MSUWMA Podcast

Stefan is a lead advisor and is the President and CEO of Blankinship & Foster Wealth, located in Carlsbad CA. He is an alumnus of San Diego State University and has been part of the wealth management industry for over 20 years. Stefan is a CFP and is involved with several industry organizations including the FPA. He has also served on volunteer committees for several local organizations, including the YMCA, KPBS, and the United Way.

Company Website: https://www.bfadvisors.com/

Linkedin: https://www.linkedin.com/in/stefan-prvanov-cfp%C2%AE-a6992336/

WMA website: http://msuwma.com WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Jeffrey joined Clarkston in 2021 to manage private client relationships within the firm. Before joining Clarkston, Jeff was a portfolio manager and founding partner of Ironwood Investment Counsel, LLC, senior portfolio manager with Bank of America Private Bank, and manager in the Private Client Services division of Arthur Andersen, [LP. Jeffrey holds a Master of Taxation from Arizona State University and a Bachelor of Arts, Accounting from Michigan State University.

Linkedin: https://www.linkedin.com/in/jeffrey-shiffra-cfa-cpa-6722684/

Clarkston Capital: https://www.clarkstoncapital.com/

WMA website: http://msuwma.com

WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Barry has been in the finance industry for 40 years working at companies like RW Baird and then starting his own business at Capital Markets Consultants in 2002. He works with a variety of wealth management clients offering investment advice to clients. Barry continues to see success with his experience in the industry and his expertise in investing.

Linkedin: https://www.linkedin.com/in/barry-mendelson-cima-8776a82/

Company Website: https://www.cmarkc.com/

WMA website: http://msuwma.com WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Kyla graduated from Michigan State Universities Wealth Management and Financial Planning program in 2022. Today, she works full time for Equanimity Wealth Management. Recently, she was admitted into the Carson Group Next-Gen Coaching program. Kyla plans to enter the financial realm as a Personal Financial Advisor in the near future.

Linkedin: https://www.linkedin.com/in/kyla-mabry/

WMA website: http://msuwma.com

WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com   

Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Oscar is a recent MSU Alumni who graduated in 2021. He was very involved in numerous student clubs during his time at MSU and served as the director of recruitment for WMA. He now works for Raymond James as a portfolio consultant and is preparing to become a Financial Advisor. Since 2021 Oscar has passed his SIE, Series 66, Series 7, and most recently the CFP Exam.

Linkedin: https://www.linkedin.com/in/oscargarner3/

Evans Scholar Foundation: https://wgaesf.org

WMA website: http://msuwma.comWMA

YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com  

Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Paul graduated from Michigan State University with a degree in economics and has 25 plus years of experience in the finance industry. Paul is a senior manager at RMB Capital where he manages the office in St Joseph, Michigan. Paul shares his journey into wealth management as well as how he serves his client.

Linkedin: https://www.linkedin.com/in/paul-joyaux-36984494/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Ashleigh is the Chief Marketing Officer at Pocketnest, a Google- Accelerated Fintech. She did her undergraduate studies at University of Michigan and received her Masters at Wake Forest University in Speech Communication and Rhetoric. Ashleigh has a wide variety of experiences and passions that she incorporates into her marketing strategy at pocketnest.

Linkedin: https://www.linkedin.com/in/ashleighcraven/

Pocketnest: https://www.pocketnest.com

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

This week we had the pleasure of chatting with Jessica Willis. Willis is a financial advisor and owner of Pocketnest, a platform to help coach the next generation of advisors, millennials and gen-zers alike. Stay tuned as we dive into how she started and how it's going as well as some awesome advice for our fellow listeners. 

Jessica's Links -------------

Company website: https://www.pocketnest.com/about-us

Linked in: https://www.linkedin.com/in/jess-willis 

WMA --------------

 Website: http://msuwma.com

 YouTube: https://www.youtube.com/channel/UCT-e...

Contact: msuwma@gmail.com

SONG CREDITS: Strending Kids - Epidemic Sound

Dominique Henderson is amongst the top 100 advisors whom proudly founded and manages his business, DJH Capital. He shares with us his experience as not only an advisor, but through the lens of a financial coach. Stay tuned as you learn the dynamics Henderson shares with us to create a financially adept future. If you enjoyed this week's segment, check us out on our socials for more!  

Dominique's Links ---------------------

 Business: https://djh-capital.com/ 

Youtube channel: https://www.youtube.com/c/JumpstartYOUniversity/about 

Linked In: https://www.linkedin.com/in/domhendersonsr  

WMA---------------------------------

 WMA website: http://msuwma.com 

WMA YouTube: https://www.youtube.com/channel/UCT-e... 

