On this episode of Mitten Money, Will & Kevin sit down with special guest Ben Bakken to talk through one of the most important, yet often overlooked, parts of running a business: succession and exit planning.

They break down why planning ahead can create more flexibility and opportunity, and how understanding your business’s value goes beyond just revenue and profit. From building a strong team to creating systems that support long-term success, this episode highlights the key factors that can strengthen your business over time.

Have questions regarding your business? Reach out to Ben at ben.bakken@tristartrust.com

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.

Money isn’t just numbers on a spreadsheet. It’s shaped by childhood experiences, family dynamics, stress, habits, and the stories we’ve carried with us for years. And when two adults build a life together, those money stories don’t disappear, they merge.

In this episode of Mitten Money, Will and Kevin explore what our relationship with money looks like in adulthood and how it impacts couples. From different spending triggers to navigating joint versus separate accounts, they unpack why financial tension is common and completely normal.

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.

Will & Kevin are kicking off the year with a timely conversation about how scams are becoming harder than ever to spot. With AI-generated voices, fake videos, and messages that look like they’re coming from trusted institutions, fraud is evolving fast.

Will & Kevin share real-world examples, including a close call with a highly sophisticated scam, and explain how urgency and fear are often used to pressure people into quick decisions. They also discuss simple but effective ways to protect yourself, from slowing down and verifying requests to using multi-factor authentication and account alerts.

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.