Retirement Planning with a Coordination Mindset | Jason’s Book Launch Celebration + Q&A
Jason’s new book has officially launched, and we’re so excited to celebrate this milestone!
In this special conversation, host Malia sits down with Jason to talk about the inspiration behind the book, what he’s learned from working with hundreds of retirees and pre-retirees, and why retirement planning is about much more than just investments.
One of the core ideas in the book is that retirement success doesn’t come from optimizing one decision in isolation. It comes from coordinating all the moving parts — including spending, Social Security, taxes, investment withdrawals, healthcare costs, and long-term lifestyle goals.
During the conversation, Jason shares:
What inspired him to write the book
Why many retirees struggle to shift from saving to spending
How Social Security income can feel psychologically different from withdrawals from investment accounts
Why paying more taxes now can sometimes improve long-term retirement outcomes
A powerful question more people should ask: Am I working longer than I have to?
What happens when retirement decisions are made separately instead of as part of a coordinated plan
Jason also reads a meaningful passage from the book about one of the most common retirement challenges he sees: underspending. Many people spend decades preparing for retirement, only to arrive there too afraid to use the money they worked so hard to save.
As Jason explains, money is a tool — and retirement planning should help you use that tool in a way that supports your life, values, and goals.
If you’re approaching retirement, newly retired, or simply want a clearer framework for making financial decisions, this conversation is full of helpful insights.
Watch the video below
Get the book!
You can get Jason’s book here: https://a.co/d/0idFRFmW
If you interested in purchasing a signed copy use this link here: https://www.keepitsimplefinancial.com/store
Leave a review
If you’ve read the book, leaving a review is one of the best ways to support the launch and help others discover it: https://www.amazon.com/review/create-review?asin=B0GHRZWRGC