MSUWMA Podcast: Recent Episodes
Michigan State University Wealth Management Association
A show by students from Michigan State University, Vincent Pucillo, Jake Cain, and Hannah Lakian interview financial advisors and financial experts to discover what a career in the wealth management profession can look like.
SJ Podcast: MSUWMA's Spartan Journal News Team talks about the top business and market weekly news.
Website: msuwma.com Email: msuwma@gmail.com YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Spartan Journal: msuwma.com/spartanjournal
Welcome back to the MSU wealth Management Association podcast! Today we are joined by Kenneth Duetsch II. Listen in as Ken shares key information about estate planning and other key information used in financial planning.We hope you enjoy!Ken's LinkedIn: https://www.linkedin.com/in/kenneth-duetsch-ii-cfa-cfp%C2%AE-b425403/Podcast Team Links:Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/WMA website: http://msuwma.comContact: msuwma@gmail.com
Welcome back to the MSU wealth Management Association podcast! Today we are joined by John Evangelista. Listen in as John shares about his path into Financial Planning and into his current role as a Certified Financial Planner for Evangelista and Associates.We hope you enjoy!John's LinkedIn: https://www.linkedin.com/in/john-evangelista-cfp/
Podcast Team Links:Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: msuwma@gmail.com
Welcome back to the MSU wealth Management Association podcast! Today we are joined by Mike Benson. Listen in as Mike shares about his role as the Managing Director at Stout and gives insight into the work done within Investment Banking.
We hope you enjoy!
Mike's LinkedIn: https://www.linkedin.com/in/stoutmbenson/
Podcast Team Links:
Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/
Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/
Steven Bowe - https://www.linkedin.com/in/stevenbowe29/
Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/
Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Welcome back to the MSU wealth Management Association podcast! Today we are joined by Keith Nichol. Starting out as a Michigan State football player and playing for the Red Skins, Nichol found his way into the financial industry. Listen in as he shares his journey through finance and what he has learned along the way. We hope you enjoy!Keith's LinkedIn: https://www.linkedin.com/in/keith-nichol/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/WMA website: http://msuwma.comContact: msuwma@gmail.com
Hello and welcome to the MSU WMA Summer Rewind! Today we are going back to the most recent season, Season 9 with an interview from Michael Robinson. Michael was a Executive Vice President of Huntington National Bank, and Executive Vice President - Wealth management of First Merit Bank.
We hope you Enjoy!
Michael's LinkedIn:
https://www.linkedin.com/in/michael-g-robinson-cfp/
Rewind Team Podcast LinkedIn:
https://www.linkedin.com/in/jacobcswartz/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 8 with an interview from Jamie Hopkins. Jamie is currently the CEO of Bryn Mawr Capital Management, CWO of WSFS Bank, Founder and President of FinServ Foundation, Finance Professor of Practice at Creighton University's Heider College of Business, and Founder and Owner of Hopkins Retirement Consulting.We hope you Enjoy!Jamie's LinkedIn: https://www.linkedin.com/in/jamiehopkinsfinancialservices/details/experience/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: msuwma@gmail.com
Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 6 with an interview from Jessica Willis. Jessica is currently the Founder and CEO of Pocketnest, and on the Board of Mt. Elliott MECA Endowment.
We hope you Enjoy!
Jessica's LinkedIn:
https://www.linkedin.com/in/jess-willis/
Rewind Team Podcast LinkedIn:
https://www.linkedin.com/in/jacobcswartz/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 6 with an interview from Dominique Henderson. Dominique is the Founder of The Jumpstart Coaching Lab, a Founder of DJH Capital Management, and the Founder of Advisor Growth System.
We hope you Enjoy!
Dominique's LinkedIn:
https://www.linkedin.com/in/domhendersonsr/
Rewind Team Podcast LinkedIn:
https://www.linkedin.com/in/jacobcswartz/
WMA website:
http://msuwma.comContact: msuwma@gmail.com
Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 4 with an interview from Ashby Daniels. Ashby is the Creator of Money Visuals with a Financial Advising history.We hope you Enjoy!Ashby's LinkedIn: https://www.linkedin.com/in/ashbydaniels/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: msuwma@gmail.com
Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 4 with an interview from Melissa Joy. Melissa is currently a Founder and Financial Planner at Pearl Planning.We hope you Enjoy!Melissa's LinkedIn: https://www.linkedin.com/in/melissanjoy/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: msuwma@gmail.com
Hello and welcome to the MSU WMA Summer Rewind! Today we are going all the way back to Season 1 with an interview from Leah Schmid. Leah is a Private Wealth Manager who works for Creative Planning and has her CPA and CFP.
We hope you Enjoy!
Leah's LinkedIn:
https://www.linkedin.com/in/leah-schmid-cpa-cfp%C2%AE-43736637/
Rewind Team Podcast LinkedIn:
https://www.linkedin.com/in/jacobcswartz/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Hello and welcome to the MSU WMA Summer Rewind! Today we are going all the way back to Season 1 with an interview from Blair DuQuesnay. Blair is a Lead Advisor at Ritholtz Wealth Management.We hope you Enjoy!Blair's LinkedIn: https://www.linkedin.com/in/blairduquesnay/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: msuwma@gmail.com
Hello and welcome to the MSU WMA Summer Rewind! Today we are going all the way back to Season 1 with an interview from Colin Overweg. Colin is a Founder at Advize Wealth Management and listed on Investopedia Top 100 Financial Advisors in 2023.
We hope you Enjoy!
Colin’s LinkedIn:
https://www.linkedin.com/in/colinoverweg/
Rewind Team Podcast LinkedIn:
https://www.linkedin.com/in/jacobcswartz/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Hello and welcome to the MSU WMA Summer Rewind Season 2! Today we are going all the way back to Season 1 with an interview from Todd McClain. Todd is a partner at Plante Moran Financial Advisors in Detroit, Michigan. We hope you Enjoy!Todds LinkedIn:https://www.linkedin.com/in/mcclaintodd/Rewind Team Podcast LinkedIn:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: msuwma@gmail.com
Check out this week’s episode as we sit down with Kevin Ward, Senior Advisor at Moneta Group! Kevin has built a career focused on wealth management and a deep passion for building strong client relationships. In this episode, we talk about his path into the financial planning world, his approach to creating meaningful connections with clients, and his take on where the wealth management industry is headed in the future. We hope you enjoy!Kevin's LinkedIn: https://www.linkedin.com/in/kevin-ward-cfp%C2%AE-55518072/Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/WMA website: http://msuwma.comContact: msuwma@gmail.com
Welcome back to the MSU Wealth Management podcast! Today we have the opportunity to host Financial Advisor Connor Bauserman. Connor got his start with a degree in Financial Planning at Olivet College and has since been dedicated to helping clients navigate their financial futures with confidence. As an employee of Preferred Financial Group, we talk about what his day-to-day looks like, how he "meets his clients where they're at", and how his services are able to reach a wider demographic through PFG.
We hope you enjoy!
Connor's LinkedIn: https://www.linkedin.com/in/connor-bauserman-chfc%C2%AE-52a7b980/
Podcast Team Links:
Steven Bowe - https://www.linkedin.com/in/stevenbowe29/
Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/
Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/
Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/
Brandon Klump - https://www.linkedin.com/in/brandon-klump
Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/
WMA website: http://msuwma.comContact: msuwma@gmail.com
Check out our most recent podcast with Nick Young, CXO and Co-founder of Money Pickle as well as recent Michigan State Alumni. In this episode, we follow his path coming into the finance field and learn more about different careers within the financial industry.We hope you enjoy!Nicks LinkedIn: https://www.linkedin.com/in/njy/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/WMA website: http://msuwma.comContact: msuwma@gmail.com
Check out our latest podcast featuring Mike Bisaro, President & CEO of Straightline. Mike holds a bachelor’s degree in finance and marketing from New Mexico State University and has built an impressive career in wealth management. In this episode, we dive into his journey to becoming a financial advisor and explore emerging trends shaping the future of the industry. We hope you enjoy!Mike's LinkedIn: https://www.linkedin.com/in/mike-bisaro-aif%C2%AE-440bb522/Podcast Team Links:Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/WMA website: http://msuwma.comContact: msuwma@gmail.com
Welcome back to the MSU WMA Podcast. Today, we have a guest who needs no introduction. Professor Stephen Sheistel is currently the director of the financial planning and wealth management program here at the broad college of business. Today he is here on the podcast to provide some valuable information about the program. We Hope you enjoy!Stephen's LinkedIn: https://www.linkedin.com/in/stephenschiestel/Podcast Team Links:Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/WMA website: http://msuwma.comContact: msuwma@gmail.com
Welcome back to the MSU wealth Management Association podcast! Today we talk with renowned personal finance expert, Ric Edelman, founder of Edelman Financial Engines, the largest RIA firm in the United States and #1 New York Times bestselling author, joins us to share invaluable career advice for aspiring wealth managers, practical tips on building strong client relationships, and strategies for earning trust early in your career. Plus, we dive into the evolving role of cryptocurrency in investment portfolios—how young advisors can navigate client interest while maintaining key principles like diversification and risk management. Don’t miss this insightful conversation! Ric’s Links: https://www.linkedin.com/in/ricedelman/ https://thetayf.com/ https://dacfp.com/ White Paper: https://dacfp.com/wp-content/uploads/2025/01/6-Mistaken-Bitcoin-Beliefs-Whitepaper-Jan-2025-min.pdf Podcast Team Links:Brandon Klump - https://www.linkedin.com/in/brandon-klumpSteven Bowe - https://www.linkedin.com/in/stevenbowe29/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/WMA website: http://msuwma.comContact: msuwma@gmail.com
Welcome back to the MSU wealth Management Association podcast! Today we are joined by Nathan Cook - starting out as a financial analyst, Nathan talked all about his transition from an analyst to an advisor, and how he traverses the world of financial planning as such a young, established advisor at Raymond James.
We hope you enjoy!
Nathan's LinkedIn: https://www.linkedin.com/in/nathan-cook-bbb543234/Podcast Team Links:Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/
Today our guest was Larry Sprung, founder of Mitlin Financial, a wealth management firm he established in 2004. He earned his bachelor’s degree from Binghamton University and is a proud holder of the CFP® certification. In this episode, we dive into Larry's journey into the world of wealth management. From his early career experiences to the pivotal moment, he decided to create Mitlin Financial. Larry also shares key insights that have guided his career.We hope you enjoy!Larry's Book: https://www.mitlinfinancial.com/financial-planning-made-personal/Larry's LinkedIn: https://www.linkedin.com/in/lawrencesprung/Podcast Team Links:
Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/WMA website: http://msuwma.comContact: msuwma@gmail.com
Joining us today is Matthew Curfman, a CEO and Co-Owner of Richmond Brothers, Inc, Host of Matts Minutes, and Published author of Fear Less Retirement. In todays episode we dive into what got Matt intrigued in wealth management and his journey into the field. He also shares important information that he’s used within the wealth management field and beyond. We hope you enjoy!Matthew Curfman LinkedIn:https://www.linkedin.com/in/matthewcurfman/Podcast Team Links:Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/WMA website: http://msuwma.comContact: msuwma@gmail.com
Joining us today is Paul Joyaux, a Partner and Senior Wealth Manager at Curi RMB Capital.In today’s episode, we’ll explore key insights from Paul's experience in working between both small firms and corporate environments. He also shares insight into the end of year schedules and other key information for people getting into the wealth management field.We hope you enjoy!Dan Solin LinkedIn:https://www.linkedin.com/in/dansolin/Podcast Team Links:Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/WMA website: http://msuwma.comContact: msuwma@gmail.com
Joining us today is Dan Solin, a New York Times bestselling author of the Smartest series of investing books, Ask: How to Relate to Anyone, which we will focus on today, as well as his most recent, Wealthier: The Investing Field Guide for Millennials. He’s also the President of Solin Strategic, LLC, where he provides sales coaching to advisory firms globally. In today’s episode, we’ll explore key insights from Dan’s work, including how college students in wealth management can use curiosity and listening to connect with peers and employers and actionable steps to enhance these skills. We hope you enjoy!Dan Solin LinkedIn:https://www.linkedin.com/in/dansolin/Podcast Team Links:Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/WMA website: http://msuwma.comContact: msuwma@gmail.com
Joining us today is Joshua Januzelli and Juliana Chabot, both seniors, honor students, and highly accomplished finance majors and wealth management minors.
Josh interned with Washington Avenue Advisors going into junior year and Clarkston Capital Partners last summer. He is set to begin his full-time role with Clarkston next year!
Juliana’s spent her junior year interning at Ally Financial and studied abroad in Rome last summer.
Today, we’re diving into internship and full-time career searches, sharing interview tips and tricks, and discussing how to balance school life with professional ambitions.
We hope you enjoy!
