The Spend Life Well Show: Recent Episodes
ClearVista Financial
ClearVista Financial's Mark Trice and Jesse Hamilton address financial topics and strategies based on Biblical principles.Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Caring for aging parents while supporting your children can put a strain on your finances and your future.
In this episode of The Spend Life Well Show, Certified Kingdom Advisor Mark Trice shares practical, biblical guidance for navigating the challenges of the Sandwich Generation without sacrificing your retirement.
What we cover:
→ What the Sandwich Generation is and the financial challenges it creates
→ How to protect your retirement while caring for family
→ Why long term care and estate planning conversations should happen early
→ Setting healthy financial boundaries with parents and adult children
→ Building a family plan before a crisis happens
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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Buying a home. Paying off debt. Building a career. For many Millennials and Gen Z, those milestones look very different than they did a generation ago.
In this episode of The Spend Life Well Show, Mark Trice sits down with ClearVista Financial Marketing Manager Katy Durham to discuss the financial realities younger adults face today.
What we cover:
→ Why Millennials and Gen Z feel financially behind.
→ Home ownership and career moves.
→ Strategies for saving and using debt wisely.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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In this July Market Update, Mark Trice breaks down what happened in the markets during June, reviews the latest economic data, and explains what it could mean for your portfolio going forward. From stock market performance and Federal Reserve policy to inflation, housing, and Social Security, this episode provides perspective to help investors stay focused on long term financial goals instead of short term headlines.
What we cover:
→ A recap of June's market performance
→ The latest economic and inflation data
→ Federal Reserve and interest rate updates
→ Key trends affecting investors and the economy
→ The outlook for Social Security
→ What it all means for your portfolio and long term financial plan
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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What would happen if one unexpected event threatened everything you've spent years building?
Many people focus on growing their wealth but spend little time thinking about how to protect it. A strong financial plan includes both, helping you prepare for the unexpected while preserving what matters most.
In this episode, Mark Trice discusses the essentials of asset protection, including common risks that can impact your financial life and practical strategies to help reduce your financial vulnerability before problems arise.
What we cover:
→ why asset protection is an important part of financial stewardship
→ common threats to personal wealth, including lawsuits and liability
→ business risks and protecting personal assets
→ market concentration and tax planning risks
→ long-term care costs and retirement planning challenges
→ how insurance, umbrella policies, trusts, and business entities can help protect wealth
→ practical steps to review your financial protection strategy
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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June Market Update | Market Highs, Interest Rates, Inflation & Economic Outlook
The markets delivered a strong performance in May, with major indexes reaching new highs despite ongoing inflation concerns, elevated interest rates, and global uncertainty. In this June Market Update, Mark Trice breaks down what happened in the markets, what the latest economic data reveals, and what investors should be watching in the months ahead.
From stock market performance and Federal Reserve policy to inflation, housing, employment, and GDP growth, this update provides a clear overview of the current economic landscape and what it could mean for your financial plan.
What we cover:
→ New stock market highs and May performance
→ Inflation, interest rates, and Federal Reserve policy
→ GDP growth and the current economic outlook
→ Employment, housing, and consumer trends
→ What investors should focus on moving forward
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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Cybersecurity threats are becoming more sophisticated, and they can impact anyone. From phishing emails and ransomware attacks to AI-generated scams and identity theft, protecting your personal and financial information has never been more important.
In this episode of the Spend Life Well Show, Mark Trice discusses practical cybersecurity strategies that can help individuals, families, business owners, and high-income professionals reduce risk and better protect their digital lives. Learn how cybercriminals target victims, the mistakes that leave people vulnerable, and the simple habits that can strengthen your defenses.
What we cover:
→ Why cybersecurity is a critical part of financial wellness
→ Common scams including ransomware, phishing, romance scams, and identity theft
→ Why high-income professionals, business owners, seniors, and children are often targeted
→ How AI, deepfakes, and voice cloning are changing cybercrime
→ Password management and multi-factor authentication best practices
→ Credit freezes, account alerts, and identity monitoring tools
→ Practical steps to protect your financial accounts and personal data
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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In this May Market Update, Mark Trice breaks down the recent market rebound, inflation concerns, interest rate uncertainty, and the growing conversation around artificial intelligence investing.
This month’s discussion covers the recent market rebound, Federal Reserve uncertainty, rising Treasury yields, inflation data, employment trends, and the growing debate around a potential AI bubble.
What we cover:
→ April market performance and the recovery
→ Inflation, interest rates, and Federal Reserve policy
→ Treasury yields, GDP growth, and employment trends
→ Artificial intelligence investing and diversification
→ Long-term investing during market volatility
→ Retirement planning and portfolio guidance
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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If you are a physician or high-income professional trying to balance a demanding career with building long-term wealth, this episode outlines a clear framework to help you move forward with intention.
In this episode of the Spend Life Well Show, Mark Trice breaks down a practical step-by-step approach called the "Physician’s Prescription for Building Wealth". This framework is designed specifically for medical professionals, but applies to anyone navigating high income, student debt, and complex financial decisions.
You will learn how to build a strong financial foundation early in your career, avoid common traps that limit wealth accumulation, and align your financial plan with your long-term goals and values.
What we cover:
→ Why starting early matters more than timing the market
→ How to approach student loan debt strategically
→ The hidden risk of lifestyle creep and how to control it
→ Why simple investing strategies often outperform complex ones
→ How to protect your income and build a strong financial safety net
→ The role of proactive tax planning in long-term wealth
→ Aligning your financial decisions with your personal values and purpose
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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If your business is bringing in money but it still feels tight every month, you’re not alone. Many owners get tripped up by the same financial mistakes early on, especially around cash flow, taxes, and how to structure finances.
In this episode, Mark Trice and Sam Chapman break down the biggest mistakes they see from new business owners, and what to do differently if you actually want to keep more of what you earn and build long-term wealth.
What we cover:
→ Why “revenue is vanity, profit is reality, cash flow is survival”
→ How to stay on top of your cash flow (and why most businesses don’t)
→ Smarter tax strategy— quarterly planning and missed opportunities
→ The risk of putting everything back into the business and ignoring your personal finances
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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In this April Market Update, Mark Trice breaks down what’s driving the markets right now and what it means for your portfolio.
With ongoing geopolitical tension, rising oil prices, and continued market volatility, it’s easy to feel uncertain. But not all volatility is unexpected. In this episode, we walk through recent market performance, the economic data behind the headlines, and how investors should be thinking about the months ahead.
If you’re wondering whether now is the time to make changes or just stay the course, this conversation will help bring clarity.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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If your tax strategy is simply “file and move on,” there’s a good chance you’re paying more than you need to. In this episode, we talk through how to approach tax planning in a way that helps you keep more of what you earn and make better financial decisions year-round.
In Fixing Your Tax Strategy, Mark Trice from ClearVista Financial breaks down the common mistakes he sees all the time, especially from business owners and professionals, and what to do differently if you want to improve your after-tax income and long-term financial picture.
What we cover:
→ Why relying only on a CPA isn’t enough (filing vs. real tax planning)
→ The “I made more, so I’m fine” mindset and why it can backfire
→ Why waiting until year-end limits your options
→ Why tax planning matters no matter your income level
→ How taxes affect investing, retirement planning, and bigger financial decisions
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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Are common credit myths hurting your credit score?
In this episode of The Spend Life Well Show, Mark Trice and Sam Chapman break down the biggest misconceptions about credit and debt. Many young adults believe they need to carry a credit card balance to build credit or that closing old accounts will improve their score. The truth is very different.
You will learn how credit utilization affects your FICO score, why paying off your balance each month does not hurt your credit, and how length of credit history impacts your financial profile.
From a biblical perspective, this episode explores wise stewardship, responsible borrowing, and the long term consequences of unmanaged debt. Credit is not inherently wrong, but it must be handled with discipline and strategy.
If you want to improve your credit score, avoid unnecessary interest payments, and make smarter financial decisions, this episode provides clear and practical guidance.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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March marks a turning point as the first quarter begins to take shape and new trends emerge across the markets. In this March Market Update, Mark Trice breaks down recent market activity, key economic data, and the forces influencing investor sentiment as we move toward the second quarter. As we head into spring, stay grounded with thoughtful analysis, practical context, and a disciplined long term perspective designed to keep your financial plan on track.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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Why does the old financial playbook feel out of reach?
In this episode of The Spend Life Well Show, Mark Trice and Sam Chapman have an honest conversation about why so many young adults feel stuck. Rising home prices, student loan debt, competitive job markets, and the pressure of social media have changed the landscape.
Mark and Sam talk through what actually builds stability in any generation. They cover the importance of having an emergency fund, avoiding unnecessary debt, setting clear goals, and practicing disciplined investing. They also share a biblical perspective on patience, stewardship, and aligning your money with your long term values.
If you are a young professional trying to make sense of today’s economy, or a parent or mentor who wants to better understand what Gen Z is facing, this conversation will give you clarity and direction.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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Student loan payments can feel suffocating, draining your cash flow, increasing stress, and delaying long-term goals. But feeling overwhelmed doesn’t mean you’ve failed. It means it’s time for a plan.
In this episode of The Spend Life Well Show, financial advisor Mark Trice walks through practical, strategic steps to regain control. From understanding your repayment options and adjusting your budget to approaching debt with biblical wisdom, this conversation offers clarity, direction, and hope.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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February brings continued movement in the markets and new developments worth watching. In this February Market Update, Mark Trice unpacks recent trends, economic shifts, and what they may mean for your financial plan. Stay informed with timely insight and a steady, long-term perspective as the year gains momentum.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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FAFSA may seem like just another form to fill out, but small misunderstandings can cost families thousands in financial aid. Every year, well-meaning parents make avoidable mistakes simply because they don’t realize how differently FAFSA evaluates income and assets.
In this episode of The Spend Life Well Show, financial advisor Mark Trice walks through several lesser-known FAFSA mistakes that regularly surprise families.
Grounded in Proverbs 21:5 and Luke 16:10, this conversation highlights how diligence and stewardship apply in very practical ways when preparing for college. A little clarity today can mean less debt and less stress tomorrow.
If you have children approaching high school or college, this is a conversation worth having now, not during FAFSA season.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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A new year brings fresh movement in the markets and new opportunities to stay informed. In this January market update, Mark Trice breaks down recent trends, key developments, and what they could mean for your financial plan. Start the year equipped with timely insight and a steady perspective for the months ahead.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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What does the Bible really say about retirement? In this episode of The Spend Life Well Show, Mark Trice challenges the traditional view of retirement and reframes it through a biblical lens. Instead of “stopping,” Scripture calls believers to continue serving God with purpose, wisdom, and stewardship in every season of life.
Discover how faith, calling, and financial planning intersect when retirement is viewed not as an ending, but as a new opportunity to glorify God. Whether you’re years away from retirement or already there, this episode offers encouragement, clarity, and a Christ-centered perspective on work, rest, and legacy.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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Struggling to find time to manage your money? In this episode of The Spend Life Well Show, Mark Trice shares a professional perspective on budgeting for busy lives.
Discover how even small, intentional steps can help you take control of your finances, reduce stress, and make your money work harder for you. Whether you’re just getting started or looking to improve your current system, this episode shows that smart budgeting is possible, even when your schedule is packed.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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A new year brings new opportunities, especially when it comes to your finances. In this episode of The Spend Life Well Show, Mark Trice walks through simple, practical steps to help you set better financial goals without the stress or overwhelm.
With a focus on wise stewardship and clear planning, Mark breaks big goals into manageable actions you can stick with throughout the year. Whether you're resetting after a tough season or building on what’s already working, this conversation offers guidance you can put into practice right away.
Start the year with confidence, clarity, and a plan that supports your long-term financial wellbeing.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
Follow along on social media:
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What does Scripture really say about God’s provision, and how does that differ from the prosperity gospel? In this episode of The Spend Life Well Show, Mark Trice brings clarity to a topic that’s often misunderstood.
