MSUWMA Podcast

Check out this week’s episode as we sit down with Kevin Ward, Senior Advisor at Moneta Group! Kevin has built a career focused on wealth management and a deep passion for building strong client relationships. In this episode, we talk about his path into the financial planning world, his approach to creating meaningful connections with clients, and his take on where the wealth management industry is headed in the future. We hope you enjoy!Kevin's LinkedIn: https://www.linkedin.com/in/kevin-ward-cfp%C2%AE-55518072/Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/WMA website: http://msuwma.comContact: msuwma@gmail.com

Welcome back to the MSU Wealth Management podcast! Today we have the opportunity to host Financial Advisor Connor Bauserman. Connor got his start with a degree in Financial Planning at Olivet College and has since been dedicated to helping clients navigate their financial futures with confidence. As an employee of Preferred Financial Group, we talk about what his day-to-day looks like, how he "meets his clients where they're at", and how his services are able to reach a wider demographic through PFG. We hope you enjoy!Connor's LinkedIn: https://www.linkedin.com/in/connor-bauserman-chfc%C2%AE-52a7b980/Podcast Team Links:Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/WMA website: http://msuwma.comContact: msuwma@gmail.com

Check out our most recent podcast with Nick Young, CXO and Co-founder of Money Pickle as well as recent Michigan State Alumni. In this episode, we follow his path coming into the finance field and learn more about different careers within the financial industry.We hope you enjoy!Nicks LinkedIn: https://www.linkedin.com/in/njy/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/WMA website: http://msuwma.comContact: msuwma@gmail.com

Check out our latest podcast featuring Mike Bisaro, President & CEO of Straightline. Mike holds a bachelor’s degree in finance and marketing from New Mexico State University and has built an impressive career in wealth management. In this episode, we dive into his journey to becoming a financial advisor and explore emerging trends shaping the future of the industry. We hope you enjoy!Mike's LinkedIn: https://www.linkedin.com/in/mike-bisaro-aif%C2%AE-440bb522/Podcast Team Links:Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/WMA website: http://msuwma.comContact: msuwma@gmail.com

Welcome back to the MSU WMA Podcast. Today, we have a guest who needs no introduction. Professor Stephen Sheistel is currently the director of the financial planning and wealth management program here at the broad college of business. Today he is here on the podcast to provide some valuable information about the program. We Hope you enjoy!Stephen's LinkedIn: https://www.linkedin.com/in/stephenschiestel/Podcast Team Links:Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/WMA website: http://msuwma.comContact: msuwma@gmail.com

Welcome back to the MSU wealth Management Association podcast! Today we talk with renowned personal finance expert, Ric Edelman, founder of Edelman Financial Engines, the largest RIA firm in the United States and #1 New York Times bestselling author, joins us to share invaluable career advice for aspiring wealth managers, practical tips on building strong client relationships, and strategies for earning trust early in your career. Plus, we dive into the evolving role of cryptocurrency in investment portfolios—how young advisors can navigate client interest while maintaining key principles like diversification and risk management. Don’t miss this insightful conversation! Ric’s Links: https://www.linkedin.com/in/ricedelman/ https://thetayf.com/ https://dacfp.com/ White Paper: https://dacfp.com/wp-content/uploads/2025/01/6-Mistaken-Bitcoin-Beliefs-Whitepaper-Jan-2025-min.pdf Podcast Team Links:Brandon Klump - https://www.linkedin.com/in/brandon-klumpSteven Bowe - https://www.linkedin.com/in/stevenbowe29/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/WMA website: http://msuwma.comContact: msuwma@gmail.com

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Nathan Cook - starting out as a financial analyst, Nathan talked all about his transition from an analyst to an advisor, and how he traverses the world of financial planning as such a young, established advisor at Raymond James. We hope you enjoy! Nathan's LinkedIn: https://www.linkedin.com/in/nathan-cook-bbb543234/ Podcast Team Links: Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/

