MSUWMA Podcast
By Michigan State University Wealth Management Association
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
MSUWMA PodcastMar 02, 2023
Future of Women in Finance with Maria Duey - S8 Ep.12
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
Spartan Journal Podcast: Season 4 - Finale
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
Spartan Journal Podcast: Season 4 - Episode 9
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Let's dive into the seventh episode of our series, where we unravel the dynamics shaping our lives today. Today we will be navigating the future of video content with OpenAI's Sora, economic impact on the Solar Eclipse, and increase in consumer transactions. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share!
Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan
Executive Producer: Jared Rhein
Executive Editor: Alex Kaminski
WMA Youtube: https://youtu.be/EQa6HLYYGtQ
WMA Website: https://www.msuwma.com/
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By: Mac Miller
Spartan Journal Podcast: Season 4 - Episode 8
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Let's dive into the seventh episode of our series, where we unravel the dynamics shaping our lives today. On this episode we will be unveiling the Ethical Crisis in Maharashtra's Sugar Industry ,evaluating consumer optimization with AT&T, and the finances of Chipotle. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share!
Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan
Executive Producer: Jared Rhein
Executive Editor: Alex Kaminski
WMA Youtube: https://youtu.be/CrT8u5X81vQ
WMA Website: https://www.msuwma.com/
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By: Mac Miller
Spartan Journal Podcast: Season 4 - Episode 7
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Let's dive into the seventh episode of our series, where we unravel the dynamics shaping our lives today. Today we will evaluating a catastrophic mistake in a Tesla , Boeing stock prices, and the federal reserve addressing spikes in inflation. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share!
Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan
Executive Producer: Jared Rhein
Executive Editor: Alex Kaminski
WMA Youtube: https://youtu.be/CebqOP9Tv30
WMA Website: https://www.msuwma.com/
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By: Mac Miller
Spartan Journal Podcast: Season 4 - Episode 6
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. On this episode we will evaluating the Apple vision pros, expensive cities, and upticks in betting. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share!
Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan
Executive Producer: Jared Rhein
Executive Editor: Alex Kaminski
WMA Youtube: https://youtu.be/70_EfgA_DUQ
WMA Website: https://www.msuwma.com/
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By: Mac Miller
A Path to Senior Management with Bre Seech - S8 Ep.11
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
Achieving Authenticity with Justin Castelli - S8 Ep.10
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
Spartan Journal Podcast: Season 4 - Episode 5
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss recent news where we unravel the dynamics shaping our lives today. Today we will evaluating the S&P 500 Tesla Owners and turmoil, and finally disconnecting from the stock market. Welcome to Spartan Journal, and as always, if you enjoy leave and like and share!
Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan
Executive Producer: Jared Rhein
Executive Editor: Alex Kaminski
WMA Youtube: https://youtu.be/5xmkYpe1iA4
WMA Website: https://www.msuwma.com/
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By: Mac Miller
Analyst To Advisor with Matt Mondoux - S8 Ep.9
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
Spartan Journal Podcast: Season 4 - Episode 4
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
The Intersection of Real Estate and Personal Finance with Jack Schiefelbein - S8 Ep.8
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
The Importance of Internships with Nicholas Pope - S8 Ep.7
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
Maximizing Your Impact with Jamie Hopkins - S8 Ep.6
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
A Students Perspective on Entering the Field of Finance with Ben Geyer - S8 Ep.5
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
Spartan Journal: Season 4 - Episode 3
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
Innovative Aspirations in Broad with Dr. Judy Whipple - S8 Ep.4
Whether a Bowersox-Thull endowed professor in logistics and supply chain management or the leader of Michigan State University's Eli Broad College of Business, Dr. Judy Whipple has experienced it all! Tune in to learn more about her history with MSU, advice for current students, along her innovative vision for the Eli Broad College of Businesses' future, like the Broad 2030 Plan. Hope you enjoy!
