The Kupunawiki's Podcast

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

27 min · 18. maj 2026
episode 05/16/2026 | Troy Wada | CEO and Founder of INPAC Wealth Solutions cover

Description

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.

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