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.

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.

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 that small, consistent choices can have a lasting impact. Tune in for an inspiring and practical discussion that encourages you to take charge of your health from the inside out.

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.

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 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.

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 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.

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 rapidly evolving landscape. Whether you're in the industry or just curious about the future of finance, this episode is packed with valuable insights.

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.

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 what it means for personal finance today.

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.

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 or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.