Dr. Judy Whipple Links: https://www.linkedin.com/in/judy-schmitz-whipple-1436714/ WMA website: http://msuwma.com Contact: msuwma@gmail.com
Life Advising with Adam Pawloski - S8 Ep.3
Adam joined Telemus back in 2015 and is now a financial life advisor who holds a CFP designation, as well as being a licensed insurance agent. Prior to joining Telemus, Adam worked multiple roles at Raymond James. He also obtained his Bachelors in Business Administration from the University of Michigan-Dearborn Adam Pawloski Links: https://www.linkedin.com/in/adampawloski/ https://www.telemus.com/ Podcast Team Links: Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/ Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/ Jared Rhein - https://www.linkedin.com/in/jared-rhein/ Brandon Klump - https://www.linkedin.com/in/brandon-klump WMA website: http://msuwma.com Contact: msuwma@gmail.com
Spartan Journal: Market Updates - Season 4: Episode 2
In this week's edition of the Spartan Journal Podcast, Shadi Khamis, Alex Kaminski, and Liam Rhattigan dive into the current effects of Artificial Intelligence, Changing spending habits, and statistics on ETFs. Welcome to the Spartan Journal, if you enjoy it, please share the link! Hosts: Shadi Khamis, Alex Kaminski, Liam Rhattigan Executive Producer: Jared Rhein Executive Editor: Alex Kaminski WMA Website: https://www.msuwma.com/
WMA Youtube: (3) MSU Wealth ManagementAssociation - YouTube
Contact: msuwma@gmail.com Song Credits: Rain (Instrumental) By: Mac Miller
Journey from Banking to Wealth Management with Ben Bakken - S8 Ep.2
Ben Bakken is a Senior Vice President and Market Director at Tri-Star Trust Bank. He pursued a bachelor's degree at Wayne State University. He also furthered his education by obtaining his MBA from Northwood University. Ben has worked in a variety of roles in the financial industry. Ben Bakken: https://www.linkedin.com/in/ben-bakken-cfp%C2%AE-cepa%C2%AE-b408367/ https://www.tristartrust.com/ Podcast Team Links: Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/ Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Joshua Januzelli - https://www.linkedin.com/in/joshua-januzelli-600548261/ Jared Rhein - https://www.linkedin.com/in/jared-rhein/ Brandon Klump - www.linkedin.com/in/brandon-klump WMA website: http://msuwma.com Contact: msuwma@gmail.com
Financial Advising Industry Tips with Lauren Adams - S8 Ep.1
Lauren Adams is a lead Financial Planner and Director of Operations at the Center for Financial Planning. She pursued her undergraduate education at Kalamazoo College, focusing on Economics as her major field of study and minoring in Political Science, Lauren further honed her skills by earning an MBA at the University of Chicago Booth School of Business. Lauren wears many hats at The Center while still finding a healthy work-life balance.
LinkedIn: https://www.linkedin.com/in/laurenada...https://www.centerfinplan.com/ WMA website: http://msuwma.com Contact: msuwma@gmail.com
Spartan Journal: Season 4 - Episode 1
Shadi Khamis, Alex Kaminski, and Liam Rhattigan discuss the recent trending topics of decreasing Chinese exports, Lionel Messi's economic impact, and new real estate trends. Tune in to the 1st episode of season 4 now!
Executive Producer: Jared Rhein
WMA website: https://www.msuwma.com/
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Songs Credits: Rain (Instrumental) By Mac Miller
The Path from Associate Advisor to CEO with Stefan Prvanov
Stefan is a lead advisor and is the President and CEO of Blankinship & Foster Wealth, located in Carlsbad CA. He is an alumnus of San Diego State University and has been part of the wealth management industry for over 20 years. Stefan is a CFP and is involved with several industry organizations including the FPA. He has also served on volunteer committees for several local organizations, including the YMCA, KPBS, and the United Way.
Company Website: https://www.bfadvisors.com/
Linkedin: https://www.linkedin.com/in/stefan-prvanov-cfp%C2%AE-a6992336/
WMA website: http://msuwma.com WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Managing Client Investments with Jeffrey Shiffra
Jeffrey joined Clarkston in 2021 to manage private client relationships within the firm. Before joining Clarkston, Jeff was a portfolio manager and founding partner of Ironwood Investment Counsel, LLC, senior portfolio manager with Bank of America Private Bank, and manager in the Private Client Services division of Arthur Andersen, [LP. Jeffrey holds a Master of Taxation from Arizona State University and a Bachelor of Arts, Accounting from Michigan State University.
