Podcasts by MSUWMA Podcast
A show brought to you by students from the Michigan State University Wealth Management Association. Our podcasters, Jared Rhein, Josh Januzelli, Allison Bonner, and Jeff Nugent interview financial advisors, wealth managers, and other financial professionals to discover what a career in the wealth management profession can look like.
SJ Podcast: MSUWMA's Spartan Journal News Team talks about the top business and market weekly news.
Website: msuwma.com
Email: msuwma@gmail.com
YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Spartan Journal: msuwma.com/spartanjournal
Further podcasts by Michigan State University Wealth Management Association
Podcast on the topic Wirtschaft
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Spartan Journal Podcast: Season 4 - Episode 4 from 2023-12-13T10:00
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 dow...
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The Intersection of Real Estate and Personal Finance with Jack Schiefelbein - S8 Ep.8 from 2023-12-08T18:00
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 ...
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The Importance of Internships with Nicholas Pope - S8 Ep.7 from 2023-11-30T14:45
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 ...
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Maximizing Your Impact with Jamie Hopkins - S8 Ep.6 from 2023-11-16T15:00
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 ...
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A Students Perspective on Entering the Field of Finance with Ben Geyer - S8 Ep.5 from 2023-11-09T14:02:52
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....
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Spartan Journal: Season 4 - Episode 3 from 2023-11-06T13:00
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 u...
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Innovative Aspirations in Broad with Dr. Judy Whipple - S8 Ep.4 from 2023-11-02T14:00
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 experienc...
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Life Advising with Adam Pawloski - S8 Ep.3 from 2023-10-28T16:25:58
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 rol...
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Spartan Journal: Market Updates - Season 4: Episode 2 from 2023-10-23T12:00
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, an...
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Journey from Banking to Wealth Management with Ben Bakken - S8 Ep.2 from 2023-10-19T14:00
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 ...
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Financial Advising Industry Tips with Lauren Adams - S8 Ep.1 from 2023-10-12T20:03:43
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 h...
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Spartan Journal: Season 4 - Episode 1 from 2023-10-10T19:30:02
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 1...
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The Path from Associate Advisor to CEO with Stefan Prvanov from 2023-05-04T09:00:42
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 m...
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Managing Client Investments with Jeffrey Shiffra from 2023-04-27T09:00:25
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 Counse...
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Success in Financial Entrepreneurship with Reuben Levinsohn from 2023-04-20T09:00:25
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...
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Investment Consulting in a Variety of Markets with Barry Mendelson from 2023-03-30T09:00:17
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 wealt...
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Next Generation of Trading with Michael Herman from 2023-03-02T10:00:22
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...
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Advancing from Education to Full-time work with Kyla Mabry from 2023-02-22T10:00:43
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 ...
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Expectations and Acquisitions - SJ Podcast: S3: Ep. 4 from 2023-02-18T21:57:38
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 propos...
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Insights for Rising Financial Advisors with Oscar Garner III from 2023-02-09T10:00:41
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 Raym...
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Estate Planning and Portfolio Management with Paul Joyaux from 2023-02-02T10:00:59
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...
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Marketing in Wealth Management with Ashleigh Craven from 2023-01-26T10:00:41
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 Universi...
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Legislation and Lawsuits - SJ Podcast S3: Ep. 3 from 2023-01-22T22:44:14
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 E...
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Road to Starting Your Firm with Paul Housey from 2023-01-19T17:00:33
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 f...
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Tech Sector Changes - SJ Podcast S3: Ep. 2 from 2023-01-10T03:31:42
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 ...
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Overcoming Adversity On and Off the Court with Josh Langford from 2022-12-09T09:35:43
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 an...
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Women in Business: Conquering the Financial Industry with Jessica Willis from 2022-12-01T09:00:22
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 ge...
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SJ Podcast S3:Ep 1 from 2022-11-30T11:29:48
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 eco...
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It's Time to Start Changing Family Trees with Dominique Henderson from 2022-11-18T19:29:56
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...
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Advice for Young Leaders with David Wakefield from 2022-11-10T10:00
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 plan...
