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Accelerate Your Bucket List by Unlocking Financial Independence: Lisa Sakai

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Manage episode 366398040 series 3004965
Content provided by Charmaine Gregory and Charmaine Gregory MD. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charmaine Gregory and Charmaine Gregory MD or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Get ready to meet Lisa Sakai, a financial advisor on a mission to empower female professionals and their families. In this episode, we delve into Lisa's diverse career journey, from Hollywood to education and insurance, until she discovered her true passion: providing financial advice and planning. Specializing in Bucket List Planning, Lisa helps her clients optimize their finances to enjoy the lifestyle they love.

With a servant's heart and a teacher's mind, Lisa is always there for her clients, even when they think they don't need her. Her remarkable ability to simplify complex financial concepts and make them easily understandable sets her apart.

Not only is Lisa a trusted financial advisor, but she is also a past president of the Mission Viejo Chamber of Commerce. Outside of her professional pursuits, Lisa has a passion for theater, trail running, cooking, reading, and exploring new places. She's even taken up kickboxing, spin classes, and is relearning how to play the piano.

Join us as we uncover Lisa's inspiring journey and learn how she can help you navigate your financial path with clarity and confidence. Get ready to take control of your financial future and love the lifestyle you deserve.

Website: https://www.onevisionretire.com

Guest Bio: Lisa Sakai is a Financial Consultant who works with clients on Bucket List Acceleration and 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, logical steps and exercises that people can take action on right away.

___________________

Subscribe to this podcast and download your favorite episodes to listen to later:

Apple Spotify RSS Feed

___________________

⚕️ Are you a woman healthcare professional struggling to juggle everything in your personal and professional life?

💯 I understand! This is why I created this community of like-minded women to support each other through the ups and downs of our daily lives.

💥 Join us today! It’s free to join and connect with other women like yourself. ⤵️⤵️⤵️

https://www.facebook.com/groups/womenhealthcareprofessionals

___________________

Podcasting Launch Course for Professionals - Podcast of the Week

The Single Well Podcast

https://www.buzzsprout.com/1150310

___________________

RESOURCES:

Looking to start a podcast? Now is a great time to do just that! Check out the free podcast launch masterclass I created to see if starting a podcast is a match for you. http://bit.ly/podcastinglaunchmasterclass

Are you too busy to participate in a facilitated course but still want to get your show started? The Podcast in a Box is for you! You provide the audio for your first 5 five shows to launch with a bang, we do the REST. http://bit.ly/doneforyoupodcasting

Get off the fear fence today. Your tribe is waiting to hear your voice!

___________________

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 366398040 series 3004965
Content provided by Charmaine Gregory and Charmaine Gregory MD. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charmaine Gregory and Charmaine Gregory MD or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Get ready to meet Lisa Sakai, a financial advisor on a mission to empower female professionals and their families. In this episode, we delve into Lisa's diverse career journey, from Hollywood to education and insurance, until she discovered her true passion: providing financial advice and planning. Specializing in Bucket List Planning, Lisa helps her clients optimize their finances to enjoy the lifestyle they love.

With a servant's heart and a teacher's mind, Lisa is always there for her clients, even when they think they don't need her. Her remarkable ability to simplify complex financial concepts and make them easily understandable sets her apart.

Not only is Lisa a trusted financial advisor, but she is also a past president of the Mission Viejo Chamber of Commerce. Outside of her professional pursuits, Lisa has a passion for theater, trail running, cooking, reading, and exploring new places. She's even taken up kickboxing, spin classes, and is relearning how to play the piano.

Join us as we uncover Lisa's inspiring journey and learn how she can help you navigate your financial path with clarity and confidence. Get ready to take control of your financial future and love the lifestyle you deserve.

Website: https://www.onevisionretire.com

Guest Bio: Lisa Sakai is a Financial Consultant who works with clients on Bucket List Acceleration and 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, logical steps and exercises that people can take action on right away.

___________________

Subscribe to this podcast and download your favorite episodes to listen to later:

Apple Spotify RSS Feed

___________________

⚕️ Are you a woman healthcare professional struggling to juggle everything in your personal and professional life?

💯 I understand! This is why I created this community of like-minded women to support each other through the ups and downs of our daily lives.

💥 Join us today! It’s free to join and connect with other women like yourself. ⤵️⤵️⤵️

https://www.facebook.com/groups/womenhealthcareprofessionals

___________________

Podcasting Launch Course for Professionals - Podcast of the Week

The Single Well Podcast

https://www.buzzsprout.com/1150310

___________________

RESOURCES:

Looking to start a podcast? Now is a great time to do just that! Check out the free podcast launch masterclass I created to see if starting a podcast is a match for you. http://bit.ly/podcastinglaunchmasterclass

Are you too busy to participate in a facilitated course but still want to get your show started? The Podcast in a Box is for you! You provide the audio for your first 5 five shows to launch with a bang, we do the REST. http://bit.ly/doneforyoupodcasting

Get off the fear fence today. Your tribe is waiting to hear your voice!

___________________

  continue reading

100 episodes

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