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Is It Worth It? · August 25, 2026. Watch the recording ↓ Watch the recording ↓

Recording August 25, 2026 · 60 minutes · Watch on demand

Is It Worth It? Jason Hamilton's Candid
Answer on Bringing Income Lab into His Practice

The questions he now answers before the call ends: withdrawals, IRMAA, and the retirement paycheck.

Four real client moments from Jason's own practice. Each one a story, each one answered live, the way he answers it when the client is still on the phone.

Jason Hamilton Financial Advisor

Johnny Poulsen CEO & Co-Founder · Income Lab

Is It Worth It recording thumbnail: Jason Hamilton and Johnny Poulsen in conversation

Recorded live on Tuesday, August 25, 2026 · 60 minutes · Audience Q&A included.

Four calls. Four answers.

Every advisor knows these calls. A client wants money and wants it this week. A Medicare letter arrives with a number nobody expected. Company stock forces a decision that cannot be undone. And somebody asks what their retirement paycheck actually is. Jason Hamilton took all four live, the way he takes them with his own clients.

The $40,000 withdrawal call

A client needs forty thousand dollars and needs it now. Watch how Jason works through the question while the client is still on the line.

The IRMAA surprise

A live look at the moment a client learns what the 2-year lookback quietly costs, and how Jason walks them through it.

The NUA decision

Company stock, one choice the client cannot take back, and the conversation Jason has before they make it.

"What's my retirement paycheck?"

The question behind every other question. See how Jason answers it in the meeting instead of promising to follow up.

The last ten minutes were Q&A. This page is the permanent recording, open to share with colleagues.

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Your Presenters

Jason Hamilton

Jason Hamilton

Financial Advisor

Jason brought four calls straight out of his own practice and worked each one live.

Johnny Poulsen

Johnny Poulsen

CEO & Co-Founder · Income Lab

Johnny co-founded Income Lab in 2018 after two decades in financial services. He moderated, kept the stories moving, ran audience Q&A, and pulled out what advisors can use the next morning.

Practitioner-led. Four real client stories, not a product tour.

Go Deeper

The frameworks behind the answers.

What sits underneath the answers Jason gave live.

The Guardrails Methodology

The risk-based framework behind every Income Lab plan. The reason the math holds up through a real market.

The Retirement Paycheck

How much your client can actually spend in retirement, and how that number updates as the world moves.

→ Related Recording

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30 minutes. Real scenarios. No slides.

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