MSUWMA Podcast

Michigan State University Wealth Management Association
  • 5.0 (18)
  • BUSINESS
  • UPDATED BIWEEKLY

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: msuwma@gmail.com YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Spartan Journal: msuwma.com/spartanjournal

  1. DEC 1

    A New Viewpoint of Finances - S10 Ep. 9

    Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Justin Castelli. Justin is a Co-Founder at The AGC, is on the Advisor Council for Wealth.com, Founder for PRST, and an Advisor, guide, and creator for Santiago. Listen in as he shares about his financial journey and gives a unique idea of how to view finances.We hope you enjoy!Justin's LinkedIn: https://www.linkedin.com/in/justincastelli/Justin's Website: https://www.justincastelli.io/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: msuwma@gmail.com

    22 min

  2. NOV 24

    The Need of a Financial Planner - S10 Ep 8

    Welcome back to the MSU wealth Management Association podcast! Today we are joined by Matt Doran. Matt is a Partner at &Partners as well as a Michigan State Alumni. Listen in as he shares about his financial journey and what the needs of a financial planner are.We hope you enjoy!Matt's LinkedIn: https://www.linkedin.com/in/matthewdoran14/Podcast Team Links:Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: msuwma@gmail.com

    22 min

  3. NOV 17

    A Journey into Financial Planning - S10 Ep. 7

    Welcome back to the MSU wealth Management Association podcast! Today we are joined by Kade Messner. Kade is a Lead Advisor at Modern Wealth Mangement. Listen in as he shares about what he has learned throughout his time in the financial field and the steps he's taken to further his career.We hope you enjoy!Kade's LinkedIn: https://www.linkedin.com/in/kade-messner/Podcast Team Links:Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: msuwma@gmail.com

    24 min

  4. NOV 3

    Having the Entrepreneurial Mindset in Finance - S10 Ep. 6

    Welcome back to the MSU wealth Management Association podcast! Today we are joined by Broc Edwards. Broc is a proud Michigan State Golf Alumni as well as the President of SC Services, Managing Partner at EQV, Founding Partner at Pronoia, Founder and Director of Grit Development, and Finance Advisory Board Member at Eli Broad College of Business. Listen in as he shares about what he has learned throughout his time in the financial field and how his entrepreneurial mindset has found him success in many ways.We hope you enjoy!Broc's LinkedIn: https://www.linkedin.com/in/brocwedwards/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: msuwma@gmail.com

    20 min

  5. OCT 27

    Authenticity in Wealth Management - S10 Ep. 5

    Welcome back to the MSU wealth Management Association podcast! Today we are joined by Monish Verma. Monish is the Founding Partner and CEO at Vardhan Wealth Management. Listen in as he shares about what he has learned throughout his time in wealth management and the importance of authenticity in his career.We hope you enjoy!Monish's LinkedIn: https://www.linkedin.com/in/monishverma/Podcast Team Links:Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: msuwma@gmail.com

    26 min

  6. OCT 13

    Knowing the Basics of Estate Planning with Kenneth Duetsch II - S10 Ep. 4

    Welcome back to the MSU wealth Management Association podcast! Today we are joined by Kenneth Duetsch II. Listen in as Ken shares key information about estate planning and other key information used in financial planning.We hope you enjoy!Ken's LinkedIn: https://www.linkedin.com/in/kenneth-duetsch-ii-cfa-cfp%C2%AE-b425403/Podcast Team Links:Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/WMA website: http://msuwma.comContact: msuwma@gmail.com

    26 min

  7. OCT 6

    A Journey to Financial Success with John Evangelista - S10 Ep. 3

    Welcome back to the MSU wealth Management Association podcast! Today we are joined by John Evangelista. Listen in as John shares about his path into Financial Planning and into his current role as a Certified Financial Planner for Evangelista and Associates.We hope you enjoy!John's LinkedIn: https://www.linkedin.com/in/john-evangelista-cfp/ Podcast Team Links:Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: msuwma@gmail.com

    28 min

  8. SEP 29

    Insight into Investment Banking with Mike Benson

    Welcome back to the MSU wealth Management Association podcast! Today we are joined by Mike Benson. Listen in as Mike shares about his role as the Managing Director at Stout and gives insight into the work done within Investment Banking. We hope you enjoy! Mike's LinkedIn: https://www.linkedin.com/in/stoutmbenson/ Podcast Team Links: Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/ Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

    14 min
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5
out of 5
18 Ratings

About

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: msuwma@gmail.com YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Spartan Journal: msuwma.com/spartanjournal

Information

  • Creator
    Michigan State University Wealth Management Association
  • Years Active
    2020 - 2025
  • Episodes
    206
  • Rating
    Clean
  • Copyright
    © Michigan State University Wealth Management Association
  • Show Website
    MSUWMA Podcast