Welcome to our first episode! Michael Manjarrez and Alisa Manjarrez are brother and sister who are always sharing ideas ranging from whatever they’re obsessed with on tv to smart tips they give to their coaching and financial advising clients. As a financial adviser, Michael helps his clients plan for the future by strategically saving and investing their funds. As an executive coach, Alisa works with a range of high-performing leaders to coach their teams to success while staying on top of their game.

In this episode, Michael gives a coffee shoutout to their dad, Tony Manjarrez, and Alisa gives a coffee shoutout to her favorite San Pedro roaster, Trinity CBC.

Alisa mentions A Christmas Prince: The Royal Baby movie on Netflix.

Michael shares this quote from his financial planning hero Ric Edleman: “The number one mistake people make is procrastination. They simply don't begin to save as early as they should.”

Alisa shares this from Atomic Habits author James Clear’s Instagram: “Challenge yourself when life is easy so you can handle it when life gets hard.”

All links:

• Bolt Wealth Management for more information on financial planning
• Alisa.Coach to learn more about the coaching process
• Michael on Instagram
• Alisa on Instagram
• Seriously Though Podcast on Instagram
• Trinity CBC
• A Christmas Prince: The Royal Baby
• Ric Edleman
• Atomic Habits
• James Clear on Instagram