• Episode 22 - Lisa Sakai One Vision Retirement

  • 2023/07/05
  • 再生時間: 1 時間 1 分
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Episode 22 - Lisa Sakai One Vision Retirement

  • サマリー

  • Lisa Sakai is a Financial Consultant who works with clients on Bucket List Acceleration and getting to live the life they want now. As the co-founder of One Vision Retirement, she has been working with clients across the country for over 12 years. Lisa's advice provides easy to understand, logical steps and exercises that people can take action on right away. Baby Step your Way to Financial Independence It's a download to help get a better control on their finances and make progress on their journey: https://www.onevisionretire.com/resou... After trying careers in Hollywood, education, and then insurance, Lisa Sakai found her calling: providing financial advice and planning for female professionals and their families. Virtually, she focuses on Bucket List Planning and guiding her clients to leverage their dollars to love the lifestyle they love now. 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. She has a unique ability to take complicated concepts, terms and ideas and present them in a way that is easy to understand. 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. She's also reteaching herself how to play the piano. For more insight on your current financial situation, building a lifestyle that gives you freedom without taxes and to be smart about money and finance, schedule a private consultation with Brand Jo - go to https://calendly.com/brandijo/consult... Money is created, not saved. Money is destroyed by saving. Money must flow in order for you to become rich. You are living the life you choose to live, choose better. TERMS AND CONDITIONS Brandi Jo Newman and its members, officers, directors, owners, employees, agents, representatives, suppliers and service providers provides this website (the “Site”) for informational purposes only. Use of and access to the Site and the information, materials, services, and other content available on or through the Site (“Content”) are subject to these terms of use and all applicable laws. NO INVESTMENT ADVICE The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Brandi Jo Newman or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Brandi Jo Newman is not a fiduciary by virtue of any person’s use of or access to the Site or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content. In exchange for using the Site, you agree not to hold Brandi Jo Newman, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Site.

    --- Support this podcast: https://podcasters.spotify.com/pod/show/brandijo/support
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あらすじ・解説

Lisa Sakai is a Financial Consultant who works with clients on Bucket List Acceleration and getting to live the life they want now. As the co-founder of One Vision Retirement, she has been working with clients across the country for over 12 years. Lisa's advice provides easy to understand, logical steps and exercises that people can take action on right away. Baby Step your Way to Financial Independence It's a download to help get a better control on their finances and make progress on their journey: https://www.onevisionretire.com/resou... After trying careers in Hollywood, education, and then insurance, Lisa Sakai found her calling: providing financial advice and planning for female professionals and their families. Virtually, she focuses on Bucket List Planning and guiding her clients to leverage their dollars to love the lifestyle they love now. 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. She has a unique ability to take complicated concepts, terms and ideas and present them in a way that is easy to understand. 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. She's also reteaching herself how to play the piano. For more insight on your current financial situation, building a lifestyle that gives you freedom without taxes and to be smart about money and finance, schedule a private consultation with Brand Jo - go to https://calendly.com/brandijo/consult... Money is created, not saved. Money is destroyed by saving. Money must flow in order for you to become rich. You are living the life you choose to live, choose better. TERMS AND CONDITIONS Brandi Jo Newman and its members, officers, directors, owners, employees, agents, representatives, suppliers and service providers provides this website (the “Site”) for informational purposes only. Use of and access to the Site and the information, materials, services, and other content available on or through the Site (“Content”) are subject to these terms of use and all applicable laws. NO INVESTMENT ADVICE The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Brandi Jo Newman or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Brandi Jo Newman is not a fiduciary by virtue of any person’s use of or access to the Site or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content. In exchange for using the Site, you agree not to hold Brandi Jo Newman, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Site.

--- Support this podcast: https://podcasters.spotify.com/pod/show/brandijo/support

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