2. Reach 2020 Goals with a Spending Plan and a Yearly Theme
Release Date: 01/01/2020
26. Wine, Wealth & Your Work Week
Seriously Though Podcast
Alisa shares about her virtual wine tasting adventures and how to think about your week. Michael talks about investments and the elements of building wealth.
info_outline
Bonus Episode: Talkin’ About Fresno’s Best
Seriously Though Podcast
Every city has their unique charm. For us and our hometown of Fresno, CA, we brought in one of Fresno’s newest fans, Jordan Maddox. Jordan hosts Fresno’s Best Podcast, a podcast showcasing the movers, shakers and changemakers of the Central Valley. Join us as we discuss booze, books and some Fresno faves.
info_outline
24. How to Find Your Spark and Create Your Path
Seriously Though Podcast
In this episode, Alisa talks about her journey toward becoming a Vision Producer. She delves into the story behind finding her spark and eliminating her “shoulds.” She also shares the meaning behind her company's name, The Happy Cactus, and what entrepreneurs can take away from it.
info_outline
23. Bad Vermouth, Bee’s Knees, and Balance Sheets
Seriously Though Podcast
And being yourself! When you focus on your natural gifts instead of what you think you should be doing, you’ll run into a wall every time. Alisa and Michael talk about strengths and weaknesses and financial assets and liabilities to help you find balance in your life and in your pocketbook.
info_outline
22. Take Your Money For A Walk
Seriously Though Podcast
In today’s episode, Michael and Alisa get right down to business! Michael discusses the importance of creating and using a spending plan to reach your financial goals. Alisa shares other powerful benefits of going for a walk to beat work-from-home burnout.
info_outline
21. The Bachelor, Goal-Setting & Leaning into Your Strengths
Seriously Though Podcast
In this episode, Alisa and Michael talk beer (and of course, wine), The Bachelor, and music. Seriously though, Alisa and Michael also share ideas on learning, growing, living in your strengths, and financial goal-setting as an important component of creating your own financial plan.
info_outline
20. Create The Life Of Your Dreams & The Wealth To Go With It
Seriously Though Podcast
Alisa and Michael welcome 2021 by ditching the old intro that included Le Croix (sorry, not sorry) and announcing they’re streaming live in their new Facebook group: Seriously Though | Facebook. The celebratory mood continues as they share how they spent their New Year’s.
info_outline
19. The Power of the Pause
Seriously Though Podcast
In today’s episode, Michael and Alisa discuss the importance of taking breaks, giving your brain a break, and stepping back to look at what’s crucial to move forward. With that comes a break for this podcast, too. The plan is to come back stronger than ever in 2021. Thank you for listening, Serious Fam!
info_outline
18. How Do You Explore Your Cultural Identity?
Seriously Though Podcast
Do you say “taco” or “thaco”? “Queso” or “Kay-so”? As 4th generation Mexican-Americans, we connect to our culture in different ways than our first generation relatives and friends. Today we talk about what it means for us to be Latino and how we express our own cultural identities as siblings, in honor of Latino Heritage Month.
info_outline
17. Robo-Advisors & How to Find a Mentor
Seriously Though Podcast
What day is it again? Seems like every day is a blur, but our wine game is staying strong and we hope you are, too. Michael and Alisa talk about wine bargain buys, movies to watch and our COVID lives. We also talk about Robo-Advisors (aka investment apps on your phone) and how to find a mentor to show you the ropes and make your life a little easier.
info_outlineMichael kicks us off on a serious note by discussing opportunity cost, how to create a spending plan, and various tools like eMoney, Quicken and Mint to help you track your expenses. It’s time to take the word “budget” out of your vocabulary and replace it with “spending plan” to help you focus on what’s important to you and spend accordingly. It allows you to be aware of your financial health and keep you on track with your goals.
From there, Alisa shares that she’s been loving on Food and Wine's Instagram (How to Cut an Onion).
Additionally, Alisa’s new guilty pleasure on Netflix is Virgin River, which has a very slow start but gets good at the end (and is renewing for season 2 in 2020!). Very different from Michael’s affinity for Cheers and Frasier.
Seriously though, Michael dives a little deeper into the financial planning process and the importance of setting multiple financial goals and aligning them. He’s often asked, “Should I pay down debt or save for the future?” Spoiler alert: the answer is BOTH. Your financial plan should be the direction you take to achieve your short- and long term goals.
Speaking of goals, Alisa discusses the importance of having a yearly theme. This is the time to reflect on the past year by asking yourself what worked, what didn’t, what do you want to leave behind in 2020, and what do you want to take with you. You use your yearly theme as a guidepost to keep your actions aligned with your goals and desires.
She’s a huge fan of Ink & Volt’s Yearly Planning Sheets. These take hours to complete, but they are worth the time, reflection and effort! One of the exercises included is determining your “yearly theme”. Her 2019 theme was “Foundation.” She’ll share here 2020 theme in a future episode. She will walk you through everything if you’d like, so DM her on IG!
At the end of the day, planning is a crucial step to creating a future full of financial and emotional direction and freedom.
All links:
- Seriously Though Podcast on Instagram
- Food and Wine on Instagram
- How to Cut an Onion
- Virgin River
- Ink & Volt’s Planner (Alisa’s fave!)
- Ink & Volt’s Yearly Planning Worksheets
- Bolt Wealth Management
- Alisa.Coach
- Michael on Instagram
- Alisa on Instagram (see “?s for Reflection” on her Stories)
To schedule an introductory coaching session, visit Alisa.Coach. For more information on financial planning, visit Bolt Wealth Management.