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Journey of becoming a CPA and Partner with Tom Lillie from 2022-10-27T08:32:04
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 communi...
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Advisor Mentorship and Development with Dr. Julie Ragatz from 2022-10-20T13:50:56
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 deg...
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Empathy and Harmony in Financial Planning with Paul Fenner from 2022-10-13T09:00:43
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 Adri...
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Finding The "Why" in your Budget with Brennen Schlagbaum SHORT from 2022-10-07T14:59:32
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 & Fina...
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The Future of Advice with Ron Bullis from 2022-09-29T09:00:46
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 Northw...
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Paving Your Path after Graduation with Hannah Lakian from 2022-09-15T09:00:22
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 he...
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The Other Side of the Microphone with Vincent Pucillo from 2022-09-08T09:00:54
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 CF...
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Enjoying Life while being Smart Financially with Andy Hill from 2022-04-14T09:00
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-rat...
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Behind the Scenes of Wealth Management with Nick Shaheen from 2022-04-07T09:00
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...
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The Importance of Personal and Business Communication with Kymm Hadlock from 2022-03-31T09:00
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 ...
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Starting Out and Working Up in a Company with Kevin Nowakowski from 2022-03-24T09:00
Kevin is a Michigan State University alumnus and has over 25 years of experience in the financial industry. He is a Certified Financial Planner and currently works as a Senior Vice President at ...
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Finance Career Transition Experiences with Jill Carr from 2022-03-17T09:00
Jill is a current Financial Planner at Stephens Wealth Management. She has over 18 years of experience in the Accounting and Finance Industry including working for the IRS. Jill holds a CPA and ...
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Shorts: Ken Coleman’s 7 Stages to Finding your Dream Job from 2022-03-10T10:00
Ken is the host of The Ken Coleman Show part of the Ramsey Network that airs every weekday in more than 35 cities across the US. He is the #1 national bestselling author of the book The Prox...
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Investing in Student Success with Helen Dashney from 2022-03-03T10:00
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 financ...
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Building Confidence as a Young Advisor with Jessie Stirling from 2022-02-24T10:00
Jessie is an Investment Analyst and Wealth Advisor at Stephens Wealth Management Group. She is a graduate of The University of Michigan and is currently working to become a Chartered Financial A...
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How to be an Effective Leader with Syed Zaidi from 2022-02-17T10:00
Syed is a Junior Supply Chain Student at Michigan State University. He is the president of the Broad Student Senate and a senior consultant at Spectrum Consulting Group. Syed is committed to mak...
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Finding your Professional North Star with Jacqueline Howard from 2022-02-10T10:00
Jacqueline is an Alumni of Michigan State graduating in 2003 with a degree in Journalism. She is currently the Senior Director of wealth advisors operations at Ally Invest. She is also res...
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Aligning Your Passions with Your Business with Khe Hy from 2022-02-03T10:00
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....
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What Makes Nicolet Bank Unique with Melissa DeVantier and Patrick Madson from 2022-01-27T10:00
Nicolet National Bank offers a variety of banking services including personal banking, business banking, agriculture banking, and wealth management. They have multiple locations across Wisconsin...
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Growing a Business in Wealth Management with Cathy Curtis from 2022-01-20T10:00
Cathy is the founder of Curtis Financial Planning, an independent RIA firm located in Oakland, CA. She is a CFP professional and focuses on helping women achieve financial success. Cathy has bee...
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Getting your Dream Job with Ken Coleman from 2022-01-13T10:00
Ken is the host of The Ken Coleman Show part of the Ramsey Network that airs every weekday in more than 35 cities across the US. He is the #1 national bestselling author of the book The Prox...
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Inside Look at a Wealth Management Firm with Kara Case from 2021-12-09T10:00
Kara is a Wealth Advisor at Herbert Financial Group in Auburn Hills, MI. Before she worked at Herbert Financial, she worked as an analyst at J.P. Morgan Asset Management. Kara graduated from Mic...
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Handling Personal Finances like a Budget Dog with Brennan Schlagbaum from 2021-12-02T10:00
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 & Fina...
