The Retirement Guide / Retirement Planning Education

Send us a Text Message. 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 "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 analyzing future tax rates and avoiding pitfalls. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 ahead. Tune in now for actionable advice tailored to your financial journey! Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 Bitcoin, with a recommendation for self-custody using a hardware wallet for added security. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 financial planning for a secure retirement. Tune in now for invaluable insights on optimizing your wealth for the long run! Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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-bucket system developed by financial guru Harold Evensky in 1985. With a focus on simplicity and effectiveness, this strategy aims to protect retirees from market panics and ensure a steady stream of income without the need for complicated withdrawal plans. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 the intricacies of asset allocation, offering practical steps to ensure your portfolio aligns with your goals, risk tolerance, and long-term vision. Don't miss this valuable guide to navigating your retirement finances with confidence. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 advice on determining the ideal balance tailored to your unique financial goals, risk tolerance, and time horizon. From navigating retirement challenges to understanding the nuances of behavioral investing, this episode is your comprehensive guide to crafting a lasting financial blueprint. Tune in to gain valuable insights that will empower your journey towards a secure and fulfilling retirement. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 periodic rebalancing and aligning your portfolio with cash flow needs. The episode concludes with insights into Donor Advised Funds (DAFs) as a convenient and tax-efficient way to leave a lasting legacy. Learn key strategies to reduce overall taxes in retirement, ensuring reliable cash flow and maximizing your hard-earned money. Tune in for actionable insights on planning for taxes in retirement. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 securing a tax-efficient retirement. Listen to the full episode on "The Retirement Guide" podcast with George Jameson, available now. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 and what to watch out for. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 maximizing contributions, George provides actionable steps for a secure and prosperous retirement. Tune in and take the first step towards your golden years! Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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@capitalwealthplan.com Check out "The Retirement Guide" Podcast by: George Jameson - CLICK HERE! Check out Capital Wealth Group’s Blog Page – CLICK HERE! Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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. Gain valuable insights from industry experts on recommended allocations and get a closer look at emerging markets. We'll also provide practical advice on diversification and aligning your portfolio with your financial objectives. Feel free to reach out to George at george@capitalwealthplan.com with any topic suggestions or questions. Happy investing! Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 your loved ones. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 wealth transition! Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com

Send us a Text Message. 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 handling newfound wealth. Tune in for expert insights and actionable steps whether you will be the benefactor or the beneficiary. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat 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 The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. 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 Please Subscribe: To our Newsletter/Podcast Schedule a Free Introductory Call Today! (30min) Capital Wealth Group is a Flat 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@capitalwealthplan.com