Gary Michaels

I hear you there. I hear you. We want to finish this interview talking about the great work that you're doing with CollegeSpring. Tell us a little bit about that program and the initiative and how people wanted to help. They could.

I hear you there. I hear you. We want to finish this interview talking about the great work that you're doing with CollegeSpring. Tell us a little bit about that program and the initiative and how people wanted to help. They could.

Awesome. Well, Garrett, I really thank you for your time today. You're certainly given some perspective to people that are wealthy. You're given some perspective to people that maybe aren't at that wealth level yet, but want to be and how they can make a difference in this world. You touched on different things that everybody could benefit from.

Awesome. Well, Garrett, I really thank you for your time today. You're certainly given some perspective to people that are wealthy. You're given some perspective to people that maybe aren't at that wealth level yet, but want to be and how they can make a difference in this world. You touched on different things that everybody could benefit from.

You know, Southwestern Legacy Insurance Group and this show presented by our company. Tell us a little bit how life insurance and final expense coverage specifically plays a role into people's financial wellness, especially if they do something like whole life, accomplishing two goals with it. And then it's an investment as well as protecting the ones you love.

You know, Southwestern Legacy Insurance Group and this show presented by our company. Tell us a little bit how life insurance and final expense coverage specifically plays a role into people's financial wellness, especially if they do something like whole life, accomplishing two goals with it. And then it's an investment as well as protecting the ones you love.

If you were to give two main tips for our listeners on how to be better with their one vision of financial, what would be your two main tips?

If you were to give two main tips for our listeners on how to be better with their one vision of financial, what would be your two main tips?

Yeah, and what doesn't get calendar doesn't get done. So if you don't ever put it on the calendar, you're never going to do that.

Yeah, and what doesn't get calendar doesn't get done. So if you don't ever put it on the calendar, you're never going to do that.

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

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

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.

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.

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.

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

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