MSUWMA Podcast

Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 4 with an interview from Ashby Daniels. Ashby is the Creator of Money Visuals with a Financial Advising history. We hope you Enjoy! Ashby's LinkedIn: https://www.linkedin.com/in/ashbydaniels/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: msuwma@gm...

Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 4 with an interview from Melissa Joy. Melissa is currently a Founder and Financial Planner at Pearl Planning. We hope you Enjoy! Melissa's LinkedIn: https://www.linkedin.com/in/melissanjoy/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: msuwma@gmai...

Hello and welcome to the MSU WMA Summer Rewind! Today we are going all the way back to Season 1 with an interview from Leah Schmid. Leah is a Private Wealth Manager who works for Creative Planning and has her CPA and CFP. We hope you Enjoy! Leah's LinkedIn: https://www.linkedin.com/in/leah-schmid-cpa-cfp%C2%AE-43736637/ Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/ WMA we...

Hello and welcome to the MSU WMA Summer Rewind! Today we are going all the way back to Season 1 with an interview from Blair DuQuesnay. Blair is a Lead Advisor at Ritholtz Wealth Management. We hope you Enjoy! Blair's LinkedIn: https://www.linkedin.com/in/blairduquesnay/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: msuwma@gmail.co...

Hello and welcome to the MSU WMA Summer Rewind! Today we are going all the way back to Season 1 with an interview from Colin Overweg. Colin is a Founder at Advize Wealth Management and listed on Investopedia Top 100 Financial Advisors in 2023. We hope you Enjoy! Colin’s LinkedIn: https://www.linkedin.com/in/colinoverweg/ Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/ WMA w...

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

Check out this week’s episode as we sit down with Kevin Ward, Senior Advisor at Moneta Group! Kevin has built a career focused on wealth management and a deep passion for building strong client relationships. In this episode, we talk about his path into the financial planning world, his approach to creating meaningful connections with clients, and his take on where the wealth management industry i...

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

Check out our most recent podcast with Nick Young, CXO and Co-founder of Money Pickle as well as recent Michigan State Alumni. In this episode, we follow his path coming into the finance field and learn more about different careers within the financial industry. We hope you enjoy! Nicks LinkedIn: https://www.linkedin.com/in/njy/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcsw...

Check out our latest podcast featuring Mike Bisaro, President & CEO of Straightline. Mike holds a bachelor’s degree in finance and marketing from New Mexico State University and has built an impressive career in wealth management. In this episode, we dive into his journey to becoming a financial advisor and explore emerging trends shaping the future of the industry. We hope you enjoy! Mike's L...

Welcome back to the MSU WMA Podcast. Today, we have a guest who needs no introduction. Professor Stephen Sheistel is currently the director of the financial planning and wealth management program here at the broad college of business. Today he is here on the podcast to provide some valuable information about the program. We Hope you enjoy! Stephen's LinkedIn: https://www.linkedin.com/in/stephensch...

Welcome back to the MSU wealth Management Association podcast! Today we talk with renowned personal finance expert, Ric Edelman, founder of Edelman Financial Engines, the largest RIA firm in the United States and #1 New York Times bestselling author, joins us to share invaluable career advice for aspiring wealth managers, practical tips on building strong client relationships, and strategies for e...

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Nathan Cook - starting out as a financial analyst, Nathan talked all about his transition from an analyst to an advisor, and how he traverses the world of financial planning as such a young, established advisor at Raymond James. We hope you enjoy! Nathan's LinkedIn: https://www.linkedin.com/in/nathan-cook-bbb...

Today our guest was Larry Sprung, founder of Mitlin Financial, a wealth management firm he established in 2004. He earned his bachelor’s degree from Binghamton University and is a proud holder of the CFP® certification. In this episode, we dive into Larry's journey into the world of wealth management. From his early career experiences to the pivotal moment, he decided to create Mitlin Financial. L...

Joining us today is Matthew Curfman, a CEO and Co-Owner of Richmond Brothers, Inc, Host of Matts Minutes, and Published author of Fear Less Retirement. In todays episode we dive into what got Matt intrigued in wealth management and his journey into the field. He also shares important information that he’s used within the wealth management field and beyond. We hope you enjoy! Matthew Curfman Linked...

Joining us today is Paul Joyaux, a Partner and Senior Wealth Manager at Curi RMB Capital. In today’s episode, we’ll explore key insights from Paul's experience in working between both small firms and corporate environments. He also shares insight into the end of year schedules and other key information for people getting into the wealth management field. We hope you enjoy! Dan Solin LinkedIn: http...

Joining us today is Dan Solin, a New York Times bestselling author of the Smartest series of investing books, Ask: How to Relate to Anyone, which we will focus on today, as well as his most recent, Wealthier: The Investing Field Guide for Millennials. He’s also the President of Solin Strategic, LLC, where he provides sales coaching to advisory firms globally. In today’s episode, we’ll explore key...

Joining us today is Joshua Januzelli and Juliana Chabot, both seniors, honor students, and highly accomplished finance majors and wealth management minors. Josh interned with Washington Avenue Advisors going into junior year and Clarkston Capital Partners last summer. He is set to begin his full-time role with Clarkston next year! Juliana’s spent her junior year interning at Ally Financial and stu...

Nick Nauta is a lead Financial Advisor at Shotwell Rutter Baer in Lansing, Michigan. SRB is a fee-only, independent registered investment adviser that takes a “Kitchen Table” approach, emphasizing the interpersonal aspects of financial planning. Formerly running his own firm as Nick Nauta Financial, Nick merged with Shotwell Rutter Baer in 2019 to create a platform where he could provide fiduciary...

Carl Szasz, president of Verde Capital Management, shares his story from MSU to becoming a business owner focused on bettering the lives of his clients and employees. We'll explore Verde's innovative workplace culture, the impact of in-person vs. virtual meetings, social media marketing strategies, and their unique approach to financial coaching.  Enjoy! Links: https://www.linkedin.com/in/carlszas...

Michael is a 2022 graduate from Michigan State University, where he majored in Finance with a minor in Wealth Management. Michael has worked at Sigma Investment Counselors as a Paraplanner for about three and a half years. Sigma Investment Counselors is a fee-only, independent registered investment advisor specializing in discretionary portfolio management and financial planning for high-net-worth...

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

Today, we’re joined by Dr. Cherry, Founder and President of Concurrent Financial Planning and Director of the Charles Schwab Foundation Center for Financial Wellness at UW-Green Bay. A true leader in the field, Dr. Cherry is also Head of the Financial Planning Program and a 3-time Investopedia Top 100 Financial Advisor! In this episode, we dive into Dr. Cherry’s inspiring career journey, his Life...

Samantha Russell, the Marketing Idea Generator at FMG Suite, helps countless financial advisors level up their marketing and digital communications with clients to drive new business. In this episode, she shares how students and young advisors alike can enhance their social media platforms to build connections, stand out to employers, and strengthen their networks. Enjoy! Samantha's Links: https:/...

Jeremy Walter, CFP is the founder of Fident financial. Since starting Fident in 2017. Jeremy has earned his bachelor’s degree from Cairn University. Jeremy also holds his CFP certification. Jeremey shares great insight on the financial industry and advice to aspiring financial advisors. Enjoy! Jeremy’s Links: https://www.linkedin.com/in/jeremywalter/ https://fidentfinancial.com/ Podcast Team Links...