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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 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: www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Spartan Journal: msuwma.com/spartanjournal
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Enjoying Life while being Smart Financially with Andy Hill
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
26:18
April 14, 2022
Behind the Scenes of Wealth Management with Nick Shaheen
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
29:08
April 07, 2022
The Importance of Personal and Business Communication with Kymm Hadlock
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
37:57
March 31, 2022
Starting Out and Working Up in a Company with Kevin Nowakowski
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
36:07
March 24, 2022
Finance Career Transition Experiences with Jill Carr
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
21:27
March 17, 2022
Shorts: Ken Coleman’s 7 Stages to Finding your Dream Job
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
07:54
March 10, 2022
Investing in Student Success with Helen Dashney
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
24:19
March 03, 2022
Building Confidence as a Young Advisor with Jessie Stirling
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
30:59
February 24, 2022
How to be an Effective Leader with Syed Zaidi
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
23:03
February 17, 2022
Finding your Professional North Star with Jacqueline Howard
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
33:31
February 10, 2022
Aligning Your Passions with Your Business with Khe Hy
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
29:40
February 03, 2022
What Makes Nicolet Bank Unique with Melissa DeVantier and Patrick Madson
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
40:59
January 27, 2022
Growing a Business in Wealth Management with Cathy Curtis
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
33:55
January 20, 2022
Getting your Dream Job with Ken Coleman
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
31:56
January 13, 2022
Inside Look at a Wealth Management Firm with Kara Case
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
26:17
December 09, 2021
Handling Personal Finances like a Budget Dog with Brennan Schlagbaum
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
24:37
December 02, 2021
How Hard Work and Consistency Pays Off with James Piot
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
23:15
November 25, 2021
Resources to Grow as an Advisor with Ashby Daniels
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
30:57
November 18, 2021
Career Strategies After College with Liam Pommerich
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
22:47
November 11, 2021
Overcoming The Stereotypes with Dalal Salomon
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
35:37
November 04, 2021
Turning Ideas into Successful Results with Joe Johnson
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
24:55
October 28, 2021
Using Confidence in Wealth Management with Anne Marie Webster
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
30:25
October 21, 2021
Risk Now, Success Will Come with Joe Sarnecky
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
34:22
October 14, 2021
Career Experiences after Graduation with Jeffrey Smith
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
26:58
October 07, 2021
Let Your Money Work For You with Thomas Rimer
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
33:47
September 30, 2021
Building a Career in Financial Planning with Melissa Joy
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
53:17
September 23, 2021
Student Learning and Success Strategies in Wealth Management with Hannah Moore
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
27:36
September 16, 2021
Getting Started in Wealth Management with Bryan Hasling
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
41:37
September 09, 2021
Experiences in the Wealth Management Profession with Stephanie Trexler - S3 Ep. 10
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
27:44
August 12, 2021
Market Updates - SJ Podcast S2:Ep.10
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
06:39
August 10, 2021
Applying for Jobs in Wealth Management with Vincent Gavigan - S3 Ep. 9
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
28:09
August 05, 2021
Market Updates - SJ Podcast S2:Ep.9
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
06:16
August 03, 2021
MSUWMA Podcast Shorts: Douglas Boneparth's Advice for New Advisors
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...
09:43
July 29, 2021
Market Updates - SJ Podcast S2:Ep.8
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
06:04
July 27, 2021
MSUWMA Podcast Shorts: Josh Brown on the Importance of Understanding People in Wealth Management
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
05:43
July 23, 2021
Market Updates - SJ Podcast S2:Ep.7
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
05:21
July 21, 2021
Evolution of the Chinese Economy - SJ Podcast S2:Ep.6
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
23:44
July 15, 2021
MSUWMA Podcast Shorts: Paul Davis on Building a Book of Business
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
03:04
July 15, 2021
MSUWMA Podcast Shorts: Chris Hogan on the Mindset of Building Wealth
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
02:47
July 15, 2021
Mental Health and Wellness with Dr. John Delony - S3 Ep. 8
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
28:32
July 08, 2021
A Day in the Life of a Financial Advisor with Claire Wohlfeil - S3 Ep. 7
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
42:10
July 01, 2021
The Influencer Impact - SJ Podcast S2:Ep.5
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)
28:34
June 29, 2021
Building a Business in College with Brendan Wang - S3 Ep. 6
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
28:06
June 24, 2021
Transforming Market of Consumer Data - SJ Podcast S2:Ep.4
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)
24:51
June 22, 2021
Paraplanning with Jared Machen - S3 Ep. 5
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
25:05
June 17, 2021
Cyber Attacks in the Digital Economy - SJ Podcast S2:Ep.3
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)
21:36
June 15, 2021
Paul Davis and his Michigan State Basketball Career - S3 Ep. 4
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
28:12
June 10, 2021
The Current EV Climate - SJ Podcast S2:Ep.2
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)
25:17
June 08, 2021
Personal and Financial Success with Anthony ONeal - S3 Ep. 3
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
27:40
June 03, 2021
Finance and Sports with Paul Davis - S3 Ep. 2
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
19:47
May 27, 2021
The Cryptocurrency Crash - SJ Podcast S2:Ep.1
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.    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)
37:13
May 24, 2021
Everyday Millionaires with Chris Hogan - S3 Ep. 1
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
25:23
May 20, 2021
Costa Gianiodis - S2 Ep.20
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
17:32
May 13, 2021
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 06, 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 04, 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 08, 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 06, 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 01, 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 09, 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 04, 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 02, 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 09, 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 04, 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 01, 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 07, 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 03, 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 05, 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 08, 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 06, 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 01, 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. 2
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