All episodes

Ep.#127: How the Experts Invest Their Own Money with Brian Portnoy, CFA

Ep.#126: The Art of Traveling Well with Lanai Tabura

Ep.#125: Smarter Tax Planning in Retirement with James Mahaney

Ep.#124: Understanding Medicare & Avoiding Costly Mistakes with Danielle Roberts

Ep.#123: America's 250-Year Bull Market with Meb Faber

Ep.#122: Understanding Long-Term Care Insurance with Taylor West of LLIS

Ep.#121: Retirement as a Series of Transitions with Dana Anspach, CFP®, Author of Living Off Your Acorns

Ep.#120: Retirement Planning in an Uncertain World with Roger Whitney

Ep.#119: Annuities - The Good, The Bad, and Where They Fit with Tracy Lownsberry

Ep.#118: Planning Ahead for Senior Living in Hawaii with Tricia Medeiros of The Plaza Assisted Living

Ep.#117: Hawaii Real Estate in 2026 & Downsizing Tips with Maila Gibson-Bandmann

Ep.#116: Real Estate Tax Planning: Exclude up to $250k or $500k of Home Sale Gain with Andy Panko, CFP®

Ep.#115: Risk & Reward with Ben Carlson, Timeless Investing Lessons

Ep.#114: Staying Fit and Doing What You Love with Shane Dorian

Ep.#113: Estate Planning Without Children with Maddy Roche

Ep.#112: Rebalancing Life and Money in Retirement with Benjamin Brandt, CFP®

Ep.#111: Retirement Taxes in Hawaii: Pension, 401(k), and Social Security Explained

Ep.#110: Hawaii Economics: Inequality, Jobs, and Future of Education | Rachel Inafuku, PhD

Ep.#109: Understanding Market & Economic Cycles with Darcy Smoot, CFA

Ep.#108: A Retirement Planning Framework with Jim Saulnier, CFP®

Ep.#107: Dirty Dozen Tax Scams for 2026

Ep.#106: Understanding Probate with Stacy Takekawa

Ep.#105: Cutting Through The Hype with Andy Panko, CFP®

Ep.#104: Making Sense of Gold; History & Market Behavior

Ep.#103: Taxation of Collectibles; Wine & When a Hobby becomes a Business.

Ep.#102: Net Investment Income Tax (NIIT)

Ep.#101 Wealth Progression Framework & Financial Lifecycle

Ep.#100: Medicare Basics with SHIP Hawaii (State Health Insurance Assistance Program)

Ep.#99: Mandatory Roth Catch-Up Contributions & In-Plan Roth Conversions

Ep.#98: Understanding the SEP-IRA (Simplified Employee Pension)

Ep.#97: Beyond the Numbers with Big Wave Surfing Legend Clark Abbey

Ep.#96: Three-Legged Stool & Retirement Income Levers

Ep.#95: Understanding Hawaii's Economy with Chief Economist Seth Colby

Ep.#94: When Claiming Social Security Early Makes Sense

Ep.#93: Miscalculating Your FERS Pension & Understanding the FERS Retirement Supplement

Ep.#92: Talking Tax Planning with Sean Mullaney, CPA

Ep.#91: Are You Saving Too Much For Retirement?

Ep.#90: Should You Rollover Your Employer Sponsored Retirement Plan (401k, TSP, etc..) to an IRA?

Ep.#89: Estimated Taxes & Withholdings from Retirement Account Distributions.

Ep.#88: Exploring Investor Biases (Cognitive & Emotional)

Ep.#87: Taxes in Retirement with Andy Panko, CFP® (Part II)

Ep.#86: A Dynamic Withdrawal Strategy in Retirement

Ep.#85: The Bucket Strategy in Retirement. (Pros, Cons, and Caveats)

Ep.#84: Beyond The Numbers with Kaipo Crowell

Ep.#83: The 4% Rule in Retirement. (Pros, Cons, and Caveats)

Ep.#82: Talking Private Equity with Professor Tray Spilker, PhD, CFA

Ep.#81: Hawaii Real Estate Update with James Chan

Ep.#80: Initial Observations & Key Points from the "Big Beautiful Bill".

