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4. Saving vs. Investing & How To Make Friends as Adults

Seriously Though Podcast

Release Date: 01/23/2020

26. Wine, Wealth & Your Work Week show art 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.

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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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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? show art 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 show art 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.

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More Episodes

In today’s episode, Michael answers Alisa’s money questions on saving vs. investing. He says, “the name of the game is to get in the game. Stop overthinking it and just start investing now to have the opportunity for future market gains.” Then Alisa shares tips on how to make friends as adults and reminds everyone that “people like you more than you know”! All you need to do is show up. The name of the friendship game is to go be a friend to someone and show up in places where you might make new ones. They also share recipes from the cocktails they’re drinking this year and a new segment: Listener Q&A.

Cocktail Recipes:

Alisa’s Welcome Drink:

Ingredients: 2 oz Gin or Vodka, 4 oz. Elderflower Tonic Water, 2 raspberries

Directions: Stir ingredients directly into cocktail glass over ice, garnish with raspberries

Michael’s Greenpoint: 

Ingredients: 2 oz Rye Whiskey, ½ oz Yellow Chartreuse, ½ oz Sweet Vermouth, 1 dash angostura bitters, 1 dash orange bitters

Directions: Stir in a mixing glass, strain into a cocktail glass, garnish with lemon peel

Links:

To schedule an introductory coaching session, visit Alisa.Coach. For more information on financial planning, visit Bolt Wealth Management.