Josh and Juliana Links:
https://www.linkedin.com/in/joshua-januzelli-600548261/
https://www.linkedin.com/in/juliana-chabot/
Podcast Team Links:
Brandon Klump - https://www.linkedin.com/in/brandon-klump
Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/
Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/
Steven Bowe - https://www.linkedin.com/in/stevenbowe29/
Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/
Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Nick Nauta is a lead Financial Advisor at Shotwell Rutter Baer in Lansing, Michigan. SRB is a fee-only, independent registered investment adviser that takes a “Kitchen Table” approach, emphasizing the interpersonal aspects of financial planning. Formerly running his own firm as Nick Nauta Financial, Nick merged with Shotwell Rutter Baer in 2019 to create a platform where he could provide fiduciary services to clients as part of a team. Since then, he has been a major resource for the wealth management community, and is an active member of the FPA of Michigan and NAPFA (National Association of Personal Finacial Advisors)On the podcast, Nick discussed the Registered Life Planning designation, how to handle a bear market with your clients, and all about what it means to act as a true fiduciary. We hope you enjoy!Nick’s Links: https://www.linkedin.com/in/nicknautacfp/https://srbadvisors.com/Podcast Team Links:Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/WMA website: http://msuwma.comContact: msuwma@gmail.com
Carl Szasz, president of Verde Capital Management, shares his story from MSU to becoming a business owner focused on bettering the lives of his clients and employees. We'll explore Verde's innovative workplace culture, the impact of in-person vs. virtual meetings, social media marketing strategies, and their unique approach to financial coaching. Enjoy!Links: https://www.linkedin.com/in/carlszasz/https://verdecm.com/https://www.instagram.com/verdecapitalmgt/Podcast Team Links:Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/WMA website: http://msuwma.comContact: msuwma@gmail.com
Michael is a 2022 graduate from Michigan State University, where he majored in Finance with a minor in Wealth Management. Michael has worked at Sigma Investment Counselors as a Paraplanner for about three and a half years. Sigma Investment Counselors is a fee-only, independent registered investment advisor specializing in discretionary portfolio management and financial planning for high-net-worth clients. Michael is a CERTIFIED FINANCIAL PLANNER™, or CFP, and has completed Level I of the Chartered Financial Analyst Program. Today, we’ll unpack why Michael believes these certifications are valuable to pursue early on, the key differences between the CFP and CFA, and the unique advantages the CFA brings to advisors. Plus, we’ll get his advice on study strategies and words of wisdom for college students. Enjoy the episode! Michael's Links: https://www.linkedin.com/in/michaelmullenax/https://sigmainvestments.com/Podcast Team Links:Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/WMA website: http://msuwma.comContact: msuwma@gmail.com
Today we’re excited to have Mike Robinson with us. Mike is a Certified Financial Planner and former Executive Vice President at Huntington Bank, with over 27 years of experience at JP Morgan before that. He’ll be sharing his journey in wealth management, what drew him to the banking side of the industry, and the importance of aligning with a company’s culture. Plus, Mike offers valuable advice for students seeking internships or full-time jobs in the field.
Enjoy!
Today, we’re joined by Dr. Cherry, Founder and President of Concurrent Financial Planning and Director of the Charles Schwab Foundation Center for Financial Wellness at UW-Green Bay. A true leader in the field, Dr. Cherry is also Head of the Financial Planning Program and a 3-time Investopedia Top 100 Financial Advisor!In this episode, we dive into Dr. Cherry’s inspiring career journey, his Life Money Balance® philosophy, and his expert advice for aligning finances with personal values. Plus, insights from his Ph.D. journey, podcast, and advice for students!I hope you enjoy! Dr. Cherry's Links:https://www.linkedin.com/in/drprestoncherry/https://www.concurrentfp.com/https://www.youtube.com/@lifemoneybalance/featuredPodcast Team Links:Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/WMA website: http://msuwma.comContact: msuwma@gmail.com
Samantha Russell, the Marketing Idea Generator at FMG Suite, helps countless financial advisors level up their marketing and digital communications with clients to drive new business. In this episode, she shares how students and young advisors alike can enhance their social media platforms to build connections, stand out to employers, and strengthen their networks. Enjoy!Samantha's Links: https://www.linkedin.com/in/samanthacrussell/ https://samantharussell.twentyoverten.com/Podcast Team Links:Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/WMA website: http://msuwma.comContact: msuwma@gmail.com
Jeremy Walter, CFP is the founder of Fident financial. Since starting Fident in 2017. Jeremy has earned his bachelor’s degree from Cairn University. Jeremy also holds his CFP certification. Jeremey shares great insight on the financial industry and advice to aspiring financial advisors.
Enjoy!Jeremy’s Links: https://www.linkedin.com/in/jeremywalter/
https://fidentfinancial.com/Podcast Team Links:Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/
Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/WMA website: http://msuwma.comContact: msuwma@gmail.com
Brian Portnoy, CFA, the founder and CEO of Shaping Wealth, shares his expertise in the relationship between humans and their wealth. We discussed why Brian and his team created Shaping Wealth and the impact of understanding behavioral finance to strengthen connections with clients. Listen to Brian share how curiosity, hustle, and kindness can transform your life and bring you closer to your goals. Hope you enjoy! Brian's Links: https://www.linkedin.com/in/brianportnoy/ https://www.shapingwealth.com/ Podcast Team Links:Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/WMA website: http://msuwma.comContact: msuwma@gmail.com
Today's podcast features Jared, a senior at MSU majoring in Finance and Wealth Management. He is the president of the Wealth Management Association and a former host of the WMA podcast. He’s interned with UBS Private Wealth Management and served as a summer analyst at JP Morgan’s Private Bank. Jared is passionate about learning and giving back to his community, and he’s been a role model and friend to many.In this episode, we cover:- Jared’s role as WMA president- Opportunities WMA offers and how to make the most of them- How Jared secured his internships- Overcoming challenges and negativity- Key skills for students- The best advice from his mentorEnjoy the conversation!Jared’s Links: https://www.linkedin.com/in/jared-rhein/Podcast Team Links:Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/WMA website: http://msuwma.comContact: msuwma@gmail.com
Sam Huszczo, CFP, CFA, is the founder and investment officer at SGH Wealth Management. Since starting SGH Wealth Management in 2005. Sam has acquired his bachelor’s degree from the University of Michigan and also holds his CFA and CFP certifications. SGH is one of the top-rated financial advisory firms ranked by USA Today.In today's podcast we discussed:- Sam’s journey through the financial world- Starting a firm at a young age- Highs and lows of a new advisor- Best ways to market yourself - Advice for students looking for a career in financial advisingSam's Links:https://www.linkedin.com/in/sghwealthmanagement/https://sghwm.com/SGH Wealth Management Sponsors Free Entry for MSU Students to the CFA Annual Forecast Lunch. If you want to be included simply email us at info@sghwm.comhttps://www.cfasociety.org/detroit/events/event-description?CalendarEventKey=cfc5058a-c708-4c4e-9861-0191c762b56f&CommunityKey=90d30c28-1663-4b20-9f11-0185dee0c2a3&Home=%2fdetroit%2fsociety-events%2fupcoming-eventsPodcast Team Links:Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/WMA website: http://msuwma.comContact: msuwma@gmail.com
Robert Bilkie, CFA, is the CEO and wealth advisor at Sigma Investments Councilors. Since joining Sigma in 1984, Bob has not only contributed his deep financial knowledge but has also played a pivotal role in nurturing the next generation of investment professionals through active recruitment and mentorship. A University of Michigan graduate and a Chartered Financial Analyst (CFA®), Bob has served as Regional Director for the CFA® Institute, contributed to the Charles Schwab & Co Institutional Advisory Board, and led the CFA® Society of Detroit as its past President. His financial and economic insights have been featured in numerous publications over the years. Hope you enjoy! Robert’s Links: https://www.linkedin.com/in/robert-bilkie-cfa-2b5b094/ https://sigmainvestments.com/ https://www.linkedin.com/company/sigma-investment-counselors/ Podcast Team Links:Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/WMA website: http://msuwma.comContact: msuwma@gmail.com
This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy!Brittney Castro, CFP, CRPC, AAMS is the founder and CEO of Financially Wise Inc., which is a Los Angeles-based financial company that is on a mission to teach individuals and couples how to proactively manage their finances. Brittney is a noted financial expert, being featured on platforms such as CNN, CNBC, The Wall Street Journal, and more. She has also been recognized by Investopedia ranking 6th on their Top Influential Financial Advisors list in 2017 and by Investment News, being elected one of the "40 under 40" in 2020 as well as one of the 22 "Women to Watch" in 2018.Brittney Castro Links:Financially Wise Inc. website: https://www.financiallywiseinc.comLinkedIn: https://www.linkedin.com/in/brittneycastroOur Links:YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wmaWebsite: https://www.msuwma.com/Contact: msuwma@gmail.com
This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy!Helen is an Instructor at The Michigan State University Broad College of Business. She helped start the Financial Markets Institute at MSU, an organization to help students succeed in the finance industry. Helen has been at MSU for 25 years and has over 20 years of experience in the finance industry. Her goal is to help students achieve success while creating useful connections.Helen Dashney Links:Linkedin: https://www.linkedin.com/in/helendashney71/Our Links:YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wmaWebsite: https://www.msuwma.com/Contact: msuwma@gmail.comSong credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy!In the final episode of Season 3, Stephanie Trexler talks about her experiences in Wealth Management. Stephanie is a Certified Financial Planner and Financial Advisor and Founder of Golden Goose Wealth Planning, which is an independent RIA. She has experience working at various financial planning firms and is also a board member of the FPA (Financial Planning Association) of Michigan. Along with this, she earned her master's degree in personal financial planning from Kansas State University.Stephanie Trexler Links:https://www.linkedin.com/in/stephanietrexler/Our Links:YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wmaWebsite: https://www.msuwma.com/Contact: msuwma@gmail.com
This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy!On this weeks episode we had Josh, a former MSU Basketball player and captain who came in as a McDonald’s All American 5 star recruit. During his time at MSU he scored over 1000 career points and averaged 10.1 points per game. He also received awards for MSU Co-Best Defensive Player in 2017-18 season as well as the Stephen G. Scores Inspirational Player Award in the 2018-19 season. Stay tuned to hear about Josh’s story of overcoming adversity with success in his career.Josh Langford Links:Linked In: https://www.linkedin.com/in/joshua-langford/Instagram: @mbp_msu and @Kingdomthinker7Email: langfo36@msu.eduOur Links:YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wmaWebsite: https://www.msuwma.com/Contact: msuwma@gmail.comSong Credits: Ganja- Epidemic Sound
This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy!Khe is an entrepreneur who worked on Wallstreet for 15 years and was a managing director at Blackrock. At 35 years old he decided to follow his passion and worked to create his company RadReads. Khe is currently the CEO and runs a blog that is read by 30,000 leaders across multiple industries. Khe Hy Links:Company Website: https://radreads.co/Linkedin: https://www.linkedin.com/in/khehy/Our Links:YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wmaWebsite: https://www.msuwma.com/Contact: msuwma@gmail.com
This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy!James is a current Golfer and Finance student at Michigan State University. In 2021 he won the 121st US Amateur Championship becoming the first Michigan born golfer to win the tournament. Along with finishing his final Collegiate golf season James has been invited and is planning to play in this coming year’s Masters, US Open, and Open Championship on the PGA Tour.James Piot Links:https://www.linkedin.com/in/james-piot-55792119b/Our Links:YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wmaWebsite: https://www.msuwma.com/Contact: msuwma@gmail.comSong credits: Ian Renfer - Just Another [Home Demo].wav
This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy!Douglas A. Boneparth, CFP is president and CEO of Bona Fide Wealth, a Registered Investment Advisor based in New York City. Investopedia named him as one of the Top 10 Most Influential Financial Advisors in 2018, 2019, and 2020, and he currently sits on the CNBC Financial Advisor Council. He is also the author of The Millennial Money Fix (Career Press, 2017), and has been featured on CNBC, ABC, Good Morning America, The New York Times, The Wall Street Journal, and more. Douglas Boneparth Links:LinkedIn: https://www.linkedin.com/in/douglasboneparthTwitter: https://twitter.com/dougboneparthOur Links:YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wmaWebsite: https://www.msuwma.com/Contact: msuwma@gmail.comSong credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy!Carl Richards Links:Behavior Gap: https://behaviorgap.com/NY Times Sketch Guy Column: https://www.nytimes.com/column/sketch-guyTwitter: https://twitter.com/behaviorgapLinkedIn: https://www.linkedin.com/in/thinkingcarl/Our Links:YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wmaWebsite: https://www.msuwma.com/Contact: msuwma@gmail.comSong credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy!Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management, the author of the books A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan and Organizational Alpha: How to Add Value in Institutional Asset Management and co-host of the Animal Spirits podcast Animal Spirits. #bencarlson #awealthofcommonsense #wealthmanagementBen Carlson Links:https://awealthofcommonsense.com/about-2/Our Links:YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wmaWebsite: https://www.msuwma.com/Contact: msuwma@gmail.comSong credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy!Michael Kitces is a prominent speaker and content creator in the wealth management profession. He is the Head of Planning Strategy at Buckingham Wealth Partners, which oversees approximately $50 billion dollars of assets for their clients, and co-founder of the XY Planning Network, AdvicePay, fpPathfinder, New Planner Recruiting, publisher of his popular blog called "Nerd's Eye View", as well as being the co-founder of NexGen. NextGen is a community of financial planners, which includes pioneers and leaders already in the profession with the goal of transferring the wisdom, experience, and integrity to the next generation of financial planners. He holds several designations, with some including CFP, CLU, ChFC, MSFS, and many more. Along with this, he was named one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards and has received many other recognitions from other media outlets such as clientwise, Advicent, and Financial Social Media. #michaelkitces #nerdseyeview #wealthmanagementMichael Kitces Links:Website: https://www.kitces.com/The Financial Advisor Success Podcast: https://www.kitces.com/blog/category/21-financial-advisor-success-podcast/LinkedIn: https://www.linkedin.com/in/michaelkitces/Twitter: https://twitter.com/MichaelKitcesOur Links:YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wmaWebsite: https://www.msuwma.com/Contact: msuwma@gmail.com
This summer, we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy!Hannah Moore is the Owner and a Principal Financial Planner at Guiding Wealth in Dallas, TX. She is a Certified Financial Planner and Certified Financial Transitions expert and developed a virtual externship for new financial planners in 2020. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management. She has received multiple award designations including most recently 2019 and 2020, named one of Investopedia’s Top 100 Financial Advisors in the nation.Linkedin: linkedin.com/in/hannahmoorecfpCompany Website: guidingwealth.com Blog: guidingwealth.com/blog WMA website: http://msuwma.comWMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQContact: msuwma@gmail.com Song credits: Ian Renfer - Just Another [Home Demo].wav
Taking on new challenging roles is nothing new for Maria Duey. Starting in consulting as one of the few women seated at the M&A table, she has gone on to become the founder and CEO of Leonine Advisory. She sits on the board of directors for Hooker Furnishings(HOFT) and the Detroit Opera. We discuss Maria's corporate journey and the positive change of culture for women in finance. Maria Duey Links:https://www.linkedin.com/in/mariaduey/https://leonineadvisory.com/ Podcast Team Links:Jared Rhein - https://www.linkedin.com/in/jared-rhein/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Brandon Klump - https://www.linkedin.com/in/brandon-klumpWMA website: http://msuwma.comContact: msuwma@gmail.com
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Let's dive into the final episode of our series, where we unravel the dynamics shaping our lives today. Today we discuss Jp Morgan's farewell to Wall Street, gold surge pricing, and finally Warren Buffet's favorite stock pick. This is the Spartan Journal, and as always, if you enjoy leave and like and share!Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan Executive Producer: Jared RheinExecutive Editor: Alex KaminskiWMA Youtube: https://youtu.be/vxiL3UIYLVkWMA Website: https://www.msuwma.com/Contact: msuwma@gmail.com Song Credits: Rain (Instrumental) By: Mac Miller
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Let's dive into the seventh episode of our series, where we unravel the dynamics shaping our lives today. Today we will be navigating the future of video content with OpenAI's Sora, economic impact on the Solar Eclipse, and increase in consumer transactions. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share!
Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan
Executive Producer: Jared Rhein
Executive Editor: Alex Kaminski
WMA Youtube: https://youtu.be/EQa6HLYYGtQ
WMA Website: https://www.msuwma.com/
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By: Mac Miller
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Let's dive into the seventh episode of our series, where we unravel the dynamics shaping our lives today. On this episode we will be unveiling the Ethical Crisis in Maharashtra's Sugar Industry ,evaluating consumer optimization with AT&T, and the finances of Chipotle. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share!
Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan
Executive Producer: Jared Rhein
Executive Editor: Alex Kaminski
WMA Youtube: https://youtu.be/CrT8u5X81vQWMA Website: https://www.msuwma.com/
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By: Mac Miller
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Let's dive into the seventh episode of our series, where we unravel the dynamics shaping our lives today. Today we will evaluating a catastrophic mistake in a Tesla , Boeing stock prices, and the federal reserve addressing spikes in inflation. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share!
Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan
Executive Producer: Jared Rhein
Executive Editor: Alex Kaminski
WMA Youtube: https://youtu.be/CebqOP9Tv30
WMA Website: https://www.msuwma.com/
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By: Mac Miller
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. On this episode we will evaluating the Apple vision pros, expensive cities, and upticks in betting. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share!
Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan
Executive Producer: Jared Rhein
Executive Editor: Alex Kaminski
WMA Youtube: https://youtu.be/70_EfgA_DUQ
WMA Website: https://www.msuwma.com/
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By: Mac Miller
From client associate at large wealth management firm to a Senior advisor running her own branch, Bre Seech is a prime example of hard work and dedication. Bre holds the CFP, CPWA and CRPC designation and has over 10 years of industry experience. She is an MSU Alumna and is currently leading Mariner Wealth Advisors Grand Rapids, MI Branch.
Bre Seech Links:
https://www.linkedin.com/in/bre-seech-cfp®-cpwa®-crpc®-7bb1321aa
https://www.marinerwealthadvisors.com/our-team/
Podcast Team Links:
Jared Rhein - https://www.linkedin.com/in/jared-rhein/
Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/
Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/
Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/
Brandon Klump - https://www.linkedin.com/in/brandon-klump
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Justin Castelli is the founder of RLS Wealth, PRST (Pur-soot), and the Co-founder of The AGC. In this episode, we talk about what it means to live authentically, Justin's creative and professional endeavors, along with the value of family. Hope you enjoy!
Justin Castelli Links:Justin Castelli Website: www.justincastelli.ioRLS Wealth: www.rlswealth.com The AGC: www.advisorgc.comKeep Pursuing Series: https://m.youtube.com/playlist?list=PLqUgsoixvZPtMJPBrcgzBerT3L6ybgBxj&si=Tk5_uC71zRxk3wIt
WMA website: http://msuwma.comContact: msuwma@gmail.comEditor - Brandon Klump
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Today we will evaluating the S&P 500 Tesla Owners and turmoil, and finally disconnecting from the stock market. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share!
Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan
Executive Producer: Jared Rhein
Executive Editor: Alex Kaminski
WMA Youtube: https://youtu.be/5xmkYpe1iA4
WMA Website: https://www.msuwma.com/
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By: Mac Miller
In today's episode, we have the pleasure of hosting Matt Mondoux, a seasoned Senior Financial Advisor at Blue Chip Partners.Matt's journey in the world of finance began with a solid foundation—he earned his bachelor's degree in finance from Michigan State University. He has also acquired multiple certifications which include his CFP, CFA, and CMT. Join us as we dive into Matt's experiences, glean insights from his vast knowledge, and explore the dynamic landscape of financial advising.Matt Mondoux Links:https://www.linkedin.com/in/matt-mondoux-cfa-cmt-cfp-838935b0/Podcast Team Links:Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/Jared Rhein - https://www.linkedin.com/in/jared-rhein/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Brandon Klump - https://www.linkedin.com/in/brandon-klumpWMA website: http://msuwma.comContact: msuwma@gmail.com
Shadi Khamis, Alex Kaminski, and Liam Rhattigan dive into their knowledge about the AI arms race, the traditional family path and increasing finances, and finally the CFO of Spotify stepping down from his position. Welcome to Spartan Journal, and as always, if you enjoy leave and like and comment!Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan Executive Producer: Jared RheinExecutive Editor: Alex Kaminski
WMA Youtube: https://youtu.be/dLCQRpIe8Z4WMA Website: https://www.msuwma.com/Contact: msuwma@gmail.com Song Credits: Rain (Instrumental) By: Mac Miller
In this episode, we talk about Jack’s change in career path from corporate finance to entrepreneurship, his insights within real estate investing and personal finance, along with his advice for current students! Hope you enjoy!
Nicholas Pope Links:
https://www.linkedin.com/in/jack-schiefelbein/
Podcast Team Links:
Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/
Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/
Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/
Jared Rhein - https://www.linkedin.com/in/jared-rhein/
Brandon Klump - https://www.linkedin.com/in/brandon-klump
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
In today’s episode we talk with Nicholas Pope. Nick became a partner at Washington Avenue Advisors back in 2016 and is a wealth advisor who holds CFP & CEPA designations, as well as being a member of the Financial Planning Association and Entrepreneurs’ Organization West Michigan Chapter. Prior to becoming partner at WAA, Nick worked at the Centennial Group. He also obtained his Bachelors of Science in Finance and Economics from the University of South Florida. Enjoy!Nicholas Pope Links:https://www.linkedin.com/in/nicholasbpope/https://www.waadvisors.com/Podcast Team Links:Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/Jared Rhein - https://www.linkedin.com/in/jared-rhein/Brandon Klump - https://www.linkedin.com/in/brandon-klumpWMA website: http://msuwma.comContact: msuwma@gmail.com
The Director of Private Wealth Management for Bryn Mawr Trust, founder of the FinServ Foundation, and Hopkins Retirement Consulting, while being an amazing friend and family man, Jamie Hopkins can do it all. In this episode, we talk about Jamie’s numerous achievements, the importance of finding your why, along with advice for the next generation of financial advisors. Hope you enjoy! Jamie Hopkins Links:https://www.linkedin.com/in/jamiehopkinsfinancialservices/https://www.bmt.com/https://finservfoundation.org/Podcast Team Links:Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/Jared Rhein - https://www.linkedin.com/in/jared-rhein/Brandon Klump - https://www.linkedin.com/in/brandon-klumpWMA website: http://msuwma.comContact: msuwma@gmail.com
In today's episode of the MSU WMA podcast, we are thrilled to have Ben Geyer, a current senior at MSU, as our guest. Ben's journey through the world of finance has been truly impressive. From his role as the treasurer of his fraternity to his valuable internships at Waggoner Financial and KPMG, he has acquired a wealth of experience and insights. In this episode, we will discuss his involvement at MSU, his internship experiences, and how he successfully managed the transition to a 9-5 work schedule. Ben Geyer Links:https://www.linkedin.com/in/bengeyer24/Podcast Team Links:Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/Jared Rhein - https://www.linkedin.com/in/jared-rhein/Brandon Klump - https://www.linkedin.com/in/brandon-klumpWMA website: http://msuwma.comContact: msuwma@gmail.com
In this week's Spartan Journal Podcast, Shadi Khamis, Alex Kaminski, and Liam Rhattigan express their insight on Cisco’s acquistion of Splunk, economy trends with consumer spending, and an unexpected boost for the markets from Washington. Welcome to Spartan Journal, and as always, if you enjoy leave and like share!
Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan
Executive Producer: Jared Rhein
Executive Editor: Alex Kaminski
WMA Website: https://www.msuwma.com/
WMA Youtube: https://youtu.be/615w9Tjwyz8
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By: Mac Miller
Whether a Bowersox-Thull endowed professor in logistics and supply chain management or the leader of Michigan State University's Eli Broad College of Business, Dr. Judy Whipple has experienced it all! Tune in to learn more about her history with MSU, advice for current students, along her innovative vision for the Eli Broad College of Businesses' future, like the Broad 2030 Plan. Hope you enjoy!
Dr. Judy Whipple Links:https://www.linkedin.com/in/judy-schmitz-whipple-1436714/WMA website: http://msuwma.comContact: msuwma@gmail.com
Adam joined Telemus back in 2015 and is now a financial life advisor who holds a CFP designation, as well as being a licensed insurance agent. Prior to joining Telemus, Adam worked multiple roles at Raymond James. He also obtained his Bachelors in Business Administration from the University of Michigan-DearbornAdam Pawloski Links:https://www.linkedin.com/in/adampawloski/ https://www.telemus.com/Podcast Team Links:Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/Jared Rhein - https://www.linkedin.com/in/jared-rhein/Brandon Klump - https://www.linkedin.com/in/brandon-klumpWMA website: http://msuwma.comContact: msuwma@gmail.com
In this week's edition of the Spartan Journal Podcast, Shadi Khamis, Alex Kaminski, and Liam Rhattigan dive into the current effects of Artificial Intelligence, Changing spending habits, and statistics on ETFs. Welcome to the Spartan Journal, if you enjoy it, please share the link!Hosts: Shadi Khamis, Alex Kaminski, Liam RhattiganExecutive Producer: Jared RheinExecutive Editor: Alex KaminskiWMA Website: https://www.msuwma.com/
WMA Youtube: (3) MSU Wealth ManagementAssociation - YouTube
Contact: msuwma@gmail.comSong Credits: Rain (Instrumental) By: Mac Miller
Ben Bakken is a Senior Vice President and Market Director at Tri-Star Trust Bank. He pursued a bachelor's degree at Wayne State University. He also furthered his education by obtaining his MBA from Northwood University. Ben has worked in a variety of roles in the financial industry. Ben Bakken:https://www.linkedin.com/in/ben-bakken-cfp%C2%AE-cepa%C2%AE-b408367/https://www.tristartrust.com/Podcast Team Links:Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/Jared Rhein - https://www.linkedin.com/in/jared-rhein/Brandon Klump - www.linkedin.com/in/brandon-klumpWMA website: http://msuwma.comContact: msuwma@gmail.com
Lauren Adams is a lead Financial Planner and Director of Operations at the Center for Financial Planning. She pursued her undergraduate education at Kalamazoo College, focusing on Economics as her major field of study and minoring in Political Science, Lauren further honed her skills by earning an MBA at the University of Chicago Booth School of Business. Lauren wears many hats at The Center while still finding a healthy work-life balance.
