Ty Tirpak, Financial Advisor, from Ameriprise Financial Services Hō`ahu Pono Partners talks about the financial planning and investment management services they provide for kupuna, and the importance of planning for the long-term, medium-term, and short term given the current changes in the market due to inflation and interest rates, as well as some newly available types of investments and recent Secure Act 2.0 updates.
- 7/5/25 | Dr. Richard Ries, Clinical Psychologist and Child and Family Therapist
- 6/28/25 | Troy Wada, Inpac Wealth Solutions
- 6/21/25 | Geoff Sogi, Bonner Sogi & Associates, A Law Corporation
- 6/14/25 | Kevin Shiinoki, Guardian Capital Management Hawaii
- 6/7/25 | Scott Makuakane, Est8Planning Counsel LLC
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