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How Hard Work and Consistency Pays Off with James Piot from 2021-11-25T10:00
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 ...
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Resources to Grow as an Advisor with Ashby Daniels from 2021-11-18T10:00
Ashby has been part of the financial planning industry since 2008 and has worked as an advisor for multiple companies. He is currently an advisor and COO at Shorebridge Wealth Management in Pitt...
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Career Strategies After College with Liam Pommerich from 2021-11-11T10:00
Liam is a Paraplanner at A New Path Financial in Ann Arbor, MI. He graduated with a degree in Finance from Loras College in Dubuque, IA, and has recently received his SIE and Series 7 Licenses. ...
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Overcoming The Stereotypes with Dalal Salomon from 2021-11-04T09:00
Dalal is the CEO and founding partner at Salomon & Ludwin, LLC in Richmond, VA. She was inducted into the Richmond Business Hall of Fame in 2018 and was ranked #20 on Barron’s 2017 top 100 w...
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Turning Ideas into Successful Results with Joe Johnson from 2021-10-28T09:00
Joe is the Founder and CEO of Vade Nutrition in Wixom, MI where he has turned his business into one of the fastest growing nutrition supplement companies in the world since 2016. He is a success...
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Using Confidence in Wealth Management with Anne Marie Webster from 2021-10-21T09:00
Anne Marie is a Certified Financial Planner and has been in the Financial Planning business since 2009. She recently opened her own firm called Curated Capital & Planning.
Risk Now, Success Will Come with Joe Sarnecky from 2021-10-14T09:00
Joe is the Senior Vice President at Equitable Advisors in Troy, MI where he is an advisor and Retirement Planning Specialist. Joe Graduated from Michigan State University in 2009 with a degree i...
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Career Experiences after Graduation with Jeffrey Smith from 2021-10-07T09:00
Jeffrey Smith is a Michigan State University Alumni who is currently a managing partner at OWL Wealth Advisors in Bloomfield Hills, MI. Jeffrey is a Certified Financial Planner and holds several...
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Let Your Money Work For You with Thomas Rimer from 2021-09-30T09:00
Thomas Rimer is a Finance Professor at Michigan State University teaching introductory finance courses to a variety of students. He has a strong background in the finance industry working for mu...
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Building a Career in Financial Planning with Melissa Joy from 2021-09-23T12:41:26
Melissa Joy is a Certified Financial Planner and Founder of Pearl Planning in Dexter, MI. Her Office consists of all Female professionals, working to serve clients in Southeast Michigan and thro...
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Student Learning and Success Strategies in Wealth Management with Hannah Moore from 2021-09-16T09:00
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 virtu...
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Getting Started in Wealth Management with Bryan Hasling from 2021-09-09T09:00
Bryan Hasling is a partner and financial planner at Lodestar Private Asset Management in Alamo, CA (in the San Francisco Bay Area). He helps ambitious professionals and successful families...
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Experiences in the Wealth Management Profession with Stephanie Trexler - S3 Ep. 10 from 2021-08-12T09:00
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...
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Market Updates - SJ Podcast S2:Ep.10 from 2021-08-10T20:10:34
In the final episode of Season 2 of the Spartan Journal Podcast, Matt Mancini, Bryan Lendzion, and Nate Jefferson talk about recent news and how it pertains to the market. They discuss events an...
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Applying for Jobs in Wealth Management with Vincent Gavigan - S3 Ep. 9 from 2021-08-05T09:00
Vincent Gavigan, MBA is a Talent Project Lead for the University Relations team at Vanguard. He is responsible for managing cross-site initiatives related to early talent strategies within Vangu...
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Market Updates - SJ Podcast S2:Ep.9 from 2021-08-03T21:34:33
Listen to Matt Mancini, Bryan Lendzion, and Nate Jefferson recount the past week on Saturday, July 31st. They talk about the recent news in the Crypto realm, conflicts between Apple and Facebook...
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MSUWMA Podcast Shorts: Douglas Boneparth's Advice for New Advisors from 2021-07-29T11:00
View full episode here: https://www.youtube.com/watch?v=6hV95msofi0
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Cont...
