Best George Jameson Cfp Mba Podcasts (2025)

1
Top 10 Retirement Tips for those in Their 50's: Planning for Your Golden Years - Revised! 11:43

4d ago11:43

11:43

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
Roth Conversions - Smart Strategy or Costly Mistake 10:23

11d ago10:23

10:23

Send us a text 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 conversions, and how to plan deliberately to keep more of your hard-earned money. Welcome to "The Ret…

1
Roth Conversion Rules Changed: What Retirees Need to Know Now! 7:55

19d ago7:55

7:55

Send us 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 traps, deduction phase-outs, and why timing your conversions just got more complicated. Welcome to "The Retirement Guide" Podcast! I'm your host George …

1
The 50+ Budget Playbook: 7 Steps to Nail Your Retirement Spending 11:06

26d ago11:06

11:06

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
Early Retirees Beware: ACA Healthcare Shake-Up 7:24

1M ago7:24

7:24

Send us a text 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 impact on early retirees under 65. George shares practical tips to manage costs, adjust income, and keep y…

1
What the “One Big Beautiful Bill” Means for Your Taxes and Investments 10:34

1M ago10:34

10:34

Send us 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, investments, and retirement plan. From permanent tax cuts to rising deficits, George shares key takeaways and practical planning tips for investors and reti…

1
The 5 Wealth Killers No One Talks About - Part 4: Too Good to Be True 13:46

2M ago13:46

13:46

Send us 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 worse off. Don’t get caught chasing the wrong thing. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth…

1
The 5 Wealth Killers No One Talks About - Part 3: The Cost That Never Sleeps 12:31

2M ago12:31

12:31

Send us 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 think. 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 nea…

1
The 5 Wealth Killers No One Talks About - Part 2: The Illusion of Freedom 15:08

2M ago15:08

15:08

Send us 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 Talks About. This one might be sitting in your driveway—tune in to find out! Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, …

1
The 5 Wealth Killers No One Talks About - Part 1: It Starts Here 9:59

2M ago9:59

9:59

Send us a text 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: It Start Here now. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, …

1
How long until Your Roth Conversion Pays Off? “Breakeven” Age 9:16

2M ago9:16

9:16

Send us a text 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 or delay the benefits. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of C…

1
Why You Should Not Use The 4% Withdrawal Rule & What To Use Instead 9:57

3M ago9:57

9:57

Send us a text In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains why you shouldn't be using the 4% withdrawal rule in retirement and what you may want to use instead. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory …

1
Can You Really Retire? 4 Warning Signs You’re Not Ready 8:50

3M ago8:50

8:50

Send us a text In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, flips the script and shares four key warning signs that you may not be ready to retire. If you're wondering “Can I really retire?”—this episode is a must-listen. Don’t miss these critical red flags that could signal it’s time to reasse…

1
Retirement By Design: Ideal Sequence 12:19

3M ago12:19

12:19

Send us a text 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 planning to tax strategies, discover how the right order can help you retire with more clarity and confidence. Welcome to "The Retirement Guide" Podcast! …

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

5M ago13:18

13:18

Send us a text In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, goes into detail 5 Simple Way to Increase Your Social Security Benefits and more. 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 …

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

5M 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

6M 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

6M 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

6M 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

9M 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

9M 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

10M 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

10M 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

10M 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

12M 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

12M 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1+ y 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

1+ y 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

1+ y 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

2y 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

2y 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

2y 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

2y 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

2y 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

2y 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

2y 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

2y 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…

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George Jameson Cfp Mba Podcasts

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