『Your Retirement Guide by: George Jameson, CFP®, RICP®』のカバーアート

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

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

著者： George Jameson CFP® RICP® MBA
無料で聴く

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 個人ファイナンス 経済学
エピソード
  • Mastering the Behavior Gap: The Emotional Side of Retirement Planning

    Mastering the Behavior Gap: The Emotional Side of Retirement Planning
    2026/05/29

    In this episode, George Jameson, CFP®, RICP®, MBA, with Capital Wealth Group, breaks down what financial expert Carl Richards calls the "behavior gap" and reveals how hidden emotions quietly hijack your retirement decisions. Discover why the "perfect" static financial plan doesn't exist, how to use curiosity to resolve money disagreements with your spouse, and how to defend your peace of mind against the twin traps of worry and comparison.
    続きを読む 一部表示
    8 分
  • Should You Rent in Retirement? The Case for Selling Your Home

    Should You Rent in Retirement? The Case for Selling Your Home
    2026/05/21

    For most people, a paid-off home is the ultimate retirement goal—but could it actually be holding you back? In this episode, George Jameson, CFP®, RICP®, explores the overlooked benefits of selling your house and renting instead. Learn how swapping property maintenance and skyrocketing taxes for cash flow clarity could unlock the geographic and financial freedom to live your best life.
    続きを読む 一部表示
    7 分
  • Roth Conversion "New Math": Why They Work Even if Taxes Drop

    Roth Conversion "New Math": Why They Work Even if Taxes Drop
    2026/05/06

    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
    続きを読む 一部表示
    8 分
adbl_web_anon_alc_button_suppression_c
まだレビューはありません