He walks through key biblical themes around blessing, faith, and God’s care, offering a perspective rooted in Scripture. You’ll gain a clearer understanding of where the prosperity message falls short and what true, sustaining provision from God looks like.
If you’re seeking wisdom, reassurance, or simply a more grounded view of what the Bible teaches about abundance, this conversation will help you navigate the topic with confidence and peace.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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December is a natural moment to pause, reflect, and prepare for what’s ahead, and the markets are no exception. In this final update of the year, Mark Trice shares a clear look at how year-end activity may influence your financial outlook. It’s a practical, timely guide to help you finish the year with clarity and confidence.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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Is the pursuit of wealth a distraction or a stewardship opportunity?
In this episode of The Spend Life Well Show, Mark Trice dives into what Scripture really teaches about pursuing financial success. He separates cultural assumptions from biblical truth, helping listeners understand when wealth is a blessing to pursue and when it can quietly distort our priorities.
Whether you’re planning for the next decade or reflecting on your goals, this conversation offers clarity, reassurance, and a grounded perspective on what it means to seek wealth in a God-honoring way.
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
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Discover why gratitude is more than a feeling, it’s a form of true wealth. In this Thanksgiving week episode of The Spend Life Well Show, Mark Trice explores how a thankful heart can shape your financial life, strengthen your faith, and shift your perspective on what really matters. Mark shares practical, biblically rooted insights on contentment, stewardship, and the “returns” that gratitude produces in our lives.
Whether you’re preparing for the holiday or simply seeking a moment of reflection, this conversation will encourage you to pause, give thanks, and pursue what lasts.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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The market is always changing, but what do those shifts really mean for your investments?
In this episode, Mark Trice breaks down the latest market trends and explains how they could impact your portfolio. He offers clear, practical insight on what to watch this month and how to stay steady and confident as you navigate an ever-changing financial landscape.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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AI can crunch numbers… but can it understand your goals?
In this episode of Spend Life Well, Mark Trice breaks down the growing wave of finance apps and AI tools that claim to be the future of money management. While technology can make budgeting, investing, and saving smarter and more convenient, it still can’t replace the value of real relationships, personalized strategy, and wisdom rooted in experience.
Join us as we explore:
• Why AI is helpful…but not human
• Where apps can support (but not guide) your financial journey
• The irreplaceable role of a trusted financial advisor
If you’ve wondered whether algorithms can make better money decisions than you can, this conversation will help bring clarity and confidence to your financial plan.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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There’s more than one smart way to pay for education.
Paying for future learning can feel overwhelming, but the right strategy can help you prepare with confidence. In this episode of The Spend Life Well Show, Mark Trice walks through practical options for saving, from well-known tools like 529 plans to lesser-known strategies such as Roth IRAs, custodial accounts, taxable investments, and more.
We’ll explore how each approach works, the benefits to consider, and how combining tools can offer both flexibility and tax advantages, whether your student pursues college, trade school, or another path.
This week’s challenge: Take a fresh look at your education savings. Does it support your goals and give your family options for the future?
If you’re unsure where to start, ClearVista Financial is here to help.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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As we step into October, the markets continue to adjust to changing interest rates, inflation trends, and broader economic signals. In this month’s update, we take a thoughtful look at what’s happening and how you can stay focused on long-term goals rather than short-term noise.
Backed by both market data and timeless Biblical wisdom, this episode offers clarity, encouragement, and practical insight for navigating your financial journey with purpose.
In This Update, You’ll Learn:
-
What recent economic data means for investors
-
How interest rates are influencing market trends
-
Stock and bond market highlights for October
-
How faith can inform wise financial decisions
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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More Money ≠ More Happiness? | A Faith-Based Look at True Wealth
Is financial success the same as life success? In this episode of the Spend Life Well Show, host Mark Trice once again welcomes Mark Stallsmith of Financial Essentials LLC to discuss a powerful, and often overlooked, truth: more money doesn’t always mean more joy.
Together, they unpack why the pursuit of wealth can leave us feeling empty, and how Biblical principles offer a more meaningful approach to money, contentment, and purpose.
This is not about guilt, it’s about shifting our perspective to align with God’s design for stewardship, generosity, and peace.
Whether you're building your career, nearing retirement, or simply rethinking your priorities, this episode invites you to consider: What does it really mean to live well?
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Are you looking for a financial advisor who not only understands money, but also shares your faith? In this episode of the Spend Life Well Show, host Mark Trice sits down with fellow financial advisor, Mark Stallsmith of Financial Essentials LLC, to explore what it means to manage your finances with biblical wisdom and Christ-centered principles.
Whether you're just starting out or reevaluating your financial path, this conversation will help you seek guidance rooted in both financial expertise and biblical truth.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Wondering what’s driving the markets this September? In this month’s update, financial advisor Mark shares key insights into current market trends, economic indicators, and what they could mean for your portfolio.
👉 Whether you're an investor navigating uncertainty or just looking to stay informed, this breakdown will help you make more confident financial decisions as we head into fall.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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In this episode of the Spend Life Well Show, Mark Trice and his wife, Holly, return for Part 2 of their honest conversation about marriage and money.
They dive deeper into the real-life challenges couples face when managing finances together—how they’ve grown through missteps, strengthened communication, and kept their faith at the center of it all.
From handling debt to aligning financial goals, this episode is packed with practical insights and encouragement for couples on a shared financial journey.
→ If you missed Part 1, be sure to listen for the full story!
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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In this episode of the Spend Life Well Show, Mark Trice is joined by his wife, Holly, for a real and relatable conversation about marriage and money.
They open up about how they’ve managed their finances as a couple, what’s worked, what hasn’t, and the lessons they’ve learned along the way. From tight budgeting to financial missteps, it’s an honest look at navigating money together with faith and grace.
🛎️ Don’t forget to come back for Part 2 of this conversation, where Mark and Holly continue digging into the real-life dynamics of faith, finances, and partnership.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Markets continue to shift as we move through August. In this update, Mark covers the latest developments, what they could mean for your portfolio, and the factors to watch in the weeks ahead.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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The One Big Beautiful Bill Act has officially passed, bringing with it significant changes to tax policy, business incentives, and federal spending. In this episode of the Spend Life Well Show, Mark Trice offers a clear, insightful breakdown of what’s included in the legislation, what was left out, and, most importantly, how it may affect your personal finances, business planning, and future tax obligations.
What you’ll learn:
-
What’s actually in the OBBBA
-
Myths vs. facts
-
How it could impact your bottom line
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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What does it mean to be a faithful entrepreneur?
On this episode of The Spend Life Well Show, Mark Trice shares about how to start a business rooted in faith and purpose, offering practical steps and lessons from his own journey as ClearVista Financial's founder. Whether you're a small business owner, a fellow financial advisor, or someone with dreams of becoming an entrepreneur, this conversation will challenge and inspire you.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Financial advisor Mark Trice offers thoughtful guidance on the emotional and financial challenges of caring for aging parents, viewed through the lens of biblical stewardship. From navigating healthcare costs to managing shared responsibilities, this season of life can place unexpected strain on your finances and your faith.
Mark shares timeless principles for planning ahead, having honest conversations, and making decisions that reflect both compassion and financial wisdom.
Whether you're currently supporting a parent or preparing for the future, this conversation offers clarity and encouragement for honoring your loved ones while remaining faithful stewards of the resources God has entrusted to you.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Join ClearVista Financial advisor Mark Trice for our July 2025 Market Update, where he recaps the major forces that shaped the markets over the past month. In this recorded livestream, Mark unpacks recent trends, what’s been influencing investor behavior, the Big Beautiful Bill, and how it could impact your financial strategy going forward.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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In this episode, financial advisor Mark Trice offers practical wisdom for navigating the high costs of summer through the lens of biblical stewardship. From family vacations to rising utility bills, summer can be one of the most expensive seasons of the year, but it doesn't have to derail your financial plan.
Mark shares timeless principles for spending wisely, planning ahead, and making intentional choices that reflect both faith and financial responsibility.
This conversation is a helpful guide for anyone looking to enjoy the season while honoring God with their resources.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Join ClearVista Financial advisor Mark Trice for our June 2025 Market Update, where he unpacks the key drivers behind the market's highs and lows. In this recorded livestream, Mark breaks down the latest trends, what’s fueling market movement, and what it all means for your financial game plan moving forward.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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What do tariffs mean for your wallet—and how should Christians respond? In this episode, financial advisor Mark Trice breaks down the real impact of tariffs on your everyday finances, investments, and stewardship. Whether you're a family trying to budget or an advisor guiding clients, this conversation brings biblical wisdom to a timely economic issue.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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In this episode, financial advisor Mark Trice explores the growing movement of shareholder advocacy from a biblical worldview. As more Christian investors seek to align their financial influence with their faith, Mark unpacks how shareholder engagement can be used as a redemptive tool—shaping corporate practices to reflect biblical values.
This conversation is a must-listen for those who want their investments to reflect their values and bring about godly change in the marketplace.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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A financial plan is more than numbers—it's your roadmap to a secure, meaningful future. In this episode, our advisors break down the 7 essential components of building a strong financial foundation. Whether you're just starting out or refining your strategy, this episode will help you make smarter decisions, build confidence, and move closer to your long-term goals.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Join ClearVista Financial advisors Mark and Jesse for this recorded livestream of our May 2025 Market Update, where we dive into the key factors behind the volatility that shook the markets last month. Our hosts break down all you need to know about the current market climate and what it could mean for your financial strategy going forward.
This webinar marks a special moment for our ClearVista team—it's Jesse's final market update with us. Tune in to hear his parting insights, reflections, and guidance after years of thoughtful market commentary and service to our clients.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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In this episode, Mark and Jesse explore how choosing contentment over consumerism leads to greater financial peace, drawing from biblical wisdom. They'll unpack the emotional and financial traps of overspending, offer practical budgeting strategies like the 50/30/20 rule, and share how gratitude honors God’s provision. Whether you're feeling pressure to keep up or simply want to live with enough, this conversation offers both biblical encouragement and real-world tools to help you break free from our consumeristic culture.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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ClearVista Financial advisors break down the latest stock market trends with a sharp focus on the new U.S. tariffs announced in March. Learn how these tariffs are already impacting key sectors and what it means for your investments. Our team shares timely, tailored insights to help you make informed decisions in a shifting economic landscape. Stay ahead with expert strategies designed for today’s market challenges.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Your credit score doesn’t define your worth, but it can be a big factor in open or closed financial doors. Mark and Jesse attempt to demystify credit scores, explain why they matter and how to manage them using biblical wisdom.
What we’ll cover: What affects your score, the importance of a credit score, and practical improvement steps.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Catch the full recording of our March 2025 Monthly Market Update, livestreamed on Thursday, March 6th!
Join ClearVista Financial advisors Mark Trice and Jesse Hamilton as they break down the latest market trends, share professional insights, and offer strategies to navigate your wealth in today’s economy.
Hosted on the first Thursday of every month, our ClearVista Financial Perspectives webinar keeps you informed and financially empowered.
Don’t miss next month’s live session—register here: https://us02web.zoom.us/webinar/register/WN_LZzO4NPzRPuHu0leFeZmYw#/registration
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Join financial advisors Mark Trice and Jesse Hamilton as they break down strategies to optimize your tax contributions before April! Learn how maximizing your contributions to Traditional and Roth IRAs, 401(k)s, and HSAs to shrink your taxable income and boost your retirement savings. This episode covers income-based deductibility, triple-tax-advantaged HSAs, and practical moves like redirecting windfalls to cut your tax bill. Whether you’re under 50 or leveraging catch-up contributions, we're here to offer professional insights to strengthen your financial future.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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What does the Bible say about money, and how can you start investing wisely in your 20s—or any age?
