In this episode of the Hawaii Retirement Show, Jason is joined by Estate Planning attorney Stacy Takekawa for an insightful conversation on how estate planning fits into a well-rounded retirement plan. They review the basics of estate planning, discuss how to avoid common pitfalls, and explore how to ensure your wishes are carried out. This a must-listen for anyone preparing for the future.

Stacy Takekawa: [email protected] | www.takekawalaw.com

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In this episode of the HI Retirement Show, Jason takes a closer look at annuities—what they are, how they work, and whether they belong in your financial plan. He also highlights common mistakes to avoid when considering annuities, helping you make more informed decisions about your retirement strategy.

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In this Episode of the HI Retirement Show, Jason briefly breaks down some things to consider when deciding whether or not to take a pension as a lump sum.  

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In this Episode of the HI Retirement Show, in light of the recent events, Jason discusses what issues to consider during a recession or market correction.  

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In this Episode of the HI Retirement Show, Jason breaks down the eligibility and other considerations pertaining to social security benefits for divorced individuals. 

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In this Episode of the HI Retirement Show, Jason is joined once again by Chris Naffziger to discuss what retirement means in the modern age. Chris also shares his experience in taking a mini-retirement several years ago.

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In this Episode of the HI Retirement Show, Jason breaks down the Social Security benefits available to surviving spouses.  "Survivor Benefit"

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In this Episode of the HI Retirement Show, Jason discusses how most of us will suffer from cognitive decline as we age, and how this can impact financial decisions.   Jason also touches on how our confidence in decision making remains high as we age and the potential role a Single-Premium Immediate Annuity can play in someones financial plan later in life. 

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In this Bonus Episode of the HI Retirement Show, Jason discusses some things to consider for any Federal Workers who have recently resigned or were laid off due to cuts.  

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In this Episode of the HI Retirement Show, Jason briefly breaks down the Social Security Spousal benefits and who is eligible to collect them.  

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