Advertise on podcast: Your Retirement Guide by: George Jameson, CFP®, RICP®

Could your retirement survive 1929, 1966, 2000, and 2008? In this episode, George Jameson, CFP®, RICP®, MBA, founder of Capital Wealth Group in Columbia, SC, breaks down the 3-move defense that would have lasted 30+ years through every major market crash in history. He also reveals why 1966, not the Great Depression, was actually the worst year in US history to retire, and what it teaches every retiree about protecting their income. 📈 Schedule a complimentary discovery call: https://calendly.com/capitalwealthgroupsc/30min 🌐 Learn more: https://www.capitalwealthgroupsc.com DISCLAIMER: This episode is for educational and informational purposes only and should not be construed as specific investment, tax, or legal advice. Content is accurate as of the date of publication but may change over time. Capital Wealth Group LLC is a registered investment advisor ("RIA"). Past performance is no guarantee of future results. Always consult with a qualified financial, tax, or legal professional regarding your unique personal situation before making any financial decisions.

You spent a lifetime paying into Social Security, but claim it at the wrong age and you could leave $200,000 or more on the table. So what's the right age to start — 62, 67, or 70? In this episode of Your Retirement Guide, George Jameson, CFP®, RICP®, MBA explains how the claiming decision really works and where the break-even age falls, and why the survivor benefit makes this a household decision and not just an individual one. He also cuts through the conflicting advice from Suze Orman and Dave Ramsey. 📈 Schedule a complimentary discovery call: https://calendly.com/capitalwealthgroupsc/30min 🌐 Learn more about us: https://www.capitalwealthgroupsc.com If you found this video helpful, please hit the 👍 button and subscribe!

No one hands you a paycheck when you retire — so how do you pay yourself from your savings so it lasts a lifetime? George Jameson, CFP®, RICP®, founder of Capital Wealth Group in Columbia, SC, breaks down 4 proven retirement income strategies — and gives an honest warning about annuities. 👉 Free consultation: capitalwealthgroupsc.com #RetirementPlanning #RetirementIncome

How much can you actually spend in retirement without the fear of running out of money? George Jameson, CFP®, RICP®, breaks down the modern guardrails approach — a way to get a real monthly "retirement paycheck" and know exactly when to adjust it as markets move. Learn why it beats guessing at a vague percentage, and how it handles downturns with small tweaks instead of drastic cuts. Want to see your own maximum retirement paycheck and guardrails? Schedule a free consultation 👉 https://www.capitalwealthgroupsc.com George Jameson is the founder of Capital Wealth Group, a fee-only retirement planning firm in Columbia, SC. #RetirementPlanning #RetirementIncome #Guardrails #CFP #FinancialPlanning

Run your numbers through retirement software and it almost always says the same thing: convert to a Roth. But why? George Jameson, CFP®, RICP® breaks down the hidden assumptions behind that advice — and the alternative most retirees never hear about. 📅 Free retirement review: CapitalWealthGroupSC.com #RothConversion #RetirementPlanning #RMD #TaxPlanning

The 4% rule is the most famous guideline in retirement — a simple way to estimate how much you can withdraw each year without running out of money. It survived the Great Depression, the dot-com crash, and 2008. But is it right for your retirement? In this episode, George Jameson, CFP®, RICP® and founder of Capital Wealth Group, breaks down where the 4% rule came from, exactly how to use it, and the three weaknesses it quietly ignores — including the single biggest threat to your retirement that almost nobody warns you about. Up next: how sequence of returns risk can wreck an early retirement, and the flexible "Guardrails Strategy" George uses to defend against it. 📍 Capital Wealth Group is a fee-only firm in Columbia, SC, offering ongoing retirement planning, investment management, and one-time financial plans for DIYers. Schedule a free consultation at CapitalWealthGroupSC.com.

"Save 10-12x your salary." "You'll need 70-90% of your income." Sound familiar? Generic rules of thumb only get you so far. In this episode, George Jameson, CFP®, RICP®, founder of Capital Wealth Group, walks through a simple 3-question framework to find your real retirement number. 🔗 Schedule a free consultation: CapitalWealthGroupSC.com or Calendly Link Capital Wealth Group is a fee-only financial planning firm in Columbia, SC, offering ongoing retirement planning, investment management, and one-time plans for DIYers.

Are Roth conversions always the right move? In this episode, George Jameson, CFP®, RICP®, MBA — founder of Capital Wealth Group, a fee-only financial advisory firm in Columbia, SC — breaks down when Roth conversions make sense, when they don't, and what most people overlook before pulling the trigger. If you have money sitting in a traditional IRA or 401(k), this episode will help you think more strategically about your tax future in retirement. Capital Wealth Group offers ongoing retirement planning and investment management, as well as one-time financial plans for DIY investors. Schedule a free consultation at CapitalWealthGroupSC.com.

In this episode, George Jameson, CFP®, RICP®, MBA, with Capital Wealth Group, breaks down what financial expert Carl Richards calls the "behavior gap" and reveals how hidden emotions quietly hijack your retirement decisions. Discover why the "perfect" static financial plan doesn't exist, how to use curiosity to resolve money disagreements with your spouse, and how to defend your peace of mind against the twin traps of worry and comparison.

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. CTA Link: Schedule your free consultation: CapitalWealthGroupSC.com

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.

Send us Fan Mail  High-stakes retirement planning is more than just Roth conversions and withdrawal rates. George Jameson, CFP®, RICP®, discusses the "One Page Financial Plan" philosophy and how to audit your spending to find your true priorities.   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 Schedule a Free Introductory Call Today! (30min)   Capital Wealth Group is a 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 [email protected]

Send us Fan Mail  Protect your wealth from the $15 billion "RAT Attack" in this episode of  Your Retirement Guide by George Jameson, CFP®, RICP®, MBA with Capital Wealth Group. Learn how to identify the invisible red flags of remote access scams and the exact "digital fortress" steps required to secure your financial accounts.   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 Schedule a Free Introductory Call Today! (30min)   Capital Wealth Group is a 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 [email protected]

Send us Fan Mail  Why does retirement planning get harder after you stop working? In this episode, George Jameson explains why he earned the RICP® designation and shares key lessons on turning savings into sustainable retirement income. By George Jameson, CFP®, RICP®, founder of Capital Wealth Group in Columbia, SC.  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 Schedule a Free Introductory Call Today! (30min)   Capital Wealth Group is a 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 [email protected]