Join our advisors, Mark Trice and Jesse Hamilton as they unpack stewardship through scriptures how faithfulness with little builds a foundation for much.
Discover why starting early with compound interest beats instant gratification, and learn practical steps—Roth IRAs, 401(k) matching, low-cost index funds—to grow wealth God’s way. Plus, guard your heart against greed with tips on generosity, contentment, and smart financial goals.
Challenge: Set a budget, open an investment account, and pray over your finances this week!
Explore More: Check out our episodes on "Stewardship vs. Generosity" (Nov 2024) and "Biblically Responsible Investing" (Mar 2023)
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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As Christians, we are called to trust God in all areas of life, including economics. But when crisis strikes, should we rely on government intervention or the free market? In this episode of the Spend Life Well Show, we analyze the economic aftermath of 2008 and 2020, questioning whether these interventions were necessary or harmful. Join us as we discuss how biblical principles apply to trillion-dollar decisions and what it means to be made in God’s image in a world of financial uncertainty.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Join Jesse, one of our advisors here at ClearVista Financial, for our February Market Update to get insights into the latest market trends, economic insights, and key events shaping the financial landscape. Livestreamed on February 6th, 2025.
Looking ahead? Register now to join us for the March 2025 Monthly Market Update and stay updated on what’s next! ➡ https://us02web.zoom.us/webinar/regis...
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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In this week's episode of The Spend Life Well Show, Mark and Jesse tackle a hot-button topic: what the top 1% of Americans actually pay in taxes. They break down the financial details of how income impacts tax contributions and explore the broader implications of this issue. Tune in to hear our advisors' perspectives on taxes and the "eat the rich" narrative through a biblical worldview.
Wall Street Journal Article: https://www.wsj.com/opinion/what-the-top-1-really-pays-the-irs-57c4ad58
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Kick off the new year with financial clarity! Tune into the first Market Update of the new year to hear Mark and Jesse's insights to help navigate the evolving financial landscape as we step into 2025. They cover current market trends, economic developments, and key strategies to align your financial goals with the opportunities this year offers.
Explore practical steps to start the year on the right foot, ensuring you're informed, empowered, and ready to make wise decisions in the months ahead. Don't miss this chance to set the tone for a successful financial journey in 2025!
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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In this December 2024 Monthly Market Update, Mark Trice, a Certified Kingdom Advisor and seasoned financial professional, provides insights into market trends and key events shaping the economy. As the final update of the year, this session highlights year-end market movements and offers a preview of what to anticipate in 2025. Stay informed and prepared with expert commentary and practical advice.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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In this episode, Mark and Jesse discuss 3 benchmarks to know if you're doing well financially with a biblical worldview. Discover how aligning your finances with biblical principles can bring peace, purpose, and clarity to your financial life. Tune in to this week's episode to unpack what biblical financial success looks like and learn actionable steps to honor God with your finances!
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Recorded live on Zoom on November 7th, 2024, Mark Trice observes how the changes in our political landscape could shape the future of America's economy. Mark discusses the potential effects of the new makeup in Washington and what it could mean for your investments and financial strategies. Learn about the impact our nation's politics could have on your personal financial portfolio through this insightful post-election economic analysis!
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Last year on the Spend Life Well Show, we unpacked the pitfalls of ESG Investing -- funds marketed as ethical but often falling short. While claiming to prioritize environmental and social good, studies revealed ESG funds are expensive, misleading, and often driven by political agendas. This year, the SEC fined major fund managers like Deutsche Bank, WisdomTree, and Invesco millions for false ESG claims.
Tune in to hear what our advisors, Mark and Jesse, have to say about the importance of investigating where your money is going and ensuring it aligns with your faith and values. Stay tuned for practical steps to invest with integrity!
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Generosity and stewardship are two big Christian “buzzwords” that are sometimes used interchangeably. Although generosity is a big part of stewardship, they are not the same thing. Watch this week's episode to learn more about how we can worship God with our finances!
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Are you lost in the chaos of election season? Are your investments safe during this economic climate?
Mark and Jesse, two financial professionals, dive into the real impact of elections on the markets. With years of experience navigating political shifts, our hosts discuss how upcoming election results could influence market trends, sectors to watch, and strategies for staying resilient through market volatility.
🚨 BIG NEWS 🚨 If you liked this podcast episode and still have questions about the effect of the election on the markets, OR you would like to stay up to date on the changes AFTER the election, you are in luck!! ClearVista Financial is holding a LIVE Post-Election Market Review Webinar on Nov. 7th, where you can get your questions answered by our advisors in real-time. Follow this link to register for this FREE virtual educational event: https://rb.gy/4sk6yd
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Do you know the major differences between Original Medicare and Medicare Advantage? The second most important decision our clients make concerning Medicare—after they’ve decided to enroll in Medicare in the first place—is how they want to get their care. Your choice can affect both the quality and cost of health care you receive both now and in the future. Tune in to stay informed and learn the cost before you make your decision!
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Curious on how the upcoming election will influence your portfolio?
Join Mark and Jesse for our monthly market update! This month, they’ll dive into current market trends and discuss how the upcoming election could impact your financial strategies. Tune in for insights, practical advice, and a chance to ask your questions live.
Don’t miss out—subscribe to the Spend Life Well Show on YouTube, Spotify, or anywhere you listen to podcasts!
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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Send us a text
Do you have debt that you aren't sure how to manage? Tune in to hear some biblical encouragement and practical tips for conquering your finances.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Send us a text
Gain relevant insights, stay ahead of market trends, and get your questions answered by two industry professionals. Don’t miss out on this opportunity to enhance your financial knowledge and make informed decisions.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Send us a text
Do you know where you will receive your income after you retire? Whether you are a young adult or preparing to retire, Mark and Jesse cover 7 different ways you can financially plan for your future. Watch or listen to this week's episode to learn more about your income options for retirement planning.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Send us a Text Message.
Stay ahead of the curve with ClearVista's Financial Perspective Monthly Market Update for August 2024! Gain valuable insights, stay ahead of market trends, and get your questions answered by two industry professionals. Join Mark & Jesse as they analyze current economic changes, tailored to today's market environment.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Send us a Text Message.
The markets have recently encountered a significant obstacle that has caused panic among investors: the unemployment rate.
In this mini-episode, Mark explains the impact of high interest rates intended to cool inflation, the significance of the recent job report, and why panic is not the right response. Tune in to better understand how these economic factors interact and what it could mean for the future of the market.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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How are you saving for big purchases?
In this episode, Mark and Jesse use biblical wisdom to give practical advice on how to save for big purchases. They discuss scriptural foundations of saving, how to set financial goals, and answer commonly asked questions when financing purchases.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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How well are you saving for retirement compared to other Americans? Join us as we dive into the latest insights from Vanguard's study, "How America Saves 2024." We explore retirement savings trends across various industries and demographics for a comprehensive look at how Americans are planning for their future.
https://institutional.vanguard.com/insights-and-research/report/how-america-saves.html
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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On the first Thursday of the month, financial advisors Mark Trice & Jesse Hamilton host the ClearVista Financial Perspectives, where they share an update on the financial markets, offer professional advice, and discuss strategies to manage your wealth well.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Are you financially prepared for the second half of the year? In this episode, Mark and Jesse dive into practical strategies to help you assess your financial goals, review your budget, and provide invaluable tips to ensure you're financially equipped for what's ahead. Don't miss out on this essential advice for keeping your finances on track!
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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King David is known for many things: his bravery, his leadership, his heartfelt psalms. But he also has a lot to teach us about wealth and financial stewardship. Mark & Jesse talk about how King David’s life offers profound lessons on humility, generosity, trust in God, and the importance of repentance. By integrating these principles into our financial practices, we can achieve financial success that honors our faith and values.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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How much wealth are Christians called to accumulate? Is there a balance between living comfortably and "hoarding"? In this episode, Mark and Jesse discuss managing your finances, based on insights from Larry Burkett's Your Finances in Changing Times.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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In this episode, Mark and Jesse discuss how to give generously from your IRA, including qualified charitable distributions (QCD) and other tax strategies.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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After a short break, the Spend Life Well Show is back! This episode looks at common money wasters that we are all guilty of from time to time.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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In this episode, financial professionals Mark Trice and Jesse Hamilton discuss the implications of trusting God with your money and how it should affect our financial habits.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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In today's episode of the Spend Life Well Show, financial professionals Mark Trice and Jesse Hamilton discuss whether or not you should tithe in retirement and ways you can incorporate giving into your post-retirement life.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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In this episode, Mark and Jesse address some of the most commonly asked questions regarding retirement.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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In this episode of the Spend Life Well Show, Certified Kingdom Advisors Mark Trice and Jesse Hamilton go over what tithing is, why it matters, and 4 Biblical principles to help you incorporate giving into your daily life.
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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01.22.2024 | HOUSING MARKET DECLINE: How Housing Market Trends are Affecting the Economy
“Should I buy a house right now? Or should I wait?” This is a question we often get. Today, we will discuss the housing market and how its decline affects the overall economy.
OTHER CONTENT YOU MAY LIKE:
🍎 WHAT WE LEARNED: 4 Lessons 2023 Taught Us
✏️ How to Build a Budget in 2024
📋 New Year Financial Planning Checklist
🍾 7 Financial Resolutions for 2024
⏰ 3 Gauges to Know When It’s Time to Retire
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Every January, it is customary to look back on the year that was. The most important question we can ask ourselves is, what did we learn? In this episode of the Spend Life Well Show, financial advisors Mark and Jesse share four lessons we can use to direct our financial steps in 2024.
OTHER CONTENT YOU MAY LIKE:
✏️ How to Build a Budget in 2024
📋 New Year Financial Planning Checklist
🍾 7 Financial Resolutions for 2024
❄️ Wintering 101: Your Guide to Seasonal Living
⏰ 3 Gauges to Know When It’s Time to Retire
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
In the fast-paced world of 2024, managing your finances has never been more crucial. With economic uncertainties and changing financial landscapes, it's essential to have a solid plan in place. One of the most effective tools for navigating these challenges is a well-crafted budget. In this guide, we'll explore why budgeting matters, the basic elements of a budget, and key strategies for successfully managing your finances in 2024.
OTHER CONTENT YOU MAY LIKE:
📋 New Year Financial Planning Checklist
🍾 7 Financial Resolutions for 2024
❄️ Wintering 101: Your Guide to Seasonal Living
⏰ 3 Gauges to Know When It’s Time to Retire
🎁 6 Biblical Reasons for Giving
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Hello, 2024! With the new year upon us, it is an excellent time to look at our financial lives and adjust as needed. There are also challenges unique to the early part of the year that we will also discuss. You can learn more by listening to or watching “New Year Financial Planning Checklist.”
OTHER CONTENT YOU MAY LIKE:
🍾 7 Financial Resolutions for 2024 | https://clearvistafinancial.com/spendlifewell/7-financial-resolutions-for-2024-honoring-god-with-our-money
❄️ Wintering 101: Your Guide to Seasonal Living
💡 MARKET UPDATE: December 2023
⏰ 3 Gauges to Know When It’s Time to Retire
🎁 6 Biblical Reasons for Giving
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Time to ring in the New Year with 7 New Year resolutions for 2024! Financial resolutions are always at the top of the list when people are planning the year to come. Mark and Jesse wanted to help you get jump-started by sharing a few financial goals you can set heading into the new year (or any time of the year).
OTHER CONTENT YOU MAY LIKE:
❄️ Wintering 101: Your Guide to Seasonal Living | {Link once approved}
💡 MARKET UPDATE: December 2023
⏰ 3 Gauges to Know When It’s Time to Retire
🎁 6 Biblical Reasons for Giving
🎄 5 Strategies for Managing Holiday Financial Stress
🛍 Financial Safety for the Holiday Shopping Season
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
If you have ever been interested in becoming a Snowbird, this episode is for you! Retirement can look so different from person to person. Some people decide to live seasonally by becoming Snowbirds (people who travel to warm climates for the winter). Mark and Jesse discuss what you need to consider when deciding if you want to live seasonally.
