The Retirement Guide - A Retirement Planning Education Podcast The Retirement Guide is the go-to podcast for those planning for retirement or already retired looking to make the most out of their retirement years. It is concise and to the point lasting no longer than 12 minutes per episode. Hosted by retirement planning expert George Jameson, CFP®, MBA, this podcast provides practical, no-nonsense education to help you plan for a successful retirement. In a world of misinformation and sales ...
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Join us as Rachel Mason Nunn explores the nuanced world of international development by talking to experts and game-changers whose voices and work are critical to radically transforming the sector and our communities for the better. Listen in and be prepared to hear from incredible people who push us to rethink international development, and how we can create meaningful and long-lasting change.
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Part 2: How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One)
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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 trustee…
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SDG3.2 - Reducing Newborn and Child Mortality, with Hon. Dr Tinte Itinteang and Sr. Christine Otai
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Welcome to Episode 2 of our SDG3 series.In this series, we’ll be going through each of the targets of SDG3. In our previous episode, we looked at maternal mortality, and specifically some exciting work happening right here in Australia to developed inhaled oxytocin, to help prevent postpartum hemorraghe, which is one of the leading causes of matern…
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How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One)
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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 you…
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SDG3.1 - Reducing Maternal Mortality, with Prof. Michelle McIntosh and Cherolyn Polomon
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SDG3.1 - Reducing Maternal Mortality, with Prof. Michelle McIntosh and Cherolyn Polomon by Good Will HuntersDe către Good Will Hunters
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Roth Conversions: 3 Key Questions to Answer!
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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 "Th…
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5 Biggest Expenses in Retirement – You May Be Surprised!
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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 n…
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Maximize Your Golden Years: 3 Retirement Income Approaches—Which One Is Right for You?
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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" P…
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Retirement's Hidden Challenges: Preparing for the Non-Financial Aspects
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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. D…
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The BEST Retirement Advice EVER from 15 Actual Retirees
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Send us a text The BEST Retirement Advice EVER From 15 Actual Retirees In this episode, George Jameson, CFP®, of Capital Wealth Group, dives into invaluable retirement advice straight from those who’ve experienced it firsthand—actual retirees. Learn how to create a fulfilling and financially secure retirement with these pearls of wisdom. Tune in fo…
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Expert Tips to Minimize Retirement Taxes in 2024
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Send us a text Join George Jameson, CFP®, MBA, founder of Capital Wealth Group, as he delves into strategies to minimize taxes on your retirement savings in 2024. In this episode, George covers the essentials of understanding retirement accounts, leveraging Roth IRAs, planning for required minimum distributions (RMDs), and implementing tax-efficien…
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The Hidden Dangers of Gold IRAs: What Seniors Need to Know
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Send us a text In this episode, George Jameson dives into the risks of investing in gold IRAs, particularly for seniors. He explains the high fees, counterparty risks, and tax implications that make gold IRAs a poor choice compared to traditional IRAs and gold ETFs. George emphasizes the importance of making informed decisions and offers better alt…
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10 Retirement Planning Essentials in Your 50's No One is Telling You!
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Send us a text 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 "T…
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The Ultimate Guide to Roth IRA Conversions: Pros, Cons and Strategies
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Send us a text 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 analy…
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Top 10 Retirement Mistakes for Those in their 50's: Planning for Your Golden Years!
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Send us a text 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…
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Episode 10 A Little Less Conversation, with David Higgins
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This 10th and final episode of A little Less Conversation is one that is both reflective and future facing. If you’re looking to know more about the outcomes achieved at COP28, the architecture of the loss and damage fund and Australia’s climate finance ambitions and commitments more generally, you’ve come to the right place. Jess Mackenzie chats w…
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Simplify & Freedom: Reimagine Your Retirement
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Send us a text 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 Fee Only Advisory firm. Whether you’re nearing r…
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Episode 09 A Little Less Conversation, with Carolyn Kitione
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Climate change is impacting society in a myriad of ways, yet some groups are experiencing these impacts disproportionately. In this episode we take a deep dive into gender, youth and elders in the Pacific; How are they experiencing climate change? What are their priorities? and What does effective climate leadership look like? In this episode, we a…
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Episode 08 A Little Less Conversation, with Senator David Pocock
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In a short time in the federal Parliament, Senator David Pocock has made a name for himself as someone willing to speak out on the big issues on behalf of the people most affected. These include taking on the Government over fossil fuels, climate change and other issues including cost of living. In this episode of A Little Less Conversation, Rachel…
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10 Retirement Planning Mistakes (and How to Avoid Them Like a Pro!)
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Send us a text 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 ho…
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Episode 07 A Little Less Conversation, with Howard Bamsey
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Climate change could be a political football, easily booted from agency to agency, if there was no true will to progress the agenda. It is true that climate falls under the remit of a number of government agencies – but thankfully, there is the will to ensure it is divided up carefully and with thought. Howard Bamsey, who has spent much of his care…
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Bitcoin ETFs: Stepping Stone to Bitcoin Riches or Risky Gamble?
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Send us a text 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…
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Episode 06 A Little Less Conversation, with Sala George Carter and Lisa Viliamu Jameson
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Adaptation and mitigation are two terms commonly used in connection with how to approach responses to climate change: do we spend our energies trying to address the root causes of climate change, or do we work on strategies to help us adapt? In this episode, Sala George Carter of the Australian National University and climate change activist Lisa V…
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Is That Roth Conversion Worth It? 5 Surprising Reasons to Say No!
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Send us a text 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 financ…
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Harold Evensky's Mastermind: Conquer Retirement Withdrawals with the Two-Bucket Strategy!