Today our guest was Larry Sprung, founder of Mitlin Financial, a wealth management firm he established in 2004. He earned his bachelor’s degree from Binghamton University and is a proud holder of the CFP® certification. In this episode, we dive into Larry's journey into the world of wealth management. From his early career experiences to the pivotal moment, he decided to create Mitlin Financial. Larry also shares key insights that have guided his career. We hope you enjoy! Larry's Book: https://www.mitlinfinancial.com/financial-planning-made-personal/ Larry's LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Podcast Team Links: Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Brandon Klump - https://www.linkedin.com/in/brandon-klump Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Joining us today is Matthew Curfman, a CEO and Co-Owner of Richmond Brothers, Inc, Host of Matts Minutes, and Published author of Fear Less Retirement. In todays episode we dive into what got Matt intrigued in wealth management and his journey into the field. He also shares important information that he’s used within the wealth management field and beyond. We hope you enjoy! Matthew Curfman LinkedIn: https://www.linkedin.com/in/matthewcurfman/ Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Joining us today is Paul Joyaux, a Partner and Senior Wealth Manager at Curi RMB Capital. In today’s episode, we’ll explore key insights from Paul's experience in working between both small firms and corporate environments. He also shares insight into the end of year schedules and other key information for people getting into the wealth management field. We hope you enjoy! Dan Solin LinkedIn: https://www.linkedin.com/in/dansolin/ Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Joining us today is Dan Solin, a New York Times bestselling author of the Smartest series of investing books, Ask: How to Relate to Anyone, which we will focus on today, as well as his most recent, Wealthier: The Investing Field Guide for Millennials. He’s also the President of Solin Strategic, LLC, where he provides sales coaching to advisory firms globally. In today’s episode, we’ll explore key insights from Dan’s work, including how college students in wealth management can use curiosity and listening to connect with peers and employers and actionable steps to enhance these skills. We hope you enjoy! Dan Solin LinkedIn: https://www.linkedin.com/in/dansolin/ Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Joining us today is Joshua Januzelli and Juliana Chabot, both seniors, honor students, and highly accomplished finance majors and wealth management minors. Josh interned with Washington Avenue Advisors going into junior year and Clarkston Capital Partners last summer. He is set to begin his full-time role with Clarkston next year! Juliana’s spent her junior year interning at Ally Financial and studied abroad in Rome last summer. Today, we’re diving into internship and full-time career searches, sharing interview tips and tricks, and discussing how to balance school life with professional ambitions. We hope you enjoy! Josh and Juliana Links: https://www.linkedin.com/in/joshua-januzelli-600548261/ https://www.linkedin.com/in/juliana-chabot/ Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Nick Nauta is a lead Financial Advisor at Shotwell Rutter Baer in Lansing, Michigan. SRB is a fee-only, independent registered investment adviser that takes a “Kitchen Table” approach, emphasizing the interpersonal aspects of financial planning. Formerly running his own firm as Nick Nauta Financial, Nick merged with Shotwell Rutter Baer in 2019 to create a platform where he could provide fiduciary services to clients as part of a team. Since then, he has been a major resource for the wealth management community, and is an active member of the FPA of Michigan and NAPFA (National Association of Personal Finacial Advisors) On the podcast, Nick discussed the Registered Life Planning designation, how to handle a bear market with your clients, and all about what it means to act as a true fiduciary. We hope you enjoy! Nick’s Links: https://www.linkedin.com/in/nicknautacfp/ https://srbadvisors.com/ Podcast Team Links: Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Carl Szasz, president of Verde Capital Management, shares his story from MSU to becoming a business owner focused on bettering the lives of his clients and employees. We'll explore Verde's innovative workplace culture, the impact of in-person vs. virtual meetings, social media marketing strategies, and their unique approach to financial coaching.  Enjoy! Links: https://www.linkedin.com/in/carlszasz/ https://verdecm.com/ https://www.instagram.com/verdecapitalmgt/ Podcast Team Links: Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Michael is a 2022 graduate from Michigan State University, where he majored in Finance with a minor in Wealth Management. Michael has worked at Sigma Investment Counselors as a Paraplanner for about three and a half years. Sigma Investment Counselors is a fee-only, independent registered investment advisor specializing in discretionary portfolio management and financial planning for high-net-worth clients. Michael is a CERTIFIED FINANCIAL PLANNER™, or CFP, and has completed Level I of the Chartered Financial Analyst Program. Today, we’ll unpack why Michael believes these certifications are valuable to pursue early on, the key differences between the CFP and CFA, and the unique advantages the CFA brings to advisors. Plus, we’ll get his advice on study strategies and words of wisdom for college students. Enjoy the episode! Michael's Links: https://www.linkedin.com/in/michaelmullenax/ https://sigmainvestments.com/ Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Today we’re excited to have Mike Robinson with us. Mike is a Certified Financial Planner and former Executive Vice President at Huntington Bank, with over 27 years of experience at JP Morgan before that. He’ll be sharing his journey in wealth management, what drew him to the banking side of the industry, and the importance of aligning with a company’s culture. Plus, Mike offers valuable advice for students seeking internships or full-time jobs in the field. Enjoy!

