MSUWMA Podcast

Brian Portnoy, CFA, the founder and CEO of Shaping Wealth, shares his expertise in the relationship between humans and their wealth. We discussed why Brian and his team created Shaping Wealth and the impact of understanding behavioral finance to strengthen connections with clients. Listen to Brian share how curiosity, hustle, and kindness can transform your life and bring you closer to your goals....

Today's podcast features Jared, a senior at MSU majoring in Finance and Wealth Management. He is the president of the Wealth Management Association and a former host of the WMA podcast. He’s interned with UBS Private Wealth Management and served as a summer analyst at JP Morgan’s Private Bank. Jared is passionate about learning and giving back to his community, and he’s been a role model and f...

Sam Huszczo, CFP, CFA, is the founder and investment officer at SGH Wealth Management. Since starting SGH Wealth Management in 2005. Sam has acquired his bachelor’s degree from the University of Michigan and also holds his CFA and CFP certifications. SGH is one of the top-rated financial advisory firms ranked by USA Today. In today's podcast we discussed: - Sam’s journey through the financial...

Robert Bilkie, CFA, is the CEO and wealth advisor at Sigma Investments Councilors. Since joining Sigma in 1984, Bob has not only contributed his deep financial knowledge but has also played a pivotal role in nurturing the next generation of investment professionals through active recruitment and mentorship. A University of Michigan graduate and a Chartered Financial Analyst (CFA®), Bob has served...

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! 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...

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Helen is an Instructor at The Michigan State University Broad College of Business. She helped start the Financial Markets Institute at MSU, an...

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! In the final episode of Season 3, Stephanie Trexler talks about her experiences in Wealth Management. Stephanie is a Certified Financial Plann...

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! 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...

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! 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 hi...

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! James is a current Golfer and Finance student at Michigan State University. In 2021 he won the 121st US Amateur Championship becoming the firs...

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Douglas A. Boneparth, CFP is president and CEO of Bona Fide Wealth, a Registered Investment Advisor based in New York City. Investopedia named...

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Carl Richards Links: Behavior Gap: https://behaviorgap.com/ NY Times Sketch Guy Column: https://www.nytimes.com/column/sketch-guy Twitter: htt...

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management, the author of the books A Wealth of Common Sense:...

This summer we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Michael Kitces is a prominent speaker and content creator in the wealth management profession. He is the Head of Planning Strategy at Buckingh...

This summer, we are excited to bring back some of our favorite episodes every Monday! We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins! Thank you for listening and enjoy! Hannah Moore is the Owner and a Principal Financial Planner at Guiding Wealth in Dallas, TX. She is a Certified Financial Planner and Certifi...

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 Due...

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 al...

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...

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 Chipot...

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, a...

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 E...

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...

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...

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 ex...

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 R...