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Send us a text 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-bu…
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Episode 05 A Little Less Conversation, with Nat Burke and Flora Vano
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Have you heard about sea grapes? They're a form of edible seaweed found in parts of the Pacific. They're nutritious, particularly for maternal health, and delicious. And they fetch a great price at market. They're sometimes even known as the next superfood. What makes sea grapes particularly interesting to us is the sustainability element: growing …
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5 Retirement Income Hacks You Wish You Knew Sooner: Avoid Mistakes and Maximize Your Money
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Send us a text 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" …
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Episode 04 A Little Less Conversation, with Henry Gonzalez
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Australia made headlines earlier in 2023 with the announcement it was rejoining the Green Climate Fund, reviving interest in the fund.It is the world's largest climate fund, and aims to give a boost to transformative climate action in the form of grants to affected nations.It has attracted its fair share of criticism, particularly over lengthy dela…
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Mastering Asset Allocation for Retirement: A Deeper Dive for Those Nearing the Golden Years
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Send us a text 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 th…
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Episode 03 A Little Less Conversation, with Dr Melanie Pill and Julie-Anne Richards
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Loss and damage has quickly emerged as a key theme of COP28, with the news ahead of the summit that rich countries would set up a loss and damage fund, as promised last year. So what is loss and damage, and how has it become the latest frontier in the fight against climate change? Two loss and damage experts join us on this episode to explain more:…
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Balancing Act: Navigating the Art and Science of Asset Allocation
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Send us a text 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 advi…
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Episode 02 A Little Less Conversation, with Kristen Tilley
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Australia’s Climate Ambassador Kristen Tilley has been in the job for just over a year, and in that time has worked to drive Australia’s climate ambitions, whether in decarbonising or ambitions to become a renewable energy superpower. She speaks with Jessica Mackenzie and Dermot O’Gorman about harnessing foreign policy, trade and development polici…
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Episode 01 A Little Less Conversation
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A Little Less Conversation is a podcast series bringing together ACFID, Good Will Hunters and WWF Australia to discuss how to drive action on climate change through an international development and policy lens.In this episode, we discuss what’s coming up in the series: who we’ll be talking with, what we’ll be talking about, and why we’ve chosen thi…
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A Little Less Conversation, A Little More Climate Action
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Good Will Hunters, ACFID and WWF Australia present 'A Little Less Conversation, A Little More Climate Action". We'll be bringing you a series of conversations on the focus on climate in Australia's international development program. Make sure you subscribe, episodes drop soon!De către Good Will Hunters
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How to Plan for a Tax-Efficient Retirement? Part 3
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Send us a text 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 peri…
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How to Plan for a Tax-Efficient Retirement? Part 2
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Send us a text 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 securi…
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CID '23 Civic Space Panel by Good Will HuntersDe către Good Will Hunters
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CID '23 Emeline Siale, on Civic Space
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CID '23 Emeline Siale, on Civic Space by Good Will HuntersDe către Good Will Hunters
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How to Plan for a Tax-Efficient Retirement? Part 1
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Send us a text 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 …
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Top 10 Retirement Tips for Those in Their 50's: Planning for Your Golden Years!
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Send us a text 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 max…
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Maximizing Social Security Benefits: When to Start and Key Considerations
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Send us a text 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@ca…
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Should You Still Own International Stocks?
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Send us a text 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.…
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Estate Planning: Top 10 Estate Planning Documents You Need to Know!
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Send us a text 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 …
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Estate Planning: Wealth Transfer Tips for Baby Boomers
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Send us a text 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 weal…
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Estate Planning - Do's & Don'ts of an Inheritance
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Send us a text 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 handli…
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Mastering Emotions: A Guide to Successful Investing
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Send us a text Explore the intricacies of managing emotions in the world of investing. From fear to greed and impatience, learn how to navigate these common pitfalls and make informed decisions. Discover why timing plays a crucial role in investment success and gain insights on achieving long-term financial goals. Join us for a journey towards beco…
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Dividend Stock Investing: Risk, Rewards, and Strategies for Retirement
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Send us a text In this episode, we dive into the world of dividend stock investing, exploring the pros, cons, and risks that come with it. Join us as we unravel the myth of safety surrounding individual dividend stocks and discover the factors that can make this approach riskier than perceived. We'll also explore alternative strategies to help you …
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S&P 500 Secrets: Why Outperforming is Easier Said Than Done
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Send us a text Uncover the challenges of outperforming the S&P 500 Index and holding individual stocks, regardless of whether you're a DIY investor or have a Financial Advisor. Join us to learn the suggested strategy for most investors. Tune in for invaluable insights. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner o…
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Decoding Financial Advisors: Fee-Based vs. Fee-Only
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Send us a text Join us in this episode as we unravel the complexities of financial advisor fees. Discover the distinctions between the fee-based and fee-only models, uncovering the impact on your financial well-being. Gain insights into transparent compensation structures that prioritize your interests. Let's demystify financial advisor fees togeth…
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"Backdoor Roth IRA and Roth Conversion Guide: Benefits, Process, and Considerations
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Send us a text Unlock the world of Roth IRAs, Backdoor Contributions, and Roth Conversions in this episode. Discover the power of tax-free growth, explore eligibility for contributions, and learn the step-by-step process of backdoor contributions. Delve into the benefits of Roth Conversions, from tax diversification to estate planning. We'll also u…
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7 Ways to Reduce Your Taxes in Retirement
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Send us a text In this episode, we uncover seven powerful strategies to cut down on taxes during retirement. Discover how to sequence your income withdrawals, optimize your asset placement, execute Roth conversions strategically, and use tax loss harvesting to your advantage. Learn about avoiding Medicare premium surcharges, maximizing the impact o…
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