Financial planning is often considered a complex and daunting task. Many people tend to stick to the traditional path of saving money for a secure future, without really understanding the intricacies involved. But what if there was another way? What if financial freedom and fulfillment were not just about making more money, but about aligning your financial goals with your personal values?

In our latest podcast episode, we had the pleasure of hosting Lisa Sakai, a financial advisor with an unconventional journey. Once a part of the glitz and glamour of Hollywood, Lisa switched lanes to finance, discovering in the process how empowering proper money management can be. She challenges the notion that money and spirituality are at odds, offering inspiring insights into how money can indeed bring joy when used responsibly.

Lisa emphasizes the importance of discovering personal financial goals and aligning career choices with those goals. She believes that money can bring joy when used responsibly and can be an inspiration to others, showing that abundance and spirituality are not mutually exclusive.

We also discussed the complexities of financial planning. Contrary to popular belief, having a financial plan does not guarantee stability. Life is unpredictable, and your financial plan needs to adapt and evolve with the changes. Lisa stresses the importance of finding a financial professional who is right for you, someone who can bring up considerations you may not have thought of and help you find joy and control in the process.

One of the intriguing concepts Lisa introduced is the idea of an accelerated bucket list. Rather than waiting until retirement to start ticking off experiences, why not start sooner? Testing out retirement activities before actually retiring can help you avoid being stuck in a situation that doesn’t bring joy. It also gives you the opportunity to take chances, create unique experiences, and find joy in unexpected places.

But how can you achieve this? According to Lisa, the key lies in sound financial management. It’s not just about stashing away money for the future; it’s about enabling a life rich with unique experiences. By taking control of your money, you can live the life you want.

To conclude, Lisa’s insights provide a fresh perspective on financial planning. Rather than viewing it as a daunting task, it can be seen as a journey towards financial empowerment and goal discovery. By aligning our finances with our values, we can find joy in unexpected places and live a life rich with unique experiences.