All Episodes
Your Retirement Guide by: George Jameson — 80 episodes
Roth Conversion "New Math": Why They Work Even if Taxes Drop
Roth Conversions: Why the "Correct" Math Isn't Always the Best Choice
Why Most Retirement Plans Get It Backwards
The $15 Billion ‘RAT Attack’: How Remote Access Tools Threaten Your Wealth
Why I Became an RICP® — Retirement Income Planning Explained
A Guide to a Happy Retirement for Couples
Tweaking Your Portfolio for Life’s Curveballs
Medicare Open Enrollment 2026: Save Money & Pick the Right Plan!
5 Things to Let Go of Before You Retire
Do You Have Enough to Retire? How to Know What’s Truly “Enough"
15 Years of Helping People Plan for Retirement: 5 Key Lessons
Roth Conversions vs. Smart Social Security & IRA Withdrawal Timing – Which Can Save You More?
Why Your Insurance Premiums Keep Rising—and What You Can Do About It!
Five Retirement Planning Mistakes to Avoid!
Top 10 Retirement Tips for those in Their 50's: Planning for Your Golden Years - Revised!
Roth Conversions - Smart Strategy or Costly Mistake
Roth Conversion Rules Changed: What Retirees Need to Know Now!
The 50+ Budget Playbook: 7 Steps to Nail Your Retirement Spending
Early Retirees Beware: ACA Healthcare Shake-Up
What the “One Big Beautiful Bill” Means for Your Taxes and Investments
The 5 Wealth Killers No One Talks About - Part 4: Too Good to Be True
The 5 Wealth Killers No One Talks About - Part 3: The Cost That Never Sleeps
The 5 Wealth Killers No One Talks About - Part 2: The Illusion of Freedom
The 5 Wealth Killers No One Talks About - Part 1: It Starts Here
How long until Your Roth Conversion Pays Off? “Breakeven” Age
Why You Should Not Use The 4% Withdrawal Rule & What To Use Instead
Can You Really Retire? 4 Warning Signs You’re Not Ready
Retirement By Design: Ideal Sequence
5 Simple Ways to Increase Your Social Security Benefits!
How Social Security is Actually Funded and Calculated
Smart Giving: Tax-Efficient Strategies for Charitable Donations
2025 Retirement Income: Key Insights from Morningstar’s Latest Research
How Much Should You Keep in Your Emergency Fund & Where to Put It?
Turn Your Investments into Income: A Retirement Guide for the Over 50s
New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself
Digital Safety After 50: Protecting Your Identity & Finances Online
Part 2: How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One)
How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One)
Roth Conversions: 3 Key Questions to Answer!
5 Biggest Expenses in Retirement – You May Be Surprised!
Maximize Your Golden Years: 3 Retirement Income Approaches—Which One Is Right for You?
Retirement's Hidden Challenges: Preparing for the Non-Financial Aspects
The BEST Retirement Advice EVER from 15 Actual Retirees
Expert Tips to Minimize Retirement Taxes in 2024
The Hidden Dangers of Gold IRAs: What Seniors Need to Know
10 Retirement Planning Essentials in Your 50's No One is Telling You!
The Ultimate Guide to Roth IRA Conversions: Pros, Cons and Strategies
Top 10 Retirement Mistakes for Those in their 50's: Planning for Your Golden Years!
Simplify & Freedom: Reimagine Your Retirement
10 Retirement Planning Mistakes (and How to Avoid Them Like a Pro!)
Bitcoin ETFs: Stepping Stone to Bitcoin Riches or Risky Gamble?
Is That Roth Conversion Worth It? 5 Surprising Reasons to Say No!
Harold Evensky's Mastermind: Conquer Retirement Withdrawals with the Two-Bucket Strategy!
5 Retirement Income Hacks You Wish You Knew Sooner: Avoid Mistakes and Maximize Your Money
Mastering Asset Allocation for Retirement: A Deeper Dive for Those Nearing the Golden Years
Balancing Act: Navigating the Art and Science of Asset Allocation
How to Plan for a Tax-Efficient Retirement? Part 3
How to Plan for a Tax-Efficient Retirement? Part 2
How to Plan for a Tax-Efficient Retirement? Part 1
Top 10 Retirement Tips for Those in Their 50's: Planning for Your Golden Years!
Maximizing Social Security Benefits: When to Start and Key Considerations
Should You Still Own International Stocks?
Estate Planning: Top 10 Estate Planning Documents You Need to Know!
Estate Planning: Wealth Transfer Tips for Baby Boomers
Estate Planning - Do's & Don'ts of an Inheritance
Mastering Emotions: A Guide to Successful Investing
Dividend Stock Investing: Risk, Rewards, and Strategies for Retirement
S&P 500 Secrets: Why Outperforming is Easier Said Than Done
Decoding Financial Advisors: Fee-Based vs. Fee-Only
"Backdoor Roth IRA and Roth Conversion Guide: Benefits, Process, and Considerations
7 Ways to Reduce Your Taxes in Retirement
Understanding Bonds and Their Role in Retirement Investing
Unbiased Insights: Fixed Index Annuities Revealed
Annuity Basics: Concise and Easy to Understand!
"Pros and Cons of Annuities: Is it the Right Choice for You?"
4 Retirement Income Strategies: Which One Fits You Best?
What Is The Guardrail Withdrawal Strategy & Should You Use It?
What is the 4% Withdrawal Rule & Should You Use It?
How Much Money Do You Need To Retire?
Introduction