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Mitten Money

Tri-Star Trust

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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 throughou ...
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Moving yourself into the Medicare system for the first time can be a challenge. When we say "first time" we mean those folks that are turning 65 and need Medicare now or those that are retiring past age 65 and have to figure out how to go from their employer sponsored insurance and over to the Medicare system. That's where we come in. Join Joanne Giardini-Russell and Cameron Giardini along the with rest of the "Transition to Medicare Team" as they get you there in the right way. Our Michigan ...
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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 …
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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-b…
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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 ep…
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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…
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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…
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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 facto…
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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 en…
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This week, we’re diving into two of the biggest financial topics—Social Security and Medicare—with Bobbi, Tri-Star’s Director of Financial Planning. We break down the best time to file for Social Security, how earnings can impact benefits, and what you need to know about Medicare. Bobbi also shares common mistakes people make, strategies to maximiz…
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In the season premiere of Mitten Money season 5, Will & Kevin explore the major financial trends shaping 2025. From lingering inflation and rising costs to housing market challenges, they discuss how these issues are affecting everyday life. They also dive into the growing role of AI in industries like healthcare and finance, as well as the resurge…
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In this episode, Will & Kevin interview Brad Johnson, the former owner of Northern Michigan’s first Culver’s, who reflects on his inspiring entrepreneurial journey. After a 30-year career at McDonald’s, Brad transitioned into owning and operating multiple Culver’s franchises, including the first location in Traverse City. He shares how his dedicati…
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In this special episode, hosts Will and Kevin explore Michigan’s role as home to four major pizza chains: Jet's, Hungry Howie's, Little Caesars, and Domino's. They discuss the history and impact of these brands, sample their pizzas, and rank their favorites. The episode highlights Michigan's pizza culture, innovations like the corrugated pizza box,…
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Are you confused about Medicare and looking for clear answers to your most pressing questions? In this informative Q&A episode, hosts Cameron Giardini and Joanne Giardini-Russell from Giardini Medicare answer real questions from their audience to help you navigate the complexities of Medicare. Whether you're unsure about enrolling in Medicare Part …
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Election, AI, football - oh my! In today's episode, hosts Will and Kevin interview Pavel Konecny, President and CEO of Tri-Star. Pavel discusses his transition into leadership, focusing on guiding his team and benefiting from a strong stock market. They explore how the upcoming election could impact the market, with Pavel leveraging his deep financ…
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Are you approaching your transition to Medicare and feeling overwhelmed by all the potential pitfalls and complexities? You’re not alone! In this episode of the "Client Scenarios Podcast," we go beyond hypothetical examples and dive into five real-life Medicare scenarios our clients have faced. Learn how to avoid costly mistakes and make smarter de…
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In honor of World Mental Health Day on October 10, Will and Kevin had the pleasure of inviting on Dallas Rau, Executive Director of Great Lakes Bay Region Mental Health Partnership to discuss the importance of mental health in the workplace and community. They explore ways to reduce the stigma surrounding mental health, share insights on local ment…
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Feeling overwhelmed by Medicare’s Annual Election Period (AEP)? Don’t worry, you’re not alone! In this episode, Cameron Giardini and Joanne Giardini-Russell are here to simplify the process and guide you through the key changes coming for 2025. Whether you’re happy with your current plan or unsure about what’s next, we’ll help you prepare and make …
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In this episode, Cameron Giardini and Joanne Giardini Russell from Giardini Medicare discuss the major changes coming to Medicare Advantage plans in 2025. With the landscape of Medicare Advantage evolving rapidly, it's more important than ever to stay informed and understand how these changes could impact your healthcare coverage. What we’ll cover:…
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In this episode, Will & Kevin dive into personal finance, market volatility, and smart investment strategies, all within the context of Michigan. They explore the challenges of timing the market, discussing historical trends like September's typical stock market struggles and the "Sell in May and go away" adage, explaining why it doesn't always hol…
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In this episode, Cameron Giardini and Joanne Giardini Russell of Giardini Medicare dive deep into the crucial changes coming to Medicare Part D in 2025. With the summer break behind us, we're kicking things off with everything you need to know about how these changes could affect your prescription drug coverage. We’ll cover the most critical update…
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Will & Kevin dive into Michigan's rapid growth, from the booming real estate market to the surge in tourism in Northern Michigan. The two explore the economic impacts, the challenges faced by local communities, and exciting opportunities on the horizon. Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All view…
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Today Will is joined with Dr. Blair White of White Orthodontics. You may be familiar with his dentistry OR the fact he was briefly in the NFL playing for the Indiana Colts! Blair recounts his decisions in his dentistry career as well as leaving the NFL. His team-driven background helps lead his office to assure great experiences for not only his pa…
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What are bonds? Which one should you choose? What's the benefit of a fixed income? Will Zank & Kevin Scorsone answer all questions related to bonds! Whether you have one or are considering one, our hosts will help navigate informed investment suggestions for a stable financial future. Comments made are not to be considered endorsements of Tri-Star …
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As we approach the peak of summer, we understand that learning about Medicare often takes a backseat during this time of year. Therefore, we will take a break from releasing our biweekly episodes of the Transition to Medicare podcast for the next few months. Stay Informed This Summer: - Access Past Episodes: Our previous podcast episodes contain re…
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Debbie Briguglio, Tri-Star Relationship Manager, joins Will to discuss women & the financial struggles they still may face today. The two delve into topics exploring stigmas of retirement with women, financial tips, and what to expect when it IS time to retire. Comments made are not to be considered endorsements of Tri-Star Trust or its employees. …
