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MSU WMA Podcast

MSU WMA Podcast

By Michigan State University Wealth Management Association
A show with Costa Gianiodis, Justin Halvorson and Justin Jackson, three finance students from Michigan State University who interview financial advisors currently working in wealth management to discover what a career as a advisor can look like. msuwma.com | msuwma@gmail.com
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Currently playing episode

Rob Forte - Ep. 7

MSU WMA Podcast

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Barry Ritholtz - Ep. 15 Part 2
Barry Ritholz is a co-founder, chief investment officer, and chairman of Ritholtz Wealth Management. Along with being a featured columnist at The Washington Post, Ritholtz writes a blog called The Big Picture and is the creator and host of the podcast Masters in Business on Bloomberg Radio. He is also the author of Bailout Nation, which was named "Investment Book of the Year" by the Stock Trader's Almanac. The Big Picture: https://ritholtz.com/ LinkedIn: https://www.linkedin.com/in/ritholtz/ WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
31:18
November 19, 2020
Barry Ritholtz - Ep. 14 Part 1
Barry Ritholz is a co-founder, chief investment officer, and chairman of Ritholtz Wealth Management. Along with being a featured columnist at The Washington Post, Ritholtz writes a blog called The Big Picture and is the creator and host of the podcast Masters in Business on Bloomberg Radio. He is also the author of Bailout Nation, which was named "Investment Book of the Year" by the Stock Trader's Almanac.  The Big Picture: https://ritholtz.com/ LinkedIn: https://www.linkedin.com/in/ritholtz/ WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
24:29
November 12, 2020
Anthony Barst - Ep. 13
Anthony Barst is an Investment Specialist at J.P. Morgan as well as a CFA charter holder. He is also a Spartan alumnus, graduating from the Eli Broad College of Business with a Bachelor's degree in finance  LinkedIn: https://www.linkedin.com/in/anthony-barst-cfa-715a2117 WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
22:18
November 5, 2020
Blair duQuesnay - Ep. 12
Blair duQuesnay, CFA, CFP is an advisor at Ritholtz Wealth Management and is a board member of her local CFA society in Louisiana. She is an active contributor and commenter in the financial services industry being featured in The Wall Street Journal, Forbes, Business Insider, and more. She also has a blog called The Belle Curve. https://blairbellecurve.com/ Consider Firing Your Male Broker: https://www.nytimes.com/2019/01/14/opinion/business-economics/new-year-resolution-investor-gende-gap.html?searchResultPosition=1 WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
27:46
October 29, 2020
Julian Bell - Ep. 11
Julian Bell is the author of the Grown Wave blog, (thegrownwave.com) helping students navigate the financial responsibility of adulthood. In addition to the blog, Julian is a senior finance major at Michigan State Universities Eli Broad College of Business. Email: belljul1@msu.edu LinkedIn: https://www.linkedin.com/in/julian-bell-1b53b4149 WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
16:46
October 22, 2020
Justin Castelli - Ep. 10
Justin Castelli is the founder of RLS Wealth Management and the AGC, a community to help financial advisors foster collaboration and growth. Justin has been featured on CNBC, Bloomberg, and the Journal of Financial Planning.  He also creates excellent content, which you can find at allaboutyourbenjamins.com.  WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
29:25
October 15, 2020
Ben Carlson - Ep. 9
Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management, the author of the books A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan and Organizational Alpha: How to Add Value in Institutional Asset Management and co-host of the Animal Spirits podcast Animal Spirits. https://awealthofcommonsense.com/about-2/ WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
34:23
October 8, 2020
Costa Gianiodis - Ep. 8
Costa Gianiodis is a senior finance major at Michigan State University at the Eli Broad College of Business and Treasurer of MSUWMA.  Email: gianiod3@msu.edu LinkedIn: https://www.linkedin.com/in/constantine-gianiodis WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXg...
13:29
October 6, 2020
Rob Forte - Ep. 7
Rob is a manager for Plante Moran Financial Advisors in Detroit Michigan.  LinkedIn: https://www.linkedin.com/in/rob-forte-8905b912 WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXg...
15:55
October 1, 2020
