Gary Michaels

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.

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

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 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.

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?

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.

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.

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.

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?

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.

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.