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.

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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.