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Mitten Money

Mitten Money

By: Tri-Star Trust
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About this listen

Small businesses are the backbone of the American economy and, in fact, make up 99% of all businesses in the United States. Yet only 50% of them will survive their fifth year in business. Mitten Money host William Zank will focus on helping Michigan-based business owners find answers to the tough questions that will help them succeed. How do I expand my business? What options do I have for retirement? How do I move forward when I feel stuck? Having worked with small business owners throughout his career, William Zank of Tri-Star Trust uses his strong analytical skills to unearth answers to these questions and more on Mitten Money. Listen on Apple Podcasts, Spotify, Google Podcasts or AmazonCopyright 2025 Tri-Star Trust Economics Leadership Management Management & Leadership Personal Finance
Episodes
  • FIRE Investing
    Jul 8 2025

    In this episode of Mitten Money, Will and Kevin explore the FIRE movement (Financial Independence, Retire Early) and whether it’s truly achievable for most people. They discuss lean FIRE, fat FIRE, and barista FIRE, reflecting on what early retirement might look like in real life.

    The conversation covers how retirement is changing, the importance of purpose and social connection, and how to strike a balance between saving and enjoying life. With stories from their own busy family schedules, Will and Kevin highlight the personal side of financial planning.

    Whether you're aiming to retire early or just want to take better control of your money, this episode offers practical insights to think about!

    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 mins
  • Putting Relationships First in Fundraising ft. Andy Bethune
    Jun 3 2025

    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 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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    31 mins
  • Behavioral Investing
    May 20 2025

    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 valuable insight into navigating volatility with clarity and control.

    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 mins
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