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This podcast utilizes industry experts to help educate students and listeners on the industry of finance and how to be best prepared for a career in financial services. Find out more about The Boehly Center at boehlycenter.mason.wm.edu.
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Dream Builder Financial - Making Finances Easy For You - Personal Finance and Career Development
Moshe Amsel
The Dream Builder Financial Show is the ultimate money show for hard working people who desire to achieve dreams and still live life in the process. This is the show where money is the tool used to achieve dreams through clearly defined goals. We show you how to be wise with your spending, saving and investment habits to turn what may seem to be unachievable dreams into reality.
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Today, host Morgan Hutter welcomes Roger Pratt (’74) who has had a long career in the real estate investment space - most notably with Prudential, Fred Henritze (’76) of the Brookdale Group, and David Klepser (’97) of Ram Realty Advisors. They discuss commercial real estate investments, what the various real estate investment types are, what studen…
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Today on the show, we’re excited to welcome Mark Decker (’97), CEO of Centerspace, and Taylor Mokris (’06), Senior Vice President of Seniors Housing and Care at Bellwether Enterprise Real Estate Capital. Mark and Taylor join host Morgan Hutter to discuss their career paths that led them to the commercial real estate space, the difference between co…
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On today’s show, host Morgan Hutter is joined by Nicholas Kwasnik, a first-year student at William & Mary. Nicholas is a Senior Analyst at William & Mary’s Mason Investment Club, and is Vice President of the school’s John Quincy Adams Society Chapter, and today will take a look at the social consequences of our addiction to social media and the rel…
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Today on the show, host Morgan Hutter welcomes Alhassan Ouf and Abbey Doski to talk about the Boehly Center’s Post-Baccalaureate Fellowship. Abbey and Alhassan are previous fellows in the program and join the podcast to share their experiences; what they accomplished, who it benefited their future careers, the favorite aspects of their time as a fe…
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Today on part 3 of our Transition from Student to Employee series, host Morgan Hutter along with Danita Trice and Rachel Southern discuss adjusting to office culture. How long should it take a new employee to acclimate to a new work environment? Should a new employee voice their opinion on everything immediately? What virtual meeting backgrounds ar…
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On this second episode of a three-part series on preparing for success, host Morgan Hutter welcomes back Rachel Southern and Danita Trice to talk about email and time management. The average person receives 78 work emails a day and spends approximately 37 hours a week on email. Listen in as they discuss the best tips and tricks to keep your life or…
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Transitioning from student life to a full-time employee can be challenging. In this episode - part 1 of a 3-part series - host Morgan Hutter welcomes Rachel Southern , the Assistant Director for Industry Advising in Business Careers in the Office of Career Development and Professional Engagement in the Cohen Career Center, and Danita Trice, Associa…
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Host Morgan Hutter welcomes Madison DiLenge and Eliza McKenney of Cornerstone Research. Both are resent alums of William & Mary and today speak about their careers at Cornerstone - what kind of company it is, what kind of work they do, their passion about being economic consultants, and more. If you'd like to learn more about The Boehly Center come…
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On today’s show, host Morgan Hutter welcomes Professor Joey Smith of the Raymond A. Mason School of Business, and the William & Mary Financial Literacy Program Coordinator Alex Sadid. They discuss why financial literacy is important, how the William & Mary Financial Literacy Program can help current students prepare for financial planning after gra…
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On today’s show, host Morgan Hutter welcomes MBA graduate Class of 2001 Samira Imamverdiyeva. Samira speaks about her career journey from William & Mary to being the current Mergers and Acquisitions Controller for American Express, what her job entails, what students should consider when thinking about a career as a Mergers and Acquisitions Control…
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Today on the show, host Morgan Hutter welcomes William & Mary graduate and Investment Banker with New York City’s Raymond James, Laura Holden. Laura talks about her career journey into investment banking, how different sizes of investment banks do different things, and her advice for students considering entering the investment banking field. If yo…
