Tri Star Trust 공개
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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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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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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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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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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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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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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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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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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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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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We are back with a new version of Mitten Money! Today, Will is joined with our NEW co-host, Kevin Scorsone! Kevin is the Market Director for Tri-Star's Midland location. Do they prefer Coke or Pepsi? Old-fashioned budgeting or budget apps? Tune in as Kevin tells more about himself while the pair answer This or That questions!…
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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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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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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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Will had the opportunity to have a conversation with Sharon Krumm, President and Owner of 4U, Inc., a consulting firm. Sharon's journey began with a passion for math, leading her to pursue accounting in college. However, she discovered a broader interest in finance, especially during globe-trotting M&A deals. Throughout her career, Sharon navigated…
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Aimee Korch, Director of Relationship Management at Breckinridge Capital Advisors, joins Will today to discuss fixed income. Aimee says fixed income is the “most interesting” area of work for her. According to Aimee, there are so many ways the financial system can create debt, which fuels the economy. There are a lot of conversations on stocks, but…
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Today, Will sits down the Matt Smith, a jack of all trades. Matt has experience in the military, owning his own gym, and becoming a realtor. How did he decide to go from one thing to the next? Right out of high school, Matt knew college wasn’t the route he wanted to go on. He was drawn to the army, since his father and grandfather had served. Aroun…
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Will had the opportunity to interview Cameron Massey, Executive Director of the Saginaw Bay Symphony Orchestra, before the beginning of their season! Cameron got started at the Saginaw Bay Symphony Orchestra after volunteering while running his own marketing firm. Eventually, his role at the Orchestra turned into a marketing position, and eventuall…
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Today, Will sits down with Joseph (Skip) Simms to discuss angel investing and his journey to becoming Managing Partner of the MI Angel Fund. Skip mentions how he started in venture investing in 1999, went through the dot-com boom and bust, and later got involved with Ann Arbor Spark, an economic development organization. Skip also talks about the g…
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Will sits down with very special guest Johnathan Rand, author of the Michigan Chillers and American Chillers series, as well as various other books. Michigan-native Johnathan originally wanted to work in conservation, keeping reading and writing as a hobby. His journey took him to radio commercials, where he practiced telling stories. Johnathan sel…
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Did you know July is National Ice Cream month? In this episode, Will sits down with three ice cream connoisseurs of Michigan to discuss how they make their business as sweet as can be. Tim Mangan of Michigan Cream & Sugar Ice Cream Company in Bay City discusses moving from creating menus at Horizons Conference Center to managing their new ice cream…
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BSA Officer Cindy Holliday and Owner of Blue Thumb Kip Northrup walk us through their journey today of encountering check fraud. Kip had a first-hand experience with check fraud, as one of his checks was intercepted by a third party. He reached out to Cindy for the next steps on how to handle the interaction. With Cindy's help, they were able to st…
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Today we are joined with 1st State Bank's Executive Vice President & Chief Lending Officer, Todd Gregory, and Saginaw Bay Underwriter's President & CEO, Peter Ewend, to discuss the rise of check fraud. Fraud is back on the rise. Changing checks - whether it be tampering the dollar amount or duplicating a check - is becoming very common in the banki…
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In this episode, Lizzi shares her personal story of returning to Michigan and seeking opportunities for work. Lizzi reached out to her alma mater, Saginaw Valley State University, and eventually found herself working in their Career Services office. The Career Services office at SVSU goes beyond providing support solely during the college years; th…
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On today’s episode, we sit down to chat with Wendy Groll and Dan Handley from Dale Carnegie Training of Mid-Northern Michigan. Wendy got her start in Dale Carnegie after emerging into a leadership role of her previous job, and Dan followed his family in the business after graduating college, working alongside his father. Dale Carnegie offers educat…
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Saginaw-native Mike Ball has been doing comedy for 11 years, yet he hadn’t seen live comedy until he was about 21 years old. He eventually started going to LA during his lawn business’s off season, and eventually interned for comedian Pauly Shore. Since then, Mike’s career has taken off with his own comedy show, “The Future of Comedy Show.” While c…
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Right before the pandemic, Ali Huntoon decided she wanted to quit her corporate job to start her own HR consulting business, Allied HR Solutions. During the pandemic, Ali began scouring the internet for freelance jobs, but soon began working for people all over the country. Every engagement is different for Ali and the small businesses she works wi…
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Dakota and Garret Porter started ActionGlow over 10 years ago. The idea began when they were snowboarding on a dark ski slope and had the idea to tink around with their gear to include LED lights. It originally didn’t start as a business venture until other boarders were interested in the product. The brothers built up inventory and sold out within…