Today, we’re joined by Dr. Cherry, Founder and President of Concurrent Financial Planning and Director of the Charles Schwab Foundation Center for Financial Wellness at UW-Green Bay. A true leader in the field, Dr. Cherry is also Head of the Financial Planning Program and a 3-time Investopedia Top 100 Financial Advisor! In this episode, we dive into Dr. Cherry’s inspiring career journey, his Life Money Balance® philosophy, and his expert advice for aligning finances with personal values. Plus, insights from his Ph.D. journey, podcast, and advice for students! I hope you enjoy! Dr. Cherry's Links: https://www.linkedin.com/in/drprestoncherry/ https://www.concurrentfp.com/ https://www.youtube.com/@lifemoneybalance/featured Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Samantha Russell, the Marketing Idea Generator at FMG Suite, helps countless financial advisors level up their marketing and digital communications with clients to drive new business. In this episode, she shares how students and young advisors alike can enhance their social media platforms to build connections, stand out to employers, and strengthen their networks. Enjoy! Samantha's Links: https://www.linkedin.com/in/samanthacrussell/ https://samantharussell.twentyoverten.com/ Podcast Team Links: Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Jeremy Walter, CFP is the founder of Fident financial. Since starting Fident in 2017. Jeremy has earned his bachelor’s degree from Cairn University. Jeremy also holds his CFP certification. Jeremey shares great insight on the financial industry and advice to aspiring financial advisors. Enjoy! Jeremy’s Links: https://www.linkedin.com/in/jeremywalter/ https://fidentfinancial.com/ Podcast Team Links: Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Brandon Klump - https://www.linkedin.com/in/brandon-klump Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Brian Portnoy, CFA, the founder and CEO of Shaping Wealth, shares his expertise in the relationship between humans and their wealth. We discussed why Brian and his team created Shaping Wealth and the impact of understanding behavioral finance to strengthen connections with clients. Listen to Brian share how curiosity, hustle, and kindness can transform your life and bring you closer to your goals. Hope you enjoy! Brian's Links: https://www.linkedin.com/in/brianportnoy/ https://www.shapingwealth.com/ Podcast Team Links: Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Today's podcast features Jared, a senior at MSU majoring in Finance and Wealth Management. He is the president of the Wealth Management Association and a former host of the WMA podcast. He’s interned with UBS Private Wealth Management and served as a summer analyst at JP Morgan’s Private Bank. Jared is passionate about learning and giving back to his community, and he’s been a role model and friend to many. In this episode, we cover: - Jared’s role as WMA president - Opportunities WMA offers and how to make the most of them - How Jared secured his internships - Overcoming challenges and negativity - Key skills for students - The best advice from his mentor Enjoy the conversation! Jared’s Links: https://www.linkedin.com/in/jared-rhein/ Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Sam Huszczo, CFP, CFA, is the founder and investment officer at SGH Wealth Management. Since starting SGH Wealth Management in 2005. Sam has acquired his bachelor’s degree from the University of Michigan and also holds his CFA and CFP certifications. SGH is one of the top-rated financial advisory firms ranked by USA Today. In today's podcast we discussed: - Sam’s journey through the financial world - Starting a firm at a young age - Highs and lows of a new advisor - Best ways to market yourself - Advice for students looking for a career in financial advising Sam's Links: https://www.linkedin.com/in/sghwealthmanagement/ https://sghwm.com/ SGH Wealth Management Sponsors Free Entry for MSU Students to the CFA Annual Forecast Lunch. If you want to be included simply email us at info@sghwm.com https://www.cfasociety.org/detroit/events/event-description?CalendarEventKey=cfc5058a-c708-4c4e-9861-0191c762b56f&CommunityKey=90d30c28-1663-4b20-9f11-0185dee0c2a3&Home=%2fdetroit%2fsociety-events%2fupcoming-events Podcast Team Links: Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Brandon Klump - https://www.linkedin.com/in/brandon-klump Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

