MSU Wealth Management Association

Check out this week’s video as we sit down with Nicholas Young, Co-Founder and CXO of Money Pickle. Nick holds a bachelor’s degree in finance Michigan State University and has created an impressive and unique company within wealth management. In this episode, we dive into his journey to becoming an entrepreneur and explore different careers opportunities within the finance industry. We hope you enjoy! Spotify: https://lnkd.in/ekKtxAYM YouTube: https://lnkd.in/exyWdYKK Apple Podcast: https://lnkd.in/exaJ3kJa

We are excited to announce a few of the newest FinServ Foundation Fellows from the MSU Wealth Management Association! These talented students are stepping into an incredible opportunity to grow, connect, and make an impact in the financial services industry. Through the FinServ Foundation, our members will receive mentorship, coaching, and free access to financial services conferences nationwide. We wish all the fellows great success on this journey! #SpartansWill #MSUWMA ??

Thank you to Cindy Lundberg from Verde Capital Management for joining us at last night’s general member meeting! We truly appreciate your insights on wealth management and Verde’s unique approach to serving clients. It was a valuable discussion, and we’re grateful for the opportunity to learn from such an accomplished professional! ?? #SpartansWill #MSUWMA

Check out this week’s video as we sit down with Mike Bisaro AIF?, 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! Spotify: https://lnkd.in/dXYcfS7J YouTube: https://lnkd.in/dKSv3pvY Apple Podcast: https://lnkd.in/d9NbRtHt

Check out this week’s video as we sit down with our very own Stephen Schiestel, CFA and Professor of Practice in Finance at Michigan State University. Stephen is currently the director of the Financial Planning and Wealth Management program here at the Broad College of Business. Today, he shares valuable insights about the Wealth Management program and more. We hope you enjoy! Spotify: https://lnkd.in/geMFtsA7 YouTube: https://lnkd.in/gwqfkN_D Apple Podcast: https://lnkd.in/enWuFytQ

Check out this weeks episode where we are joined by Ric Edelman, CBDA, founder of Edelman Financial Engines, the largest RIA?firm in the United States and #1 New York Times bestselling author. Joins us as he shares 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! ? ? Spotify: https://lnkd.in/gjxkPPG4 YouTube: https://lnkd.in/gSZ_V72R Apple Podcast: @MSUWMA Podcast

Check out this weeks episode where 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! Spotify: https://lnkd.in/gRqPjREY YouTube: https://lnkd.in/gUXzFi_4 Apple Podcast: @MSUWMA Podcast

Check out our latest podcast with Lawrence Sprung, CFP? founder of?Mitlin Financial,?a wealth management firm he established in 2004.?He proudly earned his bachelor’s degree from?Binghamton University. 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. We hope you enjoy! Spotify: https://lnkd.in/gJ_bBpCU YouTube: https://lnkd.in/g2nTrRrz Apple Podcast: @MSUWMA Podcast

Check out our latest podcast with Matthew Curfman, CFP?, 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. We hope you enjoy! Youtube: https://lnkd.in/gBaZEWnS Spotify: https://lnkd.in/g-xrMtmy Apple Podcast: @MSUWMA Podcast

Check out our latest podcast with Paul Joyaux, a Partner and Senior Wealth Manager at RMB Capital. Today, we’re talking about differences between working within a smaller local firm, and working in a city and headquarters styled office. We wrap it up with other details students can learn and expect from their future careers. We hope you enjoy! Youtube: https://lnkd.in/gxEynDSA Spotify: https://lnkd.in/gDe2nMW9 Apple Podcast: @MSUWMA Podcast