Your Retirement Guide by: Capital Wealth Group Podcast Por George Jameson CFP® MBA arte de portada

Your Retirement Guide by: Capital Wealth Group

Your Retirement Guide by: Capital Wealth Group

De: George Jameson CFP® MBA
Escúchala gratis

Acerca de esta escucha

Welcome to Your Retirement Guide – The Retirement Blueprint for Financial Freedom


At Your Retirement Guide, we deliver concise, actionable retirement planning education in 10-minute episodes. Hosted by retirement planning expert George Jameson, CFP®, MBA, our channel is dedicated to cutting through the noise with practical, no-nonsense advice that helps you secure a successful retirement.


Capital Wealth Group – is a fee-only advisory firm based in Columbia, SC – we serve clients locally in South Carolina and North Carolina, as well as virtually nationwide. Our unified brand means you’ll always find the trusted guidance you need, whether you’re tuning in for expert insights or looking for personalized financial advice.


Ready to design your retirement blueprint?


Schedule a Free Consultation – Click Here or Go to: www.Capitalwealthplan.com


For more information about Capital Wealth Plan and to connect with George Jameson, visit our website at capitalwealthplan.com or contact us at (803) 250-6464 / george@capitalwealthplan.com.



© 2025 Your Retirement Guide by: Capital Wealth Group Economía Finanzas Personales
Episodios
  • How long until Your Roth Conversion Pays Off? “Breakeven” Age

    How long until Your Roth Conversion Pays Off? “Breakeven” Age
    Jun 10 2025

    Send us a text

    In this episode of Your Retirement Guide, George Jameson, CFP® breaks down the concept of the “breakeven” age for Roth conversions. Learn how long it typically takes for a Roth conversion to pay off—and what factors can speed up or delay the benefits.

    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

    Please Subscribe: To our Newsletter/Podcast

    Schedule a Free Introductory Call Today! (30min)

    Capital Wealth Group is a Flat 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 George@capitalwealthplan.com
    Más Menos
    9 m
  • Why You Should Not Use The 4% Withdrawal Rule & What To Use Instead

    Why You Should Not Use The 4% Withdrawal Rule & What To Use Instead
    Jun 3 2025

    Send us a text

    In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains why you shouldn't be using the 4% withdrawal rule in retirement and what you may want to use instead.

    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

    Please Subscribe: To our Newsletter/Podcast

    Schedule a Free Introductory Call Today! (30min)

    Capital Wealth Group is a Flat 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 George@capitalwealthplan.com
    Más Menos
    10 m
  • Can You Really Retire? 4 Warning Signs You’re Not Ready

    Can You Really Retire? 4 Warning Signs You’re Not Ready
    May 27 2025

    Send us a text

    In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, flips the script and shares four key warning signs that you may not be ready to retire. If you're wondering “Can I really retire?”—this episode is a must-listen. Don’t miss these critical red flags that could signal it’s time to reassess your retirement readiness.

    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

    Please Subscribe: To our Newsletter/Podcast

    Schedule a Free Introductory Call Today! (30min)

    Capital Wealth Group is a Flat 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 George@capitalwealthplan.com
    Más Menos
    9 m
adbl_web_global_use_to_activate_webcro805_stickypopup
Todavía no hay opiniones