최고 Retirement Education 팟캐스트 (2024)

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#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies 1:34:52

14h ago1:34:52

1:34:52

Andy chats with fellow retirement planner Andrew Gray, CFP® from Gray Wealth Strategies. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement …

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Turn Your Investments into Income: A Retirement Guide for the Over 50s 15:10

8d ago15:10

15:10

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, discusses how to generate income from your investments in retirement. He explores 3 popular strategies to help you create a sustainable income stream in retirement. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson…

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#128 - How to decide whether to own or rent your home in retirement 43:26

20h ago43:26

43:26

Andy discusses the things to take into consideration when trying to decide whether to own or rent a home in retirement Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demysti…

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#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE! 53:38

15d ago53:38

53:38

Listener Q&A where Andy talks about: What to do about the concentration of the top few names in the S&P 500 ( 5:10 ) What is direct indexing, when could it make sense and how to manage wash sales when direct indexing ( 13:21 ) Whether you need to have taxes withheld from annuities or any other sources of income ( 30:39 ) When it might make sense to…

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#126 – Retirement planning chat with a "real" person, Jane 1:12:00

22d ago1:12:00

1:12:00

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (anonymous name). They talk about a wide array of retirement planning topics such as dealing with the unexpected death of a spouse, self-educating on retirement and tax planning, doing a really large Roth conversion, Social Secu…

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New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself 8:02

24d ago8:02

8:02

Send us a text 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 …

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#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management 1:33:01

29d ago1:33:01

1:33:01

Andy chats with fellow retirement planner Jamie Lima, CFP®, CDFA from Woodson Wealth Management and Allegiant Divorce Solutions. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what…

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Digital Safety After 50: Protecting Your Identity & Finances Online 13:23

1M ago13:23

13:23

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…

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#124 - The basics of taxes and tax planning in retirement 1:00:28

1M ago1:00:28

1:00:28

Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include: What sources of income are taxable vs non-taxable Required Minimum Distributions ("RMDs") from both your own accounts and inherited accounts How to pay taxes in retirement: withholdings vs making estimated payments Gifting tax-effic…

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#123 - My thoughts on 12 common financial and retirement planning rules of thumb 51:13

1M ago51:13

51:13

Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not: You should always contribute at least enough to your employer plan (like a 401(k)) to get the full employer match You shouldn't help your kids pay for college if it means shorting your own financial security in retirement You need at l…

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Part 2: How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One) 12:20

1M ago12:20

12:20

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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How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One) 10:59

2M ago10:59

10:59

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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#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE! 39:45

2M ago39:45

39:45

Listener Q&A where Andy talks about: How to keep track of Roth IRA contributions ( 6:45 ) Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 ) What to do with money from an RMD that you don't actually need ( 16:48 ) Understanding the capital gain exclusion on selling your primary residence ( 19:58 ) How to determ…

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#121 – Retirement planning chat with a "real" person, Doug Mann 1:26:44

2M ago1:26:44

1:26:44

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Doug Mann. They talk about a wide array of retirement planning topics such as retiring and living abroad in Thailand and the unique planning considerations involved with being abroad full-time Links in this episode: Doug's travel/pho…

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#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners 1:51:35

2M ago1:51:35

1:51:35

Andy chats with fellow retirement planner Erik Barnes, CFP® from Retirement Portfolio Partners. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in reti…

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#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement 1:41:14

2M ago1:41:14

1:41:14

Andy appeared as a guest/co-host on the September 23, 2024 episode of Rob Berger's YouTube live stream video series. In it, they discussed taxes and tax planning in retirement, as well as a host of other questions such as account rebalancing, Roth conversion analysis, and more! There was also plenty of live Q&A from Rob's loyal followers/watchers. …

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#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE! 49:10

3M ago49:10

49:10

Listener Q&A where Andy talks about: Itemizing sales taxes on Schedule A of your tax return, particularly when living in two states during the year ( 6:30 ) Considerations when deciding between taking a pension or its lump sum ( 11:51 ) Should a recently widowed person take advantage of their last year of Married Filing Joint tax brackets and do a …