OTHER CONTENT YOU MAY LIKE:
⏰ 3 Gauges to Know When It’s Time to Retire
🎁 6 REASONS FOR GIVING: What the Bible Says about Giving
🎄 5 Strategies for Managing Holiday Financial Stress
🛍 Financial Safety for the Holiday Shopping Season
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
When is the right time to retire? Countless people ask this same question every day. The problem is, determining when it's time to retire is not a one size fits all situation. It is very dependent on you. In this episode, Mark & Jesse share three gauges you can use to know when it may be time to retire.
OTHER CONTENT YOU MAY LIKE:
🎁 6 REASONS FOR GIVING: What the Bible Says about Giving
📚 “Leverage: Using Temporal Wealth for Eternal Gain” by Kenneth Boa & Russ Crosson
🎄 5 Strategies for Managing Holiday Financial Stress
💡 MARKET UPDATE: November 2023
🛍 Financial Safety for the Holiday Shopping Season
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
The holidays are marked by giving...we love giving great gifts. However, extending our generosity beyond gift-giving can profoundly impact our world. In this episode, Mark and Jesse, discuss the book "Leverage” and share six biblical reasons for giving.
OTHER RESOURCES YOU MAY FIND HANDY:
📚“Leverage: Using Temporal Wealth for Eternal Gain” by Kenneth Boa & Russ Crosson
🎄 5 Strategies for Managing Holiday Financial Stress
🦃 FEASTS & FINANCES: 3 Financial Lessons from the First Thanksgiving
💡 MARKET UPDATE: November 2023
🛍 Financial Safety for the Holiday Shopping Season
💭 5 Financial Conversations You Need to Have with Your Family
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
The holidays can be stressful...between navigating family dynamics, juggling all the festive events, and gift shopping, it can become overwhelming, not to mention the financial stress that often accompanies the holidays. In this episode, Mark and Jesse share a few strategies to help manage the financial stress you may feel this time of year.
OTHER CONTENT YOU MAY LIKE:
👉 FEASTS & FINANCES: 3 Financial Lessons from the First Thanksgiving |
👉 MARKET UPDATE: November 2023
👉 Financial Safety for the Holiday Shopping Season
👉 5 Financial Conversations You Need to Have with Your Family
👉 The Dark Side of Home Improvement
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Thanksgiving is a time of gratitude, reflection, and celebration. Families and friends gather to share a bountiful meal, giving thanks for the blessings they've received throughout the year. While the modern Thanksgiving celebration may not mirror the original 1621 feast in every detail, there are valuable financial lessons we can learn from that historic event. The story of the first Thanksgiving has deep roots in history, and it offers timeless wisdom for managing our finances.
OTHER CONTENT YOU MAY LIKE:
👉 MARKET UPDATE: November 2023
👉 Financial Safety for the Holiday Shopping Season
👉 5 Financial Conversations You Need to Have with Your Family
👉 The Dark Side of Home Improvement
👉 6 Documents You Need to Consider to Preserve Your Family Legacy
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
We are heading into the holidays, and it is an exciting time to shop for the perfect gift for your friends and loved ones. With Black Friday, Small Business Saturday, and Cyber Monday coming up quickly, we wanted to remind you of a few ways to protect your financial assets this holiday shopping season.
OTHER CONTENT YOU MAY LIKE:
👉 5 Financial Conversations You Need to Have with Your Family
👉 The Dark Side of Home Improvement
👉 6 Documents You Need to Consider to Preserve Your Family Legacy
👉 MONEY 101: Introduction to Financial Planning
👉 7 Financial Habits to Incorporate into Your Life This Fall
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
In this episode, we dive into Proverbs 22:6, 'Train up a child in the way he should go and when he is old he will not depart from it,' and discuss five vital financial conversations your family needs. From budgeting to retirement planning, these discussions are key to your family's financial well-being. Join us to learn how these conversations can bring unity and prosperity to your loved ones.
OTHER CONTENT YOU MAY LIKE:
👉 The Dark Side of Home Improvement
👉 6 Documents You Need to Consider to Preserve Your Family Legacy
👉 MONEY 101: Introduction to Financial Planning
👉 7 Financial Habits to Incorporate into Your Life This Fall
👉 INVESTMENT PLAYBOOK: Understanding Different Investment Options & Strategies
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
In this episode of the Spend Life Well Show, we tackle the rising issue of home improvement scams, sharing real stories and practical tips to safeguard your home and finances. From identifying scammers to avoiding loan traps and navigating seasonal market trends, we'll equip you with the knowledge you need to make informed financial decisions.
OTHER CONTENT YOU MAY LIKE:
👉 6 Documents You Need to Consider to Preserve Your Family Legacy
👉 MONEY 101: Introduction to Financial Planning
👉 7 Financial Habits to Incorporate into Your Life This Fall
👉 INVESTMENT PLAYBOOK: Understanding Different Investment Options & Strategies
👉 Retirement Saving Strategies from the Book of Proverbs
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
It's the subject often avoided until it becomes unavoidable: the fate of your possessions after you're gone. Estate Planning may not be the most enjoyable topic for most people, as it forces us to confront our own mortality. Nevertheless, neglecting it can put your loved ones in a challenging situation. In this installment of the Spend Life Well Show, we'll explore six documents, some of which are not widely known, that you should contemplate having prepared in the event of your passing.
OTHER CONTENT YOU MAY LIKE:
👉 MARKET UPDATE: October 2023 | {Link once approved}
👉 MONEY 101: Introduction to Financial Planning
👉 7 Financial Habits to Incorporate into Your Life This Fall
👉 INVESTMENT PLAYBOOK: Understanding Different Investment Options & Strategies
👉 Retirement Saving Strategies from the Book of Proverbs
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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It's like alphabet soup! There are so many questions surrounding Medicare and its various parts. In this episode, we wanted to help get to the meat of what Medicare is and what you need to know about each part!
OTHER CONTENT YOU MAY LIKE:
👉 MONEY 101: Introduction to Financial Planning
👉 7 Financial Habits to Incorporate into Your Life This Fall
👉 INVESTMENT PLAYBOOK: Understanding Different Investment Options & Strategies
👉 MARKET UPDATE: September 2023
👉 Retirement Saving Strategies from the Book of Proverbs
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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What is financial planning? It's a question that often leaves people puzzled. But fear not because we break it down for you in this episode. Financial planning isn't one-size-fits-all; it's about understanding your money habits and crafting a fluid plan to reach your unique goals. Our expert financial advisors define a working definition for financial planning, emphasize its benefits, and share common tools and financial goals. Tune in to discover how you can pave your own path to financial freedom, one step at a time.
OTHER CONTENT YOU MAY LIKE:
👉 7 Financial Habits to Incorporate into Your Life This Fall
👉 INVESTMENT PLAYBOOK: Understanding Different Investment Options & Strategies
👉 MARKET UPDATE: September 2023
👉 Retirement Saving Strategies from the Book of Proverbs
👉 SELECTING YOUR FINANCIAL DREAM TEAM: Who you Need to Fill Out Your Financial Team
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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As the leaves change, so too can change your financial landscape. Join us as we unveil "7 Financial Habits to Incorporate into Your Life This Fall," guiding you through a seasonally tailored approach to managing your money. From recalibrating your budget to accommodate cozy expenses to pruning subscriptions that no longer serve you and sowing the seeds of smart investments, we'll equip you with practical strategies to harvest a bountiful financial future. Tune in to embrace the fall breeze of financial change and cultivate habits that will leave you financially abundant beyond the season.
OTHER CONTENT YOU MAY LIKE:
👉 MARKET UPDATE: September 2023
👉 Retirement Saving Strategies from the Book of Proverbs
👉 SELECTING YOUR FINANCIAL DREAM TEAM: Who You Need to Fill Out Your Financial Team
👉 What is a Certified Kingdom Advisor?
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Dive into the world of investments with our "Investing Playbook" episode. From stocks and bonds to mutual funds, ETFs, and real estate, we explore diverse options. Learn about risk management, investment strategies like value and growth investing, and discover retirement and alternative investment vehicles. Whether you're a beginner or a seasoned investor, this episode equips you to evaluate opportunities and create a personalized investment approach. Tune in and boost your financial confidence!
OTHER CONTENT YOU MAY LIKE:
👉 Retirement Saving Strategies from the Book of Proverbs
👉 SELECTING YOUR FINANCIAL DREAM TEAM: Who You Need to Fill Out Your Financial Team
👉 What is a Certified Kingdom Advisor?
👉 NAVIGATING VOLATILE MARKETS: 4 Lessons from the Bible
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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In this episode, we delve into the timeless wisdom of the Book of Proverbs and uncover its invaluable teachings that can be applied to crafting effective retirement saving strategies. Drawing from verses that emphasize financial prudence, patient long-term vision, debt avoidance, and risk management, we explore how these principles align with modern retirement planning. Discover the profound connections between Proverbs' teachings on legacy and giving, and the creation of a secure financial future. Join us as we unravel the hidden gems of ancient wisdom that offer practical guidance for achieving a fulfilling retirement while leaving a lasting impact.
OTHER CONTENT YOU MAY FIND HANDY:
👉 What is a Certified Kingdom Advisor?
👉 MARKET UPDATE: August 2023
👉 Is My Financial Advisor Doing a Good Job? 5 Questions to Ask When Evaluating Your Financial Advisor
👉 5 Money Habits Kids Need to Know
👉 NAVIGATING VOLATILE MARKETS: 4 Lessons from the Bible
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Drawing inspiration from Proverbs 15:22, we dissect the key players necessary for a well-rounded financial strategy. From financial advisors and accountants to estate planning attorneys and specialist experts, we uncover the roles that contribute to a victorious financial game. Tune in to learn how to customize your dream team to your goals, ensuring a seamless collaboration that leads to financial triumph.
OTHER CONTENT YOU MAY LIKE:
👉 What is a Certified Kingdom Advisor?
👉 MARKET UPDATE: August 2023
👉 Is My Financial Advisor Doing a Good Job? 5 Questions to Ask When Evaluating Your Financial Advisor
👉 5 Money Habits Kids Need to Know
👉 NAVIGATING VOLATILE MARKETS: 4 Lessons from the Bible
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Have you ever heard of Kingdom Advisors? Kingdom Advisors, Mark Trice & Jesse Hamilton, share what it means to be a Kingdom Advisor and how that affects how they steward the resources entrusted to them.
ABOUT KINGDOM ADVISORS
Founded by Ron Blue and Larry Burkett, Kingdom Advisors exists to encourage, educate, and empower Christian financial professionals with biblical wisdom to be effective disciples of Jesus Christ in the marketplace.
Kingdom Advisors ® is a professional association that offers training and support to various Christian financial professionals who aim to integrate faith and finances within their business. They have taken Biblical values, along with core financial training, to create a designation that combines the two called a Certified Kingdom Advisor® (CKA®). If you see a CKA® designation next to a financial advisor, it symbolizes that you should receive sound financial advice within a Biblical context.
You can learn more about Kingdom Advisors by going to www.kingdomadvisors.com.
OTHER CONTENT YOU MAY LIKE:
👉 MARKET UPDATE: August 2023
👉 5 Money Habits Kids Need to Know
👉 THE ART OF RETIREMENT: Cultivating Wealth, Wellness, and Wisdom
👉 NAVIGATING VOLATILE MARKETS: 4 Lessons from the Bible
👉 RETIREMENT & GENEROSITY: Leaving a Legacy for God’s Kingdom
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Today's topic is "5 Money Habits Kids Need to Learn," and we're excited to share valuable insights with all the parents, guardians, and educators out there! In this episode, we'll delve into the top five money habits every child should master. From distinguishing between needs and wants to understanding the value of saving, we'll explore practical and engaging ways to instill responsible money management skills in kids.
