How to take action to accelerate your bucket list so you get to live the life you want now rather than later.
My guest is Lisa Sakai, a Financial Consultant who works with clients on Bucket List Acceleration. As the co-founder of One Vision Retirement, she has been working with clients across the US for over 12 years.
Lisa's advice provides easy to understand, baby steps that people can take action on right away.
We talk about
- Lisa's journey on how and why she became a financial planner, This story is important for you to hear because Lisa was scared and ignorant of finances before that
- at what point in life most women come to her for bucket list planning
- how her approach helps women have a better retirement, not financially but in general
- what tool she uses when people, especially women, have a hard time knowing what they really want, what their bucket list goal would be
- we talk about retirement and why some people say they never want to retire and others would want to retire on the spot
- Why finding the right financial planner is so important
- and much more
I hope you enjoy this episode and if you find value in what Lisa and I are talking about, please share it with your business network, friends and family, because if you find value in it, they will too.
Help me grow my podcast
by going to Apple Podcasts and write a review. This way more people will find this podcast and can move from chaos to peace in their life and business.
Click here for Here are step-by-step instructions
(you don't need an Apple device for this)
Lisa Sakai
is a Financial Consultant who works with clients on Bucket List Acceleration, getting to live the life they want now. As the co-founder of One Vision Retirement, she has been working with clients across the country for over 12 years. Lisa's advice provides easy to understand, baby steps that people can take action on right away.