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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 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

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

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 to reduce your risk and keep your retirement safe from cyber threats.

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

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

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 trustees and successor trustees. He’ll also talk about what shouldn’t go into a simple Living Trust and different ways to set up your asset distributions. Whether you're considering a DIY approach or hiring an attorney, this episode breaks it all down.

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

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

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 your loved ones. Whether you're considering a DIY approach or hiring an attorney, this episode breaks it all down.

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

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

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 "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

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

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 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

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

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" 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

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

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. Discover how to maintain a sense of purpose, nurture social connections, and plan for a vibrant, engaging retirement life.

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

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