Hawaii Retirement Show

In this Retirement Insights Episode of the HI Retirement Show, Jason and Paul are joined by Kaipo Crowell.  Kaipo is  the former Nuclear Engineering and Planning Manager at Pearl Harbor Naval Shipyard and currently the Executive Director of Kakou Professional Development.  We discuss the Pearl Harbor Naval Shipyard, how Kaipo views retirement as just another season in life, the importance of financial planning, and having a fulfilling retirement through finding opportunities to serve others. 
Featuring:  Kaipo Crowell - https://www.linkedin.com/in/kaipo-crowell-217a44211/ 
 
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In this Episode of the HI Retirement Show, Jason and Paul discuss the stages of a financial life as well as the three stages of retirement.  The stages of a financial life are broken-down into the accumulation, transition, and decumulation phases. This episode provides a general overview of the characteristics and things to consider during each phase.
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What is a 401K?  In this Episode of the HI Retirement Show, Jason and Paul breakdown the basic characteristics of a 401K. They discuss the rise in popularity of the 401K, Roth vs Traditional,  contribution limits, employer matching, vesting, distributions, RMDs, and more.
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The TSP investment options.   In this Episode of the HI Retirement Show, Jason and Paul breakdown the various funds and investment options available within the Thrift Savings Plan (TSP).  They provide a brief summary of the six core offerings consisting of the G-Fund, I-Fund, S-Fund, C-Fund, F-Fund, and L-Fund.  They also provide some insight and consideration for the recently added TSP Mutual Fund Window. 
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In this Episode of the HI Retirement Show, Jason and Paul are joined by Travis Agustin of Agustin Hawaii Law to breakdown the basics of Estate Planning.  Travis is an Estate Planning attorney based out of Honolulu and provides our listeners with brief overview of the most common documents and considerations within an Estate Plan.  Some of the Estate Planning topics covered include a Will, a Trust, an Advanced Health Care Directive, Powers of Attorney, and more. 
Featuring:  Travis Agustin of Agustin Hawaii Law, LLLC 
 
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All about the 457.  In this Episode of the HI Retirement Show, Jason and Paul breakdown the 457 (Deferred Compensation Plan) available to the State of Hawaii and City & County employees.  The topics covered in this episode include explaining what the 457 plan is, who has access to it, why and how you should contribute, contribution limits, distribution rules at retirement, the importance of naming beneficiaries, and more.
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Q&A Episode: What Should I Do With My Old 401k?  When Should I Look For Long-Term Care (LTC)?  
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What is an Annuity?  In this Episode of the HI Retirement Show, Jason and Paul give a broad overview of what Annuities are. They discuss the fundamentals of annuities including how they work, the different types, the payout options, the risks & fees associated with annuities, and more.
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What is a Pension?  In this Episode of the HI Retirement Show, Jason and Paul give a broad overview of what a Pension is. They discuss the history, how they work, how they are taxed, vesting, and more.
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All About the TSP.   In this Episode of the HI Retirement Show, Jason and Paul breakdown the Thrift Savings Plan (TSP).  The TSP topics covered in this episode include participation, matching contributions, contribution limits, Roth vs Traditional, plan loans, vesting, distribution options at retirement, and beneficiaries. 
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Q&A Episode #1: Should I Rent or Own in Retirement?  Who Really Needs a Financial Advisor?  
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What is a Roth IRA?  In our 10th Episode of the HI Retirement Show, Jason and Paul go over what a Roth IRA is. They discuss the tax implications, the contributions limits, who can contribute, withdrawal rules, required minimum distributions, and more.
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An introduction to the State of Hawaii Employees Retirement System (ERS).   In the 9th Episode of the HI Retirement Show, Jason and Paul introduce the State of Hawaii Employees Retirement System and what listeners can expect from future ERS episodes.
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What is a Traditional IRA?  In our 8th Episode of the HI Retirement Show, Jason and Paul go over what a Traditional IRA is. They discuss the tax implications, the contributions limits, who can contribute, withdrawal rules, required minimum distributions, and more.
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An introduction to the Federal Employees Retirement System (FERS).   In the 7th Episode of the HI Retirement Show, Jason and Paul introduce the Federal Employees Retirement System and what listeners can expect from future FERS episodes.  
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What is a Mutual Fund and an ETF?  In our 6th Episode of the HI Retirement Show, Jason and Paul tell us what Mutual Funds and ETFs are and discuss the similarities and differences between the two.
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What is a Bond?  In our 5th Episode of the HI Retirement Show, Jason and Paul tell us a little bit about what a bond is, why companies issue bonds, different types of bonds, and some of the characteristics of bonds.
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What is a Stock?  In our 4th Episode of the HI Retirement Show, Jason and Paul tell us a little bit about what a stock is, why companies issue stocks, and briefly touch on the different types and characteristics of stocks.
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