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Today on the show, host Morgan Hutter previews William & Mary’s brand new Online Masters of Science in Finance with Associate Dean for Online Programs and Executive Director for the Center for Online Learning, Pam Suzadail. They talk about the genesis of the program, what services are offered, and how it benefits students. If you'd like to learn mo…
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Today on the show, host Jad Howell welcomes Ellen Longman, a senior research analyst at the NY Federal Reserve; Josh Hurwitz, an economics Ph.D student and teaching fellow at Harvard; and Professor Julie Agnew from the Mason School of Business. Together, they talk about their experiences pursuing a Ph.D, what drives a Ph.D candidate, and the sacrif…
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Today, host Morgan Hutter welcomes Tony Nobili. Tony has a BBA in Finance from William & Mary (’92), and an MBA from the University of Louisville (’94). Tony is currently in client strategies at Bank of America and joins the show today to discuss financial risk management; what is risk management, how to identify risk, and what risks are on the hor…
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William & Mary students are beginning to receive job offers, and decisions need to be made regarding which offers to accept. Today on the show, host Morgan Hutter welcomes Rachel Southern, Assistant Director for Industry Advising in the Cohen Career Center, and Carlos Freyre, a student at William & Mary majoring in Finance and International Relatio…
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On this episode of Careers in Finance, host Morgan Hutter welcomes Professor Carl Tack. Professor Tack is the former co-director of the Boehly Center, and currently teaches Corporate Finance at the Mason School of Business. They talk about Professor Tack’s journey to teaching corporate finance and the many twists and turns along the way, what all i…
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Today on the show, host Morgan Hutter welcomes Dannita Trice - Associate Director of Academic Engagement, and Dezire Morris, Administrative Project Coordinator at the Boehly Center. In this episode, you’ll learn how students can contact and utilize the resources inside the Boehly Center, the events and programs that are scheduled throughout the yea…
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Today on the show, host Jad Howell welcomes Noha Baltagi, Senior Associate, Human Resources, at IHS Markit. Noha is the head of all intern and graduate hiring, and joins us today to talk about all aspects of acquiring a career at IHS Markit, and elsewhere. Noha shares her tips and tricks for creating a resume that gets noticed, what to do before an…
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Today, host Jad Howell welcomes Lange Allen, Managing Director at USAA Real Estate. Lange shares his vast knowledge about the Industrial Real Estate space, including what his career path was that led to his position at USAA Real Estate, how industrial real estate was affected by the pandemic, and what’s in store for the future of real estate. If yo…
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Today, guest host Morgan Hutter welcomes Professor Joe Wilck, Clinical Associate Professor of Business Analytics, Machine Learning Operations at the Raymond A. Mason School of Business; and Kendrick Ashton, an alumnus from the class of 1998, who is the co-founder and managing partner at The St. James - a lifestyle health and wellness brand. The St.…
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Today, host Jad Howell welcomes Jon Lamb, Portfolio Manager for Orion Resource Partners. Jon speaks about his career path which led him to his current position, what a day in the life of a portfolio manager looks like, and what students can do today to prepare for a career in investment banking or private equity. If you'd like to learn more about T…
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On today’s episode, host Jad Howell welcomes Seth Carpenter, the US Chief Economist at UBS. Seth shares his career trajectory in economics, from his undergraduate studies at William & Mary, to his graduate studies at Princeton; working at the Federal Reserve and the private sector. Tune in today to hear Seth give advice on what undergraduate studen…
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Today on the show, host Jad Howell welcomes Alice Davison from The Capital Group to talk about the Women’s Stock Pitch and Leadership Summit, how it differs from other events of its kind, what students can get out of it, and how it is more than just a networking and recruitment event. If you'd like to learn more about The Boehly Center come visit u…
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Today on the show, host Jad Howell welcomes Professor Julie Agnew, as well as alumns Alexis Vitali and Richard Hartmann to talk about all things mentorship, including how the mentorship program at the Boehly Center got started, how mentorships can benefit students, and how to truly take advantage of a mentorship opportunity. If you'd like to learn …
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Today, Jad welcomes back Patrice Lincoln, Director of Graduate Career and Advising at the Graduate Career Management Center, Morgan Hutter, Associate Director, Strategic Engagement, Boehly Center, and Renard Myles, Director of Employer Engagement and Programming, Cohen Career Center, for another discussion on how you might be successful, and the re…