So, whether you're eager to guide your children toward financial independence or looking to equip your students with essential life skills, join us as we share actionable tips and strategies to nurture these crucial money habits in the young minds around you. Together, let's pave the way for a financially secure and prosperous future for the next generation!
OTHER CONTENT YOU MAY LIKE:
👉 NAVIGATING VOLATILE MARKETS: 4 Lessons from the Bible
👉 RETIREMENT CAN BE THE ULTIMATE VACATION: 6 Summer Vacation Tips that Can Help you Plan for Retirement
👉 RETIREMENT & GENEROSITY: Leaving a Legacy for God’s Kingdom
👉 MARKET UPDATE: July 2023
👉 5 Principles to Help You Win Financial Independence
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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In this podcast episode, we explore "The Art of Retirement: Cultivating Wealth, Wellness & Wisdom." Financial advisors, Mark Trice & Jesse Hamilton, share practical tips on securing financial stability, staying healthy, and embracing personal growth during retirement. Whether you're starting your career or nearing retirement, this episode will inspire you to make the most of your golden years and live life to the fullest.
OTHER CONTENT YOU MAY LIKE:
👉 NAVIGATING VOLATILE MARKETS: 4 Lessons from the Bible
👉 RETIREMENT CAN BE THE ULTIMATE VACATION: 6 Summer Vacation Tips that Can Help you Plan for Retirement
👉 RETIREMENT & GENEROSITY: Leaving a Legacy for God’s Kingdom
👉 MARKET UPDATE: July 2023
👉 5 Principles to Help You Win Financial Independence
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Discover valuable insights from the Bible to successfully navigate the unpredictable markets of 2023. Learn practical strategies for maintaining a long-term perspective, trusting in God's provision, implementing diversification and risk management techniques, and being a good steward of your resources. Join us for an episode that combines biblical wisdom with practical financial advice, empowering you to stay focused, find peace, and make impactful investment decisions in volatile markets.
OTHER CONTENT YOU MAY LIKE:
👉 6 Summer Vacation Tips That Can Help You Plan for Retirement
👉 RETIREMENT & GENEROSITY: Leaving a Legacy for God’s Kingdom
👉 MARKET UPDATE: July 2023
👉 5 Principles to Help You Win Financial Independence
👉 RETIREMENT CHECKLIST: 6 Things to Do Before Claiming Social Security
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
In this episode, we explore the concept of retirement as the ultimate vacation and provide six practical tips to help you plan for a fulfilling retirement. Drawing inspiration from the process of summer vacation planning, we discuss the importance of setting retirement goals, prioritizing them, and creating a budget to support your dreams. We also highlight the significance of seeking expert advice and taking action by setting a retirement date. Tune in to discover how applying vacation planning principles can lead to a retirement filled with relaxation, exploration, and lifelong adventures.
OTHER CONTENT YOU MAY LIKE:
👉 RETIREMENT & GENEROSITY: Leaving a Legacy for God’s Kingdom
👉 MARKET UPDATE: July 2023
👉 5 Principles to Help You Win Financial Independence
👉 RETIREMENT CHECKLIST: 6 Things to Do Before Claiming Social Security
👉 8-Step Summer Financial Checkup
👉 MARKET UPDATE: June ClearVista Financial Perspectives
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Explore the transformative power of generosity in retirement. Discover how retirees can leave a lasting impact on God's kingdom through planned giving, charitable donations, and volunteering. Join us as we delve into inspiring stories and practical insights that equip listeners to embrace a purposeful mindset of generosity and create a legacy that echoes into eternity.
OTHER CONTENT YOU MAY LIKE:
👉 5 Principles to Help You Win Financial Independence
👉 RETIREMENT CHECKLIST: 6 Things to Do Before Claiming Social Security
👉 8 Step Summer Financial Checkup
👉 MARKET UPDATE: June 2023
👉5 Rules of Using Credit Cards
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Welcome to an insightful episode where we explore the empowering topic of building financial independence. As we commemorate the 4th of July, a day synonymous with freedom and independence, join us as we shed light on strategies and actionable steps that pave the way to financial freedom, igniting a brighter future.
OTHER CONTENT YOU MAY LIKE:
👉 RETIREMENT CHECKLIST: 6 Things to Do Before Claiming Social Security
👉 8-Step Summer Financial Checkup
👉 MARKET UPDATE: June ClearVista Financial Perspectives
👉5 Rules of Using Credit Cards
👉 5 Things to Make Sure Your Grad Knows about Finances Before Heading to College
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Thinking about retirement? Unsure what you need to know about social security? Here are six things you should consider before claiming social security.
OTHER CONTENT YOU MAY LIKE:
👉 8 Step Summer Financial Checkup
👉 MARKET UPDATE: June ClearVista Financial Perspectives
👉 5 Rules of Using Credit Cards
👉 5 Do’s and Don’ts During Times of Market Volatility
👉 KNOW WHEN TO FOLD ‘EM | 4 Reasons to Sell Your Losing Stocks
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Can you believe we are halfway through the year?! It is a good time to re-evaluate your financial situation. Mark & Jesse talk through eight points to work through when giving yourself a mid-year financial checkup.
OTHER CONTENT YOU MAY LIKE:
👉 5 Rules of Using Credit Cards | https://clearvistafinancial.com/spendlifewell
👉 5 Do’s and Don’ts During Times of Market Volatility
👉 KNOW WHEN TO FOLD ‘EM | 4 Reasons to Sell Your Losing Stocks
👉 THE TRUTH ABOUT TAXES: Who really pays the most taxes?
👉 3 Ways to Financially Prepare for Your Summer Vacation
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Credit cards can be a great tool, but can also cause a lot of harm when used incorrectly. In this episode of the Spend Life Well Show, Mark & Jesse share 5 rules to live by when using credit cards.
OTHER CONTENT YOU MAY LIKE:
👉 5 Do’s and Don’ts During Times of Market Volatility
👉 KNOW WHEN TO FOLD ‘EM | 4 Reasons to Sell Your Losing Stocks
👉 THE TRUTH ABOUT TAXES: Who really pays the most taxes?
👉 3 Ways to Financially Prepare for Your Summer Vacation
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Graduation has come and gone, and now it is time to focus on preparing your graduate for college. To help you prepare your child for college, we wanted to share these key financial principles with them.
OTHER CONTENT YOU MAY LIKE:
👉 KNOW WHEN TO FOLD ‘EM | 4 Reasons to Sell Your Losing Stocks
👉 THE TRUTH ABOUT TAXES: Who really pays the most taxes?
👉 3 Ways to Financially Prepare for Your Summer Vacation
👉 How to Develop Financial Literacy in Your Family
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the markets. It’s no surprise, then, that many of my clients, friends, and family have asked me what investors should be doing about it.
👉 KNOW WHEN TO FOLD ‘EM | 4 Reasons to Sell Your Losing Stocks
👉 THE TRUTH ABOUT TAXES: Who really pays the most taxes?
👉 3 Ways to Financially Prepare for Your Summer Vacation
👉 How to Develop Financial Literacy in Your Family
👉 15 Financial Terms Everyone NEEDS to Know
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
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Should you keep them, or should they go? It can be difficult to decide when to sell stocks. In this episode, Mark & Jesse share 4 reasons why you may want to sell those stocks that aren’t producing well.
OTHER CONTENT YOU MAY LIKE:
- 👉 THE TRUTH ABOUT TAXES: Who really pays the most taxes?
- 👉 3 Ways to Financially Prepare for Your Summer Vacation
- 👉 How to Develop Financial Literacy in Your Family
- 👉 15 Financial Terms Everyone NEEDS to Know
- 👉 4 MONEY PRIORITIES: What the Bible has to Say about Your Finances
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
The season everybody hates...tax season. We all must pay taxes...or do we? There are a lot of rumors surrounding taxes, but what is the truth? Mark and Jesse discuss a recent WSJ article that shared stats from this year's tax season.
OTHER CONTENT YOU MAY LIKE:
- 👉 3 Ways to Financially Prepare for Your Summer Vacation
- 👉 How to Develop Financial Literacy in Your Family
- 👉 15 Financial Terms Everyone NEEDS to Know
- 👉 4 MONEY PRIORITIES: What the Bible has to Say about Your Finances
- 👉 WEALTH-BUILDER: 5 Steps Guide to Building Wealth in Your 20s and 30s
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Summer is right around the corner! Have you started thinking about vacation plans? Mark & Jesse discuss how with a little pre-planning, you can take a great vacation without draining the bank.
OTHER CONTENT YOU MAY LIKE:
👉 How to Develop Financial Literacy in Your Family
👉 15 Financial Terms Everyone NEEDS to Know
👉 4 MONEY PRIORITIES: What the Bible has to Say about Your Finances
👉 WEALTH-BUILDER: 5 Steps Guide to Building Wealth in Your 20s and 30s
👉 THE DANGERS & USES OF DEBT
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
We know it is important to teach our children how to manage their money well, but how do we do it? In this episode of the Spend Life Well Show, Mark & Jesse walk you through practical ways to instill financial stewardship in your family.
OTHER CONTENT YOU MAY LIKE:
👉 15 Financial Terms Everyone NEEDS to Know
👉 4 MONEY PRIORITIES: What the Bible has to Say about Your Finances
👉 WEALTH-BUILDER: 5 Steps Guide to Building Wealth in Your 20s and 30s
👉 THE DANGERS & USES OF DEBT
👉 SHOULD YOU REALLY BUY A HOUSE? Things You Need to Think of Before Buying a Home
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Have you ever talked to someone who regularly spends time in the financial industry, and it seems like they are talking in a different language? We have all been there! There is so much jargon surrounding finances and our lack of knowledge of this financial language can be a hindrance to feeling confident in taking control of our finances.
In this episode, Mark and Jesse share 15 common financial terms that you NEED to know.
OTHER CONTENT YOU MAY LIKE:
👉 4 MONEY PRIORITIES: What the Bible Has to Say about Your Finances
👉 WEALTH-BUILDER: 5 Steps Guide to Building Wealth in Your 20s and 30s
👉 THE DANGERS & USES OF DEBT
👉 SHOULD YOU REALLY BUY A HOUSE? Things You Need to Think of Before Buying a Home
👉 THE 6T’S OF WEALTH TRANSFER: What you need to know to pass your wealth to the next generation
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Trying to figure out what it would take to begin to build your wealth? Unsure if you are doing the right things? Financial Advisors, Mark Trice & Jesse Hamilton walk you through a 5-step guide to building your wealth during your 20s & 30s.
OTHER CONTENT YOU MAY LIKE:
👉 THE DANGERS & USES OF DEBT
👉 SHOULD YOU BUY A HOUSE? Things You Need to Think of Before Buying a Home
👉 THE 6T’S OF WEALTH TRANSFER: What you need to know to pass your wealth to the next generation
👉4 Principles of Financial Stewardship
👉 BIBLICALLY RESPONSIBLE INVESTING: What you need to know about BRI funds
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Trying to figure out what it would take to begin to build your wealth? Unsure if you are doing the right things? Financial Advisors, Mark Trice & Jesse Hamilton walk you through a 5-step guide to building your wealth during your 20s & 30s.
OTHER CONTENT YOU MAY LIKE:
👉 THE DANGERS & USES OF DEBT
👉 SHOULD YOU REALLY BUY A HOUSE? Things You Need to Think of Before Buying a Home
👉 THE 6T’S OF WEALTH TRANSFER: What you need to know to pass your wealth to the next generation
👉4 Principles of Financial Stewardship
👉 BIBLICALLY RESPONSIBLE INVESTING: What you need to know about BRI funds
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Eternity is a radical perspective for a person to have, especially when it comes to your wealth. Because eternity is so hard to wrap our minds around, there are common non-eternal perspectives that pop up time and time again. In this episode of the Spend Life Well Show, financial advisors Mark Trice & Jesse Hamilton discuss three common non-eternal perspectives people latch onto.
