On this episode of Mitten Money, Will & Kevin take a deep dive into what it really means to plan for retirement. It’s not just about the numbers; they talk about how setting priorities before goals can shape your future, why health and purpose matter just as much as savings, and how flexibility is key when life changes.

They share real-life client stories, practical travel hacks (like saving on parking and when it’s worth driving two cars), and the role hobbies and social interaction play in making retirement fulfilling.

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, host Kevin Scorsone sits down with Marketing Associate and college graduate Abby Welsh to talk about the real price of college. From FAFSA frustrations and student loans to hidden costs, scholarships, and refund checks, Abby shares her firsthand experience navigating higher education. Kevin reflects on how different college costs looked in his day, while Abby offers insights, regrets, and hacks for today’s students.

Whether you’re a parent planning for your child or a student facing these challenges yourself, this episode is all about navigating college financially.

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.

Get ready for hot take roulette! In this episode, Will & Kevin spill their financial hot takes.

Will challenges the common belief that buying a home is always better than renting, pointing out how high interest rates and rising costs make renting a smarter, more flexible choice, especially if you’re not planning to settle long term. Kevin dives into the booming world of Buy Now, Pay Later services like Klarna and Afterpay, discussing how these easy micro-loans can help, but also lead to debt stacking if you’re not careful.

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 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.

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.