerations 13:11

1+ y ago13:11

13:11

Send us a text Discover the optimal time to start your Social Security benefits and gain valuable insights into key considerations. Join George Jameson, owner of Capital Wealth Group, as he provides expert guidance on retirement planning in this insightful episode of The Retirement Guide podcast. George can be reached at (803) 250-6464 or george@ca…

1
Should You Still Own International Stocks? 11:35

1+ y ago11:35

11:35

Send us a text Join us in this episode as we dive into the world of international stock investing. We'll tackle crucial questions about allocation, the impact of home bias, and the significant role of non-U.S. stocks in the global market. Uncover the benefits, potential risks, and the best strategies for approaching international stock investments.…

1
Estate Planning: Top 10 Estate Planning Documents You Need to Know! 10:28

1+ y ago10:28

10:28

Send us a text Join us as we demystify estate planning, a crucial step for everyone, regardless of wealth. Discover the power of legal guidance and explore online resources for seamless planning. We'll walk you through essential documents, from wills to trusts, and offer expert advice for a smoother process. Don't miss this considerate gesture for …

1
Estate Planning: Wealth Transfer Tips for Baby Boomers 11:03

1+ y ago11:03

11:03

Send us a text In this episode of The Retirement Guide, we offer guidance to Baby Boomers on effective estate planning and passing down wealth. We emphasize clear goals, balanced communication, and educating heirs. We discuss options like trusts and charitable giving. Plus, we highlight the importance of regular reviews. Tune in for a smoother weal…

1
Estate Planning - Do's & Don'ts of an Inheritance 7:49

1+ y ago7:49

7:49

Send us a text Welcome to "The Retirement Guide" In this episode, we focus on the pivotal moment of inheriting a substantial sum of money. This windfall can be both a blessing and a responsibility, demanding careful consideration and thoughtful planning. We share practical advice and real-life experiences to provide a comprehensive guide for handli…

1
Mastering Emotions: A Guide to Successful Investing 9:39

1+ y ago9:39

9:39

Send us a text Explore the intricacies of managing emotions in the world of investing. From fear to greed and impatience, learn how to navigate these common pitfalls and make informed decisions. Discover why timing plays a crucial role in investment success and gain insights on achieving long-term financial goals. Join us for a journey towards beco…

1
Dividend Stock Investing: Risk, Rewards, and Strategies for Retirement 12:00

1+ y ago12:00

12:00

Send us a text In this episode, we dive into the world of dividend stock investing, exploring the pros, cons, and risks that come with it. Join us as we unravel the myth of safety surrounding individual dividend stocks and discover the factors that can make this approach riskier than perceived. We'll also explore alternative strategies to help you …

1
S&P 500 Secrets: Why Outperforming is Easier Said Than Done 8:40

1+ y ago8:40

8:40

Send us a text Uncover the challenges of outperforming the S&P 500 Index and holding individual stocks, regardless of whether you're a DIY investor or have a Financial Advisor. Join us to learn the suggested strategy for most investors. Tune in for invaluable insights. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner o…

1
Decoding Financial Advisors: Fee-Based vs. Fee-Only 9:31

1+ y ago9:31

9:31

Send us a text Join us in this episode as we unravel the complexities of financial advisor fees. Discover the distinctions between the fee-based and fee-only models, uncovering the impact on your financial well-being. Gain insights into transparent compensation structures that prioritize your interests. Let's demystify financial advisor fees togeth…

1
"Backdoor Roth IRA and Roth Conversion Guide: Benefits, Process, and Considerations 11:58

1+ y ago11:58

11:58

Send us a text Unlock the world of Roth IRAs, Backdoor Contributions, and Roth Conversions in this episode. Discover the power of tax-free growth, explore eligibility for contributions, and learn the step-by-step process of backdoor contributions. Delve into the benefits of Roth Conversions, from tax diversification to estate planning. We'll also u…

1
7 Ways to Reduce Your Taxes in Retirement 12:08

1+ y ago12:08

12:08

Send us a text In this episode, we uncover seven powerful strategies to cut down on taxes during retirement. Discover how to sequence your income withdrawals, optimize your asset placement, execute Roth conversions strategically, and use tax loss harvesting to your advantage. Learn about avoiding Medicare premium surcharges, maximizing the impact o…

1
Understanding Bonds and Their Role in Retirement Investing 14:09

1+ y ago14:09

14:09

Send us a text Join us for an insightful episode on the role of bonds in retirement investing. Welcome to another episode of our podcast! Today's focus is on unraveling the world of bonds – their mechanics, diverse types, the choice between bond funds and individual bonds, and which bonds are best suited for retirees. Segment 1: Unpacking Bonds and…

1
Unbiased Insights: Fixed Index Annuities Revealed 12:31

2y ago12:31

12:31

Send us a text In this episode we turn our attention to the world of Fixed Index Annuities (FIAs), revealing the inner workings, historical performance, and the true purpose behind these insurance based products. Join us as we explore the complexities and considerations surrounding FIAs, providing you with a comprehensive understanding to make info…

1
Annuity Basics: Concise and Easy to Understand! 8:45

2y ago8:45

8:45

Send us a text "Welcome to Episode 7: Annuity Basics: Concise and Easy to Understand! In this episode, we're cutting through the jargon and simplifying annuities for you. Join us as we demystify what annuities are, how they work, and explore the different types available. This concise and easy-to-understand guide will help you to make informed deci…

1
"Pros and Cons of Annuities: Is it the Right Choice for You?" 13:01

2y ago13:01

13:01

Send us a text "Welcome to an enlightening episode as we embark on a deep dive into the captivating world of annuities. Today, we provide you with a comprehensive understanding of annuities – what they are, how they work, and what retirees need to consider before making a decision. We'll also explore the different types of annuities, discussing the…

1
4 Retirement Income Strategies: Which One Fits You Best? 13:19

2y ago13:19

13:19

Send us a text In this informative episode, we dive into the world of retirement income strategies and break down the four primary approaches developed by Dr. Wade Pfau in his book: The Retirement Guide Book. Whether you're looking for a guaranteed income stream or a more flexible investment-based plan, we've got you covered. Join us as we explore …

1
What Is The Guardrail Withdrawal Strategy & Should You Use It? 12:54

2y ago12:54

12:54

Send us a text In this episode, we delve into the Guardrail Withdrawal Strategy—an approach that offers offers protective measures, ensuring that you do not run out of money during your retirement years. We break down the fundamentals of this strategy, exploring its origins and key concepts. Join us as we discuss who might benefit from implementing…

1
What is the 4% Withdrawal Rule & Should You Use It? 10:28

2y ago10:28

10:28

Send us a text Welcome to today's episode where we delve into the fascinating world of retirement withdrawal strategies, with a special focus on the renowned 4% withdrawal rule. We kick things off by taking a journey through time, tracing the origins of the 4% rule and shedding light on its creators and influencers. Additionally, we examine three d…

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