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Market Updates - SJ Podcast S2:Ep.8 from 2021-07-27T11:00
Nate Jefferson, Bryan Lendzion, and Matt Mancini talk about recent news and how it pertains to the market. They discuss the current housing market, the Facebook and White House disagreements, GM...
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MSUWMA Podcast Shorts: Josh Brown on the Importance of Understanding People in Wealth Management from 2021-07-23T03:00
View full episode here: https://www.youtube.com/watch?v=1ye0gZdLpBA&t=344s
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ<...
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Market Updates - SJ Podcast S2 Ep. 7 from 2021-07-21T13:13:09
Nate Jefferson, Bryan Lendzion, and Matt Mancini talk about recent news and how it pertains to the market. They discuss the upcoming Summer Olympics, billionaires Jeff Bezos and Richard Branson ...
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Evolution of the Chinese Economy - SJ Podcast S2 Ep.6 from 2021-07-15T10:47:45
Citizens throughout China recently celebrated the 100th anniversary of the Chinese Communist Party (CCP). With that, Bryan Lendzion, Nate Jefferson, and Matthew Mancini talk about how the CCP ha...
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MSUWMA Podcast Shorts: Paul Davis on Building a Book of Business from 2021-07-15T10:41:23
Full Episode: https://www.msuwma.com/post/finance-and-sports-with-paul-davis-s3-ep-2
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaR...
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MSUWMA Podcast Shorts: Chris Hogan on the Mindset of Building Wealth from 2021-07-15T10:32:15
Full Episode: https://www.msuwma.com/post/everyday-millionaires-with-chris-hogan-s3-ep-1
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1Wl...
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Mental Health and Wellness with Dr. John Delony - S3 Ep. 8 from 2021-07-08T09:00
Dr. John Delony is a bestselling author of the book Redefining Anxiety, a mental health expert, and host of The Dr. John Delony Show where he shares practical advice on how to ...
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A Day in the Life of a Financial Advisor with Claire Wohlfeil - S3 Ep. 7 from 2021-07-01T09:00
Claire Wohlfeil is an alumnus of Michigan State University, where she earned a degree in Finance with a concentration in Financial Planning and Wealth Management. Along with this, she was one of...
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The Influencer Impact - SJ Podcast S2:Ep.5 from 2021-06-29T20:22:52
While millennials remember Disney stars, Generation Z looks to social media influencers as the icons of their era. While it may be similar in comparison, Tik Tok stars have made their wealth on ...
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Building a Business in College with Brendan Wang - S3 Ep. 6 from 2021-06-24T09:00
Brendan Wang is the Founder and CEO of CAPNOS, a company that is on a mission to help people quit vaping in order to prevent lung disease and save lives. CAPNOS also finished first place in the ...
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Transforming Market of Consumer Data - SJ Podcast S2:Ep.4 from 2021-06-22T19:49:28
Apple is changing its data policy to protect the privacy of its consumers. In an environment where tech companies, like Apple, have the availability of such copious amounts of data, when does it...
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Paraplanning with Jared Machen - S3 Ep. 5 from 2021-06-17T09:00
Jared Machen, CFP, is the COO of Brownlee Wealth Management (located in The Woodlands, TX) and a Financial Planner at Black River Capital (located in Memphis, TN) spending his entire professiona...
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Cyber Attacks in the Digital Economy - SJ Podcast S2:Ep.3 from 2021-06-15T12:10:10
As business becomes more digital, corporations become susceptible to cyberattacks which threaten the security of their online systems. The Spartan Journal team, with new member Bryan Lendzion, d...
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Paul Davis and his Michigan State Basketball Career - S3 Ep. 4 from 2021-06-10T09:00
Paul Davis is an alumnus of Michigan State University and a former professional athlete who played basketball for MSU. Some of his accomplishments and milestones in his basketball career include...
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The Current EV Climate - SJ Podcast S2:Ep.2 from 2021-06-08T11:46:59
While Tesla has been the dominating voice in the global electric vehicle discussion, many established auto manufacturers declared their investment into electric vehicles. The Spartan Journal tea...
