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Your Retirement Guide by: George Jameson, CFP®, RICP®

Your Retirement Guide by: George Jameson, CFP®, RICP®

By: George Jameson CFP® RICP® MBA
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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.Capitalwealthgroupsc.com

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

2026 George Jameson, CFP®, RICP®, MBA Economics Personal Finance
Episodes
  • The 4% Rule: Can You Really Trust It With Your Life Savings?

    The 4% Rule: Can You Really Trust It With Your Life Savings?
    Jun 26 2026

    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.
    Show More Show Less
    7 mins
  • How Much Money Do You Actually Need To Retre?

    How Much Money Do You Actually Need To Retre?
    Jun 19 2026

    "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.
    Show More Show Less
    6 mins
  • Rethinking Roth Conversions

    Rethinking Roth Conversions
    Jun 12 2026

    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.
    Show More Show Less
    8 mins
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