In this episode of Mitten Money , Will & Kevin sit down with Andy Bethune of Tri-Star Trust to explore his journey from PGA pro to philanthropy expert. Andy shares insights from his new book Relationship First Fundraising , emphasizing the power of trust, authenticity, and strategy in donor relationships. He also reflects on building SVSU’s Carmona College of Business, the importance of stewardship, and why fundraising is more about people than money. Grab his book here ! Comments made are n...
Jun 03, 2025•31 min•Season 5Ep. 10
Hosts Will and Kevin dive into the world of behavioral investing and how emotions can influence financial decision-making. They explore three common investor mindsets and how fear, overconfidence, or discipline can impact your long-term goals. The conversation highlights why building trust, sticking to a personalized plan, and tuning out the noise of headlines and social media are crucial for staying on course. Whether you’re cautious, confident, or chasing high returns, this episode offers valu...
May 20, 2025•26 min•Season 5Ep. 9
In honor of Mental Health Awareness Month, Will & Kevin talk to Dr. Dan Kehres, a chiropractor and wellness expert who believes true health goes far beyond the spine. Dr. Kehres shares how your daily habits—what you eat, how you move, and how you manage stress—play a critical role in shaping not only your physical health but also your mental well-being. From the connection between mood and longevity to the power of anti-inflammatory nutrition and epigenetics, this conversation is a reminder ...
May 06, 2025•37 min•Season 5Ep. 8
In this episode of Mitten Money, Will & Kevin talk to Rich Martin of Assisted Living Locators, who provides important information about senior living options. He discusses independent living, assisted living, and memory care, and how his company assists families in finding appropriate communities based on care needs and financial situations. The episode also highlights the role of the Medicaid waiver program and offers tips for evaluating facilities to ensure quality care. Comments made are ...
Apr 22, 2025•32 min•Season 5Ep. 7
In this episode, Will and Kevin dig into the often misunderstood world of credit. From stories about missed payments (like an old library fine that came back to haunt Will) to whether closing a credit card really hurts your score, they break down what actually matters when it comes to managing your credit. They also chat about how credit scores are calculated, how to monitor your report, and what you can do to improve your score over time. Comments made are not to be considered endorsements of T...
Apr 08, 2025•28 min•Season 5Ep. 6
In this episode of Mitten Money, Will & Kevin dive into the impact of artificial intelligence on the financial industry with Wassan Kasey and Winston Chang from Capital Group. As a practice management consultant, they share insights on how AI is shaping financial advising, enhancing efficiency, and changing the way advisors connect with clients. We discuss the opportunities and challenges AI presents, its role in investment management, and how financial professionals can adapt to this rapidl...
Mar 25, 2025•28 min•Season 5Ep. 5
In this episode of Mitten Money , we dive deep into the age-old debate: leasing vs. financing a vehicle. With car prices skyrocketing and technology evolving, what’s the smarter financial move? Hosts Will and Kevin break down the pros and cons of each option, share personal car-buying experiences (including a totaled vehicle!), and discuss how factors like reliability, safety, and affordability impact your decision. Plus, they explore the surprising shift in savings habits over the decades and w...
Mar 11, 2025•35 min•Season 5Ep. 4
College students take over the mic! 🎙️ In this episode of Mitten Money , we welcome Northwood University students to ask their burning finance questions—from breaking into the industry to managing money in the age of TikTok. Tune in for insightful conversations, career advice, and a few laughs along the way! Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees ...
Feb 25, 2025•33 min•Season 5Ep. 3
This week, we’re diving into two of the biggest financial topics— Social Security and Medicare —with Bobbi, Tri-Star’s Director of Financial Planning. We break down the best time to file for Social Security, how earnings can impact benefits, and what you need to know about Medicare. Bobbi also shares common mistakes people make, strategies to maximize benefits, and how planning ahead can make all the difference. Along the way, we chat about travel, blackjack, and why financial planning is more i...