Robert Bilkie, CFA, is the CEO and wealth advisor at Sigma Investments Councilors. Since joining Sigma in 1984, Bob has not only contributed his deep financial knowledge but has also played a pivotal role in nurturing the next generation of investment professionals through active recruitment and mentorship. A University of Michigan graduate and a Chartered Financial Analyst (CFA®), Bob has served as Regional Director for the CFA® Institute, contributed to the Charles Schwab & Co Institutional Advisory Board, and led the CFA® Society of Detroit as its past President. His financial and economic insights have been featured in numerous publications over the years. Hope you enjoy! Robert’s Links: https://www.linkedin.com/in/robert-bilkie-cfa-2b5b094/ https://sigmainvestments.com/ https://www.linkedin.com/company/sigma-investment-counselors/ Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Hannah Bennett - ⁠https://www.linkedin.com/in/hannahbennett-/ Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Brittney Castro, CFP, CRPC, AAMS is the founder and CEO of Financially Wise Inc., which is a Los Angeles-based financial company that is on a mission to teach individuals and couples how to proactively manage their finances. Brittney is a noted financial expert, being featured on platforms such as CNN, CNBC, The Wall Street Journal, and more. She has also been recognized by Investopedia ranking 6th on their Top Influential Financial Advisors list in 2017 and by Investment News, being elected one of the "40 under 40" in 2020 as well as one of the 22 "Women to Watch" in 2018. Brittney Castro Links: Financially Wise Inc. website: https://www.financiallywiseinc.com LinkedIn: https://www.linkedin.com/in/brittneycastro Our Links: YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wma Website: https://www.msuwma.com/ Contact: msuwma@gmail.com

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Helen is an Instructor at The Michigan State University Broad College of Business. She helped start the Financial Markets Institute at MSU, an organization to help students succeed in the finance industry. Helen has been at MSU for 25 years and has over 20 years of experience in the finance industry. Her goal is to help students achieve success while creating useful connections. Helen Dashney Links: Linkedin: https://www.linkedin.com/in/helendashney71/ Our Links: YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wma Website: https://www.msuwma.com/ Contact: msuwma@gmail.com Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! In the final episode of Season 3, Stephanie Trexler talks about her experiences in Wealth Management. Stephanie is a Certified Financial Planner and Financial Advisor and Founder of Golden Goose Wealth Planning, which is an independent RIA. She has experience working at various financial planning firms and is also a board member of the FPA (Financial Planning Association) of Michigan. Along with this, she earned her master's degree in personal financial planning from Kansas State University. Stephanie Trexler Links: https://www.linkedin.com/in/stephanietrexler/ Our Links: YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wma Website: https://www.msuwma.com/ Contact: msuwma@gmail.com

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! On this weeks episode we had Josh, a former MSU Basketball player and captain who came in as a McDonald’s All American 5 star recruit. During his time at MSU he scored over 1000 career points and averaged 10.1 points per game. He also received awards for MSU Co-Best Defensive Player in 2017-18 season as well as the Stephen G. Scores Inspirational Player Award in the 2018-19 season. Stay tuned to hear about Josh’s story of overcoming adversity with success in his career. Josh Langford Links: Linked In: https://www.linkedin.com/in/joshua-langford/ Instagram: @mbp_msu and @Kingdomthinker7 Email: langfo36@msu.edu Our Links: YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wma Website: https://www.msuwma.com/ Contact: msuwma@gmail.com Song Credits: Ganja- Epidemic Sound

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Khe is an entrepreneur who worked on Wallstreet for 15 years and was a managing director at Blackrock. At 35 years old he decided to follow his passion and worked to create his company RadReads. Khe is currently the CEO and runs a blog that is read by 30,000 leaders across multiple industries. Khe Hy Links: Company Website: https://radreads.co/ Linkedin: https://www.linkedin.com/in/khehy/ Our Links: YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wma Website: https://www.msuwma.com/ Contact: msuwma@gmail.com

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! James is a current Golfer and Finance student at Michigan State University. In 2021 he won the 121st US Amateur Championship becoming the first Michigan born golfer to win the tournament. Along with finishing his final Collegiate golf season James has been invited and is planning to play in this coming year’s Masters, US Open, and Open Championship on the PGA Tour. James Piot Links: https://www.linkedin.com/in/james-piot-55792119b/ Our Links: YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wma Website: https://www.msuwma.com/ Contact: msuwma@gmail.com Song credits: Ian Renfer - Just Another [Home Demo].wav

