The Retirement Guide / Retirement Planning Education

著者: George Jameson CFP® MBA
  • サマリー

  • The Retirement Guide - A Retirement Planning Education Podcast

    The Retirement Guide is the go-to podcast for those planning for retirement or already retired looking to make the most out of their retirement years. It is concise and to the point lasting no longer than 12 minutes per episode.

    Hosted by retirement planning expert George Jameson, CFP®, MBA, this podcast provides practical, no-nonsense education to help you plan for a successful retirement.

    In a world of misinformation and sales pitches, trust is key. We're here to provide just that. So, join us each week as we explore essential topics for retirement.

    Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC, services clients locally in South Carolina and North Carolina and virtually nationwide.

    Learn more about Capital Wealth Group and George Jameson, CFP®, MBA, a Financial Advisor based in Columbia, SC, CLICK HERE!

    George can be reached at (803) 250-6464 or george@capitalwealthplan.com


    Check out "The Retirement Guide" Podcast by: George Jameson - CLICK HERE!

    Schedule a Free Consultation Click Here!



    © 2024 The Retirement Guide / Retirement Planning Education
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あらすじ・解説

The Retirement Guide - A Retirement Planning Education Podcast

The Retirement Guide is the go-to podcast for those planning for retirement or already retired looking to make the most out of their retirement years. It is concise and to the point lasting no longer than 12 minutes per episode.

Hosted by retirement planning expert George Jameson, CFP®, MBA, this podcast provides practical, no-nonsense education to help you plan for a successful retirement.

In a world of misinformation and sales pitches, trust is key. We're here to provide just that. So, join us each week as we explore essential topics for retirement.

Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC, services clients locally in South Carolina and North Carolina and virtually nationwide.

Learn more about Capital Wealth Group and George Jameson, CFP®, MBA, a Financial Advisor based in Columbia, SC, CLICK HERE!

George can be reached at (803) 250-6464 or george@capitalwealthplan.com


Check out "The Retirement Guide" Podcast by: George Jameson - CLICK HERE!

Schedule a Free Consultation Click Here!



© 2024 The Retirement Guide / Retirement Planning Education
エピソード
  • Turn Your Investments into Income: A Retirement Guide for the Over 50s
    2024/12/04

    Send us a text

    In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, discusses how to generate income from your investments in retirement. He explores 3 popular strategies to help you create a sustainable income stream in retirement.

    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



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    15 分
  • New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself
    2024/11/19

    Send us a text

    In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, discusses the growing threat of new account fraud targeting high-net-worth investors. Learn about the tactics used by scammers and discover essential tips to protect your wealth.

    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



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    8 分
  • Digital Safety After 50: Protecting Your Identity & Finances Online
    2024/11/11

    Send us a text

    In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, shares essential strategies to help those 50 and above protect their identity, finances, and personal information in today’s digital world. From spotting scams to safeguarding accounts and securing devices, George covers practical steps to reduce your risk and keep your retirement safe from cyber threats.

    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



    続きを読む 一部表示
    13 分

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