Hawaii Retirement Show
By Jason Cutitta, CFP®
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Episodes: 100
Description
The HI Retirement Show is a podcast dedicated to retirement planning and financial education for all of those who call Hawaii home. Hosted by Certified Financial Planner® Jason Cutitta
Jason Cutitta, CFP® - Financial Advisor– Toba Financial LLC https://www.tobawealth.com Investment Advisory Services are offered through Toba Financial LLC, a Registered Investment Adviser offering advisory services in the State of Hawaii and in other jurisdictions where exempt from registration.
Disclaimer: The opinions and statements presented on this show are for general information only and are not intended to provide specific advice or recommendations. Never make any investment or financial decisions based on information offered on this show without first consulting your financial, legal, or tax advisor. All economic and performance information mentioned on the show is historical in nature and is not indicative of any future results. All indices mentioned on the show are unmanaged and cannot be invested in directly. All information is believed to be from reliable sources however we make no representation as to its completeness or accuracy. Lastly, all opinions expressed by Jason Cutitta, CFP® and any guests on the show are solely their own opinions and do not reflect the opinions of or are endorsed by Toba Financial.
| Episode | Date |
|---|---|
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Ep.#122: Understanding Long-Term Care Insurance with Taylor West of LLIS
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Sep 02, 2026 |
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Ep.#121: Retirement as a Series of Transitions with Dana Anspach, CFP®, Author of Living Off Your Acorns
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Aug 25, 2026 |
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Ep.#120: Retirement Planning in an Uncertain World with Roger Whitney
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Aug 20, 2026 |
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Ep.#119: Annuities - The Good, The Bad, and Where They Fit with Tracy Lownsberry
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Aug 13, 2026 |
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Ep.#118: Planning Ahead for Senior Living in Hawaii with Tricia Medeiros of The Plaza Assisted Living
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Jul 23, 2026 |
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Ep.#117: Hawaii Real Estate in 2026 & Downsizing Tips with Maila Gibson-Bandmann
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Jul 16, 2026 |
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Ep.#116: Real Estate Tax Planning: Exclude up to $250k or $500k of Home Sale Gain with Andy Panko, CFP®
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Jun 30, 2026 |
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Ep.#115: Risk & Reward with Ben Carlson, Timeless Investing Lessons
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Jun 23, 2026 |
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Ep.#114: Staying Fit and Doing What You Love with Shane Dorian
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Jun 13, 2026 |
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Ep.#113: Estate Planning Without Children with Maddy Roche
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Jun 03, 2026 |
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Ep.#112: Rebalancing Life and Money in Retirement with Benjamin Brandt, CFP®
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May 19, 2026 |
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Ep.#111: Retirement Taxes in Hawaii: Pension, 401(k), and Social Security Explained
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May 12, 2026 |
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Ep.#110: Hawaii Economics: Inequality, Jobs, and Future of Education | Rachel Inafuku, PhD
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Apr 18, 2026 |
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Ep.#109: Understanding Market & Economic Cycles with Darcy Smoot, CFA
|
Apr 01, 2026 |
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Ep.#108: A Retirement Planning Framework with Jim Saulnier, CFP®
|
Mar 25, 2026 |
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Ep.#107: Dirty Dozen Tax Scams for 2026
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Mar 21, 2026 |
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Ep.#106: Understanding Probate with Stacy Takekawa
|
Mar 04, 2026 |
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Ep.#105: Cutting Through The Hype with Andy Panko, CFP®
|
Jan 23, 2026 |
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Ep.#104: Making Sense of Gold; History & Market Behavior
|
Jan 11, 2026 |
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Ep.#103: Taxation of Collectibles; Wine & When a Hobby becomes a Business.