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Douglas A. Boneparth, CFP is president and CEO of Bona Fide Wealth, a Registered Investment Advisor based in New York City. Investopedia named him as one of the Top 10 Most Influential Financial Advisors in 2018, 2019, and 2020, and he currently sits on the CNBC Financial Advisor Council. He is also the author of The Millennial Money Fix (Career Press, 2017), and has been featured on CNBC, ABC, Good Morning America, The New York Times, The Wall Street Journal, and more. Douglas Boneparth Links: LinkedIn: https://www.linkedin.com/in/douglasboneparth Twitter: https://twitter.com/dougboneparth Our Links: YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wma Website: https://www.msuwma.com/ Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Carl Richards Links: Behavior Gap: https://behaviorgap.com/ NY Times Sketch Guy Column: https://www.nytimes.com/column/sketch-guy Twitter: https://twitter.com/behaviorgap LinkedIn: https://www.linkedin.com/in/thinkingcarl/ Our Links: YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wma Website: https://www.msuwma.com/ Contact: msuwma@gmail.com Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management, the author of the books A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan and Organizational Alpha: How to Add Value in Institutional Asset Management and co-host of the Animal Spirits podcast Animal Spirits. #bencarlson #awealthofcommonsense #wealthmanagement Ben Carlson Links: https://awealthofcommonsense.com/about-2/ Our Links: YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wma Website: https://www.msuwma.com/ Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Michael Kitces is a prominent speaker and content creator in the wealth management profession. He is the Head of Planning Strategy at Buckingham Wealth Partners, which oversees approximately $50 billion dollars of assets for their clients, and co-founder of the XY Planning Network, AdvicePay, fpPathfinder, New Planner Recruiting, publisher of his popular blog called "Nerd's Eye View", as well as being the co-founder of NexGen. NextGen is a community of financial planners, which includes pioneers and leaders already in the profession with the goal of transferring the wisdom, experience, and integrity to the next generation of financial planners. He holds several designations, with some including CFP, CLU, ChFC, MSFS, and many more. Along with this, he was named one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards and has received many other recognitions from other media outlets such as clientwise, Advicent, and Financial Social Media. #michaelkitces #nerdseyeview #wealthmanagement Michael Kitces Links: Website: https://www.kitces.com/ The Financial Advisor Success Podcast: https://www.kitces.com/blog/category/21-financial-advisor-success-podcast/ LinkedIn: https://www.linkedin.com/in/michaelkitces/ Twitter: https://twitter.com/MichaelKitces Our Links: YouTube: @msuwealthmanagementassociation Spotify: https://podcasters.spotify.com/pod/show/msu-wma Website: https://www.msuwma.com/ Contact: msuwma@gmail.com

This summer, we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Hannah Moore is the Owner and a Principal Financial Planner at Guiding Wealth in Dallas, TX. She is a Certified Financial Planner and Certified Financial Transitions expert and developed a virtual externship for new financial planners in 2020. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management. She has received multiple award designations including most recently 2019 and 2020, named one of Investopedia’s Top 100 Financial Advisors in the nation. Linkedin: linkedin.com/in/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

Taking on new challenging roles is nothing new for Maria Duey. Starting in consulting as one of the few women seated at the M&A table, she has gone on to become the founder and CEO of Leonine Advisory. She sits on the board of directors for Hooker Furnishings(HOFT) and the Detroit Opera. We discuss Maria's corporate journey and the positive change of culture for women in finance. Maria Duey Links: https://www.linkedin.com/in/mariaduey/ https://leonineadvisory.com/ Podcast Team Links: Jared Rhein - https://www.linkedin.com/in/jared-rhein/ Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Brandon Klump - https://www.linkedin.com/in/brandon-klump WMA website: http://msuwma.com Contact: msuwma@gmail.com

Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Let's dive into the final episode of our series, where we unravel the dynamics shaping our lives today. Today we discuss Jp Morgan's farewell to Wall Street, gold surge pricing, and finally Warren Buffet's favorite stock pick. This is the Spartan Journal, and as always, if you enjoy leave and like and share! Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan  Executive Producer: Jared Rhein Executive Editor: Alex Kaminski WMA Youtube: https://youtu.be/vxiL3UIYLVk WMA Website: https://www.msuwma.com/ Contact: msuwma@gmail.com  Song Credits: Rain (Instrumental) By: Mac Miller

Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Let's dive into the seventh episode of our series, where we unravel the dynamics shaping our lives today. Today we will be navigating the future of video content with OpenAI's Sora, economic impact on the Solar Eclipse, and increase in consumer transactions. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share! Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan Executive Producer: Jared RheinExecutive Editor: Alex Kaminski WMA Youtube: https://youtu.be/EQa6HLYYGtQ WMA Website: https://www.msuwma.com/Contact: msuwma@gmail.com Song Credits: Rain (Instrumental) By: Mac Miller

Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Let's dive into the seventh episode of our series, where we unravel the dynamics shaping our lives today. On this episode we will be unveiling the Ethical Crisis in Maharashtra's Sugar Industry ,evaluating consumer optimization with AT&T, and the finances of Chipotle. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share! Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan Executive Producer: Jared RheinExecutive Editor: Alex Kaminski WMA Youtube: https://youtu.be/CrT8u5X81vQ WMA Website: https://www.msuwma.com/Contact: msuwma@gmail.com Song Credits: Rain (Instrumental) By: Mac Miller

Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Let's dive into the seventh episode of our series, where we unravel the dynamics shaping our lives today. Today we will evaluating a catastrophic mistake in a Tesla , Boeing stock prices, and the federal reserve addressing spikes in inflation. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share! Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan Executive Producer: Jared RheinExecutive Editor: Alex Kaminski WMA Youtube: https://youtu.be/CebqOP9Tv30WMA Website: https://www.msuwma.com/Contact: msuwma@gmail.com Song Credits: Rain (Instrumental) By: Mac Miller

Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. On this episode we will evaluating the Apple vision pros, expensive cities, and upticks in betting. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share! Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan Executive Producer: Jared RheinExecutive Editor: Alex Kaminski WMA Youtube: https://youtu.be/70_EfgA_DUQ WMA Website: https://www.msuwma.com/Contact: msuwma@gmail.com Song Credits: Rain (Instrumental) By: Mac Miller

From client associate at large wealth management firm to a Senior advisor running her own branch, Bre Seech is a prime example of hard work and dedication. Bre holds the CFP, CPWA and CRPC designation and has over 10 years of industry experience. She is an MSU Alumna and is currently leading Mariner Wealth Advisors Grand Rapids, MI Branch. Bre Seech Links: https://www.linkedin.com/in/bre-seech-cfp®-cpwa®-crpc®-7bb1321aa https://www.marinerwealthadvisors.com/our-team/ Podcast Team Links: Jared Rhein - https://www.linkedin.com/in/jared-rhein/ Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Brandon Klump - https://www.linkedin.com/in/brandon-klump WMA website: http://msuwma.com Contact: msuwma@gmail.com

Justin Castelli is the founder of RLS Wealth, PRST (Pur-soot), and the Co-founder of The AGC. In this episode, we talk about what it means to live authentically, Justin's creative and professional endeavors, along with the value of family. Hope you enjoy! Justin Castelli Links: Justin Castelli Website: www.justincastelli.io RLS Wealth: www.rlswealth.com The AGC: www.advisorgc.com Keep Pursuing Series: https://m.youtube.com/playlist?list=PLqUgsoixvZPtMJPBrcgzBerT3L6ybgBxj&si=Tk5_uC71zRxk3wIt WMA website: http://msuwma.com Contact: msuwma@gmail.com Editor - Brandon Klump

Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Today we will evaluating the S&P 500 Tesla Owners and turmoil, and finally disconnecting from the stock market. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share! Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan Executive Producer: Jared RheinExecutive Editor: Alex Kaminski WMA Youtube: https://youtu.be/5xmkYpe1iA4 WMA Website: https://www.msuwma.com/Contact: msuwma@gmail.com Song Credits: Rain (Instrumental) By: Mac Miller

In today's episode, we have the pleasure of hosting Matt Mondoux, a seasoned Senior Financial Advisor at Blue Chip Partners. Matt's journey in the world of finance began with a solid foundation—he earned his bachelor's degree in finance from Michigan State University. He has also acquired multiple certifications which include his CFP, CFA, and CMT. Join us as we dive into Matt's experiences, glean insights from his vast knowledge, and explore the dynamic landscape of financial advising. Matt Mondoux Links: https://www.linkedin.com/in/matt-mondoux-cfa-cmt-cfp-838935b0/ Podcast Team Links: Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/ Jared Rhein - https://www.linkedin.com/in/jared-rhein/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Brandon Klump - https://www.linkedin.com/in/brandon-klump WMA website: http://msuwma.com Contact: msuwma@gmail.com

