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Welcome to the Seriously Fam! Where modern professionals get serious about creating the life of their dreams and the wealth to go with it. Michael and Alisa are siblings who rarely fought as children, lived together for a short stint, and once even worked at the same office. They’re close. Now with Michael living in Fresno and Alisa living in LA, they use this podcast to chat about what they’re up to in work and life. 

Seriously though, Michael is a Wealth Adviser and Alisa is a Vision Producer. You can expect Michael to reveal tips to save, manage, and invest your money. Alisa will share best practices on getting clarity on your vision, creating a strategy, and making it happen!

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  2. 17. Robo-Advisors & How to Find a Mentor

17. Robo-Advisors & How to Find a Mentor

Sep 17, 2020

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.

Social media picks:
10 Movies for Investors
“Service Can often lighten your burdens and make your challenges seem less hard.”

Serious Talking points:

  • Wine Bargain Buys: Kirkland Pinot Grigio, Joel Gott Sauvignon Blanc, Corvelia Cabernet Sauvignon
  • How we’re doing (how are you???)
  • What’s a Vision Producer and The Happy Cactus launch party
  • The Pros and Cons of Robo-Advisors like Betterment, Acorns & Wealthfront
  • How to Find a Mentor
  • 5 Steps to Building Successful Mentor Relationships

If you have questions for Michael or Alisa (or both of us), please submit them for “Serious Fam Q&A” at seriouslythoughpodcast@gmail.com or @seriouslythoughpod.

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