Contact: msuwma@gmail.com  

SONG CREDITS: Ganja - Epidemic Sound

Paul is the founder of TAMMA Capital in the greater Detroit area. He is a Certified Financial Planner, ChFC, CRPS, and Enrolled Agent with the IRS. Paul received his undergraduate degree at Adrian College and his Masters from University of Findlay. He is also the host of the Emotional Balance Sheet Podcast.

Linkedin: https://www.linkedin.com/in/paulfennercfp/ 

Company Website: https://tammacapital.com/ 

WMA website: http://msuwma.com   

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ   

Contact: msuwma@gmail.com   

Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo

Brennan is a Certified Public Accountant and is the owner and founder of Budget Dog Financial Consulting. He graduated from University of Lousville in 2014 with a degree in Accounting & Finance. He went on after college to work for Deloitte as part of their audit team. He is a former Cincinnati Works board member and now self-employed growing his own business with Budgetdog. 

Linkedin: https://www.linkedin.com/in/brennan-schlagbaum-cpa-1b2b7338/  

Instagram: @budgetdog  

Twitter: @Budgetdog_  

WMA website: http://msuwma.com  

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ  

Contact: msuwma@gmail.com  Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo

Bryan Hasling is a partner and financial planner at Lodestar Private Asset Management in Alamo, CA (in the San Francisco Bay Area).  He helps ambitious professionals and successful families reach financial independence. He strategically guides his clients through high-impact areas like retirement planning, tax planning, and equity compensation packages, including stock options and more.

He attended Texas Tech’s Financial Planning program and is a CFP® professional and IRS Enrolled Agent, an advanced designation in taxation.

Most notably, Bryan was named a partner of the firm in 2020.

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

Company Website: http://www.lodestarpam.com/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Ian Renfer - Just Another [Home Demo].wav

In the final episode of Season 3, Stephanie Trexler talks about her experiences in Wealth Management. Stephanie is a Certified Financial Planner and Financial Advisor and Founder of Golden Goose Wealth Planning, which is an independent RIA. She has experience working at various financial planning firms and is also a board member of the FPA (Financial Planning Association) of Michigan. Along with this, she earned her master's degree in personal financial planning from Kansas State University.

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

WMA website: http://msuwma.com  

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ  

Contact: msuwma@gmail.com  

Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

In the final episode of Season 2 of the Spartan Journal Podcast, Matt Mancini, Bryan Lendzion, and Nate Jefferson talk about recent news and how it pertains to the market. They discuss events and new developments surrounding the stock market, cryptocurrency, unemployment rates, the GE reverse stock split, the home eviction moratorium, and so much more.

WMA website: http://msuwma.com  

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com  

Song Credit: Rain (Instrumental) by Mac Miller

Vincent Gavigan, MBA is a Talent Project Lead for the University Relations team at Vanguard. He is responsible for managing cross-site initiatives related to early talent strategies within Vanguard's MBA, Investment Management, and Financial Advising Development Programs. In this episode, Vincent talks about everything students need to know of what recruiters look for in candidates who apply to jobs in the wealth management profession.  

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

WMA website: http://msuwma.com  

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ  

Contact: msuwma@gmail.com  

Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

Listen to Matt Mancini, Bryan Lendzion, and Nate Jefferson recount the past week on Saturday, July 31st. They talk about the recent news in the Crypto realm, conflicts between Apple and Facebook, Robinhood's IPO, an Israeli oil tanker undergoing a drone strike, the SEC's new scrutiny over Chinese companies, and how schools and businesses are dealing with new covid-19 restrictions.   

WMA website: http://msuwma.com   

Contact: msuwma@gmail.com    

Song Credit: Rain (Instrumental) by Mac Miller

View full episode here: https://www.youtube.com/watch?v=6hV95msofi0

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOf...

Nate Jefferson, Bryan Lendzion, and Matt Mancini talk about recent news and how it pertains to the market. They discuss the current housing market, the Facebook and White House disagreements, GM suing Ford over trademark infringement, and more.  

WMA website: http://msuwma.com  

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com  

Song Credit: Rain (Instrumental) by Mac Miller

View full episode here: https://www.youtube.com/watch?v=1ye0gZdLpBA&t=344s

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

Nate Jefferson, Bryan Lendzion, and Matt Mancini talk about recent news and how it pertains to the market. They discuss the upcoming Summer Olympics, billionaires Jeff Bezos and Richard Branson going to space, LA county reinstating their mask mandates, big banks' earnings, and protests in Cuba.  

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song Credit: Rain (Instrumental) by Mac Miller

Citizens throughout China recently celebrated the 100th anniversary of the Chinese Communist Party (CCP). With that, Bryan Lendzion, Nate Jefferson, and Matthew Mancini talk about how the CCP has adapted to globalization and how China's economy is looking like for the near future.   