LinkedIn: https://www.linkedin.com/in/laurenada...https://www.centerfinplan.com/WMA website: http://msuwma.comContact: msuwma@gmail.com
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss the recent trending topics of decreasing Chinese exports, Lionel Messi's economic impact, and new real estate trends. Tune in to the 1st episode of season 4 now!
Executive Producer: Jared Rhein
WMA website: https://www.msuwma.com/
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Songs Credits: Rain (Instrumental) By Mac Miller
Stefan is a lead advisor and is the President and CEO of Blankinship & Foster Wealth, located in Carlsbad CA. He is an alumnus of San Diego State University and has been part of the wealth management industry for over 20 years. Stefan is a CFP and is involved with several industry organizations including the FPA. He has also served on volunteer committees for several local organizations, including the YMCA, KPBS, and the United Way.
Company Website: https://www.bfadvisors.com/
Linkedin: https://www.linkedin.com/in/stefan-prvanov-cfp%C2%AE-a6992336/
WMA website: http://msuwma.comWMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQContact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Jeffrey joined Clarkston in 2021 to manage private client relationships withinthe firm. Before joining Clarkston, Jeff was a portfolio manager and founding partner of Ironwood Investment Counsel, LLC, senior portfolio manager with Bank of America Private Bank, and manager in the Private Client Services division of Arthur Andersen, [LP. Jeffrey holds a Master of Taxation from Arizona State University and a Bachelor of Arts, Accounting from Michigan State University.
Linkedin: https://www.linkedin.com/in/jeffrey-shiffra-cfa-cpa-6722684/
Clarkston Capital: https://www.clarkstoncapital.com/
WMA website: http://msuwma.com
WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Reuben is an MSU alumnus of the 1997 graduating class. After leaving MSU he has gone on to work at and start multiple Lansing area businesses. He is the Founding Partner of Washington Avenue Ventures as well as a Partner at Washington Avenue Advisors and Exit Quotient Ventures.
Linkedin: https://www.linkedin.com/in/reuben-levinsohn/
WAA leadership series events, Jenny Feterovich: https://www.waadvisors.com/events
Enneagram assessment: https://www.truity.com/test/enneagram-personality-test?ppcga=fixed&gclid=EAIaIQobChMIo-nqj_Og_gIVQgV9Ch2BowJcEAAYASAAEgIodfD_BwE
StartupGrind Lansing: https://www.startupgrind.com/lansing/
Flying With Founders: https://instagram.com/flyingwithfounders?igshid=YmMyMTA2M2Y=
Washington Avenue Advisors, LLC is a registered investment adviser and all statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
WMA website: http://msuwma.comWMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQContact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Barry has been in the finance industry for 40 years working at companies like RW Baird and then starting his own business at Capital Markets Consultants in 2002. He works with a variety of wealth management clients offering investment advice to clients. Barry continues to see success with his experience in the industry and his expertise in investing.
Linkedin: https://www.linkedin.com/in/barry-mendelson-cima-8776a82/
Company Website: https://www.cmarkc.com/
WMA website: http://msuwma.comWMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQContact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Michael is a Flint Michigan native and attended Kalamazoo College where he played football and studied chemistry graduating in 2009. He then went to start his career as a research lab supervisor and then as a medical sales manager. Michael is now Co-founder, Chief Sales & Relations officer of Traderware, the parent company of a soon-to-be released social platform dedicated to traders called Traderverse.
Linkedin: https://www.linkedin.com/in/michael-herman-63540314/
Email: m.herman@traderverse.io
Social media: @traderverseio
Newsletter: https://traderverse.io/newsletter-sign-up/
WMA website: http://msuwma.com
WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Kyla graduated from Michigan State Universities Wealth Management and Financial Planning program in 2022. Today, she works full time for Equanimity Wealth Management. Recently, she was admitted into the Carson Group Next-Gen Coaching program. Kyla plans to enter the financial realm as a Personal Financial Advisor in the near future.
Linkedin: https://www.linkedin.com/in/kyla-mabry/
WMA website: http://msuwma.com
WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Jared Rhein, Brady LaRoe, and Riley Garvin talk about recent news and how it pertains to the market. They discuss Chat GPT's new rival, the U.S Department's January Jobs Report, and CVS's proposed acquisition.
Executive Producer: Sara Khan
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By Mac Miller
Oscar is a recent MSU Alumni who graduated in 2021. He was very involved in numerous student clubs during his time at MSU and served as the director of recruitment for WMA. He now works for Raymond James as a portfolio consultant and is preparing to become a Financial Advisor. Since 2021 Oscar has passed his SIE, Series 66, Series 7, and most recently the CFP Exam.
Linkedin: https://www.linkedin.com/in/oscargarner3/
WMA website: http://msuwma.comWMA
YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Paul graduated from Michigan State University with a degree in economics and has 25 plus years of experience in the finance industry. Paul is a senior manager at RMB Capital where he manages the office in St Joseph, Michigan. Paul shares his journey into wealth management as well as how he serves his client.
Linkedin: https://www.linkedin.com/in/paul-joyaux-36984494/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Ashleigh is the Chief Marketing Officer at Pocketnest, a Google- Accelerated Fintech. She did her undergraduate studies at University of Michigan and received her Masters at Wake Forest University in Speech Communication and Rhetoric. Ashleigh has a wide variety of experiences and passions that she incorporates into her marketing strategy at pocketnest.
Linkedin: https://www.linkedin.com/in/ashleighcraven/
Pocketnest: https://www.pocketnest.com
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Jared Rhein, Brady LaRoe and Riley Garvin talk about recent news and how it pertains to the market. They discuss France's proposal to raise the retirement age, United States' debt ceiling, and Elon Musk's lawsuit.
Executive Producer: Sara Khan
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By Mac Miller
Paul is an MSU alumni where he received his undergraduate as well as his MBA. Today he is the co-founder of ISTO Advisors where he combines his passion for helping others with his expertise in financial planning and tax strategy.
Linkedin: https://www.linkedin.com/in/paul-e-housey-cpa-cfp%C2%AE-clu%C2%AE-400729a/
Company Website: https://www.istoadvisors.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Jared Rhein, Brady LaRoe and Riley Garvin talk about recent news and how it pertains to the market. They discuss domestic semiconductor production, job layoffs in the tech sector, and an update on FTX.
Executive Producer: Sara Khan
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By Mac Miller
On this weeks episode we had Josh, a former MSU Basketball player and captain who came in as a McDonald’s All American 5 star recruit. During his time at MSU he scored over 1000 career points and averaged 10.1 points per game. He also received awards for MSU Co-Best Defensive Player in 2017-18 season as well as the Stephen G. Scores Inspirational Player Award in the 2018-19 season. Stay tuned to hear about Josh’s story of overcoming adversity with success in his career.
WMA's Handles
Website: http://msuwma.com
YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
Josh's Handles
Linked In: https://www.linkedin.com/in/joshua-langford/
Instagram: @mbp_msu and @Kingdomthinker7
Email: langfo36@msu.edu
Song Credits: Ganja- Epidemic Sound
This week we had the pleasure of chatting with Jessica Willis. Willis is a financial advisor and owner of Pocketnest, a platform to help coach the next generation of advisors, millennials and gen-zers alike. Stay tuned as we dive into how she started and how it's going as well as some awesome advice for our fellow listeners.
Jessica's Links -------------
Company website: https://www.pocketnest.com/about-us
Linked in: https://www.linkedin.com/in/jess-willis
WMA --------------
Website: http://msuwma.com
YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
SONG CREDITS: Strending Kids - Epidemic Sound
Jared Rhein, Brady La Roe, and Riley Garvin and how it pertains to the market. They discuss the rebound in Black Friday Shopping, updates on Russia's invasion of Ukraine, and China's current economic outlook.
Executive producer: Sara Khan
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By Mac Miller
Dominique Henderson is amongst the top 100 advisors whom proudly founded and manages his business, DJH Capital. He shares with us his experience as not only an advisor, but through the lens of a financial coach. Stay tuned as you learn the dynamics Henderson shares with us to create a financially adept future. If you enjoyed this week's segment, check us out on our socials for more!
Dominique's Links ---------------------
Business: https://djh-capital.com/
Youtube channel: https://www.youtube.com/c/JumpstartYOUniversity/about
Linked In: https://www.linkedin.com/in/domhendersonsr
WMA---------------------------------
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
SONG CREDITS: Ganja - Epidemic Sound
David Wakefield is a Michigan State alumni and former member of the MSU Wealth Management Association. We have a splendid chat about. post under grad life, Law school and Estate planning, his words for future young leaders and much more.
David's Website: http://saynotoprobate.com
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
Song Credits: Qeeo - Longing For You - https://www.epidemicsound.com/music/search/?term=longing%20for%20you
Tom is an Alumni of Central Michigan University. He is a Certified Public Accountant that works with clients to help them build their business and personal wealth. Tom enjoys serving his community holding multiple roles at the Flint Institute of Arts including President of the Board of Trustees.
Linkedin: https://www.linkedin.com/in/thomas-lillie-98213717/
Company Website: https://www.lewis-knopf.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
Dr. Julie Ragatz is the Vice President and director of next gen & advisor development program at Carson Group. She is received her bachelor’s degree at University of St. Thomas, Master’s degree at Marquette University, and PhD degree at Temple University. Julie has a strong passion for helping young professionals learn and find their path in the financial services industry.
Linkedin: https://www.linkedin.com/in/julie-ragatz-ph-d-2a40b826/
Company Website: https://www.carsongroup.com/insights/blog/team-members/julie-ragatz/
Finserv foundation: https://finservfoundation.org/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
Paul is the founder of TAMMA Capital in the greater Detroit area. He is a Certified Financial Planner, ChFC, CRPS, and Enrolled Agent with the IRS. Paul received his undergraduate degree at Adrian College and his Masters from University of Findlay. He is also the host of the Emotional Balance Sheet Podcast.
Linkedin: https://www.linkedin.com/in/paulfennercfp/
Company Website: https://tammacapital.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
Brennan is a Certified Public Accountant and is the owner and founder of Budget Dog Financial Consulting. He graduated from University of Lousville in 2014 with a degree in Accounting & Finance. He went on after college to work for Deloitte as part of their audit team. He is a former Cincinnati Works board member and now self-employed growing his own business with Budgetdog.
Linkedin: https://www.linkedin.com/in/brennan-schlagbaum-cpa-1b2b7338/
Instagram: @budgetdog
Twitter: @Budgetdog_
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
Ron is the CEO and Co-Founder of Lifeworks Advisors, a small RIA Firm in Grand Rapids Michigan. Ron has over 10 years of experience in the Financial Advising industry, working 8+ years at Northwestern Mutual and now over 5 years at Lifeworks. Ron is also the founder of the Ella Bullis Foundation, a nonprofit organization to help and support families impacted by premature birth and infant loss.
Company Website: https://lifeworksadvisors.com/
Linkedin: https://www.linkedin.com/in/ronbullis/
Book Recommendations: "7 habits of highly effective people" by: Stephen Covey, "Mastery" by: Robert Greene, "Essentialism" by: Greg McKeown
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
Hannah is a recent 2022 Michigan State Alumni and a former MSU WMA Podcast host. Hannah is now working at Vanguard in their Financial Advisor Development program. She is also studying to earn her Series 7 and 66 licenses and her CFP certification.
Linked in: https://www.linkedin.com/in/hannah-lakian-489b18192/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
Vincent is a recent 2022 Michigan State Alumni. He is the former MSU WMA Podcast host and former WMA President. Vincent has plans to work for Plante Moran in Ann Arbor and prepare to take his CFP Exam.
Linkedin: https://www.linkedin.com/in/vpucillo/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
Andy is an award-winning Family Finance Coach. Andy has several years of experience in the Finance and Marketing Industry and has his own company called Hill Media. He is the host of the top-rated podcast "Marriage Kids and Money" where he gives young families advice, he wished he received. Andy is an MSU Alumni receiving his bachelor’s degree in media and Telecommunications in 2004.
