Preview Mode Links will not work in preview mode

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!

  1. All Episodes
  2. 7. Stock Market Activity, Defining RIA & Leadership Challenge Practice 1: Model the Way

7. Stock Market Activity, Defining RIA & Leadership Challenge Practice 1: Model the Way

Mar 4, 2020

Coronavirus got you down? Does the stock market have you in a tizzy? In today’s episode, Michael gives a short history lesson on economic swings to help us make informed decisions on our investments. He also explains fiduciary responsibility and what it means to be a financial adviser working for an RIA. Then, Alisa asks us to ask ourselves, “what do I really want?” and gives some tips on how to get out of a never ending conversation. She also gives a full breakdown on the first practice of exemplary leadership from The Leadership Challenge: Model the Way. Do your actions match up to your values? Lots of good stuff, Serious Fam! #seriousfamporvida

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

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

Links: