Introduction

06/23/23 • 2 min

Your Retirement Guide by: Capital Wealth Group

Welcome to the first episode of the Retire with Confidence podcast! Your host is George Jameson, a certified financial planner professional and the founder of Capital Wealth Group. Thank you for taking your time to tune in.

If you are nearing retirement or already retired and want concise and to the point information this is the retirement planning education podcast for you!
In this short episode, George quickly tells you who this podcast is designed for, some of the insightful topics, how often new episodes will be published, andwill briefly tell you about himself and his firm.

Key Points From This Episode:

• Who the show is designed for and will benefit most from it.

• An overview of topics related to retirement.

• Investing in retirement, taxes in retirement, social security, income distributions strategies and other topics to look forward to.

• A brief overview of George and his firm.

• George specializes in working with people 50 and above, who are planning to retire or already retired.

• The frequency of the podcast and the estimated running time of each episode.

Note: Please check out his other two published episodes available now!

Let's Connect!
Visit our Website: Capital Wealth Group
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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 [email protected]

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Key Points From This Episode:

• Who the show is designed for and will benefit most from it.

• An overview of topics related to retirement.

• Investing in retirement, taxes in retirement, social security, income distributions strategies and other topics to look forward to.

• A brief overview of George and his firm.

• George specializes in working with people 50 and above, who are planning to retire or already retired.

• The frequency of the podcast and the estimated running time of each episode.

Note: Please check out his other two published episodes available now!

Next Episode

What is the 4% Withdrawal Rule & Should You Use It?

Send us a text

Welcome to today's episode where we delve into the fascinating world of retirement withdrawal strategies, with a special focus on the renowned 4% withdrawal rule.

We kick things off by taking a journey through time, tracing the origins of the 4% rule and shedding light on its creators and influencers. Additionally, we examine three distinct historical studies that evaluated the performance of this rule across different time periods.

Moving on, we transition to a practical demonstration of how the 4% rule can be implemented. By walking you through a detailed example, you'll gain a solid understanding of its application. Following that, I offer my personal insights on the rule, presenting a balanced assessment of its advantages and disadvantages.

But that's not all! In the final segment of the episode, we venture beyond the 4% rule and explore several alternative retirement income strategies. This section provides valuable information for retirees seeking a broader perspective. If you're curious about the 4% rule and eager to learn about other income strategies, this episode is tailor-made for you. Expect a concise yet comprehensive discussion, sparing you from unnecessary fluff, all within the span of just 10 minutes!

Your Retirement Guide by: Capital Wealth Group - Introduction

Transcript

Retire with Confidence: Episode 1 - Introduction

Welcome to the very first episode of the Retire with Confidence Podcast! I'm your host, George Jameson, a CFP Professional and founder of Capital Wealth Group, a Flat Fee Only Advisory Firm. Thank you for tuning in!

This podcast is for individuals who are nearing or in retirement, who want to plan for a secure and comfortable future.

My mission is to simplify the complex world of retirement planning, enabling you to make sma