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Are you fully protected with your current Medicare plan? In our latest podcast episode, we dive deep into the often-overlooked yet vital insurance options that complement Medicare. Discover how specific plans can shield you against unforeseen expenses related to cancer, hospitalization, travel, and more. Whether you’re enrolled in Original Medicare…
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Fred Edmond, Jr., from Frankenmuth Insurance joins Will today to discuss the "insurance industry," including how their company remains one of the longest-standing in Frankenmuth, scenarios they deal with, technological advancements, and how they cater to their clients. You can connect with Fred here: https://www.fmins.com/ https://www.youtube.com/ …
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In this essential episode of the Transition to Medicare Podcast, we break down the key milestones and timelines you need to be aware of to transition into Medicare stress-free. Whether you're a few years away or just months before turning 65, understanding when and how to enroll in Medicare, Medicare Advantage, or Medigap can save you time and avoi…
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Will & Kevin delve into the world of investor psychology, exploring how we can be both empowered and deceived in the realm of finance. Certain things can influence the average investor, such as fear of missing out, judging the future by the past, getting into a routine, and much more. Comments made are not to be considered endorsements of Tri-Star …
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Ever found yourself pondering the complexities of changing your Medicare Supplement (Medigap) coverage? You're not alone. Whether you're eyeing a switch from one Medigap plan to another, considering a transition to Medicare Advantage, or simply looking to update your Part D coverage, this episode of the Giardini Medicare Podcast is your go-to resou…
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Will & Kevin discuss financial influencers - and the dangers that come with them! While some influencers are truly there to spread knowledge and awareness, it can become too easy to believe everything said on the internet. Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong …
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In this episode, we're tackling a common question among Medicare Advantage enrollees: How do you switch to a new Medicare Advantage plan or transition to Medicare Supplement (Medigap) and Part D coverage? If you're considering a change or want to understand your options, this is for you. Hosted by Cameron Giardini and Joanne Giardini-Russell of Gia…
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Today we have on very special guest Craig "Goose" Goslin, President and Managing Partner of the Saginaw Spirit, to talk about the highly anticipated Memorial Cup! Craig breaks down the economic impact the championship will bring to Saginaw as well as what's to come with the week-long span of festivities. Tune in as he covers $18 million worth of le…
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Ever heard Medicare myths that made you think twice? This episode cuts through the confusion, debunking the most common Medicare myths to help you avoid costly mistakes. From the real costs of Medicare to eligibility misconceptions, we're covering essential truths: - Medicare Isn't Free: Unpack the real costs behind Part A, Part B, and why Medicare…
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Today, Will & Kevin sit down to discuss financial check-ups! Whether it is stock selection, buying annuities, or balancing a "fun" account, tune in for the breakdown on how to make sure you are on the right track. Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to…
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In this episode of our podcast, we delve deep into the intricacies of Medicare Advantage (Part C) plans, a popular choice among Medicare beneficiaries. With many $0/month premium options that offer additional benefits not covered by Original Medicare, many are left wondering, "What's the catch?" Join us as we answer that very question! Key Highligh…
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Dive into our latest podcast episode where we tackle some of the most pressing Medicare questions asked by our audience! From Medigap enrollment nuances to managing Health Savings Accounts post-65, we've got you covered. This episode is a treasure trove of insights, ensuring you navigate Medicare with confidence and ease. Key Highlights: Medigap En…
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MMAP, now known as the Michigan Medicare Assistance Program, is available throughout Michigan and provides free, unbiased information about Medicare options. In this episode, MMAP Executive Director Jennifer Page talks about the many promotions to be conducted in 2024. Anyone seeking Medicare assistance can call the 800-803-7174 to receive a call b…
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Whether you're a first-time enrollee or a seasoned Medicare beneficiary, understanding yearly Medicare cost changes is key to managing your healthcare expenses effectively. In this episode, we cover everything from Original Medicare costs to Medicare Advantage, Medigap, Part D, and even unexpected Medicare costs, ensuring you're well-prepared for t…
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In this latest episode, we dive into the world of Medigap plans for 2024, guiding you through the maze of Medicare Supplements. Perfect for those transitioning to Medicare, we address the vital question: "Which Medigap plan is right for me?" Key Segments: 1. Understanding Medigap Plans: A brief yet comprehensive overview of Medigap plans, explainin…
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Will interviews the president & CEO of Tri-Star, Pavel Konency, about himself and his new position. Pavel grew up in the Czech Republic where he was going to school for engineering. Pavel also played tennis and was learning English at the time, which ended up leading him to Northwood University in Midland, MI. He ended up going for Business Managem…
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Join us in our latest podcast episode as we unravel the critical debate of Medicare Advantage vs. Medicare Supplements in 2024. This episode is essential for anyone on Medicare, providing insights into making the most informed decision for your healthcare needs. Inside This Episode: 1. Original Medicare Overview: Quick guide to Part A and B, highli…
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Will had the opportunity to sit down with Anna Bebow, Owner of Soul Fit in Bay City. Anna not only opened up Soul Fit to connect people to each other and their mind and soul, but she also runs her own wedding photography business. Anna had opened up Soul Fit when she realized there wasn’t a lot of places that connect movement and the soul. Soul Fit…
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Are you overwhelmed by the flood of Medicare advertisements? Dive into our latest episode, where we unravel the complexities of Medicare advertising. We'll dissect the current trends, give voice to consumer opinions, and arm you with essential tips to sidestep misleading advertisements. This episode is a must-listen for anyone navigating the Medica…
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Will joins Tim, Director, Institutional Group at Brandes Investment Partners, to discuss his journey from northern Ontario to working for a Southern California-based firm, Brandes. He started his career in the early '90s in banking and retail advisory, transitioning to asset management. Tim joined Brandes when they sought to establish a Canadian su…
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