Unlocking Financial Confidence: Bucket List Planning and Designing Your Retirement

Unlocking Financial Confidence: Bucket List Planning and Designing Your Retirement
17 de may. de 2023 · 40m 9s

In this podcast episode, financial consultant Lisa Sakai shares her journey from working in Hollywood to teaching and eventually finding her true calling in financial consulting. She discusses the lack...

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In this podcast episode, financial consultant Lisa Sakai shares her journey from working in Hollywood to teaching and eventually finding her true calling in financial consulting. She discusses the lack of financial education in society and schools, which often leads to confusion and feelings of inadequacy. Lisa and Dr. mOe delve into the concept of bucket list planning, which enables individuals to focus on short-term and long-term goals, navigate 401k and retirement plans, and ultimately design the life they've always wanted. They also discuss overcoming financial shaming, planning for retirement with intention, setting achievable goals, and staying motivated.

Key Points: - Financial shaming is a common struggle for many people due to a lack of financial literacy and education. - Bucket list planning helps people focus on their goals and plan for what they truly want to do in life. - Planning for retirement with intention involves finding a financial consultant, setting achievable goals, and staying motivated. - It's important to write down goals, practice self-compassion, and seek resources to help you get started on your financial journey. - Conversations with friends and reading articles about personal finance can help individuals gain knowledge and confidence in managing their finances.

Episode Chapters:
  1. Bucket List Acceleration and Financial Confidence (0:00:02)
  2. Bucket List Planning for Life Fulfillment (0:09:49)
  3. Planning for Retirement and Financial Goals (0:15:46)
  4. Investing for the Future (0:24:25)
  5. Financial Perfectionism and Starting Early (0:34:25)

Connect with Lisa and learn more about planning for retirement https://www.onevisionretire.com/resources
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Autor Dr. mOe Anderson
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