Jason J. Hamilton, CFP®, CRPC® - Invidious

Jason J. Hamilton, CFP®, CRPC®

We're here to educate you on personal finance, retirement planning, investing, success and introduce you to people we find interesting. Jason J. Hamilton, CFP®, CRPC® is the founder of Keep It Simple Financial Planning, a Registered Investment Advisor in Orange County, Ca. He specializes in helping clients retire with confidence.

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1:09

Did you know the government could owe YOU money for your kid's summer camp? Parents, listen up...

Jason J. Hamilton, CFP®, CRPC®

Shared 4 months ago

19 views

1:01

New market highs: Opportunity or caution? 🤔 Ever feel a mix of excitement and worry when you h...

Jason J. Hamilton, CFP®, CRPC®

Shared 5 months ago

15 views

1:23

Keeping more of your hard-earned cash?

Jason J. Hamilton, CFP®, CRPC®

Shared 5 months ago

33 views

1:14

Millionaires, Listen Up!

Jason J. Hamilton, CFP®, CRPC®

Shared 5 months ago

5 views

1:04

🔑 The key to a fulfilling retirement? Having a clear vision aligned with your values. Don't set...

Jason J. Hamilton, CFP®, CRPC®

Shared 6 months ago

15 views

1:06

😬 We've all been there - caught up in the emotional cycle of investing. You see stocks dipping ...

Jason J. Hamilton, CFP®, CRPC®

Shared 7 months ago

24 views

1:53

What is financial planning REALLY about? Most think it's just about retirement. But the truth is...

Jason J. Hamilton, CFP®, CRPC®

Shared 7 months ago

18 views

2:22

⌛ How often do you feel like there's just not enough time in the day? I know that struggle all t...

Jason J. Hamilton, CFP®, CRPC®

Shared 7 months ago

7 views

1:18

Ever wonder how the wealthy really build their fortunes? It may surprise you. In this Reel, we'...

Jason J. Hamilton, CFP®, CRPC®

Shared 7 months ago

23 views

28:09

The Secret to 10X Your Wealth Isn't Stocks - It's Cash Flow Mastery

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

507 views

29:46

Your Complete Guide To Medicare and Getting The Best Retirement Healthcare Deals

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

102 views

55:58

Everything You Need To Guarantee A Safe and Financially Prosperous Retirement

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

112 views

55:55

Stop Putting Out Boring Content, Use These 5 Steps To Find For Marketing Flow

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

134 views

38:21

Unwinding Medicaid – How Will This Affect Your Healthcare Bills And Retirement

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

29 views

7:46

3 Tax Gotchas Retirees Should Be Aware Of

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

41 views

2:54

How To Incorporate Charitable Giving Into Your Retirement Plan

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

29 views

7:56

Using Roth Conversions To Reduce Your Taxes In Retirement

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

37 views

8:46

Asset Location Strategies

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

60 views

11:24

Tax Efficient Investing

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

135 views

1:01

Understanding Bull and Bear Markets: Keys to Disciplined Investing!

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

12 views

1:01

From $1 to $11,527: The Potential of Long-Term Investing.

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

28 views

1:01

The Power of Long-Term Investing

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

18 views

1:02:07

Secure Your Future: A Guide To Smarter Investments

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

39 views

1:01

Get taxes right in your retirement

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

9 views

38:05

The Process of Tax Planning for Retirement

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

43 views

1:07:33

6 Best Ways To Reduce Taxes in Retirement

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

79 views

1:01

Maximize your retirement income and achieve a debt-free future with these debt management solutions.

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

20 views

1:05

Protect your loved ones with smart post-death financial planning

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

16 views

1:07

Maximize Social Security benefits by timing your claim

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

4 views

26:08

Financial Planning Milestones by Decade

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

27 views

1:06

Delaying Social Security can lead to higher monthly payments.

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

9 views

40:00

Retirement Planning Case Study Part 1: Assess Your Financial Situation and Set Clear Goals

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

40 views

12:19

What To Do About Health Insurance After Divorce with Malia Rogers

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

56 views

2:12

What about Health Coverage for your family members and kids?

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

7 views

48:04

How Does Social Security Taxation Work

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

28 views

1:01

Real wealth building takes time, diligence and planning

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

3 views

1:01

Real wealth building takes time, diligence and planning

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

0 views

12:14

What To Do If You Missed open Enrollment For Healthcare?

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

853 views

1:02

You may want to keep COBRA.

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

14 views

48:28

SECURE Act 2.0 Updates

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

36 views

1:14

"Protect yourself from the unexpected with Cobra coverage 🐍

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

14 views

1:01

The Perks of Being on Medicare.

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

17 views

1:31

Don’t beat yourself up if you missed the enrollment period. There are multiple ways to get pla...

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

7 views

1:15

What do you do with an old 401k when you move to a new job?

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

10 views

1:48

Make sure that when you’re reaching out to a broker… They are able to shop different carriers f...

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

21 views

3:02

Asset Classes By Risk Category

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

19 views

2:25

How to deal with drugs outside of your coverage plan.

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

12 views

1:01

It costs nothing extra to use a broker.

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

5 views

2:26

Timing vs. Time IN the market. One wins nearly every time.

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

50 views

1:16

Money Moves: How to upgrade your savings with a ROTH conversion

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

12 views

1:10

What you should know before you make that 529 to ROTH IRA transfer.

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

7 views

3:21

5 Common Money Management Mistakes

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

23 views

1:04

Your wallet will thank you for doing this!

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

10 views

1:07

The Most Important Aspects of Retirement Planning

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

39 views

1:24

The family glitch has been fixed!

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

17 views

2:11

Can Financial Markets Be Controlled?

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

38 views

21:31

Tax Planning Is A Crucial Aspect of Overall Financial Planning

Jason J. Hamilton, CFP®, CRPC®

Shared 1 year ago

66 views

1:26

010323_Interview with Malia Rogers Reel1

Jason J. Hamilton, CFP®, CRPC®

Shared 2 years ago

10 views

16:17

The Family Glitch Has Been Fixed!

Jason J. Hamilton, CFP®, CRPC®

Shared 2 years ago

46 views

1:24

Why eating healthy will make you wealthy. #shorts

Jason J. Hamilton, CFP®, CRPC®

Shared 2 years ago

21 views