MSUWMA Podcast

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. Right now, Liam is also studying to receive his CFP designation at Oakland University. As a Paraplanner he works frequently with eMoney Financial Planning Software to help clients have access to their finan...

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 women financial advisors in the US. Dalal is a Michigan State University Alumni and has worked at several companies including Wells Fargo Advisors. She has climbed the ranks and grown her business receiving...

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 successful Entrepreneur who has appeared on ABC’s Shark Tank and helped his company sell over a million units. Joe is a Michigan State University Alumni graduating in 2016 from the Honors College with a degree in...

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. WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Ian Renfer - Just Another [Home Demo].wav

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 in Finance, and has been part of the industry ever since. He also went to University of Pennsylvania and received the Wharton Certificate of Retirement Planning in 2014. Linked in: linkedin.com/in/josephsarn...

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 other licenses and designations. He helped form OWL Wealth Advisors in 2020 and has over 20 years of experience in the Finance and Wealth Management Industry. Linkedin: linkedin.com/in/jeffrey-j-smith-cfp®...

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 multiple firms as an investment analyst and portfolio manager. He currently has a book out called Who Works for You? Let your money work for you ! and is soon to release his second book. LinkedIn: linkedin.co...

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 throughout the Country. Pearl Planning helps their clients in multiple aspects including Financial planning, retirement planning, investment management, environmental social governance, and specializing in Divo...

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 virtual externship for new financial planners in 2020. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management. She has received multiple award designations...

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 reach financial independence. He strategically guides his clients through high-impact areas like retirement planning, tax planning, and equity compensation packages, including stock options and more. He at...

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 Wealth Planning, which is an independent RIA. She has experience working at various financial planning firms and is also a board member of the FPA (Financial Planning Association) of Michigan. Along with t...

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 and new developments surrounding the stock market, cryptocurrency, unemployment rates, the GE reverse stock split, the home eviction moratorium, and so much more. WMA website: http://msuwma.com   WMA You...

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 Vanguard's MBA, Investment Management, and Financial Advising Development Programs. In this episode, Vincent talks about everything students need to know of what recruiters look for in candidates who apply to jo...

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, Robinhood's IPO, an Israeli oil tanker undergoing a drone strike, the SEC's new scrutiny over Chinese companies, and how schools and businesses are dealing with new covid-19 restrictions.    WMA...

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 Contact: msuwma@gmail.com Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOf...

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 suing Ford over trademark infringement, and more.   WMA website: http://msuwma.com   WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com   Song Cr...

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 Contact: msuwma@gmail.com Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

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 going to space, LA county reinstating their mask mandates, big banks' earnings, and protests in Cuba.   WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBw...

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 has adapted to globalization and how China's economy is looking like for the near future.    Song Credit: Rain (Instrumental) by Mac Miller

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-eaRPTd0R1WlrLkRBweuQ  Contact: msuwma@gmail.com   Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

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-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

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 connect with people, face depression, overcome anxiety, and learn what it means to be well. He has two PhDs and over two decades of experience in counseling, crisis response, and higher education. He is also a frequent co-h...

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 the founding members of MSUWMA. She currently works as a Financial Advisor at Vanguard based in Scottsdale, AZ. LinkedIn: https://www.linkedin.com/in/claire-wohlfeil/ WMA website: http://msuwma.com WMA You...

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 their own independent terms. Co-hosts Matt Mancini and Nate Jefferson walk through the Tik Tok movement.   Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manag...

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 Burgess Institute for Entrepreneurship's New Venture Challenge. He is also an incoming Senior at Michigan State University majoring in Supply Chain Management. He was also the Director of External Relations...