All Episodes
Hawaii Retirement Show — 108 episodes
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
Talking F.I.R.E. with Cody Garrett | Hawaii Retirement Show
Q&A: How much will my estimated benefit be for my ERS Pension? How will WEP impact me as a Federal Employee?
State of Hawaii E.R.S. Eligibility
FERS Eligibility | Hawaii Retirement Show
Talking Medicare with Donne Soga | Hawaii Retirement Show
What is Medicare?
All About Life Insurance | Hawaii Retirement Show
Q&A: I worked for the state for 3 years, what do I do now that I left? Should I put more into my TSP or pay down my mortgage?
All About The 403b
Retirement Insights with Kaipo Crowell | Hawaii Retirement Show
Stages of Financial Life | Hawaii Retirement Show
What is a 401K?
TSP Investment Options
Estate Planning Basics with Travis Agustin | Hawaii Retirement Show
All About The 457 (Deferred Compensations Plan)
Q&A: What Should I Do With My Old 401k? When Should I Look For Long-Term Care (LTC)?
What is an Annuity?