The Kupunawiki's Podcast
KupunaWiki Radio Show Episode 05/09/26 | Jason shared his journey of becoming a Certified Financial Planner and building his own financial planning firm over the past 14 years. He explained the important role financial planners play in helping individuals and families navigate complex financial decisions while staying current in an ever-changing industry. He also discussed the high cost of living in Hawai‘i, especially rising medical expenses and long-term care costs, and how proper planning can help families make informed financial choices. He emphasized the importance of simplicity, budgeting, maintaining liquidity, and preserving assets to create long-term financial stability. Jason also highlighted how the ability to continue working and saving can greatly support retirement and help families stay financially secure while living in the islands.
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