MSUWMA Podcast

Michigan State University Wealth Management Association

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. 13/04

    Understanding the Basics of Estate Planning Services with Mark Meyers and Ryan Sullivan - S10 Ep. 19

    Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Mark Meyers and Ryan Sullivan. Mark is a Principal for Rehmann and Ryan is a Managing Director for Rehmann as well as a Michigan State Alumni. Listen in as they share a brief overview into Estate Planning and how it can be beneficial for all types of clients.We hope you enjoy!Mark's LinkedIn: https://www.linkedin.com/in/mark-meyers-cfp%C2%AE-ctfa-chfc%C2%AE-clu%C2%AE-662ba5a/Ryan's LinkedIn: https://www.linkedin.com/in/ryansullivanrfg/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.comInvestment advisory services offered through Rehmann Wealth, a Registered Investment Advisor.Securities offered through Rehmann Financial Network LLC, member FINRA/SIPC.Insurance Services offered through Rehmann Insurance Group.

    14 min

  2. 30/03

    Finding What is Important to Your Client with Ken Osiwala - S10 Ep. 18

    Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Ken Osiwala. Ken is a Managing Director at Modern Wealth Management. Listen in as he shares about how he got into the industry, fiduciary duties, and much more.We hope you enjoy!Ken's LinkedIn: https://www.linkedin.com/in/ken-osiwala/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

    38 min

  3. 23/03

    Understanding the Basics of Trust Services with Mark Meyers and Ryan Sullivan - S10 Ep. 17

    Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Mark Meyers and Ryan Sullivan. Mark is a Principal for Rehmann and Ryan is a Managing Director for Rehmann as well as a Michigan State Alumni. Listen in as they share a brief overview into trust services and how a trust can be beneficial for your clients.We hope you enjoy!Mark's LinkedIn: https://www.linkedin.com/in/mark-meyers-cfp%C2%AE-ctfa-chfc%C2%AE-clu%C2%AE-662ba5a/Ryan's LinkedIn: https://www.linkedin.com/in/ryansullivanrfg/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

    12 min

  4. 16/03

    Sustaining Success in Wealth Management with Larry Glanz - S10 Ep. 16

    Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Larry Glanz. Larry is a Private Wealth Advisor and Managing Director of Glanz Wealth Advisors. Listen in as he shares how he is able to understand what his clients need and how to stand out among other advisors.We hope you enjoy!Larry's LinkedIn: https://www.linkedin.com/in/larry-j-glanz-cpa-apma%C2%AE-crpc-b114a614/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

    28 min

  5. 23/02

    Staying Curious in Finance with Jessica Sullivan - S10 Ep. 15

    Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Jessica Sullivan. Jessica is President at Legado Family Office Management, Board Member at Traverse Connect, Member of Grand Traverse Regional Community Foundation Community Coalition, Member of Family Office Exchange, and MSU Alumni. Listen in as she shares how she views communicating with clients, the importance of understanding financial statements, and why staying curious is so important.We hope you enjoy!Jessica's LinkedIn: https://www.linkedin.com/in/jessica-sullivan-6017104b/Podcast Team Links:Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/WMA website: http://msuwma.comContact: msuwma@gmail.com

    17 min

  6. 10/02

    Supporting Clients Beyond Investments with Pete Wargo - S10 Ep. 14

    Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Pete Wargo. Pete is a Senior Advisor at Modern Wealth Management. Listen in as he shares how he is using AI, supporting his clients beyond investing, and diversifying client portfolios.We hope you enjoy!Pete's LinkedIn: https://www.linkedin.com/in/wargop/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

    25 min

  7. 2/02

    The Importance of Saying “Yes!” in a career - S10 Ep 13

    Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Renee Hof-Lacey. Renee is a Private Wealth Advisor, Senior Vice President, and Investment Consultant at Raymond James. Listen in as she shares insights into the industry and how she has found success.We hope you enjoy!Renee's LinkedIn: https://www.linkedin.com/in/reneehoflacey/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/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

    22 min

  8. 26/01

    Aligning Your Financial Career with Life Goals - S10 Ep 12

    Welcome back to the MSU Wealth Management Association podcast! Today we are joined by John Mason. John is a recent graduate from University of Michigan and is a Consultant at Oliver Wyman. Listen in as he shares about his viewpoint on aligning your financial career with your life goals. We hope you enjoy! John's LinkedIn: https://www.linkedin.com/in/johndcmason/ 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

    23 min
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Sobre

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

Informação

  • Autoria
    Michigan State University Wealth Management Association
  • Anos em atividade
    2020 - 2026
  • Episódios
    211
  • Classificação
    Para todos
  • Copyright
    © Michigan State University Wealth Management Association
  • Site do programa
    MSUWMA Podcast