Ep.#79: Rates of Return & Benchmarking | Hawaii Retirement Show

Ep.#78: What Hawaii Public Employees Need to Know About EUTF Medical Costs in Retirement | Hawaii Retirement Show

Ep.#77: All About 529 Plans & Hawaii Employees New 529 Plan Payroll Contributions | Hawaii Retirement Show

Ep.#76: Estate Planning Insights with Stacy Takekawa | Hawaii Retirement Show

Ep.#75: Does An Annuity Fit Within My Financial Plan? Avoiding Annuity Mistakes That Could Cost You. | Hawaii Retirement Show

Should I Take My Pension As A Lump Sum? | Hawaii Retirement Show

What Issues Should I Consider During A Recession Or Market Correction? | Hawaii Retirement Show

Am I Eligible For Social Security Benefits If I Have Been Divorced? | Hawaii Retirement Show

What Does Retirement Mean? And What's A Mini-Retirement? | Hawaii Retirement Show

Am I Eligible For Social Security Benefits As A Surviving Spouse? | Hawaii Retirement Show

Cognitive Decline but Confidence Remains | Hawaii Retirement Show

Bonus Ep: Options for Federal Workers who have resigned or were laid off. | Hawaii Retirement Show

Am I Eligible For Social Security Benefits As A Spouse? | Hawaii Retirement Show

Employer Retirement Account Rollovers & Pro-Rata Rule | Hawaii Retirement Show

Will My Social Security Benefits Be Reduced? | Hawaii Retirement Show

Is My Rental Property Tax Deductible? | Hawaii Retirement Show

Health & Fitness in Retirement with Chris Naffziger | Hawaii Retirement Show

Can I Make A Backdoor Roth IRA Contribution? | Hawaii Retirement Show

Bonus Ep: Temporary Hazard Pay, State of Hawaii Employee Retirement System | Hawaii Retirement Show

What Issues Should I Consider When Reviewing My Beneficiaries? | Hawaii Retirement Show

Should I Contribute To My Roth IRA vs. My Traditional IRA? | Hawaii Retirement Show

Will A Distribution From My Roth IRA Be Tax & Penalty Free?

Will A Distribution From My Traditional IRA Be Penalty-Free?

What Issues Should I Consider For My Aging Parents? | Hawaii Retirement Show

Can I Contribute To A Roth IRA?

Inflation Adjustment to E.R.S & FERS Pensions

SEP-IRA vs Solo401(k)

Can I Make A Deductible IRA Contribution?

Focusing on the Burn vs the Earn

Vegas Baby! The taxation of gambling winnings.

FERS Unused Sick Leave

Common Financial Professional Licenses and Certifications

The Four Factors Impacting Your Credit Score

Qualified Charitable Distributions

All About RMDs - Required Minimum Distributions | Hawaii Retirement Show

The Emergency Fund

First Principles Perspective on Life Insurance and Annuities

FERS Survivor Annuity Elections | Hawaii Retirement Show

20 Most Common Investment Mistakes | Part 2 | Hawaii Retirement Show

20 Most Common Investment Mistakes | Part 1 | Hawaii Retirement Show

Q&A: What is a Sweep account?  What are some plans to look into to set up my child’s college fund?

How Much Do I Need To Retire? | Hawaii Retirement Show

Bonus Episode: Hawaii Island Savings Plan, 457 - ROTH Update

2023 Holiday Episode

Introduction to Social Security

Talking Taxes in Retirement with Andy Panko, CFP® | Hawaii Retirement Show

A Perspective on Interest Rates, Part 2 | Hawaii Retirement Show

A Perspective on Interest Rates, Part 1 | Hawaii Retirement Show

Federal Employee Retirement System (FERS) Computation | Hawaii Retirement Show

State of Hawaii E.R.S. Computation

Talking Reverse Mortgages with Wendy Oshiro | Hawaii Retirement Show

Talking Diversification | Hawaii Retirement Show