Capital Wealth Group

09/09/2026

When should you start taking Social Security — at 62, 67, or 70? It could be the most important retirement decision you make. Our latest blog breaks down lifetime monthly growth, health and lifestyle considerations, and how to avoid leaving money on the table. Read the full guide and make a plan that fits your goals: https://wix.to/qEx6BOu

Key takeaways:
• How benefits grow when you delay claiming
• When earlier claiming makes sense
• Questions to ask before deciding

It might be the single most important retirement decision you'll ever make, and it's permanent. Get it right, and you can boost your income for the rest of your life. Get it wrong, and you could leave a whole lot of money on the table. If you're anywhere between 50 and 67, this is the decision to th...

09/09/2026

Worried your retirement could be derailed by a severe market downturn? Our latest blog outlines a modern guardrails approach that helps protect your savings even in the worst markets in history. Read: https://wix.to/wr0QULQ

Key takeaways: build clear withdrawal boundaries, stress-test plans for inflation and long bear markets, and prioritize reliability over chasing returns.

Read the full guide and start protecting your nest egg today: https://www.capitalwealthgroupsc.com/post/retirement-withdrawal-strategy-defense

Imagine you retired on January 1st, 1966, the single worst moment to retire in modern financial history. Over the next 15 years, the stock market went essentially nowhere, inflation climbed into the double digits, and most traditional withdrawal strategies ran the retiree completely out of money bef...

08/25/2026

How much can you safely spend in retirement without risking your future? Discover the Modern Guardrails approach — a clear, dynamic way to set upper and lower spending bounds that adapt to market changes. Read the full guide and get a retirement number you can build your life around. https://wix.to/rMgiyZt

"George, how much can I actually spend in retirement?" It's the question I get more than any other — and almost no one wants a vague answer. They want a real dollar amount. A number they can build their life around.The good news is that there's a modern way of planning that answers this exact ques...

08/19/2026

No one talks about this: the smartest Social Security decision isn't always the one that wins on a spreadsheet.

Retirement is about living, not just optimizing. 👇

▶️ Full episode: https://youtu.be/5EPz_2Q9RMM

08/18/2026

https://youtu.be/5EPz_2Q9RMM

You spent a lifetime paying into Social Security, but claim it at t...

07/13/2026

Could a Roth conversion be the key to a smarter retirement? Discover 5 reasons to convert — and 4 reasons you might want to hold off. Practical guidance for timing and tax strategy from George Jameson. Read the full breakdown: https://wix.to/K7VeOn4

Could a Roth account be the most underused tool in your retirement plan? Roth IRAs grow tax-free, come out tax-free, and unlike traditional IRAs never force you to take withdrawals during your lifetime. But the real power is in the timing: knowing when to contribute, when to convert, and when to lea...

05/28/2026

Is the 4% rule still enough for retirement? Discover a smarter alternative: the Guardrails Strategy — a dynamic approach that adjusts withdrawals to market conditions so you don’t leave money on the table or risk running out. Read our deep-dive and learn how to protect and maximize your lifetime income. https://wix.to/TU4PePb

Is the famous 4% rule putting your retirement at risk? While a static withdrawal rate is simple, it often forces you to choose between leaving millions on the table or running out of cash during a market downturn. Let's look past the generic advice and break down how a dynamic "Guardrails Strategy"....

05/12/2026

Is $1 million enough to retire in South Carolina’s Midlands? Discover practical guidance for retirees and pre-retirees—cost of living, lifestyle flexibility, and planning tips to help your nest egg go further. Read the full post: https://wix.to/zUxV9US

Is $1 Million Enough to Retire?If you’re in your 50s and living here in the Midlands, you've likely realized that this area serves as a practical "launchpad" for retirement. Because the cost of living here is generally lower than in other parts of the state or the Southeast, it provides the financ...

12/03/2025

🎙️ A Guide to a Happy Retirement for Couples

Retirement isn’t just about money—it’s about life, love, and balance.

In this episode of Your Retirement Guide, I share how couples can thrive together in retirement:
💡 Keep independence while sharing a vision
💡 Stay socially and mentally active
💡 Balance family time with personal interests
💡 Maintain physical and emotional health

I’m George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC, helping couples plan for a retirement that’s both financially secure and truly fulfilling.

Drop a comment and share your thoughts—what’s the best advice you’ve seen for couples enjoying retirement?

Your Retirement Guide with George Jameson, CFP® Discover how couples can thrive in retirement—financially, emotionally, and physically. George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC, shares practical tips for building a ...

08/19/2025

Planning for retirement in your 50s? Check out my latest podcast episode: 10 Retirement Tips Every 50-Something Should Know. Practical advice to help you save smarter, plan ahead, and enjoy your golden years!

Planning for retirement in your fifties? George Jameson, CFP® of Capital Wealth Group, shares 10 essential tips to set yourself up for a secure, enjoyable retirement.