MSUWMA Podcast

Hosted by Michigan State University Wealth Management Association

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Episodes

218

Latest episode

Nov 2026

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About the show

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, wealth managers, and other financial professionals to discover what a career in the wealth management profession can look like. SJ Podcast: MSUWMA's Spartan Journal News Team talks about the top business and market weekly news. Website: msuwma.com Email: msuwma@gmail.com YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Spartan Journal: msuwma.com/spartanjournal

Listen to episodes

60 recent

November 2, 2026Episode 521 min

Job Search Strategies from a College Recruitment Prospective with Marla McGraw- S11 Ep. 5

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Marla McGraw. Marla is an Assistant Dean of Career Management at Michigan State University and a Michigan State Alumni. Listen in as she shares about the evolution of recruiting and tips on getting a job.We hope you enjoy!Marla's LinkedIn: https://www.linkedin.com/in/marla-mcgraw/Marla's Email: mcgrawm4@broad.msu.eduPodcast Team Links:Aidan Rao - https://www.linkedin.com/in/aidanrao/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Bridget Miller - https://www.linkedin.com/in/bridgetmiller2028/WMA website: http://msuwma.comContact: msuwma@gmail.com

October 19, 2026Episode 426 min

The Direction of the Wealth Management Industry Amidst Agentic AI with Edison Byzyka - S11 Ep. 4

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Edison Byzyka. Edison is a Chief Investment Officer at Credent Wealth management. Listen in as he shares about the evolution and use of AI in the financial services industry and how advisors can use AI to their benefit. We hope you enjoy! Edison's LinkedIn: https://www.linkedin.com/in/ebyzyka/ Podcast Team Links: Bridget Miller - https://www.linkedin.com/in/bridgetmiller2028/ Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/ Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/ Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/ Aidan Rao - https://www.linkedin.com/in/aidanrao/ WMA website: http://msuwma.com Contact: msuwma@gmail.com

October 12, 2026Episode 324 min

The Evolution of AI In Financial Services with Brian Green II

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Brian Green II. Brian is a Chief Product Officer at Merit Financial Advisors. Listen in as he shares about the evolution of AI in the financial services industry.We hope you enjoy!Brian's LinkedIn: https://www.linkedin.com/in/bkgreen2/Podcast Team Links:Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Bridget Miller - https://www.linkedin.com/in/bridgetmiller2028/Aidan Rao - https://www.linkedin.com/in/aidanrao/WMA website: http://msuwma.comContact: msuwma@gmail.com

October 5, 2026Episode 220 min

Navigating the Job Search with Al Hatch- S11 Ep. 2

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Al Hatch. Al is a Senior Consultant at Plante Moran and is a Michigan State Alumni. Listen in as she shares about best recruiting practices and how to stand out in such a large industry.We hope you enjoy!Al's LinkedIn: https://www.linkedin.com/in/alexandra-hatch-261368b0/Podcast Team Links:Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Bridget Miller - https://www.linkedin.com/in/bridgetmiller2028/Aidan Rao - https://www.linkedin.com/in/aidanrao/WMA website: http://msuwma.comContact: msuwma@gmail.com

September 28, 2026Episode 128 min

Finding the Firm for You with Caleb Brown - S11 Ep. 1

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Caleb Brown. Caleb is a Podcast Host for The New Planned Podcast, CEO and Co-Founder of New Planner Recruiting, Author of Finding your Path, and Adjunct Faculty at University of Georgia. Listen in as he shares important information about finding the right firm as your graduate, red flags to look for when looking into firms, and some of the key take aways from his book.We hope you enjoy!Caleb's LinkedIn: https://www.linkedin.com/in/calebbrownnewplnr/Caleb's Book on Amazon: https://a.co/d/07mnI8UjPodcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Bridget Miller - https://www.linkedin.com/in/bridgetmiller2028/Aidan Rao - https://www.linkedin.com/in/aidanrao/WMA website: http://msuwma.comContact: msuwma@gmail.com

April 27, 2026Episode 2115 min

2025-26 Executive Board Senior Spotlight - S10 Ep. 21

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by our 2025-26 Wealth Management Association Executive Board Seniors. Listen in as they share about their experiences throughout college and their plans after.We hope you enjoy!Iris's LinkedIn: https://www.linkedin.com/in/iris-hayes-/Sheeva's LinkedIn: https://www.linkedin.com/in/sheeva-hajimirza-41a803232/Jeff's LinkedIn: https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Tyler's LinkedIn: https://www.linkedin.com/in/tyler-white1/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: msuwma@gmail.com

April 26, 2026Episode 2021 min

How Successful Advisors Think Differently with Steve Lane - S10 Ep. 20

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Steve Lane. Steve is a Private Wealth Advisor for Carrera Capital Advisors as well as a Michigan State University Alumni. Listen in as he shares about how he became successful and his journey within wealth management.We hope you enjoy!Steve's LinkedIn: https://www.linkedin.com/in/stevenglane/Podcast Team Links: Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: msuwma@gmail.com

April 13, 2026Episode 1914 min

Understanding the Basics of Estate Planning Services with Mark Meyers and Ryan Sullivan - S10 Ep. 19

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Mark Meyers and Ryan Sullivan. Mark is a Principal for Rehmann and Ryan is a Managing Director for Rehmann as well as a Michigan State Alumni. Listen in as they share a brief overview into Estate Planning and how it can be beneficial for all types of clients.We hope you enjoy!Mark's LinkedIn: https://www.linkedin.com/in/mark-meyers-cfp%C2%AE-ctfa-chfc%C2%AE-clu%C2%AE-662ba5a/Ryan's LinkedIn: https://www.linkedin.com/in/ryansullivanrfg/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: msuwma@gmail.comInvestment advisory services offered through Rehmann Wealth, a Registered Investment Advisor.Securities offered through Rehmann Financial Network LLC, member FINRA/SIPC.Insurance Services offered through Rehmann Insurance Group.

March 30, 2026Episode 1837 min

Finding What is Important to Your Client with Ken Osiwala - S10 Ep. 18

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Ken Osiwala. Ken is a Managing Director at Modern Wealth Management. Listen in as he shares about how he got into the industry, fiduciary duties, and much more.We hope you enjoy!Ken's LinkedIn: https://www.linkedin.com/in/ken-osiwala/Podcast Team Links:Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: msuwma@gmail.com

March 23, 2026Episode 1711 min

Understanding the Basics of Trust Services with Mark Meyers and Ryan Sullivan - S10 Ep. 17

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Mark Meyers and Ryan Sullivan. Mark is a Principal for Rehmann and Ryan is a Managing Director for Rehmann as well as a Michigan State Alumni. Listen in as they share a brief overview into trust services and how a trust can be beneficial for your clients.We hope you enjoy!Mark's LinkedIn: https://www.linkedin.com/in/mark-meyers-cfp%C2%AE-ctfa-chfc%C2%AE-clu%C2%AE-662ba5a/Ryan's LinkedIn: https://www.linkedin.com/in/ryansullivanrfg/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: msuwma@gmail.com