Company Website: https://marriagekidsandmoney.com/about/
Linkedin: https://www.linkedin.com/in/andyhillmkm/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Nick is currently the Vice President and Chief Compliance Officer at Financial Services of America. Nick handles the day to day back-office operations at FSA Advisors where he opens new accounts, maintains current accounts, and manages portfolios. Nick is a Certified Investment Management Analyst and holds several other licenses including the series 7 and 66.
Linkedin: https://www.linkedin.com/in/nicholas-shaheen-cima%C2%AE-780321153/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Kymm is a Professor at Michigan State University where she teaches students the importance of business communication. Ever since transitioning from teaching at UofM to MSU she has won The Broad College of Business Instructor Excellence Award for the Undergraduate Program from Fall 2017 to Spring 2019. Kymm is also a Life Coach and works in the Russell Palmer Career Center.
Linkedin: https://www.linkedin.com/in/kymm-hadlock-421092135/
Handshake: https://joinhandshake.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Kevin is a Michigan State University alumnus and has over 25 years of experience in the financial industry. He is a Certified Financial Planner and currently works as a Senior Vice President at UBS. Kevin is also a Chartered Retirement Planning Counselor and an Accredited Asset Management Specialist.
Linkedin: https://www.linkedin.com/in/kevin-nowakowski-a4895a4/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Jill is a current Financial Planner at Stephens Wealth Management. She has over 18 years of experience in the Accounting and Finance Industry including working for the IRS. Jill holds a CPA and CFP designation which she uses to give her clients the best tax, retirement, and planning strategies.
Linkedin: https://www.linkedin.com/in/jillrcarr/
Company Website: https://stephenswmg.com/
Jill’s Journal: https://stephenswmg.com/resources/jills-journal
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Ken is the host of The Ken Coleman Show part of the Ramsey Network that airs every weekday in more than 35 cities across the US. He is the #1 national bestselling author of the book The Proximity Principle. Ken prides himself as being America’s career coach and has appeared on shows like Fox & Friends, Yahoo! Finance, and The Rachel Ray Show.
Linkedin: https://www.linkedin.com/in/kencoleman-/
The Ken Coleman Show YouTube channel: https://www.youtube.com/channel/UC0tVfiyBpMOQLA3FAanPGJA
Ramsey Solutions Book Store: https://www.ramseysolutions.com/store
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Helen is an Instructor at The Michigan State University Broad College of Business. She helped start the Financial Markets Institute at MSU, an organization to help students succeed in the finance industry. Helen has been at MSU for 25 years and has over 20 years of experience in the finance industry. Her goal is to help students achieve success while creating useful connections.
Linkedin: https://www.linkedin.com/in/helendashney71/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Jessie is an Investment Analyst and Wealth Advisor at Stephens Wealth Management Group. She is a graduate of The University of Michigan and is currently working to become a Chartered Financial Analyst. Jessie is also very involved in her community by volunteering her talents in Washtenaw and Oakland County communities.
Company Website: https://stephenswmg.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Syed is a Junior Supply Chain Student at Michigan State University. He is the president of the Broad Student Senate and a senior consultant at Spectrum Consulting Group. Syed is committed to making an impact on the world by using his business leadership skills to better other people’s lives.
Linkedin: https://www.linkedin.com/in/syed-akbar-zaidi/
Spectrum Consulting Group Website: https://www.spectconsulting.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Jacqueline is an Alumni of Michigan State graduating in 2003 with a degree in Journalism. She is currently the Senior Director of wealth advisors operations at Ally Invest. She is also responsible for the Ally Invest Inclusive Wealth strategy that is part of the Ally enterprise Financial Social Inclusion (FSI) efforts and serves as secretary for the Ally Charitable Foundation. Jacqueline has a strong passion for serving her community and uses her skills to help assist and educate those in the community.
Linkedin: https://www.linkedin.com/in/jacqueline-howard-a321995/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Khe is an entrepreneur who worked on Wallstreet for 15 years and was a managing director at Blackrock. At 35 years old he decided to follow his passion and worked to create his company RadReads. Khe is currently the CEO and runs a blog that is read by 30,000 leaders across multiple industries.
Company Website: https://radreads.co/
Linkedin: https://www.linkedin.com/in/khehy/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Nicolet National Bank offers a variety of banking services including personal banking, business banking, agriculture banking, and wealth management. They have multiple locations across Wisconsin and Michigan and are rapidly growing. Melissa is a Vice President Trust Officer with a prestigious background in law. PJ is a Senior Vice President and financial advisor at Nicolet and is a CFP professional.
Nicolet Website: https://www.nicoletbank.com/
Melissa’s Linkedin: https://www.linkedin.com/in/melissadevantier/
PJ’s Linkedin: https://www.linkedin.com/in/patrick-madson-cfp%C2%AE-0a20189/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Cathy is the founder of Curtis Financial Planning, an independent RIA firm located in Oakland, CA. She is a CFP professional and focuses on helping women achieve financial success. Cathy has been named to Investopedia’s top 100 advisors the past three years and is part of several financial planning organizations to help grow her network and to help others.
Company Website: https://curtisfinancialplanning.com/
Financial Finesse Podcast: https://curtisfinancialplanning.com/financial-finesse-podcast/
Linkedin: https://www.linkedin.com/in/cathycurtis/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Ken is the host of The Ken Coleman Show part of the Ramsey Network that airs every weekday in more than 35 cities across the US. He is the #1 national bestselling author of the book The Proximity Principle. Ken prides himself as being America’s career coach and has appeared on shows like Fox & Friends, Yahoo! Finance, and The Rachel Ray Show.
Linkedin: https://www.linkedin.com/in/kencoleman-/
The Ken Coleman Show YouTube channel: https://www.youtube.com/channel/UC0tVfiyBpMOQLA3FAanPGJA
Ramsey Solutions Book Store: https://www.ramseysolutions.com/store
Get Clear Assessment: https://www.ramseysolutions.com/store/digital-products/career-assessment/vouchers/redeem
KCCA-RJTC-C4UV-9VAH
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0
Kara is a Wealth Advisor at Herbert Financial Group in Auburn Hills, MI. Before she worked at Herbert Financial, she worked as an analyst at J.P. Morgan Asset Management. Kara graduated from Michigan State University in 2015 with a degree in Finance. She holds a CFA, CFP, and several other certifications and licenses. She now uses her degree and licenses to help give her clients a unique specific financial strategy.
Linkedin: https://www.linkedin.com/in/kara-case-cfa-cfp%C2%AE-3a793347/
Company Website: https://www.hfgllc.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
Brennan is a Certified Public Accountant and is the owner and founder of Budget Dog Financial Consulting. He graduated from University of Lousville in 2014 with a degree in Accounting & Finance. He went on after college to work for Deloitte as part of their audit team. He is a former Cincinnati Works board member and now self-employed growing his own business with Budgetdog.
Linkedin: https://www.linkedin.com/in/brennan-schlagbaum-cpa-1b2b7338/
Instagram: @budgetdog
Twitter: @Budgetdog_
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
James is a current Golfer and Finance student at Michigan State University. In 2021 he won the 121st US Amateur Championship becoming the first Michigan born golfer to win the tournament. Along with finishing his final Collegiate golf season James has been invited and is planning to play in this coming year’s Masters, US Open, and Open Championship on the PGA Tour.
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
Ashby has been part of the financial planning industry since 2008 and has worked as an advisor for multiple companies. He is currently an advisor and COO at Shorebridge Wealth Management in Pittsburgh, PA where he specializes in helping clients entering retirement. Ashby graduated from Virginia Tech with a degree in accounting and is a Certified Financial Planner.
Company Website: https://shorebridgewm.com/
Personal Blog: https://retirementfieldguide.com/
Linkedin: https://www.linkedin.com/in/ashbydaniels/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
Liam is a Paraplanner at A New Path Financial in Ann Arbor, MI. He graduated with a degree in Finance from Loras College in Dubuque, IA, and has recently received his SIE and Series 7 Licenses. Right now, Liam is also studying to receive his CFP designation at Oakland University. As a Paraplanner he works frequently with eMoney Financial Planning Software to help clients have access to their financial portfolio.
Linkedin: https://www.linkedin.com/in/liam-pommerich-abb504178/
Company Website: https://www.anewpathfinancial.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
Dalal is the CEO and founding partner at Salomon & Ludwin, LLC in Richmond, VA. She was inducted into the Richmond Business Hall of Fame in 2018 and was ranked #20 on Barron’s 2017 top 100 women financial advisors in the US. Dalal is a Michigan State University Alumni and has worked at several companies including Wells Fargo Advisors. She has climbed the ranks and grown her business receiving several honors and awards along the way.
Company Website: salomonludwin.com
Linkedin: linkedin.com/in/dalalsalomon
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
Joe is the Founder and CEO of Vade Nutrition in Wixom, MI where he has turned his business into one of the fastest growing nutrition supplement companies in the world since 2016. He is a successful Entrepreneur who has appeared on ABC’s Shark Tank and helped his company sell over a million units. Joe is a Michigan State University Alumni graduating in 2016 from the Honors College with a degree in Finance. While Joe was at MSU he held a 4.0 GPA, was the captain on the wrestling team, and received several honors and awards.
Company Website: https://vade-nutrition.com/
Linkedin: https://www.linkedin.com/in/joe-johnson-b57210123/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
Anne Marie is a Certified Financial Planner and has been in the Financial Planning business since 2009. She recently opened her own firm called Curated Capital & Planning.
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
Joe is the Senior Vice President at Equitable Advisors in Troy, MI where he is an advisor and Retirement Planning Specialist. Joe Graduated from Michigan State University in 2009 with a degree in Finance, and has been part of the industry ever since. He also went to University of Pennsylvania and received the Wharton Certificate of Retirement Planning in 2014.
Linked in: linkedin.com/in/josephsarnecky
Email: joseph.sarnecky@equitable.com
Company Website: https://greatlakes.equitableadvisors.com/index.htm
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
Jeffrey Smith is a Michigan State University Alumni who is currently a managing partner at OWL Wealth Advisors in Bloomfield Hills, MI. Jeffrey is a Certified Financial Planner and holds several other licenses and designations. He helped form OWL Wealth Advisors in 2020 and has over 20 years of experience in the Finance and Wealth Management Industry.
Linkedin: linkedin.com/in/jeffrey-j-smith-cfp®-cpwa®-rma®-chfc®-crpc®-4107936
Company Website: owlpwa.com
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
Thomas Rimer is a Finance Professor at Michigan State University teaching introductory finance courses to a variety of students. He has a strong background in the finance industry working for multiple firms as an investment analyst and portfolio manager. He currently has a book out called Who Works for You? Let your money work for you! and is soon to release his second book.
LinkedIn: linkedin.com/in/thomas-rimer-692246192
Thomas's book: https://www.amazon.com/Who-Works-your-money-work/dp/B08S2YCJK8
Email: rimer@broad.msu.edu
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
Melissa Joy is a Certified Financial Planner and Founder of Pearl Planning in Dexter, MI. Her Office consists of all Female professionals, working to serve clients in Southeast Michigan and throughout the Country. Pearl Planning helps their clients in multiple aspects including Financial planning, retirement planning, investment management, environmental social governance, and specializing in Divorce Planning.
Linkedin: linkedin.com/in/melissanjoy
Company Website: pearlplan.com
Pearl Planning Podcast: https://pearlplan.com/category/podcast/
Email: Melissa.Joy@raymondjames.com
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
Hannah Moore is the Owner and a Principal Financial Planner at Guiding Wealth in Dallas, TX. She is a Certified Financial Planner and Certified Financial Transitions expert and developed a virtual externship for new financial planners in 2020. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management. She has received multiple award designations including most recently 2019 and 2020, named one of Investopedia’s Top 100 Financial Advisors in the nation.
Linkedin: linkedin.com/in/hannahmoorecfp
Company Website: guidingwealth.com
Blog: guidingwealth.com/blog
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
Bryan Hasling is a partner and financial planner at Lodestar Private Asset Management in Alamo, CA (in the San Francisco Bay Area). He helps ambitious professionals and successful families reach financial independence. He strategically guides his clients through high-impact areas like retirement planning, tax planning, and equity compensation packages, including stock options and more.
He attended Texas Tech’s Financial Planning program and is a CFP® professional and IRS Enrolled Agent, an advanced designation in taxation.
Most notably, Bryan was named a partner of the firm in 2020.
