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Lisa Sakai

👤 Person
180 total appearances

Appearances Over Time

Podcast Appearances

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

Because I could decide that my bucket list is to stop doing this and move to Fiji and you're stuck with a plan that you don't understand. And it doesn't mean you have to understand it 100%, but you have to be involved in it. You have to be willing to ask questions. And so that's my mission is to get women to just recognize that it's okay that we don't know some of this stuff.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

Because I could decide that my bucket list is to stop doing this and move to Fiji and you're stuck with a plan that you don't understand. And it doesn't mean you have to understand it 100%, but you have to be involved in it. You have to be willing to ask questions. And so that's my mission is to get women to just recognize that it's okay that we don't know some of this stuff.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

And it's not a personal reflection. It's a societal thing. I call it financial dysmorphia almost. Like we think everybody else gets it and we don't get it. Everybody else is set. And we're a mess when it comes to finance. I hear that all the time. I'm a financial mess. That's what everybody says when they first start talking to me. That's not necessarily true.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

And it's not a personal reflection. It's a societal thing. I call it financial dysmorphia almost. Like we think everybody else gets it and we don't get it. Everybody else is set. And we're a mess when it comes to finance. I hear that all the time. I'm a financial mess. That's what everybody says when they first start talking to me. That's not necessarily true.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

A lot of times people have a really good foundation or really good parts of their foundation in place. They just have to do some tweaks and just get some education and knowledge. But that mindset is really, really harmful. There's actually a really interesting study out into it, put it out this year, where Gen Z is not saving at all. They're young, right?

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

A lot of times people have a really good foundation or really good parts of their foundation in place. They just have to do some tweaks and just get some education and knowledge. But that mindset is really, really harmful. There's actually a really interesting study out into it, put it out this year, where Gen Z is not saving at all. They're young, right?

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

They're 25 and under, but they're still not saving anything because what they see in social media, they think they'll never be able to retire or they'll never get to that kind of wealth. So why even try? That's bad. That's really bad that we have this in our society.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

They're 25 and under, but they're still not saving anything because what they see in social media, they think they'll never be able to retire or they'll never get to that kind of wealth. So why even try? That's bad. That's really bad that we have this in our society.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

For me, it's the impact in the world that I want to make. That story about when I was in Hollywood and wanting to make the impact, to me, that's what legacy is. How many people have I helped? How much have I made a positive impact? How many people have a better financial journey and financial outcome because I helped them with it? That's for me what my legacy is.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

For me, it's the impact in the world that I want to make. That story about when I was in Hollywood and wanting to make the impact, to me, that's what legacy is. How many people have I helped? How much have I made a positive impact? How many people have a better financial journey and financial outcome because I helped them with it? That's for me what my legacy is.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

Like I said, I don't have kids, so it's not necessarily a monetary one. It's more of a personal mission to try to do that. And, you know, I probably should put a number of how many women I want to help educate on finance and not just educate, but enjoy finance.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

Like I said, I don't have kids, so it's not necessarily a monetary one. It's more of a personal mission to try to do that. And, you know, I probably should put a number of how many women I want to help educate on finance and not just educate, but enjoy finance.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

I agree. And money is a great way of doing that. I think people think of money as something materialistic or bad. We still have that money is bad kind of thing. But with money, as long as you have control and you know what you're trying to accomplish and you have you know, your core values set and you understand things.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

I agree. And money is a great way of doing that. I think people think of money as something materialistic or bad. We still have that money is bad kind of thing. But with money, as long as you have control and you know what you're trying to accomplish and you have you know, your core values set and you understand things.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

Money is such a great tool to make the influence that you want to make in this world for good. And I think people don't think about it that way enough.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

Money is such a great tool to make the influence that you want to make in this world for good. And I think people don't think about it that way enough.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

It's funny you just said that because I was thinking, I wonder if he wants to know about the personal side. So personally, you know, it's funny. We just redid our estate plan because we moved to Arizona from California a couple of years ago. So we got our estate plan redone.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

It's funny you just said that because I was thinking, I wonder if he wants to know about the personal side. So personally, you know, it's funny. We just redid our estate plan because we moved to Arizona from California a couple of years ago. So we got our estate plan redone.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

I would say for me, I think finding some organizations that we can join up with in terms of some community stuff and giving back, that would be something I would be interested in looking into more than I have in the past, especially for like... grants and things like that for kids who are trying to go to college without a huge amount of debt and go through that.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

I would say for me, I think finding some organizations that we can join up with in terms of some community stuff and giving back, that would be something I would be interested in looking into more than I have in the past, especially for like... grants and things like that for kids who are trying to go to college without a huge amount of debt and go through that.