The Kupunawiki's Podcast

06/13/2026 | Julie Suen | Principal Attorney, Infinity Estate Law Group

KupunaWiki Radio Show Episode 06/13/2026 | Julie shared her journey of starting her own law firm and her passion for helping families through estate planning. She discussed the importance of carefully reviewing documents and understanding each family's unique situation to ensure their wishes and well-being are protected. Julie explained how she guides clients through key areas such as assets, family considerations, home ownership, and healthcare planning, while taking a comprehensive approach to address both immediate and long-term needs. She also highlighted the range of services her firm provides and emphasized the importance of considering every family member throughout the planning process.

06/06/2026 | Geoff J. Sogi | Attorney with Bonner Sogi & Associates

KupunaWiki Radio Show Episode 06/06/2026 | Geoff shared his journey to becoming an estate planning attorney and his experience in the field since 2009. He explained the difference between guardianship, which focuses on personal and medical decisions, and conservatorship, which manages financial, legal, and asset-related matters. Geoff discussed common challenges families face when no suitable person is available to take on these responsibilities and how conflicts can arise during difficult situations. He also highlighted the role of trusted third-party professionals who can serve as guardians or conservators to help reduce family conflict and ensure decisions are made in the best interests of all involved. Throughout the discussion, Geoff emphasized the importance of trust, planning, and protecting the well-being of loved ones.

05/30/2026 | Kevin Shiinoki | President of Legacy Works

KupunaWiki Radio Show Episode 05/30/26 | Kevin shared the role of LegacyWorks as a trusted third-party resource that helps individuals and families navigate important financial and fiduciary matters. He discussed his transition into becoming a professional trustee and his passion for helping clients manage and protect their financial affairs. He explained the services LegacyWorks provides, how the trustee process works, and key factors families should consider when selecting a trustee. With nine years of industry experience, he emphasized the importance of making informed decisions and maintaining transparency to ensure financial matters are handled responsibly and in the best interests of all involved. He also addressed the growing concern of financial abuse in Hawai‘i and shared practical ways families can reduce risk, promote open communication, and avoid conflicts when managing financial responsibilities.

05/23/2026 | Ty Tirpak | Financial Advisor in Ameriprise Financial Services

KupunaWiki Radio Show Episode 05/23/26 | Ty shared his journey from becoming a CPA to serving as a Financial Advisor with Ameriprise Financial Services for the past eight years. He spoke about the meaningful work his team does behind the scenes to help families in the community navigate important financial decisions. For Ty, supporting clients goes beyond finances, it is a calling built on trust and personal connection. He helps families plan for retirement, navigate multigenerational financial decisions, and create strategies tailored to their unique goals. Ty also explained the different types of retirement accounts and financial “buckets” used to organize savings and investments, helping kupuna and families make informed decisions while feeling supported every step of the way.

05/16/2026 | Troy Wada | CEO and Founder of INPAC Wealth Solutions

KupunaWiki Radio Show Episode 05/16/26 | Troy shared his journey growing up on Kaua‘i in a family business, First Express, often referred to as the “Tiny Costco of Kaua‘i.” Although he was raised in the family business, his passion for finance led him to begin a career in financial planning nearly 17 years ago. He spoke about what inspired him to help families navigate important financial decisions and build long-term security. Troy discussed tax strategies that can benefit families, including the role of DSTs (Delaware Statutory Trusts) in wealth preservation and future planning, especially for those involved in real estate. He explained both the benefits and risks that come with these investment strategies, along with topics such as taxation, depreciation, retirement, Medicare, and ERMAA. Through the conversation, Troy emphasized the importance of education, preparation, and understanding financial options to help kupuna and families create a more secure future.