Retire Rich (AND Enjoy Life Now!) | WLMM97
If you want to have freedom in your life, you’ve got to have a good grasp on your financial situation. That’s why I invited today’s podcast guest Lisa Sakai to share her best money tips for entrepreneurs. Lisa is a financial planner who focuses on helping people enjoy their lives NOW, while they set themselves up for the future.
We cover:
- A smarter way to save for all the things on your bucket list
- Balancing life partners who have different money philosophies
- How to get back on track if you haven’t been saving
Related Links
Get Lisa's Dream Big checklist
Get the Simplify and Scale Template
Join the Simply and Scale Facebook group
About Lisa Sakai
Lisa founded One Vision Retirement with two ideas in mind: a client-first approach and a focus on advice and planning.
Her mission is simple: To cut through the noise and provide thoughtful, customized financial advice tailored for your personal situation.
Lisa’s story began like many origin stories do, in Hollywood. Three years after graduating from Kenyon College, Lisa was working for a well-established film producer when she noticed he was green lighting projects that didn’t align with her values. She was sitting at a car wash getting the producer’s car detailed for the fourth time that week when she realized: I want to make a difference.
After trying careers in education and then insurance, she found her calling: providing financial advice and planning for female professionals and their growing families.
With the heart of a servant and the mind of a teacher, Lisa is always available to help you when you need her most, but especially when you think you don’t need her.
Lisa has a unique ability to take complicated concepts, terms and ideas and present them in a way that is easy to understand. She begins by helping you to identify your financial goals and concerns. Then, she illustrates what is currently being done to address your goals and bucket list items. And finally, she discovers gaps in the overall plan, and offers solutions to fill those gaps. Lisa will even consult with your parents and children to ensure that everyone’s vision of financial success is aligned.
Lisa was past president of the Mission Viejo Chamber of Commerce. An avid theater goer, Lisa also enjoys trail running, cooking, reading, traveling, food, kickboxing, and spin classes.
About Donna Ashton
Donna Ashton is a consultant, speaker & online course expert. She built her freedom lifestyle business using her Work Less, Make More formula. She's taught hundreds of others how to create & market profitable programs that allow time for family, travel, and that impact the world.
Her mission is to teach you how you can easily take the process you already have and make money with a course in your business to create a Freedom Lifestyle.
Whether you’re running a full coaching practice, a busy agency, are speaking or just slammed with family and life – adding digital products creates leveraged income, without more work for you.
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