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

Should You Rent in Retirement? The Case for Selling Your Home

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.

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

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 [http://CapitalWealthGroupSC.com]

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

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 [https://www.capitalwealthgroupsc.com/], 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.

Why Most Retirement Plans Get It Backwards

Send us Fan Mail [https://www.buzzsprout.com/2188631/fan_mail/new]  High-stakes retirement planning is more than just Roth conversions and withdrawal rates. George Jameson, CFP®, RICP®, discusses the "One Page Financial Plan" philosophy and how to audit your spending to find your true priorities.   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 [https://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 [https://www.capitalwealthgroupsc.com/] https://calendly.com/capitalwealthplan/30minSchedule a Free Introductory Call Today! (30min) [https://calendly.com/capitalwealthgroupsc/30min]  [https://capitalwealthplan.com/#subscribe] 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

The $15 Billion ‘RAT Attack’: How Remote Access Tools Threaten Your Wealth

Send us Fan Mail [https://www.buzzsprout.com/2188631/fan_mail/new]  Protect your wealth from the $15 billion "RAT Attack" in this episode of  Your Retirement Guide by George Jameson, CFP®, RICP®, MBA with Capital Wealth Group. [https://www.capitalwealthgroupsc.com/] Learn how to identify the invisible red flags of remote access scams and the exact "digital fortress" steps required to secure your financial accounts.   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 [https://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 [https://www.capitalwealthgroupsc.com/] https://calendly.com/capitalwealthplan/30minSchedule a Free Introductory Call Today! (30min) [https://calendly.com/capitalwealthgroupsc/30min]  [https://capitalwealthplan.com/#subscribe] 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