Song Credit: Rain (Instrumental) by Mac Miller

Full Episode: https://www.msuwma.com/post/finance-and-sports-with-paul-davis-s3-ep-2 

WMA website: http://msuwma.com 

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ 

Contact: msuwma@gmail.com  

Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

Full Episode: https://www.msuwma.com/post/everyday-millionaires-with-chris-hogan-s3-ep-1

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

Dr. John Delony is a bestselling author of the book Redefining Anxiety, a mental health expert, and host of The Dr. John Delony Show where he shares practical advice on how to connect with people, face depression, overcome anxiety, and learn what it means to be well. He has two PhDs and over two decades of experience in counseling, crisis response, and higher education. He is also a frequent co-host of The Ramsey Show led by Dave Ramsey, one of the most popular nationally syndicated radio shows in the United States with 18 million combined weekly listeners.

The Dr. John Delony Show: https://www.ramseysolutions.com/shows/the-dr-john-delony-show

The Ramsey Show: https://www.ramseysolutions.com/shows

Books and other resources: https://www.ramseysolutions.com/store/john-delony?snid=shop-by.personalities.dr-john-delony

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

Claire Wohlfeil is an alumnus of Michigan State University, where she earned a degree in Finance with a concentration in Financial Planning and Wealth Management. Along with this, she was one of the founding members of MSUWMA. She currently works as a Financial Advisor at Vanguard based in Scottsdale, AZ.

LinkedIn: https://www.linkedin.com/in/claire-wohlfeil/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

While millennials remember Disney stars, Generation Z looks to social media influencers as the icons of their era. While it may be similar in comparison, Tik Tok stars have made their wealth on their own independent terms. Co-hosts Matt Mancini and Nate Jefferson walk through the Tik Tok movement.  

Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d 

https://www.msuwma.com/spartanjournal 

msuwma@gmail.com    

SONG CREDIT: Mac Miller; Rain (Instrumental)

Brendan Wang is the Founder and CEO of CAPNOS, a company that is on a mission to help people quit vaping in order to prevent lung disease and save lives. CAPNOS also finished first place in the Burgess Institute for Entrepreneurship's New Venture Challenge. He is also an incoming Senior at Michigan State University majoring in Supply Chain Management. He was also the Director of External Relations for the MSU Supply Chain Management Association (MSUSCMA). 

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

CAPNOS: https://mycapnos.com/pages/about

Burgess Institute for Entrepreneurship: https://entrepreneurship.msu.edu/

MSUSCMA: https://msuscma.com/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

Apple is changing its data policy to protect the privacy of its consumers. In an environment where tech companies, like Apple, have the availability of such copious amounts of data, when does it become harmful for the average consumer? With Apple acting as the first mover to protect consumer data, we may see many other companies, like Google and Facebook, follow suit.   

Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d 

https://www.msuwma.com/spartanjournal 

msuwma@gmail.com    

SONG CREDIT: Mac Miller; Rain (Instrumental)

Jared Machen, CFP, is the COO of Brownlee Wealth Management (located in The Woodlands, TX) and a Financial Planner at Black River Capital (located in Memphis, TN) spending his entire professional career in the industry of financial planning. Along with this, he earned his Bachelor of Science in Business Administration, Financial Management and Investments from the University of Arkansas.

Twitter: https://twitter.com/BlackRiverCap?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

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

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

While Tesla has been the dominating voice in the global electric vehicle discussion, many established auto manufacturers declared their investment into electric vehicles. The Spartan Journal team assesses the current position of the electric vehicle market and its future applicability in the lives of common consumers.

Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d 

https://www.msuwma.com/spartanjournal

msuwma@gmail.com  

SONG CREDIT: Mac Miller; Rain (Instrumental)

Anthony ONeal is a #1 national bestselling author of the books Debt-Free Degree, The Graduate Survival Guide - Five Mistakes You Can't Afford to Make in College, and more. He is a speaker, financial expert and host of the popular YouTube series and podcast The Table with Anthony ONeal and has been featured on Good Morning America, the Tamron Hall Show, the Tom Joyner Morning Show, and The Rachael Ray Show, among others. He is also a frequent co-host of The Ramsey Show led by Dave Ramsey, one of the most popular nationally syndicated radio shows in the United States with 18 million combined weekly listeners.

The Table with Anthony ONeal: https://www.youtube.com/user/aonealministries

The Ramsey Show: https://www.ramseysolutions.com/shows

Books and other resources: https://www.ramseysolutions.com/anthony-oneal

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

Chris Hogan is a #1 nationally bestselling author of the books Retire Inspired: It's Not an Age; It's a Financial Number as well as Everyday Millionaires: How Ordinary People Built Extraordinary Wealth – And How You Can Too. He is a personal finance expert, being featured on several programs such as CNBC, Business Insider, CNN, and more. Chris has dedicated his career to helping others achieve financial freedom and success through building wealth and investing. He is also a former radio show host of The Chris Hogan Show, which has millions of downloads.