LinkedIn: https://www.linkedin.com/in/bryanhasling/
Company Website: http://www.lodestarpam.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Ian Renfer - Just Another [Home Demo].wav
In the final episode of Season 3, Stephanie Trexler talks about her experiences in Wealth Management. Stephanie is a Certified Financial Planner and Financial Advisor and Founder of Golden Goose Wealth Planning, which is an independent RIA. She has experience working at various financial planning firms and is also a board member of the FPA (Financial Planning Association) of Michigan. Along with this, she earned her master's degree in personal financial planning from Kansas State University.
LinkedIn: https://www.linkedin.com/in/stephanietrexler/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
In the final episode of Season 2 of the Spartan Journal Podcast, Matt Mancini, Bryan Lendzion, and Nate Jefferson talk about recent news and how it pertains to the market. They discuss events and new developments surrounding the stock market, cryptocurrency, unemployment rates, the GE reverse stock split, the home eviction moratorium, and so much more.
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song Credit: Rain (Instrumental) by Mac Miller
Vincent Gavigan, MBA is a Talent Project Lead for the University Relations team at Vanguard. He is responsible for managing cross-site initiatives related to early talent strategies within Vanguard's MBA, Investment Management, and Financial Advising Development Programs. In this episode, Vincent talks about everything students need to know of what recruiters look for in candidates who apply to jobs in the wealth management profession.
LinkedIn: https://www.linkedin.com/in/vincentgavigan/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
Listen to Matt Mancini, Bryan Lendzion, and Nate Jefferson recount the past week on Saturday, July 31st. They talk about the recent news in the Crypto realm, conflicts between Apple and Facebook, Robinhood's IPO, an Israeli oil tanker undergoing a drone strike, the SEC's new scrutiny over Chinese companies, and how schools and businesses are dealing with new covid-19 restrictions.
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song Credit: Rain (Instrumental) by Mac Miller
View full episode here: https://www.youtube.com/watch?v=6hV95msofi0
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOf...
Nate Jefferson, Bryan Lendzion, and Matt Mancini talk about recent news and how it pertains to the market. They discuss the current housing market, the Facebook and White House disagreements, GM suing Ford over trademark infringement, and more.
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song Credit: Rain (Instrumental) by Mac Miller
View full episode here: https://www.youtube.com/watch?v=1ye0gZdLpBA&t=344s
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
Nate Jefferson, Bryan Lendzion, and Matt Mancini talk about recent news and how it pertains to the market. They discuss the upcoming Summer Olympics, billionaires Jeff Bezos and Richard Branson going to space, LA county reinstating their mask mandates, big banks' earnings, and protests in Cuba.
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song Credit: Rain (Instrumental) by Mac Miller
Citizens throughout China recently celebrated the 100th anniversary of the Chinese Communist Party (CCP). With that, Bryan Lendzion, Nate Jefferson, and Matthew Mancini talk about how the CCP has adapted to globalization and how China's economy is looking like for the near future.
Song Credit: Rain (Instrumental) by Mac Miller
Full Episode: https://www.msuwma.com/post/finance-and-sports-with-paul-davis-s3-ep-2
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
Full Episode: https://www.msuwma.com/post/everyday-millionaires-with-chris-hogan-s3-ep-1
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
Dr. John Delony is a bestselling author of the book Redefining Anxiety, a mental health expert, and host of The Dr. John Delony Show where he shares practical advice on how to connect with people, face depression, overcome anxiety, and learn what it means to be well. He has two PhDs and over two decades of experience in counseling, crisis response, and higher education. He is also a frequent co-host of The Ramsey Show led by Dave Ramsey, one of the most popular nationally syndicated radio shows in the United States with 18 million combined weekly listeners.
The Dr. John Delony Show: https://www.ramseysolutions.com/shows/the-dr-john-delony-show
The Ramsey Show: https://www.ramseysolutions.com/shows
Books and other resources: https://www.ramseysolutions.com/store/john-delony?snid=shop-by.personalities.dr-john-delony
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
Claire Wohlfeil is an alumnus of Michigan State University, where she earned a degree in Finance with a concentration in Financial Planning and Wealth Management. Along with this, she was one of the founding members of MSUWMA. She currently works as a Financial Advisor at Vanguard based in Scottsdale, AZ.
LinkedIn: https://www.linkedin.com/in/claire-wohlfeil/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
While millennials remember Disney stars, Generation Z looks to social media influencers as the icons of their era. While it may be similar in comparison, Tik Tok stars have made their wealth on their own independent terms. Co-hosts Matt Mancini and Nate Jefferson walk through the Tik Tok movement.
Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d
https://www.msuwma.com/spartanjournal
msuwma@gmail.com
SONG CREDIT: Mac Miller; Rain (Instrumental)
Brendan Wang is the Founder and CEO of CAPNOS, a company that is on a mission to help people quit vaping in order to prevent lung disease and save lives. CAPNOS also finished first place in the Burgess Institute for Entrepreneurship's New Venture Challenge. He is also an incoming Senior at Michigan State University majoring in Supply Chain Management. He was also the Director of External Relations for the MSU Supply Chain Management Association (MSUSCMA).
LinkedIn: https://www.linkedin.com/in/wangbrendan/
CAPNOS: https://mycapnos.com/pages/about
Burgess Institute for Entrepreneurship: https://entrepreneurship.msu.edu/
MSUSCMA: https://msuscma.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
Apple is changing its data policy to protect the privacy of its consumers. In an environment where tech companies, like Apple, have the availability of such copious amounts of data, when does it become harmful for the average consumer? With Apple acting as the first mover to protect consumer data, we may see many other companies, like Google and Facebook, follow suit.
Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d
https://www.msuwma.com/spartanjournal
msuwma@gmail.com
SONG CREDIT: Mac Miller; Rain (Instrumental)
Jared Machen, CFP, is the COO of Brownlee Wealth Management (located in The Woodlands, TX) and a Financial Planner at Black River Capital (located in Memphis, TN) spending his entire professional career in the industry of financial planning. Along with this, he earned his Bachelor of Science in Business Administration, Financial Management and Investments from the University of Arkansas.
Twitter: https://twitter.com/BlackRiverCap?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
LinkedIn: https://www.linkedin.com/in/jaredmachen/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
As business becomes more digital, corporations become susceptible to cyberattacks which threaten the security of their online systems. The Spartan Journal team, with new member Bryan Lendzion, discusses some of the most recent cyber-attacks and the potential solutions to prevent them in the future.
Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794dhttps://www.msuwma.com/spartanjournal
msuwma@gmail.com
SONG CREDIT: Mac Miller; Rain (Instrumental)
Paul Davis is an alumnus of Michigan State University and a former professional athlete who played basketball for MSU. Some of his accomplishments and milestones in his basketball career include titles of Mr. Basketball State of Michigan and McDonalds All-American in 2002, Michigan State University Final 4 in 2005, 1 of only 2 players in MSU history in top 10 of points and rebounds in 2006, and many more. In his professional career, Paul is an entrepreneur, philanthropist, and investor. Along with Podium Risk Management, Paul has also worked for MassMutual Great Lakes and Independence Innovations.
LinkedIn: https://www.linkedin.com/in/paul-davis-3a56b5136/
Player Profile: https://msuspartans.com/sports/mens-basketball/roster/paul-davis/688
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
While Tesla has been the dominating voice in the global electric vehicle discussion, many established auto manufacturers declared their investment into electric vehicles. The Spartan Journal team assesses the current position of the electric vehicle market and its future applicability in the lives of common consumers.
Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d
https://www.msuwma.com/spartanjournal
msuwma@gmail.com
SONG CREDIT: Mac Miller; Rain (Instrumental)
Anthony ONeal is a #1 national bestselling author of the books Debt-Free Degree, The Graduate Survival Guide - Five Mistakes You Can't Afford to Make in College, and more. He is a speaker, financial expert and host of the popular YouTube series and podcast The Table with Anthony ONeal and has been featured on Good Morning America, the Tamron Hall Show, the Tom Joyner Morning Show, and The Rachael Ray Show, among others. He is also a frequent co-host of The Ramsey Show led by Dave Ramsey, one of the most popular nationally syndicated radio shows in the United States with 18 million combined weekly listeners.
The Table with Anthony ONeal: https://www.youtube.com/user/aonealministries
The Ramsey Show: https://www.ramseysolutions.com/shows
Books and other resources: https://www.ramseysolutions.com/anthony-oneal
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
Paul Davis is an alumnus of Michigan State University and a former professional athlete who played basketball for MSU. Some of his accomplishments and milestones in his basketball career include titles of Mr. Basketball State of Michigan and McDonalds All-American in 2002, Michigan State University Final 4 in 2005, 1 of only 2 players in MSU history in top 10 of points and rebounds in 2006, and many more. In his professional career, Paul is an entrepreneur, philanthropist, and investor. Along with Podium Risk Management, Paul has also worked for MassMutual Great Lakes and Independence Innovations.
LinkedIn: https://www.linkedin.com/in/paul-davis-3a56b5136/
Player Profile: https://msuspartans.com/sports/mens-basketball/roster/paul-davis/688
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
Many cryptocurrencies recently experienced a massive drop in their prices. To kick off the Spartan Journal Summer Series, the new SJ cohosts lead a dynamic conversation regarding the cause of the dip, the potential regulation surrounding crypto, and the major players involved.
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https://www.msuwma.com/spartanjournal
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SONG CREDIT: Mac Miller; Rain (Instrumental)
Chris Hogan is a #1 nationally bestselling author of the books Retire Inspired: It's Not an Age; It's a Financial Number as well as Everyday Millionaires: How Ordinary People Built Extraordinary Wealth – And How You Can Too. He is a personal finance expert, being featured on several programs such as CNBC, Business Insider, CNN, and more. Chris has dedicated his career to helping others achieve financial freedom and success through building wealth and investing. He is also a former radio show host of The Chris Hogan Show, which has millions of downloads.
Retire Inspired: https://www.amazon.com/Retire-Inspired-Its-Financial-Number/dp/1937077810
Everyday Millionaires: https://www.amazon.com/Everyday-Millionaires-Ordinary-Extraordinary-Wealth_and/dp/0977489523/ref=pd_lpo_14_t_0/141-4234063-9183743?_encoding=UTF8&pd_rd_i=0977489523&pd_rd_r=b9afe8fe-cdfe-4456-9cab-e9eeeed7a5ac&pd_rd_w=CacXM&pd_rd_wg=mqllX&pf_rd_p=337be819-13af-4fb9-8b3e-a5291c097ebb&pf_rd_r=A2QRPVRX4Z8G2C94EHDE&psc=1&refRID=A2QRPVRX4Z8G2C94EHDE
The Chris Hogan Show: https://www.chrishogan360.com/show
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c
Costa Gianiodis is a recent graduate of Michigan State University where he earned his degree in Finance and was the Treasurer and Podcast Host for the MSU Wealth Management Association for the 2020-2021 academic year. He interned at Plante Moran as a Financial Advisor Intern last summer and will be working full-time at Altair Advisors as an Associate Consultant in Chicago, IL.
LinkedIn: https://www.linkedin.com/in/constantine-gianiodis/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
Justin Halvorson was the Michigan State University Wealth Management Association's President for the 2020-2021 academic year. Along with graduating from MSU earning a degree in Finance and participating in the Wealth Management & Financial Planning Program, he was also a Peer Career Coach for MSU's Russell Palmer Career Management Center (a place where their team advises, coaches, and educates students to realize their career aspirations while working with leading employers and alumni to send Spartans across the world). Justin interned at Plante Moran in the summer of 2020 and will work at the company full-time as a Financial Advisor this coming August.
LinkedIn: https://www.linkedin.com/in/justin-halvorson-0421/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
Justin Jackson, CSRIC is one of the original MSUWMA Podcast Hosts. He is a student at Michigan State University enrolled in the Wealth Management and Financial Planning Program as well as a Financial Associate at Financial MD, located in Lansing, MI. In this conversation with Vincent, Justin reflects on his past interviews with people in the financial planning profession on the MSUWMA Podcast and gives us a glimpse of his future plans as he prepares for graduation from MSU.
LinkedIn: https://www.linkedin.com/in/justin-jackson-csric%E2%84%A2-073174128/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
Bob Palmer is the Wealth Management Practice Leader at Plante Moran, a Registered Investment Advisor (RIA) based in Southfield, MI that was recently named one of Barron’s 2020 Top RIA Firms. He is also a Michigan State University alumnus where he received his B.B.A. in accounting and holds the CFP and CPA designations. He received Crain’s “40 Under 40” award and was twice named one of Barron's "Top 100 Independent Financial Advisors." He also belongs to the AICPA, the Plante Moran Insurance Agency Board, the Plante Moran Trust Board, and the Plante Moran Financial Advisors Board.
LinkedIn: https://www.linkedin.com/in/bob-palmer-01b1b38/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
Steven Fox, CFP is the founder of Next Gen Financial Planning, a Registered Investment Advisor in San Diego, CA providing comprehensive fee-only financial planning services for young professionals who want to learn how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams. Steven is also the founder of the San Diego Financial Advisors Network, a member of both the National Association of Personal Financial Advisors and the XY Planning Network, and currently serves as the 2019 President for the San Diego chapter of the Financial Planning Association.
