Mav Money Talk

Careers in Financial Planning: Recent Graduate Aidan Ryan's Journey

This Mav Money podcast episode, MSU Financial Planning Leaders, Aiden Hall and Maya Nelson have a discussion with Aiden Ryan, a recent MSU graduate, and his career path in financial planning and his transition from a financial advisor role to a back‑office position at Fortress Financial Group. Ryan shares his journey from initially considering a medical career to discovering his passion for financial planning. He details his experience with the CFP certification process, including the challenges of balancing work and study while employed at Fortress. The conversation also covers the RIA (Registered Investment Advisor) model, the importance of communication skills in financial advising, and the various career paths available within the financial planning industry.

Tax Planning for College students.

Title of the episode: Roundtable Discussion: Tax Planning for College students.   Episode summary: Special guest, Jacob Bristol discusses what college students should know about tax planning.   Full description of the episode and any show notes/links:  In this episode, MSU Senior Jacob Bristol provides timely information on: ·         Covering tax forms like W-2 and the 1040 ·         Reviewing tax deductions and credits that impact college students ·         Comparing investing in a traditional IRA vs. Roth IRA ·         Discussing tax return software such as TurboTax ·         Exploring Jacob’s career path that let him to the double major   Number of the episode: 10   Guests: names, title, or year in school, major etc.  Jacob Bristol-Sr. Accounting/Financial Planning Major

Career planning and behavioral finance discussion with Mark Brice of Mindful Asset Planning.

The team discusses internships, career tips, and best practices, along with a discussion on behavioral finance and its impact on your money decisions. Mark is a guest on the show and is a CFP®, partner and Sr. Financial Planner at MAP.

Roundtable Discussion: Planning for your Internship and Job Search

In this episode, the team discusses their successful internship and job search process. Aidan Ryan, Charlie Frazzini, and Austin Deike; Financial Planning Majors, all had one thing in common and that was to write up a list that included more than one firm for both internships and jobs. Many of the postings are listed on the platform called Handshake, but that shouldn't be your only source. Social media and firm website career sections are great options to search. What if there are firms you would love to work for and they don’t have a position posted? Learn from the team on how they found success.    After you listen, consider getting to work on your plan, starting with a list of firms you want to work for.

The Importance of Employee Benefits in your Career Search

In this episode, the team talks with Carter Morrissette, a recent college graduate and new financial planner about the importance of employee benefits in your career pursuits.    The value of employee benefits such as 401(k)’s, group health, life and disability insurances, and others should ideally be added to any salary and bonus amounts. It could add as much as 10% to your salary.    Although each employer has a different selection of benefits, it’s essential to educate yourself on any potential employer benefit options. They vary in terms of quality and effectiveness.     After you listen, make it a point to discuss employee benefits in your job search, and in the interview process.