Financial Dysmorphia, with Lisa Sakai
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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. And I've loved what I was doing, but I kind of felt a little empty, I guess is the kind of word. And so this is 100% true story. It sounds like I've made it up, but it's not. I was getting my boss's car washed for the fourth time that week. He liked a clean car and he liked it detailed. I was thinking and I just thought, you know, am I doing what I what I really want to do?
You know, I work really hard. I still work many hours and and is this all I can do? And I know that movies and entertainment help people, but I wanted to directly help people. So I left Hollywood right after that. And I moved into teaching, which is the complete 180 of Hollywood. So then I moved into that and teaching is a lovely profession. But I give a lot of props for people who get through it because it's like the corporate world. And people don't realize that. And I just wasn't made out for that. And so I started looking and insurance loves teachers because we can explain things in a way that that others can't. And so they love teachers. And so I started in finance and I kind of moved from just insurance into doing full financial planning because I wanted to know what the story was behind all the insurance and all that stuff. And now I do financial planning mostly.
So your company is called One Vision Retirement. Talk about One Vision and how it started and how you actually carry it into your business now.
Yeah, we got the name mainly from taking a reference from the Queen song, One Vision, to really look at the client's vision, right? There's so many, unfortunately, I hate to say this, but in every industry, it's like this. There's so many people who have their own agenda when it comes to working with clients. And we really feel that it's about the clients want, the client's vision.
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