LinkedIn: https://www.linkedin.com/in/stevenfox3/
Next Gen Financial Planning: https://www.nextgenfinancialplanning.com/
XY Planning Network: https://www.xyplanningnetwork.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
The United States is currently seeing a frenzy in the real estate market. With low mortgage rates, decreasing supply, and recovering economy, homes are selling faster than they can build them. The team discusses the current housing market and what has attributed to the inflated prices seen.
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https://www.msuwma.com/spartanjournal msuwma@gmail.com
SONG CREDIT: Mac Miller; Rain (Instrumental)
Matt Fizell, CFP is a Financial Planner and Operations Manager at Guiding Wealth located in Texas. He earned his BS in Business and Personal/Financial Services Marketing Operations from the University of Wisconsin-Madison, and is actively involved in the paraplanning program at Southern Methodist University. In his past work, he served multiple financial planners through his own paraplanning firm. Along with this, Matt was also named one of Investopedia’s Top 100 Financial Advisors in 2020.
LinkedIn: https://www.linkedin.com/in/matt-fizell-cfp%C2%AE-0606134a/
Twitter: https://twitter.com/MattFizell
The Eisenhower Matrix: https://insideoutcareer.com/the-eisenhower-matrix/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
With COVID vaccinations increasing, the possibility of a broad economic recovery is becoming more and more common. This week the Spartan Journal Podcast team discusses the various aspects of the upcoming economic recovery from both an industrial and statewide perspective.
Sources: Moody's Back-To-Normal Index: https://www.cnn.com/business/us-economic-recovery-coronavirusBloomberg | U.S. Recovery Sustains Positive Momentum as Economy Reopens: https://www.bloomberg.com/graphics/recovery-tracker/
Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d
https://www.msuwma.com/spartanjournal msuwma@gmail.com SONG CREDIT: Mac Miller; Rain (Instrumental)
Scott Frank is the founder of Stone Steps Financial, a financial planning and investment management firm located in Encinitas, CA. He holds the CFA, CFP, and RLP designations. He earned a Bachelor of Science in Business Administration with an emphasis in Finance at the University of Colorado at Boulder. Scott is also the co-host of a weekly podcast Real Personal Finance. Along with this, Scott was named to Investment News' 40 under 40 in 2019 and has also contributed to numerous articles on personal finance for the Los Angeles Times, CNBC, the Washington Post, and USA Today.
LinkedIn: https://www.linkedin.com/in/scottrfrank/
Real Personal Finance: https://www.realpersonalfinance.co/
Stone Steps Financial: https://www.stonestepsfinancial.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
In a fight for better worker's rights and benefits, an Amazon warehouse in Alabama has been fighting to unionize. The SJ team discusses the topic and touches on the various aspects of Amazon's business.
Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d
https://www.msuwma.com/spartanjournal msuwma@gmail.com SONG CREDIT: Mac Miller; Rain (Instrumental)
Dr. Barry Mulholland is the Financial Planning Program Director at the University of Akron. Prior to this, he was an adjunct instructor at Texas Tech in the Personal Financial Planning Department and earned his Ph.D. in Personal Financial Planning. He also holds the CFP and ChFC designations.
LinkedIn: https://www.linkedin.com/in/barry-mulholland-phd-cfp%C2%AE-chfc%C2%AE-1b97384/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
With the increasing prices of the stock market, the Spartan Journal team discusses the speculative bubble that is forming within the current bull market. Among other expansive topics, the discussion additionally touches on behavioral investing, historical bubbles, and the environment leading out of the COVID-19 recession.
IPO/SPAC Offerings: https://www.sentimentrader.com/blog/investment-bankers-are-looking-at-this-with-envy/?utm_source=Daily+Report+Lite&utm_campaign=6c703f7d02-Investment_bankers_are_looking_at_this_with_envy&utm_medium=email&utm_term=0_1c93760246-6c703f7d02-1361176796
Price to Sales Tech Stocks: https://theirrelevantinvestor.com/2021/03/27/have-investors-lost-their-minds-with-growth-stocks/
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https://www.msuwma.com/spartanjournal msuwma@gmail.com
SONG CREDIT: Mac Miller; Rain (Instrumental)
Paul Pradel, CFP is an alumnus from Michigan State University. He is also the owner of Pradel Financial Group, launched in 2002, which is an independent financial services company based in Seattle, WA. Along with the CFP designation, he also holds other designations and credentials such as Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), as well as other insurance licenses.
Pradel Financial Group: https://www.pradelgroup.com/
LinkedIn: https://www.linkedin.com/in/paulpradel/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
Michigan, amongst many other states, has legalized online gambling. With sporting events emerging post-pandemic, this is creating a surge in activity for online gambling platforms. In this week's episode, the SJ team discusses online gambling and the line that exists between gambling and investing.
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msuwma@gmail.com
SONG CREDIT: Mac Miller; Rain (Instrumental)
Oscar Garner III (class of 2021) is a finance student and Evans Scholar at the Eli Broad College of Business at Michigan State University. He is also an executive board member for our student organization, MSUWMA. He is the Director of Recruitment as well as a co-founder of MSUWMA's Spartan Journal, a weekly newsletter compiled by the Spartan Journal's weekly news contributors delivering its readers with the biggest and most relevant business news stories. He is also an incoming ADP (Accelerated Development Program) Finance Associate at Raymond James doing wealth management, consulting, and investment research at their Florida office.
WMA Profile: https://www.msuwma.com/team/oscar-garner-iii
LinkedIn: https://www.linkedin.com/in/oscargarner/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
The team reflects on the past year, what has changed since the beginning on the pandemic and their predictions for the upcoming school year.
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https://www.msuwma.com/spartanjournal
msuwma@gmail.com
SONG CREDIT: Mac Miller; Rain (Instrumental)
Carl Richards is a certified financial planner and author of The Behavior Gap blog. Through simple sketches, Carl makes complex financial concepts easy to understand. These sketches have been shown at the Kimball Art Center in Park City, Utah as well as other showings at the Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London. They also serve as the foundation for his two books (The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money). He is also a frequent keynote speaker and has been featured on several programs such as Oprah.com, Forbes, Marketplace Money, and more.
Behavior Gap: https://behaviorgap.com/
NY Times Sketch Guy Column: https://www.nytimes.com/by/carl-richards
Books: The One-Page Financial Plan: https://www.amazon.com/One-Page-Financial-Plan-Simple-Smart/dp/1591847559, The Behavior Gap: https://www.amazon.com/Behavior-Gap-Simple-Doing-Things/dp/1591844649/ref=pd_lpo_14_t_0/141-4234063-9183743?_encoding=UTF8&pd_rd_i=1591844649&pd_rd_r=46c27349-461d-49e4-ba8c-6d8f3e5d8905&pd_rd_w=trIwA&pd_rd_wg=oakBV&pf_rd_p=16b28406-aa34-451d-8a2e-b3930ada000c&pf_rd_r=2FH8KSE49X6Y7YFPQRH2&psc=1&refRID=2FH8KSE49X6Y7YFPQRH2
Twitter: https://twitter.com/behaviorgap
LinkedIn: https://www.linkedin.com/in/thinkingcarl/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
With the growing demand for digital assets, non-fungible tokens are becoming a major player in the market. The Spartan Journal team takes on the topic and breaks down the impact NFTs are having as they trade for millions of dollars.
VIDEO: https://youtu.be/SzW5bfzTEI0
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https://www.msuwma.com/spartanjournal
msuwma@gmail.com
SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.youtube.com/watch?v=LmsDYRLYoEE
https://www.coindesk.com/twitter-ceo-jack-dorsey-is-offering-to-sell-the-first-ever-tweet
https://www.theverge.com/22310188/nft-explainer-what-is-blockchain-crypto-art-faq
https://www.bloomberg.com/news/articles/2021-03-02/nft-art-boom-is-the-same-concept-as-the-photography-market?sref=M8H6LjUF
Jon Solitro is an alumnus of Michigan State University, earning his bachelor's in psychology as well as his MA in counseling at Spring Arbor University. He is a financial education instructor as well as a financial advisor and CEO at Financial MD, an RIA based in Lansing, MI working with physicians across the United States.
Financial MD: https://financialmd.com/
Website: https://www.jonsolitro.com/about
LinkedIn: https://www.linkedin.com/in/jonsolitro/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
On this week's episode of the Spartan Journal Podcast, our President Justin Halvorson leads the writers in a conversation on the incoming U.S. stimulus package.
References: https://www.wsj.com/articles/biden-sees-no-time-to-waste-urges-senate-to-pass-1-9-trillion-covid-19-stimulus-package-11614445025
https://www.wsj.com/articles/consumer-spending-personal-income-january-2021-11614293378
https://www.cnn.com/2021/02/26/politics/stimulus-package-covid-relief-house-vote/index.html
https://www.cnbc.com/2021/02/27/stimulus-update-house-passes-bidens-1point9-trillion-covid-bill-heres-whats-next.html
https://www.cnn.com/2021/03/01/politics/stimulus-negotiations-latest-state-of-play/index.html https://www.washingtonpost.com/us-policy/2021/02/26/american-rescue-plan-house-coronavirus-stimulus/
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https://www.msuwma.com/spartanjournal
msuwma@gmail.com
SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.youtube.com/watch?v=LmsDYRLYoEE
Taken from the inaugural Student Success Summit, Josh Brown was the keynote speaker for this event brought by the FPA of Michigan. He is the CEO of Ritholz Wealth Management and writes a popular blog called The Reformed Broker, as well as the host of The Compound Show Podcast. He is also the author of the booksBackstage Wall Street and Clash of the Financial Pundits and was named one of the "40 under 40" top financial advisors by Investment News. He has also been featured or has written for Fortune, Forbes, the Wall Street Journal, MarketWatch, Dow Jones Newswires, Bloomberg, and many more.
The Reformed Broker: https://thereformedbroker.com/
The Compound Show Podcast: https://thereformedbroker.com/podcast/
YouTube Channel: https://www.youtube.com/thecompoundrwm
Recommended books: https://www.amazon.com/Simple-Wealth-Inevitable-Financial-Advisor/dp/0966976312
https://www.amazon.com/Go-Giver-Expanded-Little-Powerful-Business/dp/1591848288
LinkedIn: https://www.linkedin.com/in/joshua-brown-96a5569b/
Twitter: https://twitter.com/ReformedBroker
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
On this week's episode of the Spartan Journal Podcast, the team discusses the recent spike in Bitcoin price and the potential value of the cryptocurrency going forward.
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SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.youtube.com/watch?v=LmsDY...
Michael Kitces is a prominent speaker and content creator in the wealth management profession. He is the Head of Planning Strategy at Buckingham Wealth Partners, which oversees approximately $50 billion dollars of assets for their clients, and co-founder of the XY Planning Network, AdvicePay, fpPathfinder, New Planner Recruiting, publisher of his popular blog called "Nerd's Eye View", as well as being the co-founder of NexGen. NextGen is a community of financial planners, which includes pioneers and leaders already in the profession with the goal of transferring the wisdom, experience, and integrity to the next generation of financial planners. He holds several designations, with some including CFP, CLU, ChFC, MSFS, and many more. Along with this, he was named one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards and has received many other recognitions from other media outlets such as clientwise, Advicent, and Financial Social Media.
Website: https://www.kitces.com/
The Financial Advisor Success Podcast: https://www.kitces.com/blog/category/21-financial-advisor-success-podcast/
LinkedIn: https://www.linkedin.com/in/michaelkitces/
Twitter: https://twitter.com/MichaelKitces
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
This week the podcast team discusses their weekly articles and the value of ESG Investing.
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SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.youtube.com/watch?v=LmsDY...
Emily Koochel is an assistant professor at Michigan State University teaching personal finance. She earned her bachelor's and her master's in personal financial advising from Kansas State University and Texas Tech University. She also earned a master's in human development and family science as well as a Ph.D in applied family science from Kansas State University.
LinkedIn: https://www.linkedin.com/in/emilykoochel/
Professor Profile: https://hdfs.msu.edu/people/specialists-and-fixed-term-faculty/koochel-emily-ms
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
This week on the Spartan Journal Podcast, the team discusses electric vehicles and the current changes affecting the industry.
Subscribe to the Spartan Journal Podcast. Our episodes are available through Spotify, Apple Podcasts, or wherever you get your podcast content!