OTHER CONTENT YOU MAY LIKE:
👉 SHOULD YOU REALLY BUY A HOUSE? Things You Need to Think of Before Buying a Home | https://clearvistafinancial.com/spendlifewell/slw-03-20-2023
👉 THE 6T’S OF WEALTH TRANSFER: What you need to know to pass your wealth to the next generation | https://clearvistafinancial.com/spendlifewell/slw-03-13-2023
👉4 Principles of Financial Stewardship | https://clearvistafinancial.com/spendlifewell/slw-03-06-2023
👉 BIBLICALLY RESPONSIBLE INVESTING: What you need to know about BRI funds | https://clearvistafinancial.com/spendlifewell/slw-02-27-2023
👉 THE COST OF ESG: What you need to know before You Invest in ESG Funds | https://clearvistafinancial.com/spendlifewell/slw-02-20-2023
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Buying property is a bucket list item for most Americans. But should you really buy a house? There are a lot of things to consider when buying a house. In this episode, financial advisors Mark Trice & Jesse Hamilton discuss key points you need to consider before buying a home.
OTHER CONTENT YOU MAY LIKE:
👉 THE 6T’S OF WEALTH TRANSFER: What you need to know to pass your wealth to the next generation
👉4 Principles of Financial Stewardship
👉 BIBLICALLY RESPONSIBLE INVESTING: What you need to know about BRI funds
👉 THE COST OF ESG: What you need to know before You Invest in ESG Funds
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
We don’t live forever, and passing our wealth to the next generation can be more complicated than we think. In this episode, financial advisors, Mark Trice & Jesse Hamilton walk you through Ron Blue’s 6T’s of Wealth Transfer. During the 2023 Kingdom Advisors Conference, Jesse learned about these principles from a breakout session taught by Ron Blue.
OTHER CONTENT YOU MAY LIKE:
👉4 Principles of Financial Stewardship
👉 BIBLICALLY RESPONSIBLE INVESTING | What you need to know about BRI funds
👉 THE COST OF ESG: What you need to know before You Invest in ESG Funds
👉 THE DANGERS & USES OF DEBT | Credit Cards, Mortgages, Payday Loans
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
What does it mean to steward the resources you have well? This is the question financial advisors, Mark Trice & Jesse Hamilton, seek to answer in this episode of the Spend Life Well Show. They will highlight four principles guiding stewardship of your resources.
Recent Spend Life Well content:
👉 BIBLICALLY RESPONSIBLE INVESTING | What you need to know about BRI funds
👉 THE DANGERS & USES OF DEBT | Credit Cards, Mortgages, Payday Loans
👉IS MY ADVISOR DOING A GOOD JOB? 5 Questions to Ask When Evaluating Your Financial Advisor
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
ESG funds are increasingly finding themselves in headlines across the United States. So, what are ESG funds, and should you begin incorporating them into your investment strategy? In this episode of the Spend Life Well Show, financial advisors Mark Trice & Jesse Hamilton explain what ESG funds are and discuss the pros and cons of ESG funds including the increased fees associated with those funds.
Other videos you may find helpful:
👉 THE DANGERS & USES OF DEBT | Credit Cards, Mortgages, Payday Loans | https://youtu.be/FLGuiyNueq8
👉IS MY ADVISOR DOING A GOOD JOB? 5 Questions to Ask When Evaluating Your Financial Advisor | https://youtu.be/4h6L6ZUK5GA
👉 FINANCIAL PLANNING FOR MILLENNIALS: Steps Millennials Can Take Today to Prepare for the Future| https://youtu.be/PCHqCKyj1Bk
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | https://www.instagram.com/clearvistafinancial
FACEBOOK | https://www.facebook.com/ClearVistaFinancial
LINKEDIN | https://www.linkedin.com/company/clearvistafinancial
There are many opinions when it comes to debt. With all the voices out there vying for your attention, it can be hard to know what to believe. In today’s episode, Mark and Jesse talk about the dangers and uses of debt. This includes using tools like credit cards, mortgages, payday loans, and more.
Other videos you may find helpful:
👉IS MY ADVISOR DOING A GOOD JOB? 5 Questions to Ask When Evaluating Your Financial Advisor | https://youtu.be/4h6L6ZUK5GA
👉 FINANCIAL PLANNING FOR MILLENNIALS: Steps Millennials Can Take Today to Prepare for the Future| https://youtu.be/PCHqCKyj1Bk
👉 ClearVista Financial Perspectives - January 2023 | https://youtu.be/YNRYHgqdXq8
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Unsure if your financial advisor is doing a good job? Here are five questions you should ask your financial advisor to gauge if they are meeting your needs.
Other videos you may find helpful:
👉9 Key Takeaways from the SECURE act 2.0 | https://youtu.be/ICvNicmurTI
👉5 Ways You can Financially Prepare for the Future | https://youtu.be/4v_Q8lM2euM
👉 FINANCIAL PLANNING FOR MILLENNIALS: Steps Millennials Can Take Today to Prepare for the Future| (insert link once approved, uploaded, and published)
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Time is your friend, but it flies by fast! In this video, Mark and Jesse share practical steps those in their 20s and 30s can take to financially prepare for the future.
Other videos you may find helpful:
👉9 Key Takeaways from the SECURE act 2.0 | https://youtu.be/ICvNicmurTI
👉5 Ways You can Financially Prepare for the Future | https://youtu.be/4v_Q8lM2euM
👉GENEROSITY: What the Bible Says about Generosity| https://youtu.be/msAeSdvePf0
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
Concerned about the stock market? Want to stay on top of your investments? Mark Trice goes over what happened recently in the stock market and how we can prepare for the future.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Other Resources:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | https://www.instagram.com/clearvistafinancial
FACEBOOK | https://www.facebook.com/ClearVistaFinancial
LINKEDIN | https://www.linkedin.com/company/clearvistafinancial
Mark and Jesse discuss recent revisions to the SECURE Act and how they may affect your retirement funds.
Other videos you may find helpful:
5 Ways You can Financially Prepare for the Future| https://youtu.be/4v_Q8lM2euM
GENEROSITY: What the Bible Says about Generosity| https://youtu.be/msAeSdvePf0
5 Financial Goals for the New Year | https://clearvistafinancial.com/blog/5financialgoalsfor2023
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | https://www.instagram.com/clearvistafinancial
FACEBOOK | https://www.facebook.com/ClearVistaFinancial
LINKEDIN | https://www.linkedin.com/company/clearvistafinancial
Welcome to 2023! Mark and Jesse kick off the New Year by sharing 5 ways you can financially prepare for the future in 2023.
Other videos you may find helpful:
🚩 5 WAYS TO LESSEN THE EFFECTS OF INFLATION
3 STRATEGIES FOR INVESTING
🔍 HOW TO FIND A FINANCIAL ADVISOR
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
✍️MoneyWise App
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN | YOUTUBE
2022 is coming to a close and it is time to start looking to the new year. In this episode, Mark and Jesse discuss 10 financial resolutions to consider heading into 2023.
Other videos you may find helpful:
🚩 5 WAYS TO LESSEN THE EFFECTS OF INFLATION
3 STRATEGIES FOR INVESTING
🔍 HOW TO FIND A FINANCIAL ADVISOR
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
✍️MoneyWise App
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN | YOUTUBE
Other videos you may find helpful:
🚩 5 WAYS TO LESSEN THE EFFECTS OF INFLATION
3 STRATEGIES FOR INVESTING
🔍 HOW TO FIND A FINANCIAL ADVISOR
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
✍️MoneyWise App
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN | YOUTUBE
This episode was recorded on The Bridge Austin on 12/17/2022.
In this video, Mark and Jesse discuss generosity and what the bible says about giving. They also talk about the best places to get good financial advice and some warning signs to look out for.
Other videos you may find helpful:
🚩 FINANCIAL ADVISOR RED FLAGS | https://youtu.be/COlrDgQSjB8
3 STRATEGIES FOR INVESTING | https://youtu.be/TXd7zZqfTm4
🔍 HOW TO FIND A FINANCIAL ADVISOR | https://youtu.be/LB_nzBni2V4
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Other Resources:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | https://www.instagram.com/clearvistaf...
FACEBOOK | https://www.facebook.com/ClearVistaFi...
LINKEDIN | https://www.linkedin.com/company/clea...
This episode was originally aired on December 10, 2022 on The Bridge Austin.
With the holidays in full swing, it can be easy to get caught up in the busyness of the season. However, it is also a season for great generosity. Mark & Jesse discuss ways to minimize holiday stress and how to build a generous family.
FREE TO FOLLOW with Michael Blue | https://youtu.be/KD2c-MJmdHM
Link to the book “Free to Follow”: https://www.amazon.com/Free-Follow-discover-Riches-Surrendered/dp/0999867334/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
✍️MoneyWise App | https://www.moneywise.org/manage
Like what you found here? Feel free to rate, comment, subscribe, and/or hare. Have questions? Shoot us an email at radio@spendlifewell.com.
Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | https://www.instagram.com/clearvistafinancial
FACEBOOK | https://www.facebook.com/ClearVistaFinancial
LINKEDIN | https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 12/03/2022 on The Bridge Austin.
We may not be able to control inflation, but we can take steps to lessen the effect it has on our life. In this episode of the Spend Life Well Show Mark and Jesse discuss the markets, inflation, and five ways you can deal with the effects of inflation.
OTHER RESOURCES:
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
✍️MoneyWise App
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
This episode was originally aired 10/22/2022 on The Bridge Austin.
Concerned about the stock market? Want to stay on top of your investments? Mark Trice goes over what happened in the stock market during October and how we can prepare for the future.
Other videos you may find helpful:
🚩 FINANCIAL ADVISOR RED FLAGS | https://youtu.be/COlrDgQSjB8
3 STRATEGIES FOR INVESTING | https://youtu.be/TXd7zZqfTm4
🔍 HOW TO FIND A FINANCIAL ADVISOR | https://youtu.be/LB_nzBni2V4
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Other Resources:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at radio@spendlifewell.com or connect with us at http://spendlifewell.com.
Follow along on social media:
INSTAGRAM | https://www.instagram.com/clearvistafinancial
FACEBOOK | https://www.facebook.com/ClearVistaFinancial
LINKEDIN | https://www.linkedin.com/company/clearvistafinancial
With elections right around the corner, many clients have been asking me what the results could mean for the markets. So, without further ado, here are four things you should know about the relationship between midterms and markets.
YOU ALSO MIGHT BE INTERESTED IN:
- 🌎 MARKET UPDATE | October 2022
- 🗝 FREE TO FOLLOW with Michael Blue | How as believers the bible is our financial guide
- 🐻 THE BEAR IS BACK | Inflation, the Markets, and the Federal Reserve
- ❓SHOULD I DO THAT? Bad Advice from Financial Advisors
- ⚖️ INVESTING IN THE FUTURE | Juggling Opposing Financial Goals in Marriage
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
✍️MoneyWise App | https://www.moneywise.org/manage
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN | YOUTUBE
This episode was originally aired on 10/15/2022 on The Bridge Austin.
Have you ever argued with your significant other about finances? Every person has different expectations and views on finances and it can lead to some conflict within relationships. Mark and Jesse share their experiences in working through those differences and how to invest in your future.
Watch our most recent videos:
Here are a few resources you might be interested in:
❓SHOULD I DO THAT? Bad Advice from Financial Advisors
🐻THE BEAR IS BACK: Inflation, the Markets, and the Federal Reserve
📋MARKET UPDATE: October 2022
References talked about in the show:
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN | YOUTUBE
This episode was originally aired 10/08/2022 on The Bridge Austin.