|
Jan 01, 2026 |
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Ep.#102: Net Investment Income Tax (NIIT)
|
Dec 12, 2025 |
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Ep.#101 Wealth Progression Framework & Financial Lifecycle
|
Dec 04, 2025 |
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Ep.#100: Medicare Basics with SHIP Hawaii (State Health Insurance Assistance Program)
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Nov 26, 2025 |
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Ep.#99: Mandatory Roth Catch-Up Contributions & In-Plan Roth Conversions
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Nov 23, 2025 |
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Ep.#98: Understanding the SEP-IRA (Simplified Employee Pension)
|
Nov 18, 2025 |
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Ep.#97: Beyond the Numbers with Big Wave Surfing Legend Clark Abbey
|
Nov 13, 2025 |
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Ep.#96: Three-Legged Stool & Retirement Income Levers
|
Nov 08, 2025 |
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Ep.#95: Understanding Hawaii's Economy with Chief Economist Seth Colby
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Oct 30, 2025 |
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Ep.#94: When Claiming Social Security Early Makes Sense
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Oct 23, 2025 |
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Ep.#93: Miscalculating Your FERS Pension & Understanding the FERS Retirement Supplement
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Oct 18, 2025 |
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Ep.#92: Talking Tax Planning with Sean Mullaney, CPA
|
Oct 10, 2025 |
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Ep.#91: Are You Saving Too Much For Retirement?
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Oct 07, 2025 |
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Ep.#90: Should You Rollover Your Employer Sponsored Retirement Plan (401k, TSP, etc..) to an IRA?
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Oct 05, 2025 |
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Ep.#89: Estimated Taxes & Withholdings from Retirement Account Distributions.
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Sep 29, 2025 |
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Ep.#88: Exploring Investor Biases (Cognitive & Emotional)
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Sep 13, 2025 |
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Ep.#87: Taxes in Retirement with Andy Panko, CFP® (Part II)
|
Aug 30, 2025 |
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Ep.#86: A Dynamic Withdrawal Strategy in Retirement
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Aug 24, 2025 |
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Ep.#85: The Bucket Strategy in Retirement. (Pros, Cons, and Caveats)
|
Aug 20, 2025 |
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Ep.#84: Beyond The Numbers with Kaipo Crowell
|
Aug 15, 2025 |
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Ep.#83: The 4% Rule in Retirement. (Pros, Cons, and Caveats)
|
Aug 08, 2025 |
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Ep.#82: Talking Private Equity with Professor Tray Spilker, PhD, CFA
|
Jul 25, 2025 |
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Ep.#81: Hawaii Real Estate Update with James Chan
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Jul 18, 2025 |
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Ep.#80: Initial Observations & Key Points from the "Big Beautiful Bill".
|
Jul 06, 2025 |
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Ep.#79: Rates of Return & Benchmarking | Hawaii Retirement Show
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May 31, 2025 |
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Ep.#78: What Hawaii Public Employees Need to Know About EUTF Medical Costs in Retirement | Hawaii Retirement Show
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May 25, 2025 |
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Ep.#77: All About 529 Plans & Hawaii Employees New 529 Plan Payroll Contributions | Hawaii Retirement Show
|
May 10, 2025 |
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Ep.#76: Estate Planning Insights with Stacy Takekawa | Hawaii Retirement Show
|
Apr 26, 2025 |
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Ep.#75: Does An Annuity Fit Within My Financial Plan? Avoiding Annuity Mistakes That Could Cost You. | Hawaii Retirement Show
|
Apr 22, 2025 |
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Should I Take My Pension As A Lump Sum? | Hawaii Retirement Show
|
Apr 12, 2025 |
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What Issues Should I Consider During A Recession Or Market Correction? | Hawaii Retirement Show
|
Apr 05, 2025 |
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Am I Eligible For Social Security Benefits If I Have Been Divorced? | Hawaii Retirement Show
|
Apr 02, 2025 |
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What Does Retirement Mean? And What's A Mini-Retirement? | Hawaii Retirement Show
|
Mar 16, 2025 |
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Am I Eligible For Social Security Benefits As A Surviving Spouse? | Hawaii Retirement Show
|
Mar 09, 2025 |
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Cognitive Decline but Confidence Remains | Hawaii Retirement Show
|
Mar 02, 2025 |
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Bonus Ep: Options for Federal Workers who have resigned or were laid off. | Hawaii Retirement Show
|
Feb 27, 2025 |
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Am I Eligible For Social Security Benefits As A Spouse? | Hawaii Retirement Show
|
Feb 23, 2025 |
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Employer Retirement Account Rollovers & Pro-Rata Rule | Hawaii Retirement Show
|
Feb 20, 2025 |
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Will My Social Security Benefits Be Reduced? | Hawaii Retirement Show
|
Feb 16, 2025 |
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Is My Rental Property Tax Deductible? | Hawaii Retirement Show
|
Feb 02, 2025 |
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Health & Fitness in Retirement with Chris Naffziger | Hawaii Retirement Show
|
Jan 26, 2025 |
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Can I Make A Backdoor Roth IRA Contribution? | Hawaii Retirement Show
|
Jan 20, 2025 |
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Bonus Ep: Temporary Hazard Pay, State of Hawaii Employee Retirement System | Hawaii Retirement Show
|
Jan 15, 2025 |
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What Issues Should I Consider When Reviewing My Beneficiaries? | Hawaii Retirement Show
|
Jan 11, 2025 |
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Should I Contribute To My Roth IRA vs. My Traditional IRA? | Hawaii Retirement Show
|
Jan 05, 2025 |
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Will A Distribution From My Roth IRA Be Tax & Penalty Free?