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Personal and Financial Success with Anthony ONeal - S3 Ep. 3 from 2021-06-03T09:00
Anthony ONeal is a #1 national bestselling author of the books Debt-Free Degree, The Graduate Survival Guide - Five Mistakes You Can't Afford to Make in College, and more. He is a speak...
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Finance and Sports with Paul Davis - S3 Ep. 2 from 2021-05-27T09:00
Paul Davis is an alumnus of Michigan State University and a former professional athlete who played basketball for MSU. Some of his accomplishments and milestones in his basketball career include...
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The Cryptocurrency Crash - SJ Podcast S2:Ep.1 from 2021-05-24T16:55:15
Many cryptocurrencies recently experienced a massive drop in their prices. To kick off the Spartan Journal Summer Series, the new SJ cohosts lead a dynamic conversation regarding the cause of th...
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Everyday Millionaires with Chris Hogan - S3 Ep. 1 from 2021-05-20T09:00
Chris Hogan is a #1 nationally bestselling author of the books Retire Inspired: It's Not an Age; It's a Financial Number as well as Everyday Millionaires: How Ordinary People Built ...
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Costa Gianiodis - S2 Ep.20 from 2021-05-13T09:00
Costa Gianiodis is a recent graduate of Michigan State University where he earned his degree in Finance and was the Treasurer and Podcast Host for the MSU Wealth Management Association for the 2...
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Justin Halvorson - S2 Ep.19 from 2021-05-06T09:00
Justin Halvorson was the Michigan State University Wealth Management Association's President for the 2020-2021 academic year. Along with graduating from MSU earning a degree in Finance and parti...
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Justin Jackson - S2 Ep.18 from 2021-05-04T09:00
Justin Jackson, CSRIC is one of the original MSUWMA Podcast Hosts. He is a student at Michigan State University enrolled in the Wealth Management and Financial Planning Program as well as a Fina...
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Bob Palmer - S2 Ep.17 from 2021-04-29T13:54:35
Bob Palmer is the Wealth Management Practice Leader at Plante Moran, a Registered Investment Advisor (RIA) based in Southfield, MI that was recently named one of Barron’s 2020 Top RIA Firms. He ...
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Steven Fox - S2 Ep. 16 from 2021-04-22T09:00
Steven Fox, CFP is the founder of Next Gen Financial Planning, a Registered Investment Advisor in San Diego, CA providing comprehensive fee-only financial planning services for young professiona...
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Housing Market Boom: SJ Podcast Ep.12 from 2021-04-20T12:19:35
The United States is currently seeing a frenzy in the real estate market. With low mortgage rates, decreasing supply, and recovering economy, homes are selling faster than they can build them. T...
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Matt Fizell - S2 Ep.15 from 2021-04-15T09:00
Matt Fizell, CFP is a Financial Planner and Operations Manager at Guiding Wealth located in Texas. He earned his BS in Business and Personal/Financial Services Marketing Operations from the Univ...
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The Future Direction of Economic Recovery: SJ Podcast Ep.11 from 2021-04-13T12:06:08
With COVID vaccinations increasing, the possibility of a broad economic recovery is becoming more and more common. This week the Spartan Journal Podcast team discusses the various aspects of the...
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Scott Frank - S2 Ep.14 from 2021-04-08T09:00
Scott Frank is the founder of Stone Steps Financial, a financial planning and investment management firm located in Encinitas, CA. He holds the CFA, CFP, and RLP designations. He earned a Bachel...
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Amazon's Greatest Union Push in History: SJ Podcast Ep. 10 from 2021-04-06T12:43:41
In a fight for better worker's rights and benefits, an Amazon warehouse in Alabama has been fighting to unionize. The SJ team discusses the topic and touches on the various aspects of Amazon's b...
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Dr. Barry Mulholland - S2 Ep.13 from 2021-04-01T09:00
Dr. Barry Mulholland is the Financial Planning Program Director at the University of Akron. Prior to this, he was an adjunct instructor at Texas Tech in the Personal Financial Planning Departmen...
