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.

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