Gary Michaels
speaker
226 appearances
15 recordings
1 series
first heard Jun 2024
last heard Feb 2025
Gary Michaels’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
I hear you there. I hear you. We want to finish this interview talking about the great work that you're doing with CollegeSpring. Tell us a little bit about that program and the initiative and how people wanted to help. They could.
Awesome. Well, Garrett, I really thank you for your time today. You're certainly given some perspective to people that are wealthy. You're given some perspective to people that maybe aren't at that wealth level yet, but want to be and how they can make a difference in this world. You touched on different things that everybody could benefit from.
You know, Southwestern Legacy Insurance Group and this show presented by our company. Tell us a little bit how life insurance and final expense coverage specifically plays a role into people's financial wellness, especially if they do something like whole life, accomplishing two goals with it. And then it's an investment as well as protecting the ones you love.
If you were to give two main tips for our listeners on how to be better with their one vision of financial, what would be your two main tips?
Yeah, and what doesn't get calendar doesn't get done. So if you don't ever put it on the calendar, you're never going to do that.
Legacy means a lot of things to a lot of people. To some, it's lasting integrity. It's building and maintaining a history of greatness. It's making an impact on people and community. For others, it's dependable security and assurance in an uncertain time. To us, it's all of that and more. It's a mindset, a brother and sisterhood of hardworking people dedicated to doing the right
thing for you and those you care about of growing today for a better tomorrow that's what legacy means at southwestern legacy insurance group what does it mean to you let's talk legacy
Welcome to Let's Talk Legacy. My name is Gary Michaels, and we're really excited about our guest today, Lisa Sakai. Lisa is a financial consultant who works with clients on what she calls bucket list acceleration. And once I first heard about this, I love the term bucket list. It's an excitement thing for many, hope and vision.
And as the co-founder of One Vision Retirement, she's been working with clients across the country for over 12 years now. So welcome to the show.
Absolutely. We're excited to have you. So let's get right into this. After first trying careers in Hollywood and in education, you moved to insurance, which is the space that we're in, as you know, which you say fueled your commitment to helping people and ultimately led to you launching your own practice. If you wouldn't mind, walk us through your unique career path
So your company is called One Vision Retirement. Talk about One Vision and how it started and how you actually carry it into your business now.
So one of the big things you focus on is something called bucket list acceleration, which intertwines short-term aspirations with long-term financial strategies. Explain the concept and how it works and how you're trying to bridge the present with your client's future.
What's one of the craziest thinking big bucket listings you've seen?
Well, as you know, Southwestern Legacy Insurance Group and this show presented by our company. Tell us a little bit how life insurance and final expense coverage specifically plays a role into people's financial wellness, especially if they do something like whole life, accomplishing two goals with it. And then it's an investment as well as protecting the ones you love.
When you're sitting down with the person, how do you start talking about the now, the five years, 10 years in the future? How do you put it all together? Because nothing's promised 20 years down the road. How do you do that? I think that's an art. I really do. Yeah.
You are on a personal mission to also help independent women be better with all this. How did that get started? And talk to me a little bit about that.
So what does like this mean to you?
Making a difference is such a big part, I think, of what you're trying to do and do something important. And what we're trying to do at Southwestern Legacy Insurance Group, it's not just about selling insurance, but it's making a difference to the people around you and people that you love. I believe that's why we were put on this earth.
So is there a difference in your personal legacy versus your business legacy?
Right. If you were to give two main tips for our listeners on how to be better with their one vision of financial, what would be your two main tips?
Showing 181–200 of 226 · page 10 of 12
← Previous
Next →