Welcome back to the MSU Wealth Management podcast! Today we have the opportunity to host Financial Advisor Connor Bauserman. Connor got his start with a degree in Financial Planning at Olivet College and has since been dedicated to helping clients navigate their financial futures with confidence. As an employee of Preferred Financial Group, we talk about what his day-to-day looks like, how he "meets his clients where they're at", and how his services are able to reach a wider demographic through PFG.

We hope you enjoy!

Connor's LinkedIn: https://www.linkedin.com/in/connor-bauserman-chfc%C2%AE-52a7b980/

Podcast Team Links:

Steven Bowe - https://www.linkedin.com/in/stevenbowe29/

Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/

Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/

Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/

Brandon Klump - https://www.linkedin.com/in/brandon-klump

Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/

WMA website: http://msuwma.comContact: [email protected]

Check out our most recent podcast with Nick Young, CXO and Co-founder of Money Pickle as well as recent Michigan State Alumni. In this episode, we follow his path coming into the finance field and learn more about different careers within the financial industry.We hope you enjoy!Nicks LinkedIn: https://www.linkedin.com/in/njy/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/WMA website: http://msuwma.comContact: [email protected]

Check out our latest podcast featuring Mike Bisaro, President & CEO of Straightline. Mike holds a bachelor’s degree in finance and marketing from New Mexico State University and has built an impressive career in wealth management. In this episode, we dive into his journey to becoming a financial advisor and explore emerging trends shaping the future of the industry. We hope you enjoy!Mike's LinkedIn: https://www.linkedin.com/in/mike-bisaro-aif%C2%AE-440bb522/Podcast Team Links:Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU WMA Podcast. Today, we have a guest who needs no introduction. Professor Stephen Sheistel is currently the director of the financial planning and wealth management program here at the broad college of business. Today he is here on the podcast to provide some valuable information about the program. We Hope you enjoy!Stephen's LinkedIn: https://www.linkedin.com/in/stephenschiestel/Podcast Team Links:Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Brandon Klump - https://www.linkedin.com/in/brandon-klumpJeffrey 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/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU wealth Management Association podcast! Today we talk with renowned personal finance expert, Ric Edelman, founder of Edelman Financial Engines, the largest RIA firm in the United States and #1 New York Times bestselling author, joins us to share invaluable career advice for aspiring wealth managers, practical tips on building strong client relationships, and strategies for earning trust early in your career. Plus, we dive into the evolving role of cryptocurrency in investment portfolios—how young advisors can navigate client interest while maintaining key principles like diversification and risk management. Don’t miss this insightful conversation! Ric’s Links: https://www.linkedin.com/in/ricedelman/ https://thetayf.com/ https://dacfp.com/ White Paper: https://dacfp.com/wp-content/uploads/2025/01/6-Mistaken-Bitcoin-Beliefs-Whitepaper-Jan-2025-min.pdf Podcast Team Links:Brandon Klump - https://www.linkedin.com/in/brandon-klumpSteven Bowe - https://www.linkedin.com/in/stevenbowe29/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.comContact: [email protected]

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Nathan Cook - starting out as a financial analyst, Nathan talked all about his transition from an analyst to an advisor, and how he traverses the world of financial planning as such a young, established advisor at Raymond James.

We hope you enjoy!

Nathan's LinkedIn: https://www.linkedin.com/in/nathan-cook-bbb543234/

Today our guest was Larry Sprung, founder of Mitlin Financial, a wealth management firm he established in 2004. He earned his bachelor’s degree from Binghamton University and is a proud holder of the CFP® certification. In this episode, we dive into Larry's journey into the world of wealth management. From his early career experiences to the pivotal moment, he decided to create Mitlin Financial. Larry also shares key insights that have guided his career.

Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/

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.

Joining us today is Paul Joyaux, a Partner and Senior Wealth Manager at Curi RMB Capital.

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.