24 episodes

A show with Costa Gianiodis, Justin Halvorson and Justin Jackson, three finance students from Michigan State University who interview financial advisors currently working in wealth management to discover what a career as a advisor can look like. msuwma.com | msuwma@gmail.com

MSU WMA Podcast Michigan State University Wealth Management Association

    • Business
    • 5.0 • 10 Ratings

A show with Costa Gianiodis, Justin Halvorson and Justin Jackson, three finance students from Michigan State University who interview financial advisors currently working in wealth management to discover what a career as a advisor can look like. msuwma.com | msuwma@gmail.com

    Taylor Schulte - S2 Ep.2

    Taylor Schulte - S2 Ep.2

    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.taylorschulte.com/

    Podcasts: https://www.taylorschulte.com/my-podcasts/

    LinkedIn: https://www.linkedin.com/in/taylorschulte/

    WMA website: http://msuwma.com

    Contact: msuwma@gmail.com

    Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg

    • 39 min
    Brian Moriarty - S2 Ep. 1

    Brian Moriarty - S2 Ep. 1

    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, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg

    • 26 min
    Season 1 Summary - S1 Ep. 21

    Season 1 Summary - S1 Ep. 21

    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.com

    Contact: msuwma@gmail.com

    Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g

    • 12 min
    Leah Schmid - Christmas Eve Special - S1 Ep. 20

    Leah Schmid - Christmas Eve Special - S1 Ep. 20

    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@gmail.com

    Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g

    • 57 min
    Brittney Castro - S1 Ep. 19

    Brittney Castro - S1 Ep. 19

    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 6th on their Top Influential Financial Advisors list in 2017 and by Investment News, being elected one of the "40 under 40" in 2020 as well as one of the 22 "Women to Watch" in 2018.

    Financially Wise Inc. website: https://www.financiallywiseinc.com

    LinkedIn: https://www.linkedin.com/in/brittneycastro

    WMA website: http://msuwma.com

    Contact: msuwma@gmail.com

    Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g

    • 24 min
    Mark Cecchini - S1 Ep. 18

    Mark Cecchini - S1 Ep. 18

    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.linkedin.com/in/markcecchini/

    WMA website: http://msuwma.com

    Contact: msuwma@gmail.com

    Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g

    • 34 min

Customer Reviews

5.0 out of 5
10 Ratings

10 Ratings

spartandawg421 ,

Great show!!

Loved all the guests so far

gmaroudas12 ,

Great podcast!

Keep up the great work! Some awesome guests so far that people of all ages can learn from

KaliG22 ,

I know him!!!

Woohoo!!! Go Costa!!!

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