Linkedin: https://www.linkedin.com/in/jeffrey-shiffra-cfa-cpa-6722684/
Clarkston Capital: https://www.clarkstoncapital.com/
WMA website: http://msuwma.com
WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Success in Financial Entrepreneurship with Reuben Levinsohn
After Reuben's tenure at Michigan State University, he has gone on to start multiple businesses within the Lansing area. He is the Founding Partner of Washington Avenue Ventures as well as a Partner at Washington Avenue Advisors and Exit Quotient Ventures. Within this episode there is discussion about his first steps in entrepreneurship, the future of the financial advising industry, and ultimately how he created multiple successful organizations.
Linkedin: https://www.linkedin.com/in/reuben-levinsohn/
WAA leadership series events, Jenny Feterovich: https://www.waadvisors.com/events
Enneagram assessment: https://www.truity.com/test/enneagram-personality-test?ppcga=fixed&gclid=EAIaIQobChMIo-nqj_Og_gIVQgV9Ch2BowJcEAAYASAAEgIodfD_BwE
StartupGrind Lansing: https://www.startupgrind.com/lansing/
Flying With Founders: https://instagram.com/flyingwithfounders?igshid=YmMyMTA2M2Y=
Washington Avenue Advisors, LLC is a registered investment adviser and all statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
WMA website: http://msuwma.com WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Investment Consulting in a Variety of Markets with Barry Mendelson
Barry has been in the finance industry for 40 years working at companies like RW Baird and then starting his own business at Capital Markets Consultants in 2002. He works with a variety of wealth management clients offering investment advice to clients. Barry continues to see success with his experience in the industry and his expertise in investing.
Linkedin: https://www.linkedin.com/in/barry-mendelson-cima-8776a82/
Company Website: https://www.cmarkc.com/
WMA website: http://msuwma.com WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Next Generation of Trading with Michael Herman
Michael is a Flint Michigan native and attended Kalamazoo College where he played football and studied chemistry graduating in 2009. He then went to start his career as a research lab supervisor and then as a medical sales manager. Michael is now Co-founder, Chief Sales & Relations officer of Traderware, the parent company of a soon-to-be released social platform dedicated to traders called Traderverse.
Linkedin: https://www.linkedin.com/in/michael-herman-63540314/
Email: m.herman@traderverse.io
Social media: @traderverseio
Newsletter: https://traderverse.io/newsletter-sign-up/
WMA website: http://msuwma.com
WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Advancing from Education to Full-time work with Kyla Mabry
Kyla graduated from Michigan State Universities Wealth Management and Financial Planning program in 2022. Today, she works full time for Equanimity Wealth Management. Recently, she was admitted into the Carson Group Next-Gen Coaching program. Kyla plans to enter the financial realm as a Personal Financial Advisor in the near future.
Linkedin: https://www.linkedin.com/in/kyla-mabry/
WMA website: http://msuwma.com
WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Expectations and Acquisitions - SJ Podcast: S3: Ep. 4
Jared Rhein, Brady LaRoe, and Riley Garvin talk about recent news and how it pertains to the market. They discuss Chat GPT's new rival, the U.S Department's January Jobs Report, and CVS's proposed acquisition.
Executive Producer: Sara Khan
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By Mac Miller
Insights for Rising Financial Advisors with Oscar Garner III
Oscar is a recent MSU Alumni who graduated in 2021. He was very involved in numerous student clubs during his time at MSU and served as the director of recruitment for WMA. He now works for Raymond James as a portfolio consultant and is preparing to become a Financial Advisor. Since 2021 Oscar has passed his SIE, Series 66, Series 7, and most recently the CFP Exam.
