MSUWMA Podcast

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 have been shown at the Kimball Art Center in Park City, Utah as well as other showings at the Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House...

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 as they trade for millions of dollars. VIDEO: https://youtu.be/SzW5bfzTEI0    Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd...

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 well as a financial advisor and CEO at Financial MD, an RIA based in Lansing, MI working with physicians across the United States.  Financial MD: https://financialmd.com/ Website: https://www.jonsolit...

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.  References:  https://www.wsj.com/articles/biden-sees-no-time-to-waste-urges-senate-to-pass-1-9-trillion-covid-19-stimulus-package-11614445025  https://www.wsj.com/articles/consumer-spending-personal-income-january-2021-1161...

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 blog called The Reformed Broker, as well as the host of The Compound Show Podcast. He is also the author of the books Backstage Wall Street and Clash of the Financial Pundits and was named one of the...

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.  Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/su...​ https://www.msuwma.com/spartanjournal​​ msuwma@gmail.com SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.yout...

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 billion dollars of assets for their clients, and co-founder of the XY Planning Network, AdvicePay, fpPathfinder, New Planner Recruiting, publisher of his popular blog called "Nerd's Eye View", as well as b...

This week the podcast team discusses their weekly articles and the value of ESG Investing.    Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d  https://www.msuwma.com/spartanjournal​ msuwma@gmail.com   SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.youtube.com/wa...

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 University and Texas Tech University. She also earned a master's in human development and family science as well as a Ph. D in applied family science from Kansas State University.  LinkedIn: https://www.link...

This week on the Spartan Journal Podcast, the team discusses electric vehicles and the current changes affecting the industry.  Subscribe to the Spartan Journal Podcast. Our episodes are available through Spotify, Apple Podcasts, or wherever you get your podcast content! Spartan Journal: https://www.msuwma.com/spartanjournal MSU Wealth Management Association: https://www.msuwma.com/ Reference...

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 bachelor's in astrophysics and mathematics. He also earned his master's degree in global finance at New York University. Eric is also a professor at Michigan State where he teaches insurance and risk manag...

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.  Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d https://www.msuwma.com/spartanjournal msuwma@gmail.com...

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 discusses how you can apply for a job especially in these times when recruiting for all companies has changed since the pandemic, and what recruiters really look for in a candidate. LinkedIn: https://www.linkedin...

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, and he also joined the military, becoming an officer in the Army serving under the Air Missile Defense realm. Email: feithenb93@gmail.com MSUCIA website: https://www.msucia.org/about LinkedIn: https://www...

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, Investment News, Forbes, and more. He also has two podcasts, Stay Wealthy and Experiments in Advisor Marketing. He is also the co-founder of the AGC (Advisor Growth Community). Website: https://www.taylorsc...

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 graduated with a major in political science. LinkedIn - https://www.linkedin.com/in/brian-moriarty-1814b02b/ WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: Abstract Orchestra, Fa...

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 away.  LinkedIn: https://www.linkedin.com/in/justin-halvorson-0421/ https://www.linkedin.com/in/justin-jackson-073174128/ https://www.linkedin.com/in/constantine-gianiodis/ WMA website: http://msuwma.c...

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 master's in accountancy and taxation from the University of Wisconsin Madison.  LinkedIn: https://www.linkedin.com/in/leah-schmid-cpa-cfp%C2%AE-43736637/ WMA website: http://msuwma.com Contact: msuwma@gm...

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 proactively manage their finances. Brittney is a noted financial expert, being featured on platforms such as CNN, CNBC, The Wall Street Journal, and more. She has also been recognized by Investopedia ranking 6t...

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 positions in the wealth management industry all over the United States. He was also named to InvestmentNews’ “Top 40 Under 40” professionals in the financial advice industry.  LinkedIn: https://www.linke...

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 as writing and publishing his own book called A Gamer's Guide to Money: Level 1, which is available on Amazon. LinkedIn: https://www.linkedin.com/in/ian-bloom-cfp%C2%AE-rlp%C2%AE-946b15127/ WMA website: htt...

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 Advisors in 2018, 2019, and 2020, and he currently sits on the CNBC Financial Advisor Council. He is also the author of The Millennial Money Fix (Career Press, 2017), and has been featured on CNBC, ABC, Go...

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 The Big Picture and is the creator and host of the podcast Masters in Business on Bloomberg Radio. He is also the author of Bailout Nation, which was named "Investment Book of the Year" by the Stock Trader's...

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 The Big Picture and is the creator and host of the podcast Masters in Business on Bloomberg Radio. He is also the author of Bailout Nation , which was named "Investment Book of the Year" by the Stock Trader'...

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 in finance  LinkedIn: https://www.linkedin.com/in/anthony-barst-cfa-715a2117 WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtu...