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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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