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Retirement's Hidden Challenges: Preparing for the Non-Financial Aspects

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Manage episode 432170690 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://ro.player.fm/legal.

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By: George Jameson, CFP®, founder of Capital Wealth Group

When we think about retirement, financial planning often takes center stage. However, the non-financial aspects are just as crucial for a fulfilling retirement. Join us as we explore the psychological, social, and lifestyle factors that can make your retirement truly golden. Discover how to maintain a sense of purpose, nurture social connections, and plan for a vibrant, engaging retirement life.

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

47 episoade

Artwork
iconDistribuie
 
Manage episode 432170690 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://ro.player.fm/legal.

Send us a text

By: George Jameson, CFP®, founder of Capital Wealth Group

When we think about retirement, financial planning often takes center stage. However, the non-financial aspects are just as crucial for a fulfilling retirement. Join us as we explore the psychological, social, and lifestyle factors that can make your retirement truly golden. Discover how to maintain a sense of purpose, nurture social connections, and plan for a vibrant, engaging retirement life.

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

47 episoade

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