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Are We in a Bubble?: SJ Podcast Ep.9 from 2021-03-30T12:11:59
With the increasing prices of the stock market, the Spartan Journal team discusses the speculative bubble that is forming within the current bull market. Among other expansive topics, the discus...
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Paul Pradel - S2 Ep.12 from 2021-03-25T09:00
Paul Pradel, CFP is an alumnus from Michigan State University. He is also the owner of Pradel Financial Group, launched in 2002, which is an independent financial services company based in Seatt...
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Sports Betting and Online Gambling: SJ Podcast Ep.8 from 2021-03-23T12:48:56
Michigan, amongst many other states, has legalized online gambling. With sporting events emerging post-pandemic, this is creating a surge in activity for online gambling platforms. In this week'...
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Oscar Garner III - S2 Ep.11 from 2021-03-18T09:00
Oscar Garner III (class of 2021) is a finance student and Evans Scholar at the Eli Broad College of Business at Michigan State University. He is also an executive board member for our student or...
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2020 Reflection - SJ Podcast Ep.7 from 2021-03-16T13:02:26
The team reflects on the past year, what has changed since the beginning on the pandemic and their predictions for the upcoming school year.
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Carl Richards - S2 Ep.10 from 2021-03-11T10:00
Carl Richards is a certified financial planner and author of The Behavior Gap blog. Through simple sketches, Carl makes complex financial concepts easy to understand. These sketches hav...
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Understanding Non-fungible Tokens (NFTs) - SJ Podcast Ep. 6 from 2021-03-09T13:28:23
With the growing demand for digital assets, non-fungible tokens are becoming a major player in the market. The Spartan Journal team takes on the topic and breaks down the impact NFTs are having ...
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Jon Solitro - S2 Ep.9 from 2021-03-04T10:00
Jon Solitro is an alumnus of Michigan State University, earning his bachelor's in psychology as well as his MA in counseling at Spring Arbor University. He is a financial education instructor as...
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Round Three: U.S. Stimulus Package - SJ Podcast Ep. 5 from 2021-03-02T13:00:06
On this week's episode of the Spartan Journal Podcast, our President Justin Halvorson leads the writers in a conversation on the incoming U.S. stimulus package.
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Downtown Josh Brown Q&A - S2 Ep.8 from 2021-02-25T10:00
Taken from the inaugural Student Success Summit, Josh Brown was the keynote speaker for this event brought by the FPA of Michigan. He is the CEO of Ritholz Wealth Management and writes a popular...
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Bitcoin - Growth or Bust? SJ Podcast Ep. 4 from 2021-02-23T14:17:09
On this week's episode of the Spartan Journal Podcast, the team discusses the recent spike in Bitcoin price and the potential value of the cryptocurrency going forward.
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Michael Kitces - S2 Ep.7 from 2021-02-18T10:00
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...
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ESG: Investing In a World You Want to Create - SJ Podcast Ep.3 from 2021-02-16T13:51:28
This week the podcast team discusses their weekly articles and the value of ESG Investing.
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Emily Koochel - S2 Ep.6 from 2021-02-11T10:00
Emily Koochel is an assistant professor at Michigan State University teaching personal finance. She earned her bachelor's and her master's in personal financial advising from Kansas State Univer...
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Analyzing the Electric Vehicle Boom - SJ Podcast Ep. 2 from 2021-02-09T14:21:40
This week on the Spartan Journal Podcast, the team discusses electric vehicles and the current changes affecting the industry.
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Eric Waggoner - S2 Ep.5 from 2021-02-04T10:00
Eric Waggoner is a managing partner at Waggoner Financial. He holds several designations such as the CFA, CFP, CLU, ChFC, and AEP. He graduated from Michigan State University where he earned his...
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GameStonk to the Moon? - Spartan Journal Ep. 1 from 2021-02-01T20:58:12
Will GameStonk go to the moon? This week the Spartan Journal team breaks down what is happening on Wall Street, the importance of credit scores, activist investing and FOMO investing.
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Daniel Porta - S2 Ep. 4 from 2021-01-28T11:00
Daniel Porta is a senior corporate recruiter at TechSmith Corporation as well as an alumnus from Saginaw Valley State University where he majored in communication. In this episode, Daniel discus...