Linkedin: https://www.linkedin.com/in/oscargarner3/
Evans Scholar Foundation: https://wgaesf.org
WMA website: http://msuwma.comWMA
YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Estate Planning and Portfolio Management with Paul Joyaux
Paul graduated from Michigan State University with a degree in economics and has 25 plus years of experience in the finance industry. Paul is a senior manager at RMB Capital where he manages the office in St Joseph, Michigan. Paul shares his journey into wealth management as well as how he serves his client.
Linkedin: https://www.linkedin.com/in/paul-joyaux-36984494/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Marketing in Wealth Management with Ashleigh Craven
Ashleigh is the Chief Marketing Officer at Pocketnest, a Google- Accelerated Fintech. She did her undergraduate studies at University of Michigan and received her Masters at Wake Forest University in Speech Communication and Rhetoric. Ashleigh has a wide variety of experiences and passions that she incorporates into her marketing strategy at pocketnest.
Linkedin: https://www.linkedin.com/in/ashleighcraven/
Pocketnest: https://www.pocketnest.com
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Legislation and Lawsuits - SJ Podcast S3: Ep. 3
Jared Rhein, Brady LaRoe and Riley Garvin talk about recent news and how it pertains to the market. They discuss France's proposal to raise the retirement age, United States' debt ceiling, and Elon Musk's lawsuit.
Executive Producer: Sara Khan
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By Mac Miller
Road to Starting Your Firm with Paul Housey
Paul is an MSU alumni where he received his undergraduate as well as his MBA. Today he is the co-founder of ISTO Advisors where he combines his passion for helping others with his expertise in financial planning and tax strategy.
Linkedin: https://www.linkedin.com/in/paul-e-housey-cpa-cfp%C2%AE-clu%C2%AE-400729a/
Company Website: https://www.istoadvisors.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig
Tech Sector Changes - SJ Podcast S3: Ep. 2
Jared Rhein, Brady LaRoe and Riley Garvin talk about recent news and how it pertains to the market. They discuss domestic semiconductor production, job layoffs in the tech sector, and an update on FTX.
Executive Producer: Sara Khan
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By Mac Miller
Overcoming Adversity On and Off the Court with Josh Langford
On this weeks episode we had Josh, a former MSU Basketball player and captain who came in as a McDonald’s All American 5 star recruit. During his time at MSU he scored over 1000 career points and averaged 10.1 points per game. He also received awards for MSU Co-Best Defensive Player in 2017-18 season as well as the Stephen G. Scores Inspirational Player Award in the 2018-19 season. Stay tuned to hear about Josh’s story of overcoming adversity with success in his career.
WMA's Handles
Website: http://msuwma.com
YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
Josh's Handles
Linked In: https://www.linkedin.com/in/joshua-langford/
Instagram: @mbp_msu and @Kingdomthinker7
Email: langfo36@msu.edu
Song Credits: Ganja- Epidemic Sound
Women in Business: Conquering the Financial Industry with Jessica Willis
This week we had the pleasure of chatting with Jessica Willis. Willis is a financial advisor and owner of Pocketnest, a platform to help coach the next generation of advisors, millennials and gen-zers alike. Stay tuned as we dive into how she started and how it's going as well as some awesome advice for our fellow listeners.
Jessica's Links -------------
Company website: https://www.pocketnest.com/about-us
Linked in: https://www.linkedin.com/in/jess-willis
WMA --------------
Website: http://msuwma.com
YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
SONG CREDITS: Strending Kids - Epidemic Sound
SJ Podcast S3:Ep 1
Jared Rhein, Brady La Roe, and Riley Garvin and how it pertains to the market. They discuss the rebound in Black Friday Shopping, updates on Russia's invasion of Ukraine, and China's current economic outlook.
Executive producer: Sara Khan
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
Song Credits: Rain (Instrumental) By Mac Miller
It's Time to Start Changing Family Trees with Dominique Henderson
Dominique Henderson is amongst the top 100 advisors whom proudly founded and manages his business, DJH Capital. He shares with us his experience as not only an advisor, but through the lens of a financial coach. Stay tuned as you learn the dynamics Henderson shares with us to create a financially adept future. If you enjoyed this week's segment, check us out on our socials for more!
