KupunaWiki Radio Show Episode 23-0729 | Thoai Pham, Loan Doctor Team, Kama’aina Mortgage Group

KupunaWiki Team Finance , Radio Shows , Real Estate Leave a Comment

Thoai Pham, Senior Mortgage Advisor, Loan Doctor Team from Kama’aina Mortgage Group Inc. discusses the various loan products that they provide such as conventional, VA, FHA, Non-QM loans, Construction or Rehab Loans, and HELOCs, and what the current market is like for kupuna, and how they can benefit from products like HELOCs, Reverse Mortgages, and Rehab Loans.  

KupunaWiki Radio Show Episode 23-0527 | Ty Tirpak, Ameriprise Financial Services Hō`ahu Pono Partners

KupunaWiki Team Finance , Radio Shows Leave a Comment

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 …

KupunaWiki Radio Show Episode 23-0513 | Michelle Tucker, 3D Wealth Advisors, Inc.

KupunaWiki Team Finance , Radio Shows Leave a Comment

Michelle Tucker, J.D., CFP®, CPA/PFS, Partner, and Co-Founder, 3D Wealth Advisors, Inc., discusses the financial planning services they provide, such as investment strategies, estate planning, tax planning and preparation, as well as the stages and requirements of retirement planning. 

KupunaWiki Radio Show Episode 23-0506 | Chris Freck, Island Reverse Mortgage

KupunaWiki Team Finance , Radio Shows Leave a Comment

Chris Freck, MBA, CMPS, Reverse Mortgage Specialist, from Island Reverse Mortgage discusses what a reverse mortgage is and how kupuna can use the equity in their home to supplement their income while they live at home, as well as the different types of reverse mortgages and services that are available. 

Travis Tsukayama, Andrews Advisory Associates, LLC

Andrews Advisory Associates, LLC Summary of Services: Investment Management, Retirement Planning ,Tax Planning, Holistic Financial Planning. When you have a plan in place, you are less likely to be affected by external influences – Keep It Simple Strategy Focus on what you can control It is vital to work with an advisor that delivers massive value to you and acts …

Martin Arinaga CFP, ChFC, Chinen&Arinaga Financial Group

Chinen&Arinaga Financial Group Summary of Services: Chinen&Arinaga Financial Group provides the following services: Cashflow Management Retirement Planning Education Funding Asset Management Tax Planning Estate Planning Life & Long Term Care insurance Experience: Martin Arinaga has been in this business for forty (40) years and started Chinen&Arinaga Financial Group in 1992.  He is Certified Financial Planner® practitioner, as well as an Elite …

Gayvial James, Taypayer Advocate Service

Taxpayer Advocate Service Summary of Services: The Taxpayer Advocate Service is an independent organization within the IRS and is your voice at the IRS. Their job is to ensure that every taxpayer is treated fairly, and that you know and understand your rights as a taxpayer. They offer free help to guide you through the often-confusing process of resolving tax …

Joel Kurata, Element Mortgage

  Element Mortgage Summary of Services: The Local Element: Live here, lend here. We’re not an anonymous call center on the mainland. We live here and feel lucky to call Hawaii home, just like you. And it does make a difference. Our local presence and knowledge of the communities we serve have made us the leading lender of choice for …