Retire Inspired: https://www.amazon.com/Retire-Inspired-Its-Financial-Number/dp/1937077810

Everyday Millionaires: https://www.amazon.com/Everyday-Millionaires-Ordinary-Extraordinary-Wealth_and/dp/0977489523/ref=pd_lpo_14_t_0/141-4234063-9183743?_encoding=UTF8&pd_rd_i=0977489523&pd_rd_r=b9afe8fe-cdfe-4456-9cab-e9eeeed7a5ac&pd_rd_w=CacXM&pd_rd_wg=mqllX&pf_rd_p=337be819-13af-4fb9-8b3e-a5291c097ebb&pf_rd_r=A2QRPVRX4Z8G2C94EHDE&psc=1&refRID=A2QRPVRX4Z8G2C94EHDE

The Chris Hogan Show: https://www.chrishogan360.com/show

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOfpSv31c

Costa Gianiodis is a recent graduate of Michigan State University where he earned his degree in Finance and was the Treasurer and Podcast Host for the MSU Wealth Management Association for the 2020-2021 academic year. He interned at Plante Moran as a Financial Advisor Intern last summer and will be working full-time at Altair Advisors as an Associate Consultant in Chicago, IL.

LinkedIn: https://www.linkedin.com/in/constantine-gianiodis/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

Justin Halvorson was the Michigan State University Wealth Management Association's President for the 2020-2021 academic year. Along with graduating from MSU earning a degree in Finance and participating in the Wealth Management & Financial Planning Program, he was also a Peer Career Coach for MSU's Russell Palmer Career Management Center (a place where their team advises, coaches, and educates students to realize their career aspirations while working with leading employers and alumni to send Spartans across the world). Justin interned at Plante Moran in the summer of 2020 and will work at the company full-time as a Financial Advisor this coming August.

LinkedIn: https://www.linkedin.com/in/justin-halvorson-0421/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

Justin Jackson, CSRIC is one of the original MSUWMA Podcast Hosts. He is a student at Michigan State University enrolled in the Wealth Management and Financial Planning Program as well as a Financial Associate at Financial MD, located in Lansing, MI. In this conversation with Vincent, Justin reflects on his past interviews with people in the financial planning profession on the MSUWMA Podcast and gives us a glimpse of his future plans as he prepares for graduation from MSU.

LinkedIn: https://www.linkedin.com/in/justin-jackson-csric%E2%84%A2-073174128/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

Bob Palmer is the Wealth Management Practice Leader at Plante Moran, a Registered Investment Advisor (RIA) based in Southfield, MI that was recently named one of Barron’s 2020 Top RIA Firms. He is also a Michigan State University alumnus where he received his B.B.A. in accounting and holds the CFP and CPA designations. He received Crain’s “40 Under 40” award and was twice named one of Barron's "Top 100 Independent Financial Advisors." He also belongs to the AICPA, the Plante Moran Insurance Agency Board, the Plante Moran Trust Board, and the Plante Moran Financial Advisors Board.

LinkedIn: https://www.linkedin.com/in/bob-palmer-01b1b38/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

Steven Fox, CFP is the founder of Next Gen Financial Planning, a Registered Investment Advisor in San Diego, CA providing comprehensive fee-only financial planning services for young professionals who want to learn how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams. Steven is also the founder of the San Diego Financial Advisors Network, a member of both the National Association of Personal Financial Advisors and the XY Planning Network, and currently serves as the 2019 President for the San Diego chapter of the Financial Planning Association.

LinkedIn: https://www.linkedin.com/in/stevenfox3/

Next Gen Financial Planning: https://www.nextgenfinancialplanning.com/

XY Planning Network: https://www.xyplanningnetwork.com/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

The United States is currently seeing a frenzy in the real estate market. With low mortgage rates, decreasing supply, and recovering economy, homes are selling faster than they can build them. The team discusses the current housing market and what has attributed to the inflated prices seen.   

Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d 

https://www.msuwma.com/spartanjournal msuwma@gmail.com    

SONG CREDIT: Mac Miller; Rain (Instrumental)

Matt Fizell, CFP is a Financial Planner and Operations Manager at Guiding Wealth located in Texas. He earned his BS in Business and Personal/Financial Services Marketing Operations from the University of Wisconsin-Madison, and is actively involved in the paraplanning program at Southern Methodist University. In his past work, he served multiple financial planners through his own paraplanning firm. Along with this, Matt was also named one of Investopedia’s Top 100 Financial Advisors in 2020.

LinkedIn: https://www.linkedin.com/in/matt-fizell-cfp%C2%AE-0606134a/

Twitter: https://twitter.com/MattFizell

The Eisenhower Matrix: https://insideoutcareer.com/the-eisenhower-matrix/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

With COVID vaccinations increasing, the possibility of a broad economic recovery is becoming more and more common. This week the Spartan Journal Podcast team discusses the various aspects of the upcoming economic recovery from both an industrial and statewide perspective.   

