Get all of your Tax-Focused Financial Planning and Wealth Management knowledge in a Simplified way that anyone can understand: https://keepitsimplefinancial.com/

In this workshop, Jason Hamilton of Keep It Simple Financial Planning, talks about planning for taxes and retirement.

He provides an overview of the important things you need to consider when it comes to taxes in retirement and gives specific exercises and steps to follow.

Jason also shares questions you can ask your tax or financial professional to help you out.

Throughout the workshop, the importance of tax efficiency and proper diversification is emphasized, and a case study is presented to show how his strategies can be implemented.

Whether you're experienced or just starting out, this workshop provides valuable insights to help you plan for a successful retirement.