Spartan Journal:
https://www.msuwma.com/spartanjournal
MSU Wealth Management Association:
https://www.msuwma.com/
Reference Links discussed in the episode:
https://www.msuwma.com/post/3-factors-that-negatively-affect-your-financial-wealth
https://www.msuwma.com/post/tesla-bought-1-5-billion-in-bitcoin
https://www.msuwma.com/post/cognitive-biases
https://www.cnbc.com/2021/02/05/ford-wont-cede-the-future-to-anyone-on-electric-vehicles-ceo-farley.html
https://www.caranddriver.com/news/a35432253/ford-ev-commitment-announced/
https://www.cnbc.com/2021/02/05/gm-ford-and-evs-wall-street-wrestles-with-how-to-revalue-detroit-.html
SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.youtube.com/watch?v=LmsDYRLYoEE
Eric Waggoner is a managing partner at Waggoner Financial. He holds several designations such as the CFA, CFP, CLU, ChFC, and AEP. He graduated from Michigan State University where he earned his bachelor's in astrophysics and mathematics. He also earned his master's degree in global finance at New York University. Eric is also a professor at Michigan State where he teaches insurance and risk management.
LinkedIn: https://www.linkedin.com/in/ericbwaggoner/
Professor Profile: https://broad.msu.edu/profile/waggone4/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
Will GameStonk go to the moon? This week the Spartan Journal team breaks down what is happening on Wall Street, the importance of credit scores, activist investing and FOMO investing.
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https://www.msuwma.com/spartanjournal
msuwma@gmail.com
SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.youtube.com/watch?v=LmsDYRLYoEE
Daniel Porta is a senior corporate recruiter at TechSmith Corporation as well as an alumnus from Saginaw Valley State University where he majored in communication. In this episode, Daniel discusses how you can apply for a job especially in these times when recruiting for all companies has changed since the pandemic, and what recruiters really look for in a candidate.
LinkedIn: https://www.linkedin.com/in/daniel-porta117/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
Ben Feithen is the VP of Strategy and Innovation at the Michigan State University Cannabis Industry Association (MSUCIA). He is also an MBA graduate from the Eli Broad College of Business at MSU, and he also joined the military, becoming an officer in the Army serving under the Air Missile Defense realm.
Email: feithenb93@gmail.com
MSUCIA website: https://www.msucia.org/about
LinkedIn: https://www.linkedin.com/in/benjamin-feithen/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
Taylor Schulte is the CEO and Founder of Define Financial, headquartered in San Diego, CA. He was ranked #2 independent advisor by Investopedia and has been featured in the Wall Street Journal, Investment News, Forbes, and more. He also has two podcasts, Stay Wealthy and Experiments in Advisor Marketing. He is also the co-founder of the AGC (Advisor Growth Community).
Website: https://www.taylorschulte.com/
Podcasts: https://www.taylorschulte.com/my-podcasts/
LinkedIn: https://www.linkedin.com/in/taylorschulte/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
Brian Moriarty works for Morningstar Manager Research as an Associate Director for Fixed-Income Strategies. Originally from the Chicago area, Brian attended Michigan State University, where he graduated with a major in political science.
LinkedIn - https://www.linkedin.com/in/brian-moriarty-1814b02b/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
Justin Halvorson, Justin Jackson, and Costa Gianiodis, hosts of the MSU WMA podcast, discuss their conversations with their guests from season 1 as well as the main things they learned and took away.
LinkedIn:
https://www.linkedin.com/in/justin-halvorson-0421/
https://www.linkedin.com/in/justin-jackson-073174128/
https://www.linkedin.com/in/constantine-gianiodis/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Leah Schmid, CFP, CPA is a financial advisor at Wipfli Financial Advisors and is part of their campus recruiting team. She has her bachelor's degrees in English and Spanish as well as a master's in accountancy and taxation from the University of Wisconsin Madison.
LinkedIn: https://www.linkedin.com/in/leah-schmid-cpa-cfp%C2%AE-43736637/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Brittney Castro, CFP, CRPC, AAMS is the founder and CEO of Financially Wise Inc., which is a Los Angeles-based financial company that is on a mission to teach individuals and couples how to proactively manage their finances. Brittney is a noted financial expert, being featured on platforms such as CNN, CNBC, The Wall Street Journal, and more. She has also been recognized by Investopedia ranking 6th on their Top Influential Financial Advisors list in 2017 and by Investment News, being elected one of the "40 under 40" in 2020 as well as one of the 22 "Women to Watch" in 2018.
Financially Wise Inc. website: https://www.financiallywiseinc.com
LinkedIn: https://www.linkedin.com/in/brittneycastro
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Mark Cecchini, CFP is Director of Wealth Planning at Catalyst Wealth Advisors LLC working remotely in Bozeman, Montana. He is a graduate of Virginia Tech's CFP program, and has held different positions in the wealth management industry all over the United States. He was also named to InvestmentNews’ “Top 40 Under 40” professionals in the financial advice industry.
LinkedIn: https://www.linkedin.com/in/markcecchini/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Ian Bloom, CFP, RLP (Registered Life Planner), has his own firm called Open World Financial Life Planning. He earned a bachelor's degree in Psychology from Appalachian State University, as well as writing and publishing his own book called A Gamer's Guide to Money: Level 1, which is available on Amazon.
LinkedIn: https://www.linkedin.com/in/ian-bloom-cfp%C2%AE-rlp%C2%AE-946b15127/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Douglas A. Boneparth, CFP is president and CEO of Bona Fide Wealth, a Registered Investment Advisor based in New York City. Investopedia named him as one of the Top 10 Most Influential Financial Advisors in 2018, 2019, and 2020, and he currently sits on the CNBC Financial Advisor Council. He is also the author of The Millennial Money Fix (Career Press, 2017), and has been featured on CNBC, ABC, Good Morning America, The New York Times, The Wall Street Journal, and more.
LinkedIn: https://www.linkedin.com/in/douglasboneparth
Twitter: https://twitter.com/dougboneparth
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Barry Ritholz is a co-founder, chief investment officer, and chairman of Ritholtz Wealth Management. Along with being a featured columnist at The Washington Post, Ritholtz writes a blog called The Big Picture and is the creator and host of the podcast Masters in Business on Bloomberg Radio. He is also the author of Bailout Nation, which was named "Investment Book of the Year" by the Stock Trader's Almanac.
The Big Picture: https://ritholtz.com/
LinkedIn: https://www.linkedin.com/in/ritholtz/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Barry Ritholz is a co-founder, chief investment officer, and chairman of Ritholtz Wealth Management. Along with being a featured columnist at The Washington Post,Ritholtz writes a blog called The Big Picture and is the creator and host of the podcast Masters in Business on Bloomberg Radio. He is also the author of Bailout Nation, which was named "Investment Book of the Year" by the Stock Trader's Almanac.
The Big Picture: https://ritholtz.com/
LinkedIn: https://www.linkedin.com/in/ritholtz/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Anthony Barst is an Investment Specialist at J.P. Morgan as well as a CFA charter holder. He is also a Spartan alumnus, graduating from the Eli Broad College of Business with a Bachelor's degree in finance
LinkedIn: https://www.linkedin.com/in/anthony-barst-cfa-715a2117
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Blair duQuesnay, CFA, CFP is an advisor at Ritholtz Wealth Management and is a board member of her local CFA society in Louisiana. She is an active contributor and commenter in the financial services industry being featured in The Wall Street Journal, Forbes, Business Insider, and more. She also has a blog called The Belle Curve. https://blairbellecurve.com/
Consider Firing Your Male Broker: https://www.nytimes.com/2019/01/14/opinion/business-economics/new-year-resolution-investor-gende-gap.html?searchResultPosition=1
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Julian Bell is the author of the Grown Wave blog, (thegrownwave.com) helping students navigate the financial responsibility of adulthood. In addition to the blog, Julian is a senior finance major at Michigan State Universities Eli Broad College of Business.
Email: belljul1@msu.edu
LinkedIn: https://www.linkedin.com/in/julian-bell-1b53b4149
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Justin Castelli is the founder of RLS Wealth Management and the AGC, a community to help financial advisors foster collaboration and growth. Justin has been featured on CNBC, Bloomberg, and the Journal of Financial Planning. He also creates excellent content, which you can find at allaboutyourbenjamins.com.
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management, the author of the books A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan and Organizational Alpha: How to Add Value in Institutional Asset Management and co-host of the Animal Spirits podcast Animal Spirits. https://awealthofcommonsense.com/about-2/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Costa Gianiodis is a senior finance major at Michigan State University at the Eli Broad College of Business and Treasurer of MSUWMA.
Email: gianiod3@msu.edu
LinkedIn: https://www.linkedin.com/in/constantine-gianiodis
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXg...
Rob is a manager for Plante Moran Financial Advisors in Detroit Michigan.
LinkedIn: https://www.linkedin.com/in/rob-forte-8905b912
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXg...
Colin is the founder and CEO of Advize Wealth Management. https://www.advizewealth.com/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Todd is a partner at Plante Moran Financial Advisors in Detroit Michigan. His LinkedIn profile can be found here: https://www.linkedin.com/in/mcclaintodd
Contact: msuwma@gmail.com | @msuwma WMA website: http://msuwma.com
Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com/watch?v=ownXgkMQv8g
Jacqueline is a partner at Plante Moran Financial Advisors in Detroit Michigan. Her LinkedIn profile can be found here: https://www.linkedin.com/in/jacqueline-venier-cfp®-cpwa®-28151212
Contact: msuwma@gmail.com | @msuwma
WMA website: http://msuwma.com
MSU Wealth Management Program: https://broad.msu.edu/finance/financi...
Song credit: J Dilla; Last Donut Of The Night
https://www.youtube.com/watch?v=ownXgkMQv8g
Kristen is the Associate Director at the Russel Palmer Career Management Center at the Eli Broad College of Business. Helpful links can be found below
Contact: msuwma@gmail.com | @msuwma WMA website: http://msuwma.com MSU Wealth Management Program: https://broad.msu.edu/finance/financi... Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com/watch?v=ownXgkMQv8g
Working remotely & side gigs: https://careersherpa.net/best-sites-for-remote-work-and-side-gigs/
Companies hiring: https://www.themuse.com/advice/companies-hiring-during-coronavirus-covid-19?utm_source=morning_brew
Start-Ups hiring: https://docs.google.com/spreadsheets/u/1/d/15vTgoKSDjOsyvyh_MMHyPN1kUBdkUlZFV_mQCmfF89Y/htmlview?urp%3Dgmail_link%23gid%3D1231545188&sa=D&ust=1586368529270000&usg=AOvVaw1bwqfg57NI6EKE_xGcav6V
Companies with hiring freezes, including industries hiring; note that there may be differences by function or unit: https://candor.co/hiring-freezes/
Roles in Tech: https://docs.google.com/spreadsheets/d/1GDNHnnL39S0IFbOmIsD-CntOJMYBf5JQ_tYch1VMrFI/edit#gid=0
Government essential Workers, hiring (May 2020): https://www.usajobs.gov/coronavirus?utm_source=morning_brew
LinkedIn list of who's hiring right now (April 2020): (non-professional jobs to make money): https://www.linkedin.com/feed/news/heres-whos-hiring-right-now-4525187/
500 Companies Hiring on Handshake (April 2020): https://learn.joinhandshake.com/students/hiring-on-handshake-500/ Leads for remote work opportunities for many majors: https://hireacademics.com/
GitHub crowd-sourced list of who's hiring - lots of notes about remote/virtual internships https://github.com/gcreddy42/hiring2020 Upwork: “connects professionals...to businesses seeking specialized talent” https://www.upwork.com/
Micro Internships: https://www.loom.com/share/d25c258d7d5d4c07b6032ebc1538c67a and https://www.parkerdewey.com/resources Recession-Proof Companies Hiring: https://managementconsulted.com/companies-hiring-near-me-recession-proof-jobs-available-now/?mc_cid=53abab5e8a&mc_eid=940a233da5
Volunteer in an industry or in a role related to your degree/major: https://communityengagedlearning.msu.edu/ https://www.volunteermatch.org/
David is the President and co-founder of Shotwell Rutter Baer. https://srbadvisors.com/people/david-w-shotwell/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Both Justin Halvorson & Justin Jackson are senior finance majors at the Eli Broad College of Business.
Justin Halvorson: halvor24@msu.edu LinkedIn: https://www.linkedin.com/in/justin-halvorson-0421
Justin Jackson: jack1364@msu.edu LinkedIn: https://www.linkedin.com/in/justin-jackson-073174128
WMA website: http://msuwma.com Contact: msuwma@gmail.com
Song credits:
J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Abstract Orchestra: Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
Professor Schiestel is a the current CIO & co-founder of Grand Capital Advisors, and the Program Director of the Financial Planning and Wealth Management Program at the Eli Broad College of Business.
@msuwma | msuwma@gmail.com | msuwma.com
MSU Wealth Management Program: https://broad.msu.edu/finance/financial-planning-wealth-management/
Grand Capital Advisors: https://grandcapadvisors.com/
Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com/watch?v=ownXgkMQv8g