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This week’s episode, we sit down with some members of the Tri-Star team to discuss some financial mistakes we’ve experienced in our lives and have grown from the most. Sandy Worner delves into the repercussions of borrowing from your 401(k). For every dollar put in, it took about $1.30 to get back to where she was. Lee Reimann recalls not knowing w…
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Today, we sit down to talk to Kyle DeWees, Interim Executive Director of Valley Lutheran High School. Kyle was involved with the school’s biggest capital campaign, raising over $12 million in 5 years and reaching out to 1,700+ donors. DeWees originally never saw himself at Valley Lutheran – he started just 1.5 years before their biggest capital cam…
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This week’s guest is Arielle Patrick, Chief Communications Officer of Ariel Investments, who sits down with us to discuss a mini “master class” of crisis management, relationship building, and rebranding. A graduate of Princeton University, Arielle was first interested in journalism, which eventually led her into consulting, and eventually corporat…
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In this week’s episode, Michelle Burkhard, Owner of Grow by 1, LLC, sits down with us to discuss the ins and outs of life coaching. Michelle’s point of change happened about 15 years ago when she calculated how many people she affected as a teacher and wanted to go beyond that number. Michelle delves into how people struggle with change not because…
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In this week’s episode, Joe Ruth joins us to discuss how roles in healthcare has evolved into today’s standing from experience at the loading dock at Saginaw General Hospital to being the Vice President & Chief Operating Officer of Sparrow Health System. During their conversation, Joe goes into depth about how the healthcare industry as a whole has…
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In this week’s episode, we speak with Kip Northrup of Blue Thumb Water Features. The self-professed “Fish Geek” has turned his water feature installation company into a national wholesaler. Kip shares his tips on how mergers and acquisitions helped grow their small aquarium cleaning company to a network of dealers for water features throughout the …
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Upwards of 2,000 cyberattacks happen per day to businesses, yet they may not know how to fix this problem as they don’t have an IT specialist to look over their programs on a day-to-day basis. On the podcast, Will Zank speaks with Chad Paalman, CEO of NuWave Technology Partners. Chad faced the unexpected early in life. In high school, he suffered a…
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In this episode, Will Zank interviews Kim and Daniel Guest, the proud owners and hosts of the Little Yellow Cottages in Port Austin, Michigan. Kim and Daniel have worked in corporate America for many years now. They endlessly aim to be their own bosses and increase their financial freedom. What turned out as a hunt for their own house turned into p…
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This week we spoke with our very own Andy Bethune. Andy is a master networker, and this week he talks with Will Zank about the art of networking. A key to unlocking your potential is confidence. No matter what you’re doing or where you are, networking is essential to any work or social environment. It is about working with those who will not only h…
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The cost of living has become expensive lately. Inflation is driving up prices of everyday essentials like groceries, utilities, transportation, and now the housing market. You’re probably thinking, “tell us something we don’t already know.” On today’s episode, host William Zank speaks with Jeff Southcott, Senior Vice President at 1st State Bank. J…
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On today's podcast, we spoke with Beth Thieme, President, and CEO of Amigo Mobility International, Inc. If you are looking for an episode that will recharge you with ideas for success and an entrepreneurial flair, look no further. Beth's energy, passion, and wisdom are fully displayed in this episode. This week we discussed how Amigo got started an…
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On today’s episode, we speak with Gene Pickelman, President and CEO of Tri-Star Trust, and Catherine Allen, Co-Founder and CEO of AO People Partners. This episode is about developing a conscious culture of learning and developing your employees. Gene and Catherine have a lively discussion about leadership. They have learned and recognized that havi…
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Have you ever wondered what separates companies that perform well during bad times? It’s simple – they have the same quality that a castle has. It’s a moat. We got to speak with the President and CEO of Argus Research Group, John Eade. Based all the way out in NYC, it was a pleasure to get the chance to talk with him about how businesses can better…
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Today we got the chance to speak with Bob Hagen of Hagen Ford, which was established in 1961 by Bob’s father. Bob and his brother are the current owners of Hagen Ford and are very active within the community and the Ford industry. He talks about the future and evolution of the car industry and how soon enough, everyone will have an electric vehicle…
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Her life was just progressing at Dow, and she decided that after eight years of commitment to them, she wanted to grow into something more and something bigger that would be able to help others the same way others had helped her. Please welcome Executive Director and Founder of Self Love Beauty, Lisa Thomson, this week on how she was inspired to gr…
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“Architecture is as much about understanding why a building needs to exist as it is the relationships of its forms. Creating graceful space that enhances life is part of a fundamental belief behind our work at WTA Architects.” This is what guest speaker Paul Haselhuhn, Architect, Partner, and President of WTA Architects, speaks on in this week’s po…
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Have you ever wished you could get unlimited paid time off? That’s precisely what today’s podcast guest, Mark McDaniel, the CEO of Cinnaire, talks about with host William Zank. Cinnaire is a nonprofit organization that gets involved within the community by offering services such as lending funds, finance development, and managing and building all c…
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Have you been on the unfortunate side of getting a dent in your car? Do you let it be or Google your best options to fix it? Today’s podcast guest hopes you don’t just leave the ding and instead ask around. Chances are a friend, or family member will refer you to CD Dents. Welcome, Crystal Ellison of CD Dents. Crystal and her husband Duane own and …
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OH, SUGAR, SUGAR! This week we got the chance to chat with Rob Clark, Director of Communications and Community Relations at Michigan Sugar Company. Clark speaks out about their corporate purpose statement, “Making Life Sweeter.” He states that their employees embody Michigan Sugar’s purpose statement within the business and within their life, famil…
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