Lisa Sakai
👤 PersonAppearances Over Time
Podcast Appearances
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.
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.
And so you spent a lot of money on something you weren't you didn't even realize you were spending on.
And so you spent a lot of money on something you weren't you didn't even realize you were spending on.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
That was great. Thank you so much.
That was great. Thank you so much.