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Today on the show, host Jad Howell welcomes Patrice Lincoln, Director of Graduate Career and Advising at the Graduate Career Management Center, Morgan Hutter, Associate Director, Strategic Engagement at the Boehly Center, and Renard Myles, Director of Employer Engagement and Programming at the Cohen Career Center. Tune in as our experts help studen…
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Host Jad Howell once again sits down with Dawn Edmiston, Clinical Professor of Marketing, Raymond A. Mason School of Business at William & Mary, and Chris Maher, Retired Senior Advisor, EY, to continue their discussion on Personal Brand. On today’s show, they talk about the best platforms to use for disseminating your personal brand, how best to co…
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Your personal brand is what you bring with you everywhere you go. Today on the show, host Jad Howell is joined by Dawn Edmiston, Clinical Professor of Marketing, Raymond A. Mason School of Business at William & Mary, and Chris Maher, Retired Senior Advisor, EY, to talk about all things personal brand. What makes up a personal brand? How important i…
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In today’s episode, we’ll continue with our introduction to The Boehly Center team, and further discuss the resources and services available to students through The Boehly Center. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
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In today’s inaugural episode, your host Jad Howell, Executive Director of The Boehly Center, will introduce The Boehly Center team: Morgan Hutter, Associate Director of Strategic Engagement, and Melanie Weast, Associate Director of Academic Engagement. They’ll be discussing The Boehly Center’s mission, it’s offerings, and how these resources and se…
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Mike Michalowicz the author of Profit First along with Toilet Paper Entrepreneur, Pumpkin Plan and Surge; joins us today for an interview about his new book being released. If you had questions about Profit First, we probably got them answered here! Complete show notes can be accessed at http://dreambuilderfinancial.com/1008. Join us for an exclusi…
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The key to determining savings amounts for savings goals is the length of time available for saving. Time value of money can be a very strong participant in meeting financial goals. Understanding Profit First is the first step but here you will learn exactly how to implement it. Show notes and links can be found at http://DreamBuilderFinancial.com/…
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1006 – Financial Goal Setting is the key to Wealth Creation and Profit First is the key to Business Cash Flow Management
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Last week in the personal finances section, we introduced the personal financial statement as the starting line you can later look back on. This week, we’re talking about goals — the finish line that you’re set on getting to. With the release of his Freedom Journal last year, John Lee Dumas introduced the acronym S.M.A.R.T., […] The post 1006 – Fin…
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This week, the personal finance section of the show deals with the often-overlooked personal financial statement. Even though many people neglect to complete one, this statement is integral in knowing your net worth and assessing whether you’re making progress. It’s so important, in fact, that Moshe recommends making one every three to six months. …
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In this episode, Moshe invites you to visit the past and future. You’ll remember that last week, he explained that the podcast will take a new, three-section format covering personal finances, business, and taxes. In this episode, he goes through each section in turn, offering some backstory for why he focuses on these topics and […] The post 1004 …
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Starting with this episode, these podcasts will have a new format consisting of three sections. Each show will begin with a personal finance topic, move on to a business topic, and conclude with a tax topic. The personal finance topic in this episode revolves around prioritizing savings goals. Moshe discusses the importance of defining your […] The…
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In this episode, I address Cliff Ravenscraft’s dilemma outlined in Podcast Answer Man Episode 432 – Year of Identity – Part 1 and The Cliff Ravenscraft Show Episode 635 – Year of Identity Part 2. Cliff has found a calling to become a life and business coach and wants to stop his involvement in the […] The post 1002 – Solopreneur to Entrepreneur – T…
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Dreams are the most important component of a financial plan. Without dreams, there is no motivation and without motivation there cannot be true success. As the inaugural episode of The DreamBuilder Financial Podcast, it was crucial to start with this critical first step. In this episode, I cover why having a dream (or many dreams) […] The post 1001…
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