Sources: Moody's Back-To-Normal Index: https://www.cnn.com/business/us-economic-recovery-coronavirusBloomberg | U.S. Recovery Sustains Positive Momentum as Economy Reopens: https://www.bloomberg.com/graphics/recovery-tracker/ 

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https://www.msuwma.com/spartanjournal msuwma@gmail.com    SONG CREDIT: Mac Miller; Rain (Instrumental)

Scott Frank is the founder of Stone Steps Financial, a financial planning and investment management firm located in Encinitas, CA. He holds the CFA, CFP, and RLP designations. He earned a Bachelor of Science in Business Administration with an emphasis in Finance at the University of Colorado at Boulder. Scott is also the co-host of a weekly podcast Real Personal Finance. Along with this, Scott was named to Investment News' 40 under 40 in 2019 and has also contributed to numerous articles on personal finance for the Los Angeles Times, CNBC, the Washington Post, and USA Today.

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

Real Personal Finance: https://www.realpersonalfinance.co/

Stone Steps Financial: https://www.stonestepsfinancial.com/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

In a fight for better worker's rights and benefits, an Amazon warehouse in Alabama has been fighting to unionize. The SJ team discusses the topic and touches on the various aspects of Amazon's business.   

Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d 

https://www.msuwma.com/spartanjournal msuwma@gmail.com    SONG CREDIT: Mac Miller; Rain (Instrumental)

Dr. Barry Mulholland is the Financial Planning Program Director at the University of Akron. Prior to this, he was an adjunct instructor at Texas Tech in the Personal Financial Planning Department and earned his Ph.D. in Personal Financial Planning. He also holds the CFP and ChFC designations. 

LinkedIn: https://www.linkedin.com/in/barry-mulholland-phd-cfp%C2%AE-chfc%C2%AE-1b97384/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

Paul Pradel, CFP is an alumnus from Michigan State University. He is also the owner of Pradel Financial Group, launched in 2002, which is an independent financial services company based in Seattle, WA. Along with the CFP designation, he also holds other designations and credentials such as Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), as well as other insurance licenses.

Pradel Financial Group: https://www.pradelgroup.com/

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

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

Michigan, amongst many other states, has legalized online gambling. With sporting events emerging post-pandemic, this is creating a surge in activity for online gambling platforms. In this week's episode, the SJ team discusses online gambling and the line that exists between gambling and investing.   

Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d

https://www.msuwma.com/spartanjournal 

msuwma@gmail.com    

SONG CREDIT: Mac Miller; Rain (Instrumental)

Oscar Garner III (class of 2021) is a finance student and Evans Scholar at the Eli Broad College of Business at Michigan State University. He is also an executive board member for our student organization, MSUWMA. He is the Director of Recruitment as well as a co-founder of MSUWMA's Spartan Journal, a weekly newsletter compiled by the Spartan Journal's weekly news contributors delivering its readers with the biggest and most relevant business news stories. He is also an incoming ADP (Accelerated Development Program) Finance Associate at Raymond James doing wealth management, consulting, and investment research at their Florida office.

WMA Profile: https://www.msuwma.com/team/oscar-garner-iii

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

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

The team reflects on the past year, what has changed since the beginning on the pandemic and their predictions for the upcoming school year.

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https://www.msuwma.com/spartanjournal 

msuwma@gmail.com    

SONG CREDIT: Mac Miller; Rain (Instrumental)

Carl Richards is a certified financial planner and author of The Behavior Gap blog. Through simple sketches, Carl makes complex financial concepts easy to understand. These sketches have been shown at the Kimball Art Center in Park City, Utah as well as other showings at the Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London. They also serve as the foundation for his two books (The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money). He is also a frequent keynote speaker and has been featured on several programs such as Oprah.com, Forbes, Marketplace Money, and more. 

Behavior Gap: https://behaviorgap.com/

NY Times Sketch Guy Column: https://www.nytimes.com/by/carl-richards

Books: The One-Page Financial Plan: https://www.amazon.com/One-Page-Financial-Plan-Simple-Smart/dp/1591847559, The Behavior Gap: https://www.amazon.com/Behavior-Gap-Simple-Doing-Things/dp/1591844649/ref=pd_lpo_14_t_0/141-4234063-9183743?_encoding=UTF8&pd_rd_i=1591844649&pd_rd_r=46c27349-461d-49e4-ba8c-6d8f3e5d8905&pd_rd_w=trIwA&pd_rd_wg=oakBV&pf_rd_p=16b28406-aa34-451d-8a2e-b3930ada000c&pf_rd_r=2FH8KSE49X6Y7YFPQRH2&psc=1&refRID=2FH8KSE49X6Y7YFPQRH2

Twitter: https://twitter.com/behaviorgap

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

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

Jon Solitro is an alumnus of Michigan State University, earning his bachelor's in psychology as well as his MA in counseling at Spring Arbor University. He is a financial education instructor as well as a financial advisor and CEO at Financial MD, an RIA based in Lansing, MI working with physicians across the United States. 