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Dan Porta - S2 Ep. 4 from 2021-01-28T10:00
Daniel Porta is a senior corporate recruiter at TechSmith Corporation as well as an alumnus from Saginaw Valley State University where he majored in communication. In this episode, Daniel discus...
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Benjamin Feithen - S2 Ep.3 from 2021-01-21T10:00
Ben Feithen is the VP of Strategy and Innovation at the Michigan State University Cannabis Industry Association (MSUCIA). He is also an MBA graduate from the Eli Broad College of Business at MSU...
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Taylor Schulte - S2 Ep.2 from 2021-01-14T10:00
Taylor Schulte is the CEO and Founder of Define Financial, headquartered in San Diego, CA. He was ranked #2 independent advisor by Investopedia and has been featured in the Wall Street Journal, ...
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Brian Moriarty - S2 Ep. 1 from 2021-01-07T10:00
Brian Moriarty works for Morningstar Manager Research as an Associate Director for Fixed-Income Strategies. Originally from the Chicago area, Brian attended Michigan State University, where he g...
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Season 1 Summary - S1 Ep. 21 from 2020-12-31T10:00
Justin Halvorson, Justin Jackson, and Costa Gianiodis, hosts of the MSU WMA podcast, discuss their conversations with their guests from season 1 as well as the main things they learned and took ...
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Leah Schmid - Christmas Eve Special - S1 Ep. 20 from 2020-12-24T10:00
Leah Schmid, CFP, CPA is a financial advisor at Wipfli Financial Advisors and is part of their campus recruiting team. She has her bachelor's degrees in English and Spanish as well as a ma...
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Brittney Castro - S1 Ep. 19 from 2020-12-17T10:00
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 proa...
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Mark Cecchini - S1 Ep. 18 from 2020-12-10T10:00
Mark Cecchini, CFP is Director of Wealth Planning at Catalyst Wealth Advisors LLC working remotely in Bozeman, Montana. He is a graduate of Virginia Tech's CFP program, and has held different po...
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Ian Bloom - S1 Ep. 17 from 2020-12-03T10:00
Ian Bloom, CFP, RLP (Registered Life Planner), has his own firm called Open World Financial Life Planning. He earned a bachelor's degree in Psychology from Appalachian State University, as well ...
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Douglas Boneparth - Thanksgiving Special - S1 Ep. 16 from 2020-11-26T10:00
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...
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Barry Ritholtz - S1 Ep. 15 Part 2 from 2020-11-19T10:00
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 T...
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Barry Ritholtz - S1 Ep. 14 Part 1 from 2020-11-12T10:00
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...
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Anthony Barst - S1 Ep. 13 from 2020-11-05T10:00
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...
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Blair duQuesnay -S1 Ep. 12 from 2020-10-29T09:00
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 ser...
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Julian Bell -S1 Ep. 11 from 2020-10-22T09:00
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 majo...
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Justin Castelli - S1 Ep. 10 from 2020-10-15T13:00
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 ...
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Ben Carlson - S1 Ep. 9 from 2020-10-08T08:00
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 ...
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Costa Gianiodis - S1 Ep. 8 from 2020-10-06T05:00
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:/...
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Rob Forte - S1 Ep. 7 from 2020-10-01T05:00
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<...
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Colin Overweg - S1 Ep. 6 from 2020-09-29T05:00
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:...
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Todd McClain - S1 Ep. 5 from 2020-09-24T09:00
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 |...
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Jacqueline Venier - S1 Ep. 4 from 2020-09-17T05:00
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
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The Virtual Job Search with Kristen Hintz - S1 Ep. 3 from 2020-09-10T13:00
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
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David Shotwell - S1 Ep. 2 from 2020-09-10T13:00
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
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Justin Halvorson & Justin Jackson S1 Ep. 2 from 2020-08-28T17:15:47
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/j...
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Justin Halvorson & Justin Jackson S1 Ep.0 from 2020-08-28T17:15:47
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/...
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Professor Stephen Schiestel - S1 Ep. 1 from 2020-08-26T00:23:59
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 ...
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