Dominique's Links ---------------------
Business: https://djh-capital.com/
Youtube channel: https://www.youtube.com/c/JumpstartYOUniversity/about
Linked In: https://www.linkedin.com/in/domhendersonsr
WMA---------------------------------
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
SONG CREDITS: Ganja - Epidemic Sound
Advice for Young Leaders with David Wakefield
David Wakefield is a Michigan State alumni and former member of the MSU Wealth Management Association. We have a splendid chat about. post under grad life, Law school and Estate planning, his words for future young leaders and much more.
David's Website: http://saynotoprobate.com
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: msuwma@gmail.com
Song Credits: Qeeo - Longing For You - https://www.epidemicsound.com/music/search/?term=longing%20for%20you
Journey of becoming a CPA and Partner with Tom Lillie
Tom is an Alumni of Central Michigan University. He is a Certified Public Accountant that works with clients to help them build their business and personal wealth. Tom enjoys serving his community holding multiple roles at the Flint Institute of Arts including President of the Board of Trustees.
Linkedin: https://www.linkedin.com/in/thomas-lillie-98213717/
Company Website: https://www.lewis-knopf.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
Advisor Mentorship and Development with Dr. Julie Ragatz
Dr. Julie Ragatz is the Vice President and director of next gen & advisor development program at Carson Group. She is received her bachelor’s degree at University of St. Thomas, Master’s degree at Marquette University, and PhD degree at Temple University. Julie has a strong passion for helping young professionals learn and find their path in the financial services industry.
Linkedin: https://www.linkedin.com/in/julie-ragatz-ph-d-2a40b826/
Company Website: https://www.carsongroup.com/insights/blog/team-members/julie-ragatz/
Finserv foundation: https://finservfoundation.org/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
Empathy and Harmony in Financial Planning with Paul Fenner
Paul is the founder of TAMMA Capital in the greater Detroit area. He is a Certified Financial Planner, ChFC, CRPS, and Enrolled Agent with the IRS. Paul received his undergraduate degree at Adrian College and his Masters from University of Findlay. He is also the host of the Emotional Balance Sheet Podcast.
Linkedin: https://www.linkedin.com/in/paulfennercfp/
Company Website: https://tammacapital.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
Finding The "Why" in your Budget with Brennen Schlagbaum SHORT
Brennan is a Certified Public Accountant and is the owner and founder of Budget Dog Financial Consulting. He graduated from University of Lousville in 2014 with a degree in Accounting & Finance. He went on after college to work for Deloitte as part of their audit team. He is a former Cincinnati Works board member and now self-employed growing his own business with Budgetdog.
Linkedin: https://www.linkedin.com/in/brennan-schlagbaum-cpa-1b2b7338/
Instagram: @budgetdog
Twitter: @Budgetdog_
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
The Future of Advice with Ron Bullis
Ron is the CEO and Co-Founder of Lifeworks Advisors, a small RIA Firm in Grand Rapids Michigan. Ron has over 10 years of experience in the Financial Advising industry, working 8+ years at Northwestern Mutual and now over 5 years at Lifeworks. Ron is also the founder of the Ella Bullis Foundation, a nonprofit organization to help and support families impacted by premature birth and infant loss.
Company Website: https://lifeworksadvisors.com/
Linkedin: https://www.linkedin.com/in/ronbullis/
Book Recommendations: "7 habits of highly effective people" by: Stephen Covey, "Mastery" by: Robert Greene, "Essentialism" by: Greg McKeown
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
Paving Your Path after Graduation with Hannah Lakian
Hannah is a recent 2022 Michigan State Alumni and a former MSU WMA Podcast host. Hannah is now working at Vanguard in their Financial Advisor Development program. She is also studying to earn her Series 7 and 66 licenses and her CFP certification.
Linked in: https://www.linkedin.com/in/hannah-lakian-489b18192/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
The Other Side of the Microphone with Vincent Pucillo
Vincent is a recent 2022 Michigan State Alumni. He is the former MSU WMA Podcast host and former WMA President. Vincent has plans to work for Plante Moran in Ann Arbor and prepare to take his CFP Exam.
Linkedin: https://www.linkedin.com/in/vpucillo/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
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
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
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