For most people, a paid-off home is the ultimate retirement goal—but could it actually be holding you back? In this episode, George Jameson, CFP®, RICP®, explores the overlooked benefits of selling your house and renting instead. Learn how swapping property maintenance and skyrocketing taxes for cash flow clarity could unlock the geographic and financial freedom to live your best life.

George Jameson, CFP®, RICP®, breaks down the "New Math" of Roth conversions and the BETR formula. Learn why conversions can build wealth even if your tax rate drops and how to avoid "stealth taxes" like IRMAA and RMD spikes.

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Everyone is talking about Roth Conversions, but is it actually the right move for your retirement? In this episode, George Jameson, CFP®, RICP® explains why the "mathematically correct" answer on a spreadsheet often ignores the realities of life.

Welcome to "Your 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.