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#117 – Retirement planning chat with a "real" person, Alison 59:24

3M ago59:24

59:24

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Alison (last name not disclosed). They talk about a wide array of retirement planning topics such as the unique planning considerations of having a spouse who's nearly 10 years younger and how an unexpected major medical condition a …

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#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast 1:36:40

3M ago1:36:40

1:36:40

Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a wide array of retirement planning topics such as tax planning, investing, annuities, how to help advise people get over the hurdle of not wanting to spend their money, what consumers often overlook in…

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Roth Conversions: 3 Key Questions to Answer! 9:08

3M ago9:08

9:08

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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#115 - How to give to charities tax-efficiently 55:44

3M ago55:44

55:44

Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as tax-efficient for you as possible Links in this episode: IRS Publication 526 - here My YouTube video - How to Give to Charities Tax Efficiently My YouTube video - Overview of Federal Income Taxation Teno…

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5 Biggest Expenses in Retirement – You May Be Surprised! 12:05

4M ago12:05

12:05

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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#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial 1:54:44

4M ago1:54:44

1:54:44

We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial. In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, such as tax planning, distribut…

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Maximize Your Golden Years: 3 Retirement Income Approaches—Which One Is Right for You? 10:59

4M ago10:59

10:59

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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#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE! 54:46

4M ago54:46

54:46

Listener Q&A where Andy talks about: Can you retroactively increase your income for a prior tax year ( 2:37 ) How to find a retirement planning tax specialist ( 8:16 ) How the Medicare IRMAA premium surcharge income lookback works ( 17:24 ) Determining how much mega back door Roth contributions to do ( 22:02 ) Is it okay to employ your child part-t…

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#112 – Retirement planning chat with a "real" person, Jane 40:39

4M ago40:39

40:39

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (an anonymous name). They talk about a wide array of retirement planning topics such as when she started getting serious about retirement planning, what she wishes she would have known earlier, what she learned from seeing her p…

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#111 – Retirement planner chat, with Victor Medina from Palante Wealth 1:27:12

4M ago1:27:12

1:27:12

Andy chats with fellow retirement planner Victor Medina, CFP®, RICP®, CELA® from Palante Wealth. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often …

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#110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA 10:00

4M ago10:00

10:00

I'm a buffoon and I missed including another important pro of doing an employer plan-to-IRA rollover in episode #110's list of pros and cons of rollovers. The additional potential pro is the ability to do Qualified Charitable Distributions ("QCDs") out of the IRA if you're at least 70 1/2 and charitably inclined. So, the recap the full list of pros…

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Retirement's Hidden Challenges: Preparing for the Non-Financial Aspects 8:03

4M ago8:03

8:03

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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#110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA 1:05:22

4M ago1:05:22

1:05:22

Andy summarizes the pros and cons of rolling over an employer plan (such as a 401(k), 403(b), 401(a), 457 or the federal Thrift Savings Plan) to an IRA or Roth IRA. To sum up: Potential PROS of rolling over an employer plan to an IRA or Roth IRA: More investment options Likely lower fees and costs Access to professional advice Better control over t…

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#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE! 43:43

5M ago43:43

43:43

Listener Q&A where Andy talks about: How to know if your 401(k) is good ( 5:57 ) Is it safer to bank at multiple banks instead of just one ( 14:33 ) How much tax should you withhold from your Social Security ( 21:10 ) Whether each spouse needs to take out excess Roth IRA contributions if only one spouse's income put their Married Filing Joint total…

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#108 – Retirement planning chat with "real" people, Ali & Alison Walker 1:38:27

5M ago1:38:27

1:38:27

Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Arizona currently but lived and traveled abroad for a few years after retiring. They talk about a wide array of retirement planning topics such as when Ali & Alison started getting serious about retiremen…

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#107 – Retirement planner chat, with Mike Powers from Manuka Financial 1:51:51

5M ago1:51:51

1:51:51

Andy chats with fellow retirement planner Mike Powers, CPA, PFS, CFP®, from Manuka Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often ove…

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The BEST Retirement Advice EVER from 15 Actual Retirees 8:36

