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Keep It Simple Financial Planning
Free Masterclass — Jason Hamilton, CFP®
The Decisions Are Connected.
Most Retirement Advice Isn't.
How to make your retirement spending, income, and taxes work together — before choices lock you in.
Start Here
60-second introduction from Jason
You've saved responsibly. You've been careful. And now, as retirement gets closer, you're finding that the hardest part isn't the saving — it's understanding how all the decisions actually fit together.
This masterclass gives you a clear framework for coordinating your spending, income, and taxes before the choices that matter most become difficult to undo.
For individuals and couples within 10 years of retirement who want clarity, not more conflicting advice.
✦No Cost. No Sales Pitch. ✦Jason Hamilton, CFP® ✦Amazon Bestselling Author ✦10+ Years Serving Pre-Retirees
The Problem
Does any of this sound familiar?
You've done a lot right financially. You've saved. You've been responsible. But as retirement gets closer, it feels more complicated than you expected.
1. When should I take Social Security?
2. How should I be withdrawing from my accounts?
3. How much can I actually afford to spend?
4. How do today's tax decisions affect my flexibility 10 years from now?
5. Am I about to make a decision I can't easily undo?
You've done a lot right financially. You've saved. You've been responsible. But as retirement gets closer, it feels more complicated than you expected.
That's not because you need more information. It's because retirement decisions are made together in real life, but almost always delivered in isolation.
When spending, income, and taxes aren't planned as a system, the result is reactive decisions, avoidable tax friction, and the persistent feeling that you're always one step behind.
Inside the Masterclass
What you'll discover
1. Why so much retirement advice feels conflicting — even when each piece is technically correct
2. The hidden reason many retirees create avoidable tax drag in the first few years of retirement
3. How to determine a spending range that feels both realistic and flexible
4. How to coordinate income from multiple sources without triggering unintended tax consequences
5. How to think about decisions that, once made, are difficult to reverse
6. A framework for understanding how your retirement actually works — without guessing, without rules-of-thumb, and without hoping it all works out
The Root Issue
Why most retirement advice breaks down
Most retirement guidance is delivered by specialists, each working within their own lane.
Portfolio Advisor
Manages the investments
Tax Professional
Handles the return
Benefits Specialist
Advises on Social Security
Each may offer sound advice in isolation. But retirement decisions don't happen in isolation. They happen in sequence, and they affect each other.
When those connections aren't accounted for up front, the result is conflicting recommendations, reactive tax planning, and constant second-guessing about whether you're on the right track.
This masterclass introduces a different approach: a clear framework for seeing how spending, income, and taxes work together — so your decisions feel coordinated, intentional, and easier to live with.
Your Host
About Jason Hamilton, CFP®
Jason Hamilton, CFP®
Founder, Keep It Simple Financial Planning
Jason is the Amazon bestselling author of The Retirement Coordination Framework™: A Clear Way to Make Confident Retirement Decisions.
For over a decade, he has worked with people approaching retirement who have done many things right financially — and who still want a clearer picture before making decisions that matter most.
His work centers on one conviction: spending, income, and taxes aren't three separate conversations. They're one.
Is This Right for You?
Who this masterclass is for
A good fit if you
✔ Are within ~10 years of retirement or recently retired
✔ Have saved approximately $1M or more
✔ Want coordinated, thoughtful guidance
✔ Want to understand what you can actually spend
✔ Want smarter long-term tax decisions
Not a fit if you want
✘ Stock tips or market predictions
✘ Speculation or short-term strategies
✘ Generic rules-of-thumb
Get instant access to the masterclass
See how your retirement spending, income, and taxes can work together — before decisions lock you in.
No cost. No sales pitch. Just a clearer way to think about retirement.