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What Is The Guardrail Withdrawal Strategy & Should You Use It?

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Manage episode 371068278 series 3492915
Content provided by George Jameson, CFP®, MBA, George Jameson, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by George Jameson, CFP®, MBA, George Jameson, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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In this episode, we delve into the Guardrail Withdrawal Strategy—an approach that offers offers protective measures, ensuring that you do not run out of money during your retirement years. We break down the fundamentals of this strategy, exploring its origins and key concepts. Join us as we discuss who might benefit from implementing this strategy and examine its potential advantages and considerations. Whether you're approaching retirement or seeking to optimize your withdrawal approach, tune in to gain valuable insights and determine if the Guardrail Withdrawal Strategy is the right fit for your financial goals.

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

  continue reading

41 episodes

Artwork
iconShare
 
Manage episode 371068278 series 3492915
Content provided by George Jameson, CFP®, MBA, George Jameson, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by George Jameson, CFP®, MBA, George Jameson, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a text

In this episode, we delve into the Guardrail Withdrawal Strategy—an approach that offers offers protective measures, ensuring that you do not run out of money during your retirement years. We break down the fundamentals of this strategy, exploring its origins and key concepts. Join us as we discuss who might benefit from implementing this strategy and examine its potential advantages and considerations. Whether you're approaching retirement or seeking to optimize your withdrawal approach, tune in to gain valuable insights and determine if the Guardrail Withdrawal Strategy is the right fit for your financial goals.

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

  continue reading

41 episodes

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