Retirement Insights with Capital Wealth Group

著者： George Jameson CFP® MBA
無料で聴く

  • サマリー

  • Welcome to Retirement Insights – Your Retirement Blueprint for Financial Freedom


    At Retirement Insights, 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


    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 Retirement Insights with Capital Wealth Group
    続きを読む 一部表示

あらすじ・解説

Welcome to Retirement Insights – Your Retirement Blueprint for Financial Freedom


At Retirement Insights, 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


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 Retirement Insights with Capital Wealth Group
個人ファイナンス 経済学
続きを読む 一部表示
エピソード
  • 5 Simple Ways to Increase Your Social Security Benefits!

    5 Simple Ways to Increase Your Social Security Benefits!
    2025/03/21

    Send us a text

    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
  • How Social Security is Actually Funded and Calculated

    How Social Security is Actually Funded and Calculated
    2025/03/14

    Send us a text

    In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC explains how Social Security is funded and calculated and some advice on the best time to start your 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
    続きを読む 一部表示
    8 分
  • Smart Giving: Tax-Efficient Strategies for Charitable Donations

    Smart Giving: Tax-Efficient Strategies for Charitable Donations
    2025/03/05

    Send us a text

    In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC discusses smart, tax-efficient charitable giving with guest Mike Staman, a fellow Certified Financial Planner™ Professional and founder of Delaware Financial Planning in Newark, Delaware.

    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
    21 分

Retirement Insights with Capital Wealth Groupに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。