Heart Hustle and Humor

Episode 64 Bucket-List Financial Planning with Lisa Sakai


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In today's episode, Dr. T talks with financial planning expert Lisa Sakai. First, Dr. T and Lisa discuss the importance of bucket-list planning and why you need to think about what you really want, not what you think you should do. They also talk about the significance of stepping away from your business and finding hobbies you enjoy. Next, Lisa tells Dr. T how the job of a financial planner is really about building a relationship with the client to help plan their journey. Finally, they weigh in on the biggest obstacle for women regarding financial planning.
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Heart Hustle and HumorBy Dr. Theresa Ashby, Heart Hustle and Humor Podcast

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