Financial MD: https://financialmd.com/

Website: https://www.jonsolitro.com/about

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

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

On this week's episode of the Spartan Journal Podcast, our President Justin Halvorson leads the writers in a conversation on the incoming U.S. stimulus package. 

References:  https://www.wsj.com/articles/biden-sees-no-time-to-waste-urges-senate-to-pass-1-9-trillion-covid-19-stimulus-package-11614445025 

https://www.wsj.com/articles/consumer-spending-personal-income-january-2021-11614293378 

https://www.cnn.com/2021/02/26/politics/stimulus-package-covid-relief-house-vote/index.html 

https://www.cnbc.com/2021/02/27/stimulus-update-house-passes-bidens-1point9-trillion-covid-bill-heres-whats-next.html 

https://www.cnn.com/2021/03/01/politics/stimulus-negotiations-latest-state-of-play/index.html https://www.washingtonpost.com/us-policy/2021/02/26/american-rescue-plan-house-coronavirus-stimulus/  

Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d 

https://www.msuwma.com/spartanjournal 

msuwma@gmail.com  

SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.youtube.com/watch?v=LmsDYRLYoEE

Taken from the inaugural Student Success Summit, Josh Brown was the keynote speaker for this event brought by the FPA of Michigan. He is the CEO of Ritholz Wealth Management and writes a popular blog called The Reformed Broker, as well as the host of The Compound Show Podcast. He is also the author of the books Backstage Wall Street and Clash of the Financial Pundits and was named one of the "40 under 40" top financial advisors by Investment News. He has also been featured or has written for Fortune, Forbes, the Wall Street Journal, MarketWatch, Dow Jones Newswires, Bloomberg, and many more. 

The Reformed Broker: https://thereformedbroker.com/

The Compound Show Podcast: https://thereformedbroker.com/podcast/

YouTube Channel: https://www.youtube.com/thecompoundrwm

Recommended books: https://www.amazon.com/Simple-Wealth-Inevitable-Financial-Advisor/dp/0966976312

https://www.amazon.com/Go-Giver-Expanded-Little-Powerful-Business/dp/1591848288

LinkedIn: https://www.linkedin.com/in/joshua-brown-96a5569b/

Twitter: https://twitter.com/ReformedBroker

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

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

On this week's episode of the Spartan Journal Podcast, the team discusses the recent spike in Bitcoin price and the potential value of the cryptocurrency going forward. 

Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/su...​

https://www.msuwma.com/spartanjournal​​

msuwma@gmail.com

SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.youtube.com/watch?v=LmsDY...

Michael Kitces is a prominent speaker and content creator in the wealth management profession. He is the Head of Planning Strategy at Buckingham Wealth Partners, which oversees approximately $50 billion dollars of assets for their clients, and co-founder of the XY Planning Network, AdvicePay, fpPathfinder, New Planner Recruiting, publisher of his popular blog called "Nerd's Eye View", as well as being the co-founder of NexGen. NextGen is a community of financial planners, which includes pioneers and leaders already in the profession with the goal of transferring the wisdom, experience, and integrity to the next generation of financial planners. He holds several designations, with some including CFP, CLU, ChFC, MSFS, and many more. Along with this, he was named one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards and has received many other recognitions from other media outlets such as clientwise, Advicent, and Financial Social Media. 

Website: https://www.kitces.com/

The Financial Advisor Success Podcast: https://www.kitces.com/blog/category/21-financial-advisor-success-podcast/

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

Twitter: https://twitter.com/MichaelKitces

WMA website: http://msuwma.com

Contact: msuwma@gmail.com

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

This week the podcast team discusses their weekly articles and the value of ESG Investing.   

Subscribe to receive weekly market news from the Spartan Journal https://msuwma.us8.list-manage.com/subscribe?u=2179fd862e885dc3aa74221ca&id=300f3e794d 

https://www.msuwma.com/spartanjournal​ msuwma@gmail.com  

SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.youtube.com/watch?v=LmsDY...​

Emily Koochel is an assistant professor at Michigan State University teaching personal finance. She earned her bachelor's and her master's in personal financial advising from Kansas State University and Texas Tech University. She also earned a master's in human development and family science as well as a Ph.D in applied family science from Kansas State University. 