Colin Overweg - Ep. 6
Colin is the founder and CEO of Advize Wealth Management. https://www.advizewealth.com/  WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
22:53
September 29, 2020
Todd McClain - Ep. 5
Todd is a partner at Plante Moran Financial Advisors in Detroit Michigan. His LinkedIn profile can be found here: https://www.linkedin.com/in/mcclaintodd  Contact: msuwma@gmail.com | @msuwma  WMA website: http://msuwma.com   Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com/watch?v=ownXgkMQv8g
18:58
September 24, 2020
Jacqueline Venier - Ep. 4
Jacqueline is a partner at Plante Moran Financial Advisors in Detroit Michigan. Her LinkedIn profile can be found here: https://www.linkedin.com/in/jacqueline-venier-cfp®-cpwa®-28151212 Contact: msuwma@gmail.com | @msuwma  WMA website: http://msuwma.com MSU Wealth Management Program: https://broad.msu.edu/finance/financi... Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com/watch?v=ownXgkMQv8g
19:16
September 17, 2020
The Virtual Job Search with Kristen Hintz - Ep. 3
Kristen is the Associate Director at the Russel Palmer Career Management Center at the Eli Broad College of Business. Helpful links can be found below   Contact: msuwma@gmail.com | @msuwma  WMA website: http://msuwma.com  MSU Wealth Management Program: https://broad.msu.edu/finance/financi...  Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com/watch?v=ownXgkMQv8g Working remotely & side gigs: https://careersherpa.net/best-sites-for-remote-work-and-side-gigs/   Companies hiring: https://www.themuse.com/advice/companies-hiring-during-coronavirus-covid-19?utm_source=morning_brew   Start-Ups hiring: https://docs.google.com/spreadsheets/u/1/d/15vTgoKSDjOsyvyh_MMHyPN1kUBdkUlZFV_mQCmfF89Y/htmlview?urp%3Dgmail_link%23gid%3D1231545188&sa=D&ust=1586368529270000&usg=AOvVaw1bwqfg57NI6EKE_xGcav6V   Companies with hiring freezes, including industries hiring; note that there may be differences by function or unit: https://candor.co/hiring-freezes/   Roles in Tech: https://docs.google.com/spreadsheets/d/1GDNHnnL39S0IFbOmIsD-CntOJMYBf5JQ_tYch1VMrFI/edit#gid=0    Government essential Workers, hiring (May 2020): https://www.usajobs.gov/coronavirus?utm_source=morning_brew    LinkedIn list of who's hiring right now (April 2020): (non-professional jobs to make money): https://www.linkedin.com/feed/news/heres-whos-hiring-right-now-4525187/   500 Companies Hiring on Handshake (April 2020): https://learn.joinhandshake.com/students/hiring-on-handshake-500/    Leads for remote work opportunities for many majors: https://hireacademics.com/    GitHub crowd-sourced list of who's hiring - lots of notes about remote/virtual internships https://github.com/gcreddy42/hiring2020 Upwork: “connects professionals...to businesses seeking specialized talent” https://www.upwork.com/    Micro Internships: https://www.loom.com/share/d25c258d7d5d4c07b6032ebc1538c67a and https://www.parkerdewey.com/resources  Recession-Proof Companies Hiring: https://managementconsulted.com/companies-hiring-near-me-recession-proof-jobs-available-now/?mc_cid=53abab5e8a&mc_eid=940a233da5   Volunteer in an industry or in a role related to your degree/major:  https://communityengagedlearning.msu.edu/  https://www.volunteermatch.org/ 
30:18
September 10, 2020
David Shotwell - Ep. 2
David is the President and co-founder of Shotwell Rutter Baer. https://srbadvisors.com/people/david-w-shotwell/ WMA website: http://msuwma.com Contact: msuwma@gmail.com   Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
36:04
September 10, 2020
MSU WMA Podcast - Justin Halvorson & Justin Jackson
Both Justin Halvorson & Justin Jackson are senior finance majors at the Eli Broad College of Business.  Justin Halvorson: halvor24@msu.edu LinkedIn: https://www.linkedin.com/in/justin-halvorson-0421   Justin Jackson: jack1364@msu.edu LinkedIn: https://www.linkedin.com/in/justin-jackson-073174128   WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits:  J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g  Abstract Orchestra: Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg
20:24
August 28, 2020
Professor Stephen Schiestel - Ep. 1
Professor Schiestel is a the current CIO & co-founder of Grand Capital Advisors, and the Program Director of the Financial Planning and Wealth Management Program at the Eli Broad College of Business.    @msuwma | msuwma@gmail.com | msuwma.com   MSU Wealth Management Program: https://broad.msu.edu/finance/financial-planning-wealth-management/ Grand Capital Advisors: https://grandcapadvisors.com/ Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com/watch?v=ownXgkMQv8g
36:52
August 26, 2020