Episode 64 Bucket-List Financial Planning with Lisa Sakai

Heart Hustle and Humor

Today's Guest: Lisa Sakai

Lisa Sakai founded One Vision Retirement with two ideas: a client-first approach and a focus on advice and planning permission. It's simple to cut through the noise and provide thoughtful, customized financial advice tailored to your personal situation. With the heart of a servant and the mind of a teacher, Lisa is always available to help you when you need her most. But especially when you think you don't need her. Lisa runs a virtual practice. So she can serve clients all over the country. She works with female professionals to leverage their dollars. So they have a lifestyle they love now and in the future. Lisa lives in northern Arizona and loves trail running, cooking, reading, traveling, food kickboxing, and spin class.

From this episode:

"When I plan, I know exactly what I'm going to do. And I do it in business, too. When we create a program that we do, as we've just launched something new at Kaleidoscope Media Services, our whole technology platform is KMS powered, and I will tell you, we are so excited about it that you can feel it. And it's so much easier to build the relationship and talk about this is what we're doing—not selling anything. I'm just talking about what we're doing. And that's why you started talking about this whole bucket list and getting down when I first met you. But, still, I also think this piece of you allows people to have this insecurity because we all have insecurity about our finances, like do we have enough? Am I doing it right? Am I doing it wrong? And we do walk in going; I'm going to be embarrassed. And I love that you're like, let's change the conversation. Let's change our language around it."-Dr. T

"Bucket list planning could be seen as goal planning, but I actually dig really deep into the why of the goal and the bucket list item. It's not a goal for 30 years from now when you might be hanging it up and deciding you want to do something different. It's the goal that we're going to try to accomplish now. Because how do you know who you are in retirement if you haven't experienced anything now? You don't know what you like and don't, so we build it into your planning. So it's a great motivation to save because it's part of your savings strategy. "-Lisa Sakai

https://www.onevisionretire.com/

https://www.linkedin.com/in/lisasakai/