The bear is back...no we aren't talking about the Baylor Bears. In this episode, Mark and Jesse discuss recent announcements from the federal reserve, the continued effects of inflation, and how the markets have been reacting.
Here are a few resources you might be interested in:
❓SHOULD I DO THAT? Bad Advice from Financial Advisors
🐻THE BEAR IS BACK: Inflation, the Markets, and the Federal Reserve
📋MARKET UPDATE: October 2022
OTHER RESOURCES:
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
✍️MoneyWise App
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN | YOUTUBE
This episode was originally aired on 10/01/2022 on The Bridge Austin.
We are excited to share this interview with Michael Blue. Michael is an author and speaker who also serves as the President and General Counsel for the Ron Blue Institute. Michael writes and speaks about following Jesus with our whole lives, with a particular focus on what that means for the way we view and manage our finances.
Here are a few resources you might be interested in:
- SHOULD I DO THAT? Bad Advice from Financial Advisors
- THE BEAR IS BACK | Inflation, the Markets, and the Federal reserve
- MARKET UPDATE | October 2022
OTHER RESOURCES:
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
✍️MoneyWise App
✍️The Ron Blue Institute
✍️"Free to Follow" by Michael Blue
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN | YOUTUBE
This episode was originally aired 09/17/2022 on The Bridge Austin.
What is causing all this movement in the market? Mark & Jesse discuss factors contributing to current market fluctuation and factors that could affect it in the coming months.
Here is some other content you might be interested in:
WHEN SHOULD I RETIRE | https://youtu.be/88Xo1htvqV8
💻 SAVING FOR RETIREMENT | https://youtu.be/Cao_VcOIBCc
💪PREPARING TO RETIRE | https://youtu.be/ou2aXhmc1_8
📝 MARKET UPDATE – September 2022 | https://youtu.be/U9PjBFH5Zn8
📝 WHAT TO DO DURING MARKET VOLATILITY | https://clearvistafinancial.com/blog/what-to-do-during-market-volatility
3 STRATEGIES FOR INVESTING | https://youtu.be/TXd7zZqfTm4
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
✍️MoneyWise App | https://www.moneywise.org/manage
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉https://calendly.com/marktrice
Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN | YOUTUBE
This episode was originally aired on 09/10/2022 on The Bridge Austin.
Are you prepared for retirement? In this episode of The Spend Life Well Show, Mark Trice & Jesse Hamilton discuss 13 things you need to consider while preparing to retire.
Here is some other content you might be interested in:
WHEN SHOULD I RETIRE | https://youtu.be/88Xo1htvqV8
💻 SAVING FOR RETIREMENT | https://youtu.be/Cao_VcOIBCc
💪PREPARING TO RETIRE | https://youtu.be/ou2aXhmc1_8
📝 MARKET UPDATE – August 2022 | https://youtu.be/1McUnwcpkTU
📝 WHAT TO DO DURING MARKET VOLATILITY | https://clearvistafinancial.com/blog/what-to-do-during-market-volatility
3 STRATEGIES FOR INVESTING | https://youtu.be/TXd7zZqfTm4
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
✍️MoneyWise App | https://www.moneywise.org/manage
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | https://www.instagram.com/clearvistafinancial
FACEBOOK | https://www.facebook.com/ClearVistaFinancial
LINKEDIN | https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired on 08/27/2022 on The Bridge Austin.
How are we supposed to know how to manage our finances in a way honoring God? In this episode, Mark and Jesse compare the financial priorities of American Culture versus biblical principles.
Here is some other content you might be interested in:
- 10 SMALL WAYS TO BE GENEROUS THIS SUMMER
- 💻 SAVING FOR RETIREMENT
- 💪PREPARING TO RETIRE
- 📝 MARKET UPDATE – August 2022
- 📝 WHAT TO DO DURING MARKET VOLATILITY
- 3 STRATEGIES FOR INVESTING
OTHER RESOURCES:
- ✍️Kingdom Advisors
- ✍️CVF Upcoming Webinars
- ✍️MoneyWise App
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
This episode was originally aired on 08/20/2022 on The Bridge Austin.
Sending your kid to college can be a rollercoaster. From the emotions of sending them to the logistics of paperwork and finances, there is a lot to juggle. In this episode of the Spend Life Well Show, Mark speaks with guest host Lauren Porter about what you need to consider when sending your kids to college.
There are many things to think through as you prepare for retirement. Mark and Jesse walk you through 4 elements you need to think of while preparing for retirement.
Have more questions about retirement? Check out these resources:
WHEN SHOULD I RETIRE | https://youtu.be/88Xo1htvqV8
💻 SAVING FOR RETIREMENT | https://youtu.be/Cao_VcOIBCc
💪PREPARING TO RETIRE | https://youtu.be/ou2aXhmc1_8
Other videos you may find helpful:
📝 MARKET UPDATE - July 2022 | https://youtu.be/xMjBrmxRISs
📝 WHAT TO DO DURING MARKET VOLATILITY | https://clearvistafinancial.com/blog/what-to-do-during-market-volatility
3 STRATEGIES FOR INVESTING | https://youtu.be/TXd7zZqfTm4
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
✍️MoneyWise App | https://www.moneywise.org/manage
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
This episode was originally aired on 08/06/2022 on The Bridge Austin.
Check out these great resources we have for you:
🔍 8 Step Summer Financial Check-Up
📖 Bullet Journaling Your Way Toward a Budget
💪 DYI FINANCES: When You should consider hiring a financial advisor?
📝 MARKET UPDATE: July 2022
📋 2022 RETIREMENT CHECKLIST: Things You need to consider while planning for Retirement
💻 SAVING FOR RETIREMENT
3 STRATEGIES FOR INVESTING
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
✍️MoneyWise App | https://www.moneywise.org/manage
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉https://calendly.com/marktrice
Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN
This episode was originally aired on 07/23/2022 on The Bridge Austin.
It doesn’t matter what it is, there comes a time when you need to hire a professional to help you out. This is especially true when it comes to your finances. In this episode of the Spend Life Well Show Mark guides you through signs you need to consider hiring a financial professional to help you manage your wealth and investments. He will also discuss changes in the market and how they may affect you and your family.
Other videos you may find helpful:
💻 SAVING FOR RETIREMENT
3 STRATEGIES FOR INVESTING
📝 MARKET UPDATE - June 2022
📝 WHAT TO DO DURING MARKET VOLATILITY
💪PREPARING TO RETIRE
OTHER RESOURCES:
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
✍️MoneyWise App
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
This episode was originally aired on 07/16/2022 on The Bridge Austin.
How our children view and handle their money is influenced by how they see and hear you handle family finances. In this episode of the Spend Life Well Show Mark guides you through the 4 Pillars of Financial Freedom. He will also discuss changes in the market and how they may affect you and your family.
Want to learn more about starting a financial revolution in your family and teaching your kids how to steward their finances well? Check out these great resources we have for you:
📚4 Tips for teaching Financial Literacy to Your Kids
⚖️6 Ways to Start Helping Your Kids Manage Their Money
📌Bibical Stewardship & How to Teach Your Kids About Finances
🎙Raised Kids to Be Financially Smart
More videos you might like:
💻 SAVING FOR RETIREMENT
3 STRATEGIES FOR INVESTING
📝 MARKET UPDATE - June 2022
OTHER RESOURCES:
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
✍️MoneyWise App
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
This episode was originally aired on 07/02/2022 on The Bridge Austin.
In this broadcast, Mark Trice walks you through the effect the way you talk about finances at home can affect your children. You never know, there may be some special guests called into the show today. He also talks about recent changes in the Stock Market and how current world events may affect your financial life.
Other videos you may find helpful:
💻 SAVING FOR RETIREMENT
3 STRATEGIES FOR INVESTING
📝 MARKET UPDATE - June 2022
📚4 Tips for teaching Financial Literacy to Your Kids
⚖️6 Ways to Start Helping Your Kids Manage Their Money
📌Biblical Stewardship & How to Teach Your Kids About Finances
🎙Raised Kids to Be Financially Smart
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉https://calendly.com/marktrice
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
✍️MoneyWise App | https://www.moneywise.org/manage
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free financial planning consultation? Set up a meeting online 👉https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
This episode was originally aired on 06/18/2022 on The Bridge Austin.
In this broadcast, Mark Trice sits down with author Jerry Bowyer. Jerry is the author of “The Maker Versus the Takers; What Jesus Really Said About Social Justice and Economics”, World Opinions columnist, and President of Bowyer Research.
“The Maker Versus the Takers” by Jerry Bowyer
Other videos you may find helpful:
SAVING FOR RETIREMENT
3 STRATEGIES FOR INVESTING
MARKET UPDATE | June 2022
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉https://calendly.com/marktrice
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
✍️MoneyWise App | https://www.moneywise.org/manage
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
This episode was originally aired on 06/11/2022 on The Bridge Austin.
How early should I begin planning for retirement? Is planning for retirement really that important? Mark Trice and Jesse Hamilton discuss why it is important to begin planning for retirement earlier rather than later as well as common mistakes people make while planning. They will also talk about recent news and changes in the stock market that may affect you and your family.
Have more questions about retirement? Check out these videos:
⛱ SAVING FOR RETIREMENT
💪 PREPARING TO RETIRE
✔️ 2022 RETIREMENT CHECKLIST
Other videos you may find helpful:
🚩FINANCIAL ADVISOR RED FLAGS
🔍 HOW TO FIND A FINANCIAL ADVISOR
OTHER RESOURCES:
✍️ Kingdom Advisors
✍️ CVF Upcoming Webinars
✍️ MoneyWise App
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
This episode was originally aired on 05/04/2022 on The Bridge Austin.
Many people question if working with a financial advisor is worth it? Many factors go into deciding if you need to seek the help of a financial professional. Mark and Jesse will walk you through the benefits of working with an advisor and how to determine if and when you need to seek help managing your finances. They will also talk about recent news and changes in the stock market that may affect you and your family.
You may find these resources helpful:
💻 VALUES-BASED INVESTING
3 STRATEGIES FOR INVESTING
❓DOES IT MAKE A DIFFERENCE WHERE I INVEST MY MONEY?
📝 WHAT TO DO DURING MARKET VOLATILITY
🎙 5 WRONG WAYS TO INVEST
🚩 FINANCIAL ADVISOR RED FLAGS
🔍 HOW TO FIND A FINANCIAL ADVISOR
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
✍️MoneyWise App | https://www.moneywise.org/manage
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
This episode was originally aired on 05/21/2022 on The Bridge Austin.
Would you believe the question, “Can investing make you rich?” is one of the most searched questions regarding finances? Mark answers questions surrounding the question if investing can make you rich and other myths when it comes to investing. He will also talk about recent news and changes in the stock market that may affect you and your family.
Have more questions about investing? Check out these resources:
💻 VALUES BASED INVESTING
3 STRATEGIES FOR INVESTING
❓DOES IT MAKE A DIFFERENCE WHERE I INVEST MY MONEY?
📝 WHAT TO DO DURING MARKET VOLATILITY
🎙 5 WRONG WAYS TO INVEST
Other videos you may find helpful:
🚩 FINANCIAL ADVISOR RED FLAGS
🔍 HOW TO FIND A FINANCIAL ADVISOR
OTHER RESOURCES:
✍️Kingdom Advisors | https://kingdomadvisors.com
✍️CVF Upcoming Webinars | http://spendlifewell.com/events
✍️MoneyWise App | https://www.moneywise.org/manage
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉https://calendly.com/marktrice
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
This episode was originally aired on 05/21/2022 on The Bridge Austin.
There are many myths surrounding social security. Mark explains the basics of social security, discusses common misconceptions, and walks you through strategies to help maximize your benefits. He will also talk about recent news and changes in the stock market that may affect you and your family.
Have more questions? Check out these resources:
🎥 Fighting Inflation
🎙 What should I do with my 401(k) from my previous employer?