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

Professor Profile: https://hdfs.msu.edu/people/specialists-and-fixed-term-faculty/koochel-emily-ms

WMA website: http://msuwma.com

Contact: msuwma@gmail.com

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

Eric Waggoner is a managing partner at Waggoner Financial. He holds several designations such as the CFA, CFP, CLU, ChFC, and AEP. He graduated from Michigan State University where he earned his bachelor's in astrophysics and mathematics. He also earned his master's degree in global finance at New York University. Eric is also a professor at Michigan State where he teaches insurance and risk management.

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

Professor Profile: https://broad.msu.edu/profile/waggone4/

WMA website: http://msuwma.com

Contact: msuwma@gmail.com

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

Will GameStonk go to the moon? This week the Spartan Journal team breaks down what is happening on Wall Street, the importance of credit scores, activist investing and FOMO investing. 

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https://www.msuwma.com/spartanjournal

msuwma@gmail.com

SONG CREDIT: Mac Miller; Rain (Instrumental) https://www.youtube.com/watch?v=LmsDYRLYoEE

Daniel Porta is a senior corporate recruiter at TechSmith Corporation as well as an alumnus from Saginaw Valley State University where he majored in communication. In this episode, Daniel discusses how you can apply for a job especially in these times when recruiting for all companies has changed since the pandemic, and what recruiters really look for in a candidate.

LinkedIn: https://www.linkedin.com/in/daniel-porta117/

WMA website: http://msuwma.com

Contact: msuwma@gmail.com

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

Ben Feithen is the VP of Strategy and Innovation at the Michigan State University Cannabis Industry Association (MSUCIA). He is also an MBA graduate from the Eli Broad College of Business at MSU, and he also joined the military, becoming an officer in the Army serving under the Air Missile Defense realm.

Email: feithenb93@gmail.com

MSUCIA website: https://www.msucia.org/about

LinkedIn: https://www.linkedin.com/in/benjamin-feithen/

WMA website: http://msuwma.com

Contact: msuwma@gmail.com

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

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

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

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

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

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

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

Ian Bloom, CFP, RLP (Registered Life Planner), has his own firm called Open World Financial Life Planning. He earned a bachelor's degree in Psychology from Appalachian State University, as well as writing and publishing his own book called A Gamer's Guide to Money: Level 1, which is available on Amazon.

LinkedIn: https://www.linkedin.com/in/ian-bloom-cfp%C2%AE-rlp%C2%AE-946b15127/

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

Douglas A. Boneparth, CFP is president and CEO of Bona Fide Wealth, a Registered Investment Advisor based in New York City. Investopedia named him as one of the Top 10 Most Influential Financial Advisors in 2018, 2019, and 2020, and he currently sits on the CNBC Financial Advisor Council. He is also the author of The Millennial Money Fix (Career Press, 2017), and has been featured on CNBC, ABC, Good Morning America, The New York Times, The Wall Street Journal, and more.  

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

Twitter: https://twitter.com/dougboneparth

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

Barry Ritholz is a co-founder, chief investment officer, and chairman of Ritholtz Wealth Management. Along with being a featured columnist at The Washington Post, Ritholtz writes a blog called The Big Picture and is the creator and host of the podcast Masters in Business on Bloomberg Radio. He is also the author of Bailout Nation, which was named "Investment Book of the Year" by the Stock Trader's Almanac.

The Big Picture: https://ritholtz.com/

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

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

Barry Ritholz is a co-founder, chief investment officer, and chairman of Ritholtz Wealth Management. Along with being a featured columnist at The Washington Post, Ritholtz writes a blog called The Big Picture and is the creator and host of the podcast Masters in Business on Bloomberg Radio. He is also the author of Bailout Nation, which was named "Investment Book of the Year" by the Stock Trader's Almanac. 

The Big Picture: https://ritholtz.com/

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

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

Anthony Barst is an Investment Specialist at J.P. Morgan as well as a CFA charter holder. He is also a Spartan alumnus, graduating from the Eli Broad College of Business with a Bachelor's degree in finance 

LinkedIn: https://www.linkedin.com/in/anthony-barst-cfa-715a2117

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

Blair duQuesnay, CFA, CFP is an advisor at Ritholtz Wealth Management and is a board member of her local CFA society in Louisiana. She is an active contributor and commenter in the financial services industry being featured in The Wall Street Journal, Forbes, Business Insider, and more. She also has a blog called The Belle Curve. https://blairbellecurve.com/

Consider Firing Your Male Broker: https://www.nytimes.com/2019/01/14/opinion/business-economics/new-year-resolution-investor-gende-gap.html?searchResultPosition=1

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

Justin Castelli is the founder of RLS Wealth Management and the AGC, a community to help financial advisors foster collaboration and growth. Justin has been featured on CNBC, Bloomberg, and the Journal of Financial Planning.  He also creates excellent content, which you can find at allaboutyourbenjamins.com. 

