MSUWMA Podcast

Hosted by Michigan State University Wealth Management Association

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Episodes

213

Latest episode

Apr 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

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

March 16, 2026Episode 1627 min

Sustaining Success in Wealth Management with Larry Glanz - S10 Ep. 16

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Larry Glanz. Larry is a Private Wealth Advisor and Managing Director of Glanz Wealth Advisors. Listen in as he shares how he is able to understand what his clients need and how to stand out among other advisors.We hope you enjoy!Larry's LinkedIn: https://www.linkedin.com/in/larry-j-glanz-cpa-apma%C2%AE-crpc-b114a614/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

February 23, 2026Episode 1516 min

Staying Curious in Finance with Jessica Sullivan - S10 Ep. 15

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Jessica Sullivan. Jessica is President at Legado Family Office Management, Board Member at Traverse Connect, Member of Grand Traverse Regional Community Foundation Community Coalition, Member of Family Office Exchange, and MSU Alumni. Listen in as she shares how she views communicating with clients, the importance of understanding financial statements, and why staying curious is so important.We hope you enjoy!Jessica's LinkedIn: https://www.linkedin.com/in/jessica-sullivan-6017104b/Podcast Team Links:Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/WMA website: http://msuwma.comContact: msuwma@gmail.com

February 10, 2026Episode 1425 min

Supporting Clients Beyond Investments with Pete Wargo - S10 Ep. 14

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Pete Wargo. Pete is a Senior Advisor at Modern Wealth Management. Listen in as he shares how he is using AI, supporting his clients beyond investing, and diversifying client portfolios.We hope you enjoy!Pete's LinkedIn: https://www.linkedin.com/in/wargop/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

February 2, 2026Episode 1321 min

The Importance of Saying “Yes!” in a career - S10 Ep 13

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Renee Hof-Lacey. Renee is a Private Wealth Advisor, Senior Vice President, and Investment Consultant at Raymond James. Listen in as she shares insights into the industry and how she has found success.We hope you enjoy!Renee's LinkedIn: https://www.linkedin.com/in/reneehoflacey/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/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

January 26, 2026Episode 1223 min

Aligning Your Financial Career with Life Goals - S10 Ep 12

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by John Mason. John is a recent graduate from University of Michigan and is a Consultant at Oliver Wyman. Listen in as he shares about his viewpoint on aligning your financial career with your life goals.We hope you enjoy!John's LinkedIn: https://www.linkedin.com/in/johndcmason/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