Lisa Sakai, Financial Consultant and co-founder of One Vision Retirement, talks about getting her start in Hollywood, how "Bucket List Acceleration" is bridging the present with the future, the one surprising group that often gets left behind in legacy planning, why it's hard for people to be HONEST about their goals, and why goals for yourself AREN'T selfish, one area where Gen Z is headed for disaster, the two biggest tips to getting your future financials in order, and digging so deep you can touch the bottom of the ocean.
Full Episode
Legacy means a lot of things to a lot of people. To some, it's lasting integrity. It's building and maintaining a history of greatness. It's making an impact on people and community. For others, it's dependable security and assurance in an uncertain time. To us, it's all of that and more. It's a mindset, a brother and sisterhood of hardworking people dedicated to doing the right
thing for you and those you care about of growing today for a better tomorrow that's what legacy means at southwestern legacy insurance group what does it mean to you let's talk legacy
Welcome to Let's Talk Legacy. My name is Gary Michaels, and we're really excited about our guest today, Lisa Sakai. Lisa is a financial consultant who works with clients on what she calls bucket list acceleration. And once I first heard about this, I love the term bucket list. It's an excitement thing for many, hope and vision.
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.
Thank you so much for having me. I'm so excited about this.
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
Yeah, absolutely. Well, I grew up in Los Angeles, so that was part of it. So I grew up in Pasadena, California, which is a suburb essentially of LA. And I loved old movies when I was growing up. It was a way to escape. I was pretty shy. It was my way of kind of getting out of my own head and just escaping. And so I loved old movies. I loved movies in general.
I thought I was going to be a screenwriter or producer or somebody. I never really wanted to be in front of the camera, but I wanted to to be part of the process, to be part of that world, right? And I went to college in Ohio, of all places. It was Paul Newman's alma mater. It's called Kenyon College, a very small liberal arts school. I loved that.
And then I came back and I started my world in Hollywood. And I did that for about, I would say, two and a half, maybe three years. I worked in a small agency where they just did some Latino work for actors. And so they did a lot in the Latino market. And I loved kind of seeing that whole world and then moving into some of the bigger agencies and production houses there.
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