MSUWMA Podcast

Michigan State University Wealth Management Association
  • 5.0 (18)
  • ECONOMÍA Y EMPRESA
  • CADA DOS MESES
MSUWMA Podcast

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. HACE 3 DÍAS

    Finding Your Journey to Success with Matthew Curfman S9 Ep 15

    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! Matthew Curfman LinkedIn: https://www.linkedin.com/in/matthewcurfman/ Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

    34 min

  2. 23/12/2024

    Local Firms Versus Headquarters with Paul Joyaux S9 Ep14

    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! Dan Solin LinkedIn: https://www.linkedin.com/in/dansolin/ Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

    21 min

  3. 25/11/2024

    The Power of Asking and Listening with Dan Solin S9 Ep13

    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 episode, we’ll explore key insights from Dan’s work, including how college students in wealth management can use curiosity and listening to connect with peers and employers and actionable steps to enhance these skills. We hope you enjoy! Dan Solin LinkedIn: https://www.linkedin.com/in/dansolin/ Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

    15 min

  4. 18/11/2024

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

    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 Ally Financial and studied abroad in Rome last summer. Today, we’re diving into internship and full-time career searches, sharing interview tips and tricks, and discussing how to balance school life with professional ambitions. We hope you enjoy! Josh and Juliana Links: https://www.linkedin.com/in/joshua-januzelli-600548261/ https://www.linkedin.com/in/juliana-chabot/ Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

    36 min

  5. 11/11/2024

    Financial Life Planning with Nick Nauta - S9 Ep.11

    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 could provide fiduciary services to clients as part of a team. Since then, he has been a major resource for the wealth management community, and is an active member of the FPA of Michigan and NAPFA (National Association of Personal Finacial Advisors) On the podcast, Nick discussed the Registered Life Planning designation, how to handle a bear market with your clients, and all about what it means to act as a true fiduciary. We hope you enjoy! Nick’s Links: https://www.linkedin.com/in/nicknautacfp/ https://srbadvisors.com/ Podcast Team Links: Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

    44 min

  6. 04/11/2024

    Making Your Job a Healthy Addiction with Carl Szasz - S9 Ep 10

    Carl Szasz, president of Verde Capital Management, shares his story from MSU to becoming a business owner focused on bettering the lives of his clients and employees. We'll explore Verde's innovative workplace culture, the impact of in-person vs. virtual meetings, social media marketing strategies, and their unique approach to financial coaching.  Enjoy! Links: https://www.linkedin.com/in/carlszasz/ https://verdecm.com/ https://www.instagram.com/verdecapitalmgt/ Podcast Team Links: Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

    32 min

  7. 28/10/2024

    CFP vs CFA Choosing the Right Path with Michael Mullenax - S9 Ep.9

    Michael is a 2022 graduate from Michigan State University, where he majored in Finance with a minor in Wealth Management. Michael has worked at Sigma Investment Counselors as a Paraplanner for about three and a half years. Sigma Investment Counselors is a fee-only, independent registered investment advisor specializing in discretionary portfolio management and financial planning for high-net-worth clients. Michael is a CERTIFIED FINANCIAL PLANNER™, or CFP, and has completed Level I of the Chartered Financial Analyst Program. Today, we’ll unpack why Michael believes these certifications are valuable to pursue early on, the key differences between the CFP and CFA, and the unique advantages the CFA brings to advisors. Plus, we’ll get his advice on study strategies and words of wisdom for college students. Enjoy the episode! Michael's Links: https://www.linkedin.com/in/michaelmullenax/ https://sigmainvestments.com/ Podcast Team Links: Brandon Klump - https://www.linkedin.com/in/brandon-klump Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/ Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/ Steven Bowe - https://www.linkedin.com/in/stevenbowe29/ Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

    20 min

  8. 21/10/2024

    The Banking Side of Wealth Management with Michael Robinson - S9 Ep.8

    Today we’re excited to have Mike Robinson with us. Mike is a Certified Financial Planner and former Executive Vice President at Huntington Bank, with over 27 years of experience at JP Morgan before that. He’ll be sharing his journey in wealth management, what drew him to the banking side of the industry, and the importance of aligning with a company’s culture. Plus, Mike offers valuable advice for students seeking internships or full-time jobs in the field. Enjoy!

    40 min
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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

Información

  • Creador
    Michigan State University Wealth Management Association
  • Años de actividad
    2020 - 2025
  • Episodios
    179
  • Clasificación
    Apto
  • Copyright
    © Michigan State University Wealth Management Association
  • Mostrar sitio web
    MSUWMA Podcast

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