MSUWMA Podcast

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:...

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 Nugen...

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 S...

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...

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 involv...

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 Rh...

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...

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/...

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 Kaminsk...

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/ P...

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...

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...

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, inclu...

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 Univers...

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 ultim...

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-men...

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 Tr...

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: ht...

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 M...

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.c...

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...

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/ashlei...

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 Mil...

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 You...

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