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MSUWMA Podcast

MSUWMA Podcast

By Michigan State University Wealth Management Association
A show by students from Michigan State University, Vincent Pucillo, Jake Heronema, and Jake Cain 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: www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Spartan Journal: msuwma.com/spartanjournal
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Justin Halvorson - S2 Ep.19
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
39:28
May 6, 2021
Justin Jackson - S2 Ep.18
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
22:15
May 4, 2021
Bob Palmer - S2 Ep.17
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
17:13
April 29, 2021
Steven Fox - S2 Ep. 16
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
33:40
April 22, 2021
Housing Market Boom: SJ Podcast Ep.12
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.    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)
31:41
April 20, 2021
Matt Fizell - S2 Ep.15
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
39:19
April 15, 2021
The Future Direction of Economic Recovery: SJ Podcast Ep.11
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)
23:51
April 13, 2021
Scott Frank - S2 Ep.14
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
36:30
April 8, 2021
Amazon's Greatest Union Push in History: SJ Podcast Ep. 10
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)
28:55
April 6, 2021
Dr. Barry Mulholland - S2 Ep.13
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
57:16
April 1, 2021
Are We in a Bubble?: SJ Podcast Ep.9
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/ 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)
29:19
March 30, 2021
Paul Pradel - S2 Ep.12
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
28:56
March 25, 2021
Sports Betting and Online Gambling: SJ Podcast Ep.8
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.    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)
37:35
March 23, 2021
Oscar Garner III - S2 Ep.11
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
34:56
March 18, 2021
2020 Reflection - SJ Podcast Ep.7
The team reflects on the past year, what has changed since the beginning on the pandemic and their predictions for the upcoming school year.    Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribeu=2179fd862e885dc3aa74221ca&id=300f3e794d  https://www.msuwma.com/spartanjournal  msuwma@gmail.com     SONG CREDIT: Mac Miller; Rain (Instrumental)
33:05
March 16, 2021
Carl Richards - S2 Ep.10
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
32:13
March 11, 2021
Understanding Non-fungible Tokens (NFTs) - SJ Podcast Ep. 6
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    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) 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
36:04
March 9, 2021
Jon Solitro - S2 Ep.9
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
48:15
March 4, 2021
Round Three: U.S. Stimulus Package - SJ Podcast Ep. 5
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/   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) https://www.youtube.com/watch?v=LmsDYRLYoEE
25:16
March 2, 2021
Downtown Josh Brown Q&A - S2 Ep.8
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 books Backstage 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
46:14
February 25, 2021
Bitcoin - Growth or Bust? SJ Podcast Ep. 4
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.  Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/su...​ https://www.msuwma.com/spartanjournal​​ msuwma@gmail.com SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.youtube.com/watch?v=LmsDY...
33:20
February 23, 2021
Michael Kitces - S2 Ep.7
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
39:11
February 18, 2021
ESG: Investing In a World You Want to Create - SJ Podcast Ep.3
This week the podcast team discusses their weekly articles and the value of ESG Investing.    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) https://www.youtube.com/watch?v=LmsDY...​
37:48
February 16, 2021
Emily Koochel - S2 Ep.6
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
34:12
February 11, 2021
Analyzing the Electric Vehicle Boom - SJ Podcast Ep. 2
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
32:54
February 9, 2021
Eric Waggoner - S2 Ep.5
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
40:34
February 4, 2021
GameStonk to the Moon? - Spartan Journal Ep. 1
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.  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) https://www.youtube.com/watch?v=LmsDYRLYoEE
36:30
February 1, 2021
Dan Porta - S2 Ep. 4
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
48:30
January 28, 2021
Benjamin Feithen - S2 Ep.3
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
26:17
January 21, 2021
Taylor Schulte - S2 Ep.2
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
39:51
January 14, 2021
Brian Moriarty - S2 Ep. 1
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
26:54
January 7, 2021
Season 1 Summary - S1 Ep. 21
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
12:34
December 31, 2020
Leah Schmid - Christmas Eve Special - S1 Ep. 20
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
57:36
December 24, 2020
Brittney Castro - S1 Ep. 19
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
24:06
December 17, 2020
Mark Cecchini - S1 Ep. 18
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
34:45
December 10, 2020
Ian Bloom - S1 Ep. 17
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
46:49
December 3, 2020
Douglas Boneparth - Thanksgiving Special - S1 Ep. 16
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
01:02:43
November 26, 2020
Barry Ritholtz - S1 Ep. 15 Part 2
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
31:18
November 19, 2020
Barry Ritholtz - S1 Ep. 14 Part 1
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
24:29
November 12, 2020
Anthony Barst - S1 Ep. 13
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
22:19
November 5, 2020
Blair duQuesnay -S1 Ep. 12
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
27:46
October 29, 2020
Julian Bell -S1 Ep. 11
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
16:47
October 22, 2020
Justin Castelli - S1 Ep. 10
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
29:25
October 15, 2020
Ben Carlson - S1 Ep. 9
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
34:24
October 8, 2020
Costa Gianiodis - S1 Ep. 8
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...
13:29
October 6, 2020
Rob Forte - S1 Ep. 7
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...
15:56
October 1, 2020
Colin Overweg - S1 Ep. 6
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
22:54
September 29, 2020
Todd McClain - S1 Ep. 5
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
18:58
September 24, 2020
Jacqueline Venier - S1 Ep. 4
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
19:17
September 17, 2020
The Virtual Job Search with Kristen Hintz - S1 Ep. 3
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/ 
30:18
September 10, 2020
David Shotwell - S1 Ep. 2
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
36:04
September 10, 2020
Justin Halvorson & Justin Jackson S1 Ep.0
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
20:25
August 28, 2020
Professor Stephen Schiestel - S1 Ep. 1
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
36:52
August 26, 2020