Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD

#687 - Accelerating Your Bucket List: Transforming Dreams into Reality with Lisa Sakai (One Vision Retire)

Jan 20, 2024

Ask episode

Chapters

Transcript

Episode notes

In this enlightening episode, we delve into the world of financial independence and lifestyle design with the renowned financial consultant, Lisa Sakai. As the co-founder of One Vision Retirement and a passionate advocate for helping women professionals and their families, Lisa brings over a decade of experience in guiding her clients towards realizing their dreams through effective financial planning.

Our conversation with Lisa centers on the innovative concept of Bucket List Planning. This approach is not just about saving for the future, but actively shaping it to enjoy the lifestyle you love now. Lisa breaks down complex financial concepts into easily understandable steps, empowering our listeners to take immediate action towards their financial goals.

We explore a range of critical topics, such as the essence of Bucket List Planning, the most effective places to save, and the art of setting and achieving personal goals. Lisa also sheds light on the concept of financial perfectionism, the importance of understanding your 'why', and practical tips to get started on your financial journey.

For those wondering if their 401K savings are sufficient, Lisa provides insightful perspectives, emphasizing the need for a comprehensive plan that aligns with individual aspirations.

Join us in this episode as we uncover the secrets to accelerating your bucket list, transforming financial confusion into clarity, and building a lifestyle that resonates with your deepest desires. Whether you're looking to kickstart your financial independence journey or seeking to refine your existing strategy, Lisa's expert advice and actionable steps are a gateway to a life of fulfillment and success.

Questions Discussed:

What is bucket list planning?
Where is the best place to save?
How to put together a financial plan?
Setting and accomplishing personal financial goals
Understanding and overcoming financial perfectionism
The importance of knowing your 'why' in financial planning
Steps to get started on your financial journey
Evaluating the adequacy of 401K savings and beyond.

To connect with Lisa, visit her website: http://www.onevisionretire.com/

Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence.

Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd

We couldn’t do it without the support of our listeners. To help support the show:

CashApp- https://cash.app/$drchrisloomdphd

Venmo- https://account.venmo.com/u/Chris-Loo-4

Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx

Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp

Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online

Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p

Follow our YouTube channel: https://www.youtube.com/chL1357

Follow the podcast on Spotify: ⁠https://podcasters.spotify.com/pod/show/christopher-loo⁠

Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1

Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd

Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠

Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233

Join our Patreon Community: https://www.patreon.com/user?u=87512799

Join our Spotify Community: ⁠https://podcasters.spotify.com/pod/show/christopher-loo/subscribe⁠

Thank you to our advertisers on Spotify.