MSUWMA Podcast

By 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... more

· Business

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FAQs about MSUWMA Podcast:

How many episodes does MSUWMA Podcast have?

The podcast currently has 218 episodes available.

MSUWMA Podcast episodes:

December 08, 2022 Overcoming Adversity On and Off The Court With Josh Langford
On this weeks episode we had Josh, a former MSU Basketball player and captain who came in as a McDonald’s All American 5 star recruit. During his time at MSU he scored over 1000 career points and averaged 10.1 points per game. He also received awards for MSU Co-Best Defensive Player in 2017-18 season as well as the Stephen G. Scores Inspirational Player Award in the 2018-19 season. Stay tuned to hear about Josh’s story of overcoming adversity with success in his career.
WMA's Handles
Website: http://msuwma.com
YouTube: https://www.youtube.com/channel/UCT-e...
Contact: [email protected]

Josh's Handles
Linked In: https://www.linkedin.com/in/joshua-langford/
Instagram: @mbp_msu and @Kingdomthinker7
Email: [email protected]
Song Credits: Ganja- Epidemic Sound
...more
1h 1min
December 01, 2022 Women in Business: Conquering the Financial Industry with Jessica Willis
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: [email protected]
SONG CREDITS: Strending Kids - Epidemic Sound
...more
25min
November 30, 2022 SJ Podcast S3:Ep 1
Jared Rhein, Brady La Roe, and Riley Garvin and how it pertains to the market. They discuss the rebound in Black Friday Shopping, updates on Russia's invasion of Ukraine, and China's current economic outlook.
Executive producer: Sara Khan
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: [email protected]
Song Credits: Rain (Instrumental) By Mac Miller
...more
13min
November 18, 2022 It's Time to Start Changing Family Trees with Dominique Henderson
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: [email protected]
SONG CREDITS: Ganja - Epidemic Sound
...more
35min
November 10, 2022 Advice for Young Leaders with David Wakefield

David Wakefield is a Michigan State alumni and former member of the MSU Wealth Management Association. We have a splendid chat about. post under grad life, Law school and Estate planning, his words for future young leaders and much more.
David's Website: http://saynotoprobate.com
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-e...
Contact: [email protected]
Song Credits: Qeeo - Longing For You - https://www.epidemicsound.com/music/search/?term=longing%20for%20you

...more
24min
October 27, 2022 Journey of becoming a CPA and Partner with Tom Lillie
Tom is an Alumni of Central Michigan University. He is a Certified Public Accountant that works with clients to help them build their business and personal wealth. Tom enjoys serving his community holding multiple roles at the Flint Institute of Arts including President of the Board of Trustees.

Linkedin: https://www.linkedin.com/in/thomas-lillie-98213717/
Company Website: https://www.lewis-knopf.com/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: [email protected]
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
...more
30min
October 20, 2022 Advisor Mentorship and Development with Dr. Julie Ragatz
Dr. Julie Ragatz is the Vice President and director of next gen & advisor development program at Carson Group. She is received her bachelor’s degree at University of St. Thomas, Master’s degree at Marquette University, and PhD degree at Temple University. Julie has a strong passion for helping young professionals learn and find their path in the financial services industry.
Linkedin: https://www.linkedin.com/in/julie-ragatz-ph-d-2a40b826/
Company Website: https://www.carsongroup.com/insights/blog/team-members/julie-ragatz/
Finserv foundation: https://finservfoundation.org/
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: [email protected]
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
...more
27min
October 13, 2022 Empathy and Harmony in Financial Planning with Paul Fenner
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: [email protected]
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
...more
32min
October 07, 2022 Finding The "Why" in your Budget with Brennen Schlagbaum SHORT
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: [email protected] Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
...more
9min
September 29, 2022 The Future of Advice with Ron Bullis
Ron is the CEO and Co-Founder of Lifeworks Advisors, a small RIA Firm in Grand Rapids Michigan. Ron has over 10 years of experience in the Financial Advising industry, working 8+ years at Northwestern Mutual and now over 5 years at Lifeworks. Ron is also the founder of the Ella Bullis Foundation, a nonprofit organization to help and support families impacted by premature birth and infant loss.
Company Website: https://lifeworksadvisors.com/
Linkedin: https://www.linkedin.com/in/ronbullis/
Book Recommendations: "7 habits of highly effective people" by: Stephen Covey, "Mastery" by: Robert Greene, "Essentialism" by: Greg McKeown
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: [email protected]
Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo
...more
33min

FAQs about MSUWMA Podcast:

How many episodes does MSUWMA Podcast have?

The podcast currently has 218 episodes available.