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Lisa Sakai

👤 Person
180 total appearances

Appearances Over Time

Podcast Appearances

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

You're never going to look at it. And then you have clients who come to you and go, I've been spending $400 a month on blah, blah, blah subscription that I thought I canceled. Yeah. Because you're not looking at it. Gosh. I mean, doesn't that make you mad when you figure that stuff out? Well, who are you really mad at yourself? Because you didn't look at it. Right.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

You're never going to look at it. And then you have clients who come to you and go, I've been spending $400 a month on blah, blah, blah subscription that I thought I canceled. Yeah. Because you're not looking at it. Gosh. I mean, doesn't that make you mad when you figure that stuff out? Well, who are you really mad at yourself? Because you didn't look at it. Right.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

And so you spent a lot of money on something you weren't you didn't even realize you were spending on.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

And so you spent a lot of money on something you weren't you didn't even realize you were spending on.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

Tell us a little bit about that. It was a wonderful experience and I would definitely recommend any business owners that have questions. They have some of the best minds out there in terms of businesses, marketing, all that kind of stuff that you can get as a free service. So I've been a SCORE mentee before. I've been a mentor.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

Tell us a little bit about that. It was a wonderful experience and I would definitely recommend any business owners that have questions. They have some of the best minds out there in terms of businesses, marketing, all that kind of stuff that you can get as a free service. So I've been a SCORE mentee before. I've been a mentor.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

And a lot of times it's funny, a lot of people came to me for marketing advice and not necessarily financial or other things like that, just because I'm a small business putting together marketing stuff for myself. And I kind of know what's worked and what hasn't worked or how to start on something.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

And a lot of times it's funny, a lot of people came to me for marketing advice and not necessarily financial or other things like that, just because I'm a small business putting together marketing stuff for myself. And I kind of know what's worked and what hasn't worked or how to start on something.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

So it's a wonderful way of if your business owner being a mentor is a wonderful way of pushing yourself a little bit. And if you're just starting a business or even I've had clients who are 20 years in business and they're trying to figure out how to sell their business. And they don't know where to go, who to talk to, any of that kind of stuff.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

So it's a wonderful way of if your business owner being a mentor is a wonderful way of pushing yourself a little bit. And if you're just starting a business or even I've had clients who are 20 years in business and they're trying to figure out how to sell their business. And they don't know where to go, who to talk to, any of that kind of stuff.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

And so as SCORE mentees, they were able to tap into who do I go to first? What's the first step? That kind of stuff is invaluable as a business owner. So I would highly recommend SCORE. It's the best kept secret out there.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

And so as SCORE mentees, they were able to tap into who do I go to first? What's the first step? That kind of stuff is invaluable as a business owner. So I would highly recommend SCORE. It's the best kept secret out there.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

Absolutely. So our website's always the best place to go. It's onevisionretire.com. So it's shorter than retirement, retire.com. You know, that's where you can find there's a resource page. So we have free downloads for people to take a look at some PDFs. One of them is some bucket list ideas. So if you're not even sure what... to look at for bucket list ideas. One of them on there is that.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

Absolutely. So our website's always the best place to go. It's onevisionretire.com. So it's shorter than retirement, retire.com. You know, that's where you can find there's a resource page. So we have free downloads for people to take a look at some PDFs. One of them is some bucket list ideas. So if you're not even sure what... to look at for bucket list ideas. One of them on there is that.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

Another is baby step your way to financial independence. Those are like little tiny things you can do that's going to make a big difference on trying to figure out how to get to financial independence, those kind of things. And then there is a link on the front page that you can schedule a kind of get to know you call. And we're happy to just have a chat.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

Another is baby step your way to financial independence. Those are like little tiny things you can do that's going to make a big difference on trying to figure out how to get to financial independence, those kind of things. And then there is a link on the front page that you can schedule a kind of get to know you call. And we're happy to just have a chat.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

And hopefully you walk away with some great resources, even if we're not a good fit for you. But our job's here just to help as much as possible. And I do a lot of the personal planning, but Chris does business planning. So if there are any business owners who are having questions about their 401k and stuff, I have that internal resource right there waiting for us.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

And hopefully you walk away with some great resources, even if we're not a good fit for you. But our job's here just to help as much as possible. And I do a lot of the personal planning, but Chris does business planning. So if there are any business owners who are having questions about their 401k and stuff, I have that internal resource right there waiting for us.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

That was great. Thank you so much.

Let's Talk Legacy
Financial Dysmorphia, with Lisa Sakai

That was great. Thank you so much.

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