📝 Social Security Benefits to increase 5.9% for 2022
🚩 Financial Advisor Red Flags
3 Strategies for Investing
🔍 How to Find a Financial Advisor
OTHER RESOURCES:
✍️ Kingdom Advisors
✍️ CVF Upcoming Webinars
✍️ MoneyWise App
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Follow along on social media:
Instagram | Facebook | LinkedIn
This episode was originally aired on 05/14/2022 on The Bridge Austin.
Watch the news or read an article and you will hear headlines about how interest rates are on the rise, ways inflation is impacting our daily lives and continued stock market volatility. Mark and Jesse walk you through recent news and changes in the stock market that may affect you and your family.
Have more questions? Check out these audios & videos:
🎥 Fighting Inflation
🎙 What NOT To Do With Your Money in Uncertain Times
🎥 Times of Uncertainty
🎙 5 Economic Realities for Uncertain Times
🎙 Should I be Worried about Inflation?
Other videos you may find helpful:
🚩 Financial Advisor Red Flags
3 Strategies for Investing
🔍 How to Find a Financial Advisor
OTHER RESOURCES:
✍️ Kingdom Advisors
✍️ CVF Upcoming Webinars
✍️ MoneyWise App
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Follow along on social media:
Instagram | Facebook | LinkedIn
This episode was originally aired on 05/07/2022 on The Bridge Austin.
Imagine traveling the world, spending more time with your kids and grandkids, or simply spending life well by doing the things you've always wanted to do! These are the things we dream of when we imagine retirement.
Being able to spend your retirement years well requires planning. In this episode of the Spend Life Well Show, financial professionals Mark Trice and Jesse Hamilton walk you through checklist items you need to consider while dreaming of and planning for retirement.
They will cover topics like:
📌Tracking your spending;
📌Determining your post retirement income needs;
📌Getting out of debt;
📌Insurance needs in retirement; and
📌Obtaining or updating your Will and other legal documents.
References talked about in the show:
✍️Link SLW Show Insurance Episode
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
✍️MoneyWise App
✍️EveryDollar App
Like what you found here? Feel free to rate, comment, subscribe, and/or share.Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Want to sit down with Mark Trice for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice
Follow along on social media:
Instagram
Facebook
LinkedIn
YouTube
This episode was originally aired 04/23/2022 on The Bridge Austin.
We believe your values can and should direct your financial life. In today's episode of The Spend Life Well Show, Mark Trice & Jesse Hamilton will share financial lessons we can learn from Jesus's ministry. They will also talk through recent changes in the Stock Market and how current world events may effect your financial life.
References talked about in the show:
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
✍️The Makers Versus The Takers by Jerry Bowyer
Like what you found here? Feel free to rate, comment, subscribe, and/or share.Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
Schedule a free financial consultation by clicking the link 👉 https://calendly.com/marktrice
Find us on social media:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 04/09/2022 on The Bridge Austin.
We believe your values can and should direct your financial life. In today's episode of The Spend Life Well Show, Mark & Jesse will discuss foundations of a gospel world view and how that relates to finances. They will also talk through recent changes in the Stock Market and how current world events may effect your financial life.
References talked about in the show:
✍️Kingdom Advisors
✍️Our Upcoming Webinars
✍️3 Things Successful People Do by John Maxwell
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Have questions? Shoot us an email at radio@spendlifewell.com.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 04/02/2022 on The Bridge Austin.
We believe your values can and should direct your financial life. In today's episode of The Spend Life Well Show, Mark & Jesse will discuss foundations of a gospel world view and how that relates to finances. They will also talk through recent changes in the Stock Market and how current world events may effect your financial life.
References talked about in the show:
- Kingdom Advisors
- Our Upcoming Webinars
- Redeeming Money by Paul David Tripp
- New Morning Mercies by Paul David Tripp
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Have questions? Shoot us an email at radio@spendlifewell.com.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 03/26/2022 on The Bridge Austin.
Do your values and where you invest your money align? We believe your values can and should direct your financial life. In today's episode of The Spend Life Well Show, Mark is flying solo as he discuss values based investing and what is happening in the financial markets.
Have questions? Shoot us an email at radio@spendlifewell.com.
You can also connect with us at http://spendlifewell.com.
Like what you found here? Be sure to rate, comment, subscribe, and/or share the episode.
References talked about in the show:
Kingdom Advisors - https://kingdomadvisors.com
Upcoming Webinars - http://spendlifewell.com/events
Follow along on social media:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 03/19/2022 on The Bridge Austin.
We believe your values can and should direct your financial life. In today's episode of The Spend Life Well Show, Mark & Jesse will discuss the three strategies for investing and what is happening in the financial markets.
Have questions? Shoot us an email at radio@spendlifewell.com.
You can also connect with us at http://spendlifewell.com.
Like what you found here? Be sure to rate, comment, subscribe, and/or share the episode.
References talked about in the show:
- Kingdom Advisors - https://kingdomadvisors.com
- Our Upcoming Webinars - http://spendlifewell.com/events
Follow along on social media:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 03/12/2022 on The Bridge Austin.
We believe your values can and should direct your financial life. In today's episode of The Spend Life Well Show, Mark & Jesse will discuss values based investing, as well as, recent changes in the Stock Market.
References talked about in the show:
- Kingdom Advisors
- Our Upcoming Webinars
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Have questions? Shoot us an email at radio@spendlifewell.com.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 03/05/2022 on The Bridge Austin.
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Have questions? Shoot us an email at radio@spendlifewell.com.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 02/26/2022 on The Bridge Austin.
Did you realize Tax Season is actually a matter of stewardship. In this episode, Mark and Matt walk you through what it means to steward taxes well and answer a couple listener questions.
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Have questions? Shoot us an email at radio@spendlifewell.com.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 02/19/2022 on The Bridge Austin.
Insurance is one of those topics you rarely want to wade into. There are many aspects to insurance and it can be hard narrowing down what you need. In this episode of the Spend Life Well Show, Mark & Jesse sit down with Joe Zygarlenski of Whorton Insurance and talk all things insurance.
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Have questions? Shoot us an email at radio@spendlifewell.com.
This episode was originally aired 02/12/2022 on The Bridge Austin.
How and when should you use debt? In this episode of the Spend Life Well Show Mark and Jesse walk you through economic and spiritual criteria for borrowing and use of debt. They will also discuss current (as of Feb. 05, 2022) conditions of the market, and answer listener questions concerning specific financial situations.
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Have questions? Shoot us an email at radio@spendlifewell.com.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 02/05/2022 on The Bridge Austin.
Searching for a financial advisor can be daunting. We want to help make that search a little easier. In this episode of the Spend Life Well Show Mark and Jesse walk you through key attributes to look for when searching for a financial advisor.
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Have questions? Shoot us an email at radio@spendlifewell.com.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 01/29/2022 on The Bridge Austin.
Searching for a financial advisor can be daunting. We want to help make that search a little easier. In this episode of the Spend Life Well Show Mark and Jesse walk you through key attributes to look for when searching for a financial advisor.
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Have questions? Shoot us an email at radio@spendlifewell.com.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 01/29/2022 on The Bridge Austin.
Not sure what biblical stewardship means when it comes to your finances? Want to start teaching your kids how to mange their finances well but not sure how? In todays episode of the Spend Life Well Show, Mark & Jesse break down key aspects of what it means to steward your finances well, as well as discuss practical ways to begin teaching your kids how to manage their money well.
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Have questions? Shoot us an email at radio@spendlifewell.com.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 01/22/2022 on The Bridge Austin.
In this episode of The Spend Life Well Show, Mark is flying solo as he addresses how our spending ebb and flow as our income changes.
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Have questions? Shoot us an email at radio@spendlifewell.com.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 01/08/2022 on The Bridge Austin.
In this episode of The Spend Life Well Show, Mark is flying solo as he addresses questions and fears people have surrounding finances as they prepare for retirement.
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
This episode was originally aired 01/08/2022 on The Bridge Austin.
Have you made a resolution to take control of your debt? This episode is for you. In this episode Mark, Matt, and Jesse discuss steps you can take to elevate debt and take control of your finances in 2022.
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
The new year is almost here and now is the time to create financial goals to help you get on track and set yourself up for a more financially stable future. Sometimes getting your finances organized can be a daunting task, but by setting a few yearly goals, it can be easier than you think. Start the year off right by getting started these five financial goals!
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
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https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
Are you smarter than God? We may not think so, but our actions might be telling a different story. In this episode of the Spend Life Well Show, Mark, Matt & Jesse discuss the importance to seeking wise council while managing our finances.
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Follow along:
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https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
In this episode Mark, Matt & Jesse discuss the story of Joseph. How does his leadership provide an example to us on how to be financially successful? How does this affect our financial decisions?
Much of the content for this episode comes from Ron Blue's book Surviving Financial Meltdown: Confident Decisions in an Uncertain World.Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
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https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
In this episode Mark, Matt & Jesse discuss the story of Joseph. What can we learn about setting goals for a healthier financial life?
Much of the content for this episode comes from Ron Blue's book Surviving Financial Meltdown: Confident Decisions in an Uncertain World.Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
In this episode Mark, Matt & Jesse discuss the story of Joseph. How does his leadership provide an example to us on how to be planners? How does this affect our financial health?
Much of the content for this episode comes from Ron Blue's book Surviving Financial Meltdown: Confident Decisions in an Uncertain World.Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Follow along:
https://www.instagram.com/clearvistafinancial
https://www.facebook.com/ClearVistaFinancial
https://www.linkedin.com/company/clearvistafinancial
In this episode - Mark, Matt & Jesse discuss inflation. How is it affecting us already? What should we expect in the future? How can we protect ourselves from it?
Connect with us at spendlifewell.com.
Like what you found here? Feel free to rate, comment, subscribe, and/or share.
Follow along:
https://www.instagram.com/clearvistafinancial
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In this episode of the Spend Life Well Show - Mark, Matt, and Jesse discuss some of the things you should be asking yourself about your personal financial fitness. If you were to go see a physician for an annual checkup, he/she would go through all of the vital signs that would indicate a proper bill of physical health. In this financial discussion, the guys talk through several areas that might encourage you to tighten up some of the things in your financial life.
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In this episode of the Spend Life Well Show, Mark, Matt, and Jesse have a conversation about the recent situation with Gamestop and other companies rising up to astronomical prices in the stock market. Listen to learn about Reddit's r/Wallstreetbets and how a group of small investors made an impact in the market.
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In this episode of the Spend Life Well Show, Mark and Matt discuss moving forward with your financial plans. With 2020 in the rearview, many of us are wanting to make changes. Listen to be encouraged this new year.
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On this episode of the Spend Life Well Show, Mark, Matt, and Jesse talk about the end of year money moves for 2020. Budgets, Giving, Taxes, and Spending during the Holiday season are some of the topics discussed in this episode. Listen to hear what moves you can make at the end of this crazy year called 2020.
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On this episode of the Spend Life Well Show, Mark, Matt, and Jesse talk about 5 ways NOT to invest. Inflation, IRAs, and stocks are some financial terms that are addressed. Listen to hear conversation about risk tolerance and what safe investing might look like for you.
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On this episode of the Spend Life Well Show, Mark, Matt, and Jesse discuss the current state of the market. They relate the current market to driving a car, including speed bumps, stop signs, and red lights. What do the market corrections mean in terms of the pandemic and other major effects? Listen to learn more!
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On this episode of the Spend Life Well Show, Mark, Matt, and Jesse discuss four money commandments. Although not spelled out in Exodus like the Ten Commandments, the Bible teaches several methods on how to handle your money and incorporate it with your lifestyle. Handling your money can be an act of worship, and this episode focuses on how that happens.
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On this episode of The Spend Life Well Show, Mark and Matt invite Trish Menchu to talk about the home buying process. Trish is a realtor at Caldwell Banker Apex. Listen to hear conversation around making good decisions when considering the purchasing