5M ago8:36

8:36

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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#106 - How to decide the optimal time to start your Social Security benefits 43:25

5M ago43:25

43:25

Andy talks about the main points to consider when deciding when to start your Social Security retirement benefits Links in this episode: Tenon Financial June 2024 newsletter discussing how to optimize your Social Security claiming decision - here Retirement Planning Education June 2024 blog discussing how to optimize your Social Security claiming d…

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Expert Tips to Minimize Retirement Taxes in 2024 11:15

5M ago11:15

11:15

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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#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE! 54:59

6M ago54:59

54:59

Listener Q&A where Andy talks about: Whether or not it's okay to have a mortgage or rent in retirement ( 1:56 ) Medicare Part B coinsurance of 20% and whether Medigap/Supplemental policies are worth it ( 8:50 ) How much money is TOO MUCH money to have in a Health Savings Account ( 13:50 ) If I've changed any of my views or processes around retireme…

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The Hidden Dangers of Gold IRAs: What Seniors Need to Know 8:19

6M ago8:19

8:19

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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#104 – Retirement planning chat with a "real" person, Laura Maione 1:11:07

6M ago1:11:07

1:11:07

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known…

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#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning 1:33:48

6M ago1:33:48

1:33:48

Andy chats with fellow retirement planner Angie Furubotten-LaRosee CFP®, from Avea Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers …

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#102 - Highlights of the 2024 Social Security Trustees Report 40:13

6M ago40:13

40:13

Andy gives a summary of the key takeaways from the recently released 2024 Social Security Trustees Report Links in this episode: The 2024 Social Security Trustees Report - here The "Summary of Provisions That Would Change the Social Security Program" - here Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirem…

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10 Retirement Planning Essentials in Your 50's No One is Telling You! 8:46

6M ago8:46

8:46

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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#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE! 34:24

7M ago34:24

34:24

Listener Q&A where Andy talks about: How to choose a brokerage firm/custodian to use ( 3:00 ) How frequently to rebalance your portfolio ( 11:46 ) Annual 401(k) contribution limits between employee and employer contributions ( 14:55 ) Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annua…

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#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom 1:30:56

7M ago1:30:56

1:30:56

Thank you for your support through 100 episodes!!! 🥳 To celebrate the milestone of the 100th episode, Andy shares his 100 best bits of retirement planning wisdom, broken up into 10 topics of 10 pieces of wisdom each. The 10 topics are: 1) Investments, 2) Social Security, 3) Medicare, 4) Taxes, 5) Estate & Legacy Planning, 6) Annuities & Life Insura…

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#099 – Retirement planning chat with a "real" person, Al DiSalvio 1:02:45

7M ago1:02:45

1:02:45

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Al DiSalvio, who lives in New Jersey and plans on retiring in 2025. They talk about a wide array of retirement planning topics such as when Al started getting serious about retirement planning, what he wishes he would have known earl…

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#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management 1:13:01

7M ago1:13:01

1:13:01

Andy chats with fellow retirement planner Lauren Hunt, CFP®, from Daybreak Wealth Management. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in reti…

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#097 – Inherited IRA Required Minimum Distribution ("RMD") rules 44:23

7M ago44:23

44:23

Explanation of the Required Minimum Distribution ("RMD") rules for inherited IRAs Links in this episode: The IRS's Single Life Expectancy Table Charles Schwab's Inherited IRA Withdrawal Rules Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube chan…

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#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE! 45:51

8M ago45:51

45:51

Listener Q&A where Andy talks about: Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 ) Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 ) Is there a simple way to estimate what your total taxes will be for the year ( 19:28 ) Could it make sense to …

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#095 – Retirement planning chat with a "real" person, Judy Ocaya 1:23:22

8M ago1:23:22

1:23:22

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Judy Ocaya, who lives in California and retired in 2019. They talk about a wide array of retirement planning topics such as when Judy started getting serious about retirement planning, what she wishes he would have known earlier, how…

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#094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth 1:25:49

8M ago1:25:49

1:25:49

Andy chats with fellow retirement planners Devin Oransky and Mary Oransky, from Laminar Wealth. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in re…

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