『Mitten Money』のカバーアート

Mitten Money

Mitten Money

著者: Tri-Star Trust
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10月19日まで。※適用条件あり
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 2026 Tri-Star Trust マネジメント マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • Fear, FOMO, & Financial Planning
    2026/09/22

    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 分
  • No Financial Question is Off-Limits
    2026/08/18

    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 分
  • Renting vs. Buying
    2026/07/21

    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 分
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