Latest / Flip the Box® with Shari Leid
Designing a Life, Not Just a Retirement with Lisa Sakai of One Vision Retirement
We talk a lot about bucket lists as someday dreams, but rarely about how our money actually supports the life we want to live right now. In this episode, I’m joined by Lisa Sakai of One Vision Retirement to explore a different approach to financial planning, one that starts with your bucket list and works backward with intention.
Lisa shares how aligning your finances with your values can turn vague dreams into realistic plans, without fear, pressure, or perfection. We talk about why clarity matters more than complexity, how to make space for meaningful experiences, and how money can become a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.