MSUWMA Podcast

Hello and welcome to the MSU WMA Summer Rewind Season 2! Today we are going all the way back to Season 1 with an interview from Todd McClain. Todd is a partner at Plante Moran Financial Advisors in Detroit, Michigan. We hope you Enjoy!Todds LinkedIn:https://www.linkedin.com/in/mcclaintodd/Rewind Team Podcast LinkedIn:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: msuwma@gmail.com

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

Welcome back to the MSU Wealth Management podcast! Today we have the opportunity to host Financial Advisor Connor Bauserman. Connor got his start with a degree in Financial Planning at Olivet College and has since been dedicated to helping clients navigate their financial futures with confidence. As an employee of Preferred Financial Group, we talk about what his day-to-day looks like, how he "meets his clients where they're at", and how his services are able to reach a wider demographic through PFG.

We hope you enjoy!

Connor's LinkedIn: https://www.linkedin.com/in/connor-bauserman-chfc%C2%AE-52a7b980/

Podcast Team Links:

Steven Bowe - https://www.linkedin.com/in/stevenbowe29/

Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/

Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/

Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/

Brandon Klump - https://www.linkedin.com/in/brandon-klump

Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/

WMA website: http://msuwma.comContact: msuwma@gmail.com

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

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

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

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

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Nathan Cook - starting out as a financial analyst, Nathan talked all about his transition from an analyst to an advisor, and how he traverses the world of financial planning as such a young, established advisor at Raymond James.

We hope you enjoy!

Nathan's LinkedIn: https://www.linkedin.com/in/nathan-cook-bbb543234/ Podcast Team Links: Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Brandon Klump - https://www.linkedin.com/in/brandon-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

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!

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

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

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

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