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Justin Halvorson- S2 Ep.19
Apple Spotify Other platforms Justin Halvorson was the Michigan State University Wealth Management Association's President for the...

WMA Podcast
May 6, 20211 min read
18 views


Justin Jackson - S2 Ep.18
Apple Spotify Other platforms Justin Jackson, CSRIC is one of the original MSUWMA Podcast Hosts. He is a student at Michigan State...

Vincent Pucillo
May 4, 20211 min read
6 views


Bob Palmer - S2 Ep.17
Apple Spotify Other platforms Bob Palmer is the Wealth Management Practice Leader at Plante Moran, a Registered Investment Advisor (RIA)...

Justin Halvorson
Apr 29, 20211 min read
77 views


Steven Fox - S2 Ep.16
Apple Spotify Other platforms Steven Fox, CFP is the founder of Next Gen Financial Planning, a Registered Investment Advisor in San...

Justin Jackson
Apr 22, 20211 min read
16 views


Scott Frank - S2 Ep.14
Apple Spotify Other platforms Scott Frank is the founder of Stone Steps Financial, a financial planning and investment management firm...

Justin Jackson
Apr 8, 20211 min read
9 views


Dr. Barry Mulholland - S2 Ep.1‪3‬
Apple Spotify Other platforms Dr. Barry Mulholland is the Financial Planning Program Director at the University of Akron. Prior to this,...

Justin Jackson
Apr 1, 20211 min read
7 views


Paul Pradel - S2 Ep.12
Apple Spotify Other platforms Paul Pradel, CFP is an alumnus from Michigan State University. He is also the owner of Pradel Financial...

Costa Gianiodis
Mar 25, 20211 min read
50 views


Planners vs. Prophets
A few weeks ago, I had the chance to interview Carl Richards, creator of the Behavior Gap blog and author of the Sketch Guy column. It...

Justin Halvorson
Mar 11, 20212 min read
37 views


Carl Richards - S2 Ep.10
Apple Spotify Other platforms Carl Richards is a certified financial planner and author of The Behavior Gap blog. Through simple...

Justin Halvorson
Mar 11, 20211 min read
10 views


Downtown Josh Brown Q&A - S2 Ep.‪8‬
Apple Spotify Other platforms Taken from the inaugural Student Success Summit, Josh Brown was the keynote speaker for this event brought...

Costa Gianiodis
Feb 25, 20211 min read
10 views


Michael Kitces - S2 Ep.7
Apple Spotify Other platforms Michael Kitces is a prominent speaker and content creator in the wealth management profession. He is the...

WMA Podcast
Feb 18, 20211 min read
11 views
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