MSUWMA Podcast

Feb 24 2025 184 ep. 29 mins 1
MSUWMA Podcast artwork

A show brought to you by students from the Michigan State University Wealth Management Association. Our podcasters, Brandon Klump, Jeff Nugent, Hannah Bennett, Steven Bowe interview financial advisors, wealth managers, and other financial professionals to discover what a career in the wealth management profession can look like. SJ Podcast: MSUWMA's Spartan Journal News Team talks about the top business and market weekly news. Website: msuwma.com Email: [email protected] YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Spartan Journal: msuwma.com/spartanjournal

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Emerging Trends in Wealth Management with Mike Bisaro - S9 Ep. 20

Feb 24 2025 32 mins  
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 y

Learning about Financial Planning and Wealth Management with Stephen Schiestel - S9 Ep. 19

Feb 17 2025 21 mins  
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.co

Manage Money or Clients, Building Trust, and Crypto with Ric Edelman - S9 Ep.18

Feb 10 2025 52 mins  
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

The Analyst to Advisor Pipeline with Nathan Cook - S9 Ep 17

Feb 03 2025 27 mins  
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

Innovating Financial Futures with Lawrence Sprung - S9 Ep 16

Jan 27 2025 19 mins  
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

Finding Your Journey to Success with Matthew Curfman S9 Ep 15

Jan 20 2025 33 mins  
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! M

Local Firms Versus Headquarters with Paul Joyaux S9 Ep14

Dec 23 2024 21 mins  
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! Da

The Power of Asking and Listening with Dan Solin S9 Ep13

Nov 25 2024 14 mins  
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 episod

Senior Student Success with Joshua Januzelli and Juliana Chabot - S9 Ep.12

Nov 18 2024 35 mins  
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 Al

Financial Life Planning with Nick Nauta - S9 Ep.11

Nov 11 2024 44 mins  
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 cou