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

Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management, the author of the books A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan and Organizational Alpha: How to Add Value in Institutional Asset Management and co-host of the Animal Spirits podcast Animal Spirits. https://awealthofcommonsense.com/about-2/

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

Costa Gianiodis is a senior finance major at Michigan State University at the Eli Broad College of Business and Treasurer of MSUWMA. 

Email: gianiod3@msu.edu

LinkedIn: 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=ownXg...

Rob is a manager for Plante Moran Financial Advisors in Detroit Michigan. 

LinkedIn: https://www.linkedin.com/in/rob-forte-8905b912

WMA website: http://msuwma.com

Contact: msuwma@gmail.com

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

Colin is the founder and CEO of Advize Wealth Management. https://www.advizewealth.com/ 

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

Todd is a partner at Plante Moran Financial Advisors in Detroit Michigan. His LinkedIn profile can be found here: https://www.linkedin.com/in/mcclaintodd 

Contact: msuwma@gmail.com | @msuwma  WMA website: http://msuwma.com  

Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com/watch?v=ownXgkMQv8g

Jacqueline is a partner at Plante Moran Financial Advisors in Detroit Michigan. Her LinkedIn profile can be found here: https://www.linkedin.com/in/jacqueline-venier-cfp®-cpwa®-28151212

Contact: msuwma@gmail.com | @msuwma 

WMA website: http://msuwma.com

MSU Wealth Management Program: https://broad.msu.edu/finance/financi...

Song credit: J Dilla; Last Donut Of The Night

https://www.youtube.com/watch?v=ownXgkMQv8g

Kristen is the Associate Director at the Russel Palmer Career Management Center at the Eli Broad College of Business. Helpful links can be found below  

Contact: msuwma@gmail.com | @msuwma  WMA website: http://msuwma.com  MSU Wealth Management Program: https://broad.msu.edu/finance/financi...  Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com/watch?v=ownXgkMQv8g

Working remotely & side gigs: https://careersherpa.net/best-sites-for-remote-work-and-side-gigs/  

Companies hiring: https://www.themuse.com/advice/companies-hiring-during-coronavirus-covid-19?utm_source=morning_brew  

Start-Ups hiring: https://docs.google.com/spreadsheets/u/1/d/15vTgoKSDjOsyvyh_MMHyPN1kUBdkUlZFV_mQCmfF89Y/htmlview?urp%3Dgmail_link%23gid%3D1231545188&sa=D&ust=1586368529270000&usg=AOvVaw1bwqfg57NI6EKE_xGcav6V  

Companies with hiring freezes, including industries hiring; note that there may be differences by function or unit: https://candor.co/hiring-freezes/  

Roles in Tech: https://docs.google.com/spreadsheets/d/1GDNHnnL39S0IFbOmIsD-CntOJMYBf5JQ_tYch1VMrFI/edit#gid=0   

Government essential Workers, hiring (May 2020): https://www.usajobs.gov/coronavirus?utm_source=morning_brew   

LinkedIn list of who's hiring right now (April 2020): (non-professional jobs to make money): https://www.linkedin.com/feed/news/heres-whos-hiring-right-now-4525187/  

500 Companies Hiring on Handshake (April 2020): https://learn.joinhandshake.com/students/hiring-on-handshake-500/    Leads for remote work opportunities for many majors: https://hireacademics.com/   

GitHub crowd-sourced list of who's hiring - lots of notes about remote/virtual internships https://github.com/gcreddy42/hiring2020 Upwork: “connects professionals...to businesses seeking specialized talent” https://www.upwork.com/   

Micro Internships: https://www.loom.com/share/d25c258d7d5d4c07b6032ebc1538c67a and https://www.parkerdewey.com/resources  Recession-Proof Companies Hiring: https://managementconsulted.com/companies-hiring-near-me-recession-proof-jobs-available-now/?mc_cid=53abab5e8a&mc_eid=940a233da5  

Volunteer in an industry or in a role related to your degree/major:  https://communityengagedlearning.msu.edu/  https://www.volunteermatch.org/ 

David is the President and co-founder of Shotwell Rutter Baer. https://srbadvisors.com/people/david-w-shotwell/

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

Both Justin Halvorson & Justin Jackson are senior finance majors at the Eli Broad College of Business. 

Justin Halvorson: halvor24@msu.edu LinkedIn: https://www.linkedin.com/in/justin-halvorson-0421  

Justin Jackson: jack1364@msu.edu LinkedIn: https://www.linkedin.com/in/justin-jackson-073174128  

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 

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

Professor Schiestel is a the current CIO & co-founder of Grand Capital Advisors, and the Program Director of the Financial Planning and Wealth Management Program at the Eli Broad College of Business.   

@msuwma | msuwma@gmail.com | msuwma.com  

MSU Wealth Management Program: https://broad.msu.edu/finance/financial-planning-wealth-management/

Grand Capital Advisors: https://grandcapadvisors.com/

Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com/watch?v=ownXgkMQv8g