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Listen "#119. Bucket List Planning: Lisa Sakai on Living Fully and Financial Freedom Now "
Episode Synopsis
In this informative episode of the Pockets of Knowledge podcast, host Desiree Stanley sits down with Lisa Sakai, founder of One Vision Retirement, to dive into the art of living life fully while planning for the future. Lisa shares her transformative approach to financial consulting, focusing on the concept of "Bucket List Planning" and "Bucket List Acceleration," which help individuals align their finances with their personal dreams and goals. A strategy that empowers clients to align their finances with the life they want to live now. Her compassionate and practical perspective inspires listeners to take control of their financial decisions without delaying joy and fulfillment for retirement.
Lisa emphasizes the importance of crafting a financial plan that balances long-term goals with present-day priorities. She also discusses common challenges, such as overcoming fear and procrastination around financial planning, and offers actionable advice to help listeners feel confident and motivated to take the first step.
This conversation isn’t just about numbers; it’s about mindset. Lisa delves into the value of clear communication and trust in financial relationships and explains why financial success is about much more than accumulating wealth—it’s about creating a life filled with purpose, connection, and cherished memories. Her practical tips and heartfelt insights make this episode a must-listen for anyone ready to rethink their financial goals and start living their best life now.
Lisa also dives into overcoming financial fear, building habits for saving, and the value of working with a trusted advisor to create a plan tailored to your needs. Whether you’re just starting your financial journey or looking for a fresh perspective, Lisa’s advice will leave you feeling inspired and empowered.
Bio:
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 13 years. Lisa's advice provides easy-to-understand, baby steps that people can take action on right away.
After trying careers in Hollywood, education, and then insurance, Lisa Sakai found her calling: providing financial advice and planning for female professionals and their families. Virtually, she focuses on Bucket List Planning and guiding her clients to leverage their dollars to love the lifestyle they love now.
Lisa was past president of the Mission Viejo Chamber of Commerce. An avid theatergoer, she also enjoys trail running, cooking, reading, traveling, food, kickboxing, and spin classes. She's also reteaching herself how to play the piano.
Connect with Lisa:
Email: [email protected]
Website: http://www.onevisionretire.com/
Facebook: https://www.facebook.com/onevisionretirement
Instagram: https://www.instagram.com/yourfinancialvisionyourway/
LinkedIn: https://www.linkedin.com/in/lisasakai/
YouTube: https://www.youtube.com/channel/UCG0ymYn1LZxIgcFmPiZfOLA
Resources:
https://www.onevisionretire.com/resources
Books mentioned:
The Thank You Economy by Gary Vaynerchuk - https://amzn.to/4jrJk1d
Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear - https://amzn.to/40H6auD
Podcasts mentioned:
All-In Podcast - https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393
———
If you enjoyed tuning into this podcast, then do not hesitate to write a review. You can also share this with your friends so that they can be educated, informed, inspired & empowered!
Questions? Contact me through my website, www.PocketsofKnowledge.com.
———
This podcast is intended to educate, inspire, and empower you on your personal journey. This episode may contain advertisements for products and services. Individuals on the show may have a direct or indirect financial interest in products or services referred to in this episode.
Lisa emphasizes the importance of crafting a financial plan that balances long-term goals with present-day priorities. She also discusses common challenges, such as overcoming fear and procrastination around financial planning, and offers actionable advice to help listeners feel confident and motivated to take the first step.
This conversation isn’t just about numbers; it’s about mindset. Lisa delves into the value of clear communication and trust in financial relationships and explains why financial success is about much more than accumulating wealth—it’s about creating a life filled with purpose, connection, and cherished memories. Her practical tips and heartfelt insights make this episode a must-listen for anyone ready to rethink their financial goals and start living their best life now.
Lisa also dives into overcoming financial fear, building habits for saving, and the value of working with a trusted advisor to create a plan tailored to your needs. Whether you’re just starting your financial journey or looking for a fresh perspective, Lisa’s advice will leave you feeling inspired and empowered.
Bio:
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 13 years. Lisa's advice provides easy-to-understand, baby steps that people can take action on right away.
After trying careers in Hollywood, education, and then insurance, Lisa Sakai found her calling: providing financial advice and planning for female professionals and their families. Virtually, she focuses on Bucket List Planning and guiding her clients to leverage their dollars to love the lifestyle they love now.
Lisa was past president of the Mission Viejo Chamber of Commerce. An avid theatergoer, she also enjoys trail running, cooking, reading, traveling, food, kickboxing, and spin classes. She's also reteaching herself how to play the piano.
Connect with Lisa:
Email: [email protected]
Website: http://www.onevisionretire.com/
Facebook: https://www.facebook.com/onevisionretirement
Instagram: https://www.instagram.com/yourfinancialvisionyourway/
LinkedIn: https://www.linkedin.com/in/lisasakai/
YouTube: https://www.youtube.com/channel/UCG0ymYn1LZxIgcFmPiZfOLA
Resources:
https://www.onevisionretire.com/resources
Books mentioned:
The Thank You Economy by Gary Vaynerchuk - https://amzn.to/4jrJk1d
Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear - https://amzn.to/40H6auD
Podcasts mentioned:
All-In Podcast - https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393
———
If you enjoyed tuning into this podcast, then do not hesitate to write a review. You can also share this with your friends so that they can be educated, informed, inspired & empowered!
Questions? Contact me through my website, www.PocketsofKnowledge.com.
———
This podcast is intended to educate, inspire, and empower you on your personal journey. This episode may contain advertisements for products and services. Individuals on the show may have a direct or indirect financial interest in products or services referred to in this episode.
In God we trust