|
Dec 31, 2024 |
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Will A Distribution From My Traditional IRA Be Penalty-Free?
|
Dec 10, 2024 |
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What Issues Should I Consider For My Aging Parents? | Hawaii Retirement Show
|
Dec 05, 2024 |
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Can I Contribute To A Roth IRA?
|
Dec 01, 2024 |
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Inflation Adjustment to E.R.S & FERS Pensions
|
Nov 27, 2024 |
|
SEP-IRA vs Solo401(k)
|
Nov 22, 2024 |
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Can I Make A Deductible IRA Contribution?
|
Nov 21, 2024 |
|
Focusing on the Burn vs the Earn
|
Nov 14, 2024 |
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Vegas Baby! The taxation of gambling winnings.
|
Nov 06, 2024 |
|
FERS Unused Sick Leave
|
Oct 25, 2024 |
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Common Financial Professional Licenses and Certifications
|
Oct 23, 2024 |
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The Four Factors Impacting Your Credit Score
|
Oct 19, 2024 |
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Qualified Charitable Distributions
|
Oct 11, 2024 |
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All About RMDs - Required Minimum Distributions | Hawaii Retirement Show
|
Oct 04, 2024 |
|
The Emergency Fund
|
Sep 28, 2024 |
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First Principles Perspective on Life Insurance and Annuities
|
Sep 21, 2024 |
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FERS Survivor Annuity Elections | Hawaii Retirement Show
|
Feb 09, 2024 |
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20 Most Common Investment Mistakes | Part 2 | Hawaii Retirement Show
|
Feb 02, 2024 |
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20 Most Common Investment Mistakes | Part 1 | Hawaii Retirement Show
|
Jan 27, 2024 |
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Q&A: What is a Sweep account? What are some plans to look into to set up my child’s college fund?
|
Jan 19, 2024 |
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How Much Do I Need To Retire? | Hawaii Retirement Show
|
Jan 12, 2024 |
|
Bonus Episode: Hawaii Island Savings Plan, 457 - ROTH Update
|
Jan 10, 2024 |
|
2023 Holiday Episode
|
Dec 22, 2023 |
|
Introduction to Social Security
|
Dec 15, 2023 |
|
Talking Taxes in Retirement with Andy Panko, CFP® | Hawaii Retirement Show
|
Dec 08, 2023 |
|
A Perspective on Interest Rates, Part 2 | Hawaii Retirement Show
|
Dec 01, 2023 |
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A Perspective on Interest Rates, Part 1 | Hawaii Retirement Show
|
Nov 28, 2023 |
|
Federal Employee Retirement System (FERS) Computation | Hawaii Retirement Show
|
Nov 24, 2023 |
|
State of Hawaii E.R.S. Computation
|
Nov 17, 2023 |
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Talking Reverse Mortgages with Wendy Oshiro | Hawaii Retirement Show
|
Nov 10, 2023 |
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Talking Diversification | Hawaii Retirement Show
|
Oct 27, 2023 |
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Talking F.I.R.E. with Cody Garrett | Hawaii Retirement Show
|
Oct 20, 2023 |
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Q&A: How much will my estimated benefit be for my ERS Pension? How will WEP impact me as a Federal Employee?
|
Oct 13, 2023 |
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State of Hawaii E.R.S. Eligibility
|
Oct 06, 2023 |
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FERS Eligibility | Hawaii Retirement Show
|
Sep 29, 2023 |
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Talking Medicare with Donne Soga | Hawaii Retirement Show
|
Sep 15, 2023 |