The Kupunawiki's Podcast

6/28/25 | Troy Wada, Inpac Wealth Solutions

KupunaWiki Radio Show Episode 6/28/25 | In this episode, we feature Troy Wada, CEO of INPAC Wealth Solutions, where hosts Brandon Lau and Andrew Leong talk with Troy about protecting retirement savings, balancing risk and income, managing taxes, and planning for long-term care. With practical, Hawai‘i-focused advice, this conversation helps seniors build confidence in their financial future and ensure a smooth transfer of wealth to the next generation.

6/21/25 | Geoff Sogi, Bonner Sogi & Associates, A Law Corporation

KupunaWiki Radio Show Episode 6/21/25 | In this episode, Brandon Lau and Andrew Leong sit down with Geoff J. Sogi of Bonner Sogi & Associates to talk Cost-Effective Estate Planning. Geoff explains the essential documents you need, how to avoid probate, and smart, affordable strategies to protect your family’s future. Perfect for anyone looking to plan ahead without breaking the bank, this episode delivers practical advice tailored for Hawai‘i families.

6/14/25 | Kevin Shiinoki, Guardian Capital Management Hawaii

KupunaWiki Radio Show Episode 6/14/25 | In this episode, Brandon Lau and Andrew Leong are joined by Kevin Shiinoki, President of Guardian Capital Management Hawaii, to discuss Trust Administration Basics. Kevin shares expert insights on what trustees need to know, how to avoid common mistakes, and why proper administration matters for your estate’s future. Whether you’re a trustee, beneficiary, or simply preparing for the future, this episode breaks down the essentials in an easy-to-understand way.

6/7/25 | Scott Makuakane, Est8Planning Counsel LLC

KupunaWiki Radio Show Episode 6/7/25 | In this episode, Brandon Lau and Andrew Leong spoke with estate planning attorney Scott Makuakane of Est8Planning Counsel LLC. Scott breaks down “Estate Planning for Dummies,” explaining when to start planning, essential documents everyone should have, and unique considerations for Hawai‘i residents. Whether you’re preparing for the future or helping a loved one, tune in to learn practical steps to protect your assets and your family.

5/31/25 | Gale Lee, Reverse Mortgage Consultant

KupunaWiki Radio Show Episode 5/31/25 | Gale discusses her journey into reverse mortgages and what motivates her to help clients navigate this financial option. The episode covers common myths, who qualifies for a reverse mortgage, and the key benefits and risks involved. Gale explains how reverse mortgages affect home equity, repayment terms, fees, and the impact on heirs and estate planning, providing clear insights for those considering this option.

5/24/25 | Jason Shimoda, Certified Financial Planner

KupunaWiki Radio Show Episode 5/24/25 | Jason shares his background and passion for financial planning with a focus on retirement. He discusses key steps for those beginning their retirement journey, recent trends shaping the industry, and strategies to balance present enjoyment with future security. The episode offers tailored advice for individuals and families, plus essential tips for those concerned about starting late. Listeners also learn how to connect with Jason for personalized financial guidance.

5/17/25 | Daniel Peters, Chinen & Arinaga

KupunaWiki Radio Show Episode 5/17/25 | Daniel, a seasoned financial advisor, shares his background and qualifications, outlining the investment products and strategies he offers. The episode covers how he customizes portfolios based on risk tolerance and financial goals, manages market volatility, and maintains ongoing client communication. Listeners also learn about his fee structure and hear examples of how he’s helped clients achieve their financial objectives.

5/10/25 | Tamara Pedrojetti, Health Insurance Specialist

KupunaWiki Radio Show Episode 5/10/25 | In this episode, we talk with Tamara from Health Markets about how she helps individuals and families find the right health insurance. She shares her journey, clears up common misconceptions, and highlights plans tailored for kūpuna and caregivers. Tamara also offers tips on choosing coverage and explains how to access her free services.

5/3/25 | Scott Spallina, State Bar’s Senior Counsel Division

KupunaWiki Radio Show Episode 5/3/25 | In this episode, we welcome Scott from the State Bar of Hawaii’s Senior Counsel Division. He discusses the division’s mission to support Hawaii’s senior community, evolving legal needs, and ways attorneys can get involved. Scott also covers challenges like elder abuse and estate planning, and offers advice for senior attorneys navigating retirement.

4/26/25 | Gary Powell, The Caregiver Foundation

KupunaWiki Radio Show Episode 4/26/25 | We welcome back Gary as he shares insights into The Caregiver Foundation's mission to support the emotional health and well-being of seniors and caregivers. From inspiring beginnings to impactful moments, tune in as we explore the heart behind their work, the challenges they face, and how community collaboration makes a difference.