Lisa Sakai

trying to really accomplish. I mean, we all have that friend who's been saying that they're going to go to Italy for the last 20 years. And you're like, just go. I mean, my God, look, I'm tired of hearing about this. And they don't have a plan in place. And we can easily take those kind of aspirational things and put them in your planning so that you're

trying to really accomplish. I mean, we all have that friend who's been saying that they're going to go to Italy for the last 20 years. And you're like, just go. I mean, my God, look, I'm tired of hearing about this. And they don't have a plan in place. And we can easily take those kind of aspirational things and put them in your planning so that you're

celebrating wins along the way, and we wrap it into your overall big planning. So you're still saving for the 3040 years, but your bucket list item is attached to your overall saving strategy. So if you save for your long term, you're also saving for your short term. It can be big or small. People think it has to be like going cliff diving in Bali. It doesn't have to be anything big.

celebrating wins along the way, and we wrap it into your overall big planning. So you're still saving for the 3040 years, but your bucket list item is attached to your overall saving strategy. So if you save for your long term, you're also saving for your short term. It can be big or small. People think it has to be like going cliff diving in Bali. It doesn't have to be anything big.

It could be getting a massage package or whatever it is. It could be I have one client who's trying to retire her mom. That is her bucket list. That would make her so happy if her mom could stop working. It could be whatever you want. What you're doing is you're taking control of your money rather than the money controlling you.

It could be getting a massage package or whatever it is. It could be I have one client who's trying to retire her mom. That is her bucket list. That would make her so happy if her mom could stop working. It could be whatever you want. What you're doing is you're taking control of your money rather than the money controlling you.

Because what happens is we just don't want to focus on it so much that money just kind of goes in and out of our accounts and we have no idea what's happening. And hopefully everything's doing what it's supposed to be doing. But we don't know because we don't really have control of anything. This gives you some control so that now you have that money to do something else with if you want.

Because what happens is we just don't want to focus on it so much that money just kind of goes in and out of our accounts and we have no idea what's happening. And hopefully everything's doing what it's supposed to be doing. But we don't know because we don't really have control of anything. This gives you some control so that now you have that money to do something else with if you want.

Or you could put it in your long-term savings. But now you have a bucket of money that you have choices to do something with. Do you recommend people get separate accounts? Separate accounts. You've got to have that break in your mind of knowing what's your long-term and what's your short-term.

Or you could put it in your long-term savings. But now you have a bucket of money that you have choices to do something with. Do you recommend people get separate accounts? Separate accounts. You've got to have that break in your mind of knowing what's your long-term and what's your short-term.

One of my clients wants to go skydiving. That makes me want to vomit. And he's trying to get his terrified wife to come with him to do it. And I don't know if that's going to happen. But he wants to put away the money to do that. And he wants to he's right now trying to figure out where he this kind of a newer client. So he's trying to figure out where he wants to do that.

One of my clients wants to go skydiving. That makes me want to vomit. And he's trying to get his terrified wife to come with him to do it. And I don't know if that's going to happen. But he wants to put away the money to do that. And he wants to he's right now trying to figure out where he this kind of a newer client. So he's trying to figure out where he wants to do that.

And who knows, his wife might still say, I'm not doing that. And maybe that money is going to go to something else. Right.

And who knows, his wife might still say, I'm not doing that. And maybe that money is going to go to something else. Right.

Yeah. I'll even throw another component in there as well, which is long term care planning, which it can be a huge part of legacy planning because it's protecting your legacy as well. So, um. It plays a huge part. I always say what, you know, I talk a lot to people about what do you want to do in life? But one of the questions I ask is, what do you want to leave behind?

Yeah. I'll even throw another component in there as well, which is long term care planning, which it can be a huge part of legacy planning because it's protecting your legacy as well. So, um. It plays a huge part. I always say what, you know, I talk a lot to people about what do you want to do in life? But one of the questions I ask is, what do you want to leave behind?

I work a lot with families, but I also have a specialization in working with women who don't have kids because I'm married, but I don't have children. I've chosen not to. And so I understand that kind of world and what they're trying to do. So legacy planning is huge for them too, because what are we doing with this money? What kind of impact do we want to make with the money that we have?

I work a lot with families, but I also have a specialization in working with women who don't have kids because I'm married, but I don't have children. I've chosen not to. And so I understand that kind of world and what they're trying to do. So legacy planning is huge for them too, because what are we doing with this money? What kind of impact do we want to make with the money that we have?

So insurance can be a huge part of it. A, it's hard to get money available when a loved one passes. So if a loved one passes and It's not like you can just call up their broker and say, hey, I have the power of attorney. Give me $10,000 so I can start their funeral planning. It's very difficult to do that. You're going through custodians.

So insurance can be a huge part of it. A, it's hard to get money available when a loved one passes. So if a loved one passes and It's not like you can just call up their broker and say, hey, I have the power of attorney. Give me $10,000 so I can start their funeral planning. It's very difficult to do that. You're going through custodians.