Milestone Wealth Management

Guiding You Through Life’s Milestones

Use our guides and cheat sheets to help you throughout your retirement journey.

Don't Let Your Retirement Drift Away by Caine and Jasmyn Nakata, Financial Guidance to Keep Your Dreams on Course

Don’t Let Your Retirement Drift Away


In sports, you can’t just show up on game day and expect to win without any preparation. Before victory comes the hard work of practices, drills, and game plans – and a coach to guide you through it all. Retirement is no different. In “Don’t Let Your Retirement Drift Away,” financial coaches Caine and Jasmyn Nakata share their knowledge of finances and sports and how the elements for success in either are largely the same: dedication, consistency, strategy. In their first book, Caine and Jasmyn seek to help ensure you never find yourself drifting in retirement.

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Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility

Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility


The right asset allocation could reduce your exposure to market volatility. However, you also may want to incorporate other vehicles that can minimize risk and protect your retirement income. In this guide you’ll identify unique challenges that retirees face and gain tools that could help you enjoy the retirement you’ve always imagined.

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5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster


Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.

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In the News*

Milestone Coach Advisory Services, NY Financial Resolutions 2022, KITV, 01/02/22

Milestone Coach Advisory Services, Inflation Concerns 2022, KITV, 03/27/22

Milestone Coach Advisory Services, Last Minute Tax Tips 2022, KITV, 04/17/22

Milestone Coach Advisory Services, Budgeting Ideas for Hawaii Among Record Inflation, KHON, 06/07/22

Milestone Coach Advisory Services, Inflation and Interest Rates, KHON2, 06/28/22

Milestone Coach Advisory Services, A Potential Recession, KHON2, 07/29/22

*Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Caine Nakata or Milestone Wealth Management is stated or implied.

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