Feb 11, 2025•34 min•Season 5Ep. 2
In the season premiere of Mitten Money season 5, Will & Kevin explore the major financial trends shaping 2025. From lingering inflation and rising costs to housing market challenges, they discuss how these issues are affecting everyday life. They also dive into the growing role of AI in industries like healthcare and finance, as well as the resurgence of cryptocurrency and its implications for fraud prevention. Comments made are not to be considered endorsements of Tri-Star Trust or its empl...
Jan 28, 2025•35 min•Season 5Ep. 1
In this episode, Will & Kevin interview Brad Johnson, the former owner of Northern Michigan’s first Culver’s, who reflects on his inspiring entrepreneurial journey. After a 30-year career at McDonald’s, Brad transitioned into owning and operating multiple Culver’s franchises, including the first location in Traverse City. He shares how his dedication to exceptional customer service, strategic location planning, and deep community involvement—such as hosting classic car shows and supporting l...
Dec 10, 2024•44 min•Season 4Ep. 16
In this special episode, hosts Will and Kevin explore Michigan’s role as home to four major pizza chains: Jet's, Hungry Howie's, Little Caesars, and Domino's. They discuss the history and impact of these brands, sample their pizzas, and rank their favorites. The episode highlights Michigan's pizza culture, innovations like the corrugated pizza box, and the rise of delivery. On the flipside...Kevin reveals he likes anchovies on his pizza. Comments made are not to be considered endorsements of Tri...
Nov 19, 2024•38 min•Season 4Ep. 15
Election, AI, football - oh my! In today's episode, hosts Will and Kevin interview Pavel Konecny, President and CEO of Tri-Star. Pavel discusses his transition into leadership, focusing on guiding his team and benefiting from a strong stock market. They explore how the upcoming election could impact the market, with Pavel leveraging his deep financial expertise. He also reflects on political polarization in the U.S., emphasizing the importance of pragmatic discussions and avoiding confirmation b...
Oct 22, 2024•34 min•Season 4Ep. 14
In honor of World Mental Health Day on October 10, Will and Kevin had the pleasure of inviting on Dallas Rau, Executive Director of Great Lakes Bay Region Mental Health Partnership to discuss the importance of mental health in the workplace and community. They explore ways to reduce the stigma surrounding mental health, share insights on local mental health initiatives, and highlight the critical role of workplace culture in supporting mental well-being. Listen in for practical tips, inspiring s...
Oct 08, 2024•34 min•Season 4Ep. 13
In this episode, Will & Kevin dive into personal finance, market volatility, and smart investment strategies, all within the context of Michigan. They explore the challenges of timing the market, discussing historical trends like September's typical stock market struggles and the "Sell in May and go away" adage, explaining why it doesn't always hold up—especially during the summer months. Tune in for practical financial insights mixed with local flavor and timely advice for navigating today'...
Sep 10, 2024•34 min•Season 4Ep. 12
Will & Kevin dive into Michigan's rapid growth, from the booming real estate market to the surge in tourism in Northern Michigan. The two explore the economic impacts, the challenges faced by local communities, and exciting opportunities on the horizon. Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated...
Aug 13, 2024•32 min•Season 4Ep. 11
Today Will is joined with Dr. Blair White of White Orthodontics. You may be familiar with his dentistry OR the fact he was briefly in the NFL playing for the Indiana Colts! Blair recounts his decisions in his dentistry career as well as leaving the NFL. His team-driven background helps lead his office to assure great experiences for not only his patients, but his employees as well. You can connect with Blair at https://www.white-ortho.com/ or (989) 737-6046....
Jul 09, 2024•35 min•Season 4Ep. 10
What are bonds? Which one should you choose? What's the benefit of a fixed income? Will Zank & Kevin Scorsone answer all questions related to bonds! Whether you have one or are considering one, our hosts will help navigate informed investment suggestions for a stable financial future. Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remai...
Jun 11, 2024•30 min•Season 4Ep. 9
Debbie Briguglio, Tri-Star Relationship Manager, joins Will to discuss women & the financial struggles they still may face today. The two delve into topics exploring stigmas of retirement with women, financial tips, and what to expect when it IS time to retire. Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncom...
May 28, 2024•22 min•Season 4Ep. 8
Fred Edmond, Jr., from Frankenmuth Insurance joins Will today to discuss the "insurance industry," including how their company remains one of the longest-standing in Frankenmuth, scenarios they deal with, technological advancements, and how they cater to their clients. You can connect with Fred here: https://www.fmins.com/ https://www.youtube.com/ @FrankenmuthInsurance
May 14, 2024•41 min•Season 4Ep. 7
Will & Kevin delve into the world of investor psychology, exploring how we can be both empowered and deceived in the realm of finance. Certain things can influence the average investor, such as fear of missing out, judging the future by the past, getting into a routine, and much more. Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remai...
Apr 30, 2024•31 min•Season 4Ep. 6
Will & Kevin discuss financial influencers - and the dangers that come with them! While some influencers are truly there to spread knowledge and awareness, it can become too easy to believe everything said on the internet. Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of it...
Apr 16, 2024•28 min•Season 4Ep. 5
Today we have on very special guest Craig "Goose" Goslin, President and Managing Partner of the Saginaw Spirit, to talk about the highly anticipated Memorial Cup! Craig breaks down the economic impact the championship will bring to Saginaw as well as what's to come with the week-long span of festivities. Tune in as he covers $18 million worth of legacy projects, the projected tourism for Saginaw and the surrounding region, and the people who are working hard to make this a memorable week for the...
Apr 02, 2024•35 min•Season 4Ep. 4
Today, Will & Kevin sit down to discuss financial check-ups! Whether it is stock selection, buying annuities, or balancing a "fun" account, tune in for the breakdown on how to make sure you are on the right track. Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affilia...
Mar 19, 2024•27 min•Season 4Ep. 3
Curious about extending your vacation budget beyond its initial expectations? Will and Kevin discuss how to pinch your pennies when traveling.
Mar 05, 2024•19 min•Season 4Ep. 2
We are back with a new version of Mitten Money! Today, Will is joined with our NEW co-host, Kevin Scorsone! Kevin is the Market Director for Tri-Star's Midland location. Do they prefer Coke or Pepsi? Old-fashioned budgeting or budget apps? Tune in as Kevin tells more about himself while the pair answer This or That questions!
Feb 20, 2024•18 min•Season 4Ep. 1
We have some very exciting news! Mitten Money is undergoing some changes, just in time for our 3rd anniversary. Stay tuned on February 20, 2024 to see what's in store...
Feb 06, 2024•22 sec•Ep. 72
Will interviews the president & CEO of Tri-Star, Pavel Konency, about himself and his new position. Pavel grew up in the Czech Republic where he was going to school for engineering. Pavel also played tennis and was learning English at the time, which ended up leading him to Northwood University in Midland, MI. He ended up going for Business Management while playing tennis for the school in 1992. Pavel originally didn’t have a plan to go into banking and finance, but he had a knack for number...
Jan 23, 2024•23 min•Ep. 71
Will had the opportunity to sit down with Anna Bebow, Owner of Soul Fit in Bay City. Anna not only opened up Soul Fit to connect people to each other and their mind and soul, but she also runs her own wedding photography business. Anna had opened up Soul Fit when she realized there wasn’t a lot of places that connect movement and the soul. Soul Fit is known to empower women through classes like Pilates, dance class, yoga and more, but is also available to men as well. Soul Fit is a studio rather...
Jan 09, 2024•26 min•Ep. 70
Will joins Tim, Director, Institutional Group at Brandes Investment Partners, to discuss his journey from northern Ontario to working for a Southern California-based firm, Brandes. He started his career in the early '90s in banking and retail advisory, transitioning to asset management. Tim joined Brandes when they sought to establish a Canadian subsidiary, attracted by their commitment to value investing and the opportunity to work with former colleagues. Tim explains that investors often exhib...
Dec 12, 2023•17 min•Ep. 69