Shadi Khamis, Alex Kaminski, and Liam Rhattigan dive into their knowledge about the AI arms race, the traditional family path and increasing finances, and finally the CFO of Spotify stepping down from his position. Welcome to Spartan Journal, and as always, if you enjoy leave and like and comment! Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan Executive Producer: Jared Rhein Executive Editor: Alex Kaminski WMA Youtube: https://youtu.be/dLCQRpIe8Z4 WMA Website: https://www.msuwma.com/ Contact: msuwma@gmail.com Song Credits: Rain (Instrumental) By: Mac Miller

In this episode, we talk about Jack’s change in career path from corporate finance to entrepreneurship, his insights within real estate investing and personal finance, along with his advice for current students! Hope you enjoy! Nicholas Pope Links: https://www.linkedin.com/in/jack-schiefelbein/ Podcast Team Links: Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/ Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/ Jared Rhein - https://www.linkedin.com/in/jared-rhein/ Brandon Klump - https://www.linkedin.com/in/brandon-klump WMA website: http://msuwma.com Contact: msuwma@gmail.com

In today’s episode we talk with Nicholas Pope. Nick became a partner at Washington Avenue Advisors back in 2016 and is a wealth advisor who holds CFP & CEPA designations, as well as being a member of the Financial Planning Association and Entrepreneurs’ Organization West Michigan Chapter. Prior to becoming partner at WAA, Nick worked at the Centennial Group. He also obtained his Bachelors of Science in Finance and Economics from the University of South Florida. Enjoy! Nicholas Pope Links: https://www.linkedin.com/in/nicholasbpope/ https://www.waadvisors.com/ Podcast Team Links: Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/ Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/ Jared Rhein - https://www.linkedin.com/in/jared-rhein/ Brandon Klump - https://www.linkedin.com/in/brandon-klump WMA website: http://msuwma.com Contact: msuwma@gmail.com

The Director of Private Wealth Management for Bryn Mawr Trust, founder of the FinServ Foundation, and Hopkins Retirement Consulting, while being an amazing friend and family man, Jamie Hopkins can do it all. In this episode, we talk about Jamie’s numerous achievements, the importance of finding your why, along with advice for the next generation of financial advisors. Hope you enjoy! Jamie Hopkins Links: https://www.linkedin.com/in/jamiehopkinsfinancialservices/ https://www.bmt.com/ https://finservfoundation.org/ Podcast Team Links: Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/ Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/ Jared Rhein - https://www.linkedin.com/in/jared-rhein/ Brandon Klump - https://www.linkedin.com/in/brandon-klump WMA website: http://msuwma.com Contact: msuwma@gmail.com

In today's episode of the MSU WMA podcast, we are thrilled to have Ben Geyer, a current senior at MSU, as our guest. Ben's journey through the world of finance has been truly impressive. From his role as the treasurer of his fraternity to his valuable internships at Waggoner Financial and KPMG, he has acquired a wealth of experience and insights. In this episode, we will discuss his involvement at MSU, his internship experiences, and how he successfully managed the transition to a 9-5 work schedule. Ben Geyer Links: https://www.linkedin.com/in/bengeyer24/ Podcast Team Links: Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/ Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/ Jared Rhein - https://www.linkedin.com/in/jared-rhein/ Brandon Klump - https://www.linkedin.com/in/brandon-klump WMA website: http://msuwma.com Contact: msuwma@gmail.com

In this week's Spartan Journal Podcast, Shadi Khamis, Alex Kaminski, and Liam Rhattigan express their insight on Cisco’s acquistion of Splunk, economy trends with consumer spending, and an unexpected boost for the markets from Washington. Welcome to Spartan Journal, and as always, if you enjoy leave and like share! Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan Executive Producer: Jared Rhein Executive Editor: Alex Kaminski WMA Website: https://www.msuwma.com/ WMA Youtube: https://youtu.be/615w9Tjwyz8 Contact: msuwma@gmail.com Song Credits: Rain (Instrumental) By: Mac Miller