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

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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.