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Insurance 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 rates higher and shares smart strategies you can use to keep more money in your pocket.

👉 Learn more or schedule a no-obligation conversation at Capital Wealth Group.

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 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

Schedule a Free Introductory Call Today! (30min)

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

Send us 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 for you.

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 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

Schedule a Free Introductory Call Today! (30min)

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

Send us a text

Planning 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 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 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

Schedule a Free Introductory Call Today! (30min)

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

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 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 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

Schedule a Free Introductory Call Today! (30min)

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

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 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 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

Schedule a Free Introductory Call Today! (30min)

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

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 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 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

Schedule a Free Introductory Call Today! (30min)

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

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 your retirement plans on track.

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 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

Schedule a Free Introductory Call Today! (30min)

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

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 retirees.

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 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

Schedule a Free Introductory Call Today! (30min)

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