The Retirement Guide / Retirement Planning Education

About The Retirement Guide / Retirement Planning Education

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 (https://calendly.com/capitalwealthplan/30min) 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 (https://capitalwealthplan.com/) or contact us at (803) 250-6464 / george@capitalwealthgroupsc.com (mailto:george@capitalwealthgroupsc.com).

Publisher

George Jameson, CFP®, RICP®, MBA

Category

business

Language

en

Explicit

No

First episode

23 Jun 2023

Latest episode

1 Sept 2026

Latest episodes

10 of 90 episodes have a transcript.

1. 

   1 Sept 2026TRANSCRIPT

   The 3-Move Retirement Plan That Survived Every Market Crash in History

   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 (https://calendly.com/capitalwealthgroupsc/30min) 🌐 Learn more: https://www.capitalwealthgroupsc.com (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.

2. 

   20 Aug 2026

   When Should You Take Social Security? Claiming at 62 vs. 67 vs. 70

   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 (https://calendly.com/capitalwealthgroupsc/30min) 🌐 Learn more about us: https://www.capitalwealthgroupsc.com (https://www.capitalwealthgroupsc.com) If you found this video helpful, please hit the 👍 button and subscribe!

3. 

   13 Aug 2026

   How to Pay Yourself in Retirement: 4 Income Strategies

   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 (http://capitalwealthgroupsc.com) #RetirementPlanning #RetirementIncome

Inside a recent episode

The 3-Move Retirement Plan That Survived Every Market Crash in History

Published 1 Sept 2026 · Transcript excerpt

[…] They either stay 90% or even 100% in stocks right up until the day they retire. Or they do the complete opposite and sell everything right before they retire. So here's the issue. The five years before you retire and the five years after, that's what we call the retirement risk zone. And if the market crashes right in that zone, It can do permanent damage to your lifestyle. So instead of walking right off the cliff at retirement, we start tapping the brakes about five years out. Let's say you're sitting at 85% stocks today. You're about five years out from full retirement. We just systematically trim the stock exposure by about 4% to 5% a year. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

13 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 40 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

49

Social presence

0

YouTube

0

Engagement

77

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