Episodi

  • Financial Trends & Hot Takes
    Oct 20 2026

    In this episode of Mitten Money, Will Zank and Kevin Scorsone sit down for a conversation addressing some of the most frequently searched financial questions and sharing their perspectives on everyday money decisions.

    What would you do if you found yourself with $20,000 in credit card debt? Where should you begin when creating a budget? And can AI help or hurt your understanding of spending habits?

    From exploring debt repayment strategies and identifying overlooked expenses to discussing the growing interest in passive income, they offer practical insights to help listeners make more informed financial decisions.

    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 affiliates.

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    24 min
  • Fear, FOMO, & Financial Planning
    Sep 22 2026

    In the latest episode of Mitten Money, Kevin and Will dive into behavioral investing and the psychology behind the choices we make with our money. From fear and FOMO to confirmation bias and reacting to market headlines, they discuss why emotions can make it difficult to stay focused on the bigger picture.

    Tune in as they share their own investing lessons, the importance of having a plan, and how a disciplined, long-term approach can help keep emotions from driving your financial decisions.

    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 affiliates.

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    26 min
  • No Financial Question is Off-Limits
    Aug 18 2026

    In this episode of Mitten Money, Will and Kevin tackle some of the financial questions clients may be hesitant to ask their advisors. They discuss responsible credit card use, managing debt, evaluating portfolio performance, and how couples can approach joint and separate finances.

    The conversation also covers adjusting investment strategies as retirement approaches and the considerations that go into paying off a mortgage. They dive into estate planning, gifting during your lifetime, and how parents can balance helping their children with funding college while protecting their own financial future.

    Throughout the episode, they reinforce that there is no one-size-fits-all answer when it comes to financial decisions. Understanding your goals, risk tolerance, and long-term plan is key to making confident financial choices.

    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 affiliates.

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    30 min
  • Renting vs. Buying
    Jul 21 2026

    This episode of Mitten Money explores one of the biggest financial decisions many people face: renting versus buying a home. Will and Kevin discuss the hidden costs of homeownership, including maintenance, repairs, property taxes, insurance, closing costs, and the time commitment that comes with owning a home.

    They also explain why buying isn't always the best financial move, especially if you expect to move within a few years or aren't prepared for unexpected expenses. The conversation emphasizes that there is no one-size-fits-all answer and encourages listeners to weigh both the financial and lifestyle factors before making a decision.

    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 affiliates.

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    30 min
  • The Freedom to Spend ft. Mason Sarosi
    Jun 23 2026

    In this episode of Mitten Money, Kevin & Relationship Manager Mason Sarosi discuss an important question: Are you using your money the way you intended? While saving and investing are key to financial success, they explain why true financial planning is about finding the balance between preparing for the future and enjoying life today.

    Through real client experiences, they explore the challenges of both overspending and being too afraid to spend after years of disciplined saving. The conversation highlights how a personalized financial plan can provide the confidence to make meaningful financial decisions, whether that's traveling with family, helping loved ones, or investing in experiences that improve quality of life.

    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 affiliates.

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    24 min
  • Combining Profit & Purpose ft. Rob Clark
    May 19 2026

    In the latest episode of Mitten Money, Kevin is joined by Rob Clark to chat about how companies can look beyond the bottom line and give back through conscious capitalism. Rob breaks down corporate community engagement into three pillars: philanthropy, volunteerism, and thought leadership. He explains that real impact happens when you move past simple sponsorships and build true partnerships.

    They discuss how getting out into the community can be a strong team-building tool that boosts morale, with a key takeaway being that community work should never be done for credit. When it’s done for the right reasons, business growth tends to follow naturally.

    They also share updates on Tri-Star’s growth in the Great Lakes Bay region, including a new 4,000-square-foot office opening this fall in downtown Bay City, as well as exciting news about co-host Will Zank, who is welcoming his third child!

    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 affiliates.

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    30 min
  • Building Generational Wealth That Lasts
    Apr 21 2026

    In this episode of Mitten Money, hosts Will and Kevin use Michigan’s never-ending pothole problem as a metaphor for generational wealth, showing how what is ignored today can become costly later. They explain that generational wealth is not just for the ultra-wealthy, and can range from simple estate planning to larger trusts designed to support families or communities over time.

    Through real-life examples, they highlight how poor planning and lack of communication can quickly erode wealth, while clear intentions, strong financial guidance, and family transparency help it last for generations.

    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 affiliates.

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    26 min
  • Succession Planning: What Business Owners Should Know ft. Ben Bakken
    Mar 24 2026

    On this episode of Mitten Money, Will & Kevin sit down with special guest Ben Bakken to talk through one of the most important, yet often overlooked, parts of running a business: succession and exit planning.

    They break down why planning ahead can create more flexibility and opportunity, and how understanding your business’s value goes beyond just revenue and profit. From building a strong team to creating systems that support long-term success, this episode highlights the key factors that can strengthen your business over time.

    Have questions regarding your business? Reach out to Ben at ben.bakken@tristartrust.com

    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 affiliates.

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    32 min