Tag Archive

David Comfort shares about a program that helps both the youth and kupunas during this challenging time of loneliness and isolation. Tune in to hear more!

Dr.Theresa Wee shares about her new book titled “My Covid-19 Diary” as she shares her experience throughout the pandemic and provides helpful tips as a doctor and a senior herself.

Todd Pang, founder of a new senior service, Kupuna Care Pair shares how the program works and how they help kupunas to find the perfect plan for them.

John Robinson gives our audience a market update and let’s us know how to prepare and check our readiness for a potential but unlikely, market downturn.

Your hosts Brandon Lau and Andrew Leong share their real estate expertise on how you can use real estate to help you transition smoothly in retirement and live comfortably through your real estate assets! 

We brought in the Missional Financial Group to dive into retirement and how they can use their real estate assets to live out their ‘second season of life’. Tune in as they share how they’ve helped their clients with this exciting transition. 

Dan Falardeau shares the details about self directed IRA’s. Breakind gown the details and process, Dan distinguishes how they differ from traditional IRAs. Tune into the episode to learn more!

Attorney at Law, Scott Suzuki who specializes in working with Special Needs Trusts explains and discusses the complexities of these trusts. Listen to the episode to learn more! 

We had the privilege of speaking with attorney Heather Conahan with Conahan Law Group who helped to explain what exactly a Charitable Remainder Trust is and how it works! Tune in to hear her simplified explanation and insight for our listens! 

Estate planning attorney, Kanani Makaimoku dives into the details and differences of Irrevocable and Revocable trusts. Her firm Sterling & Tucker has a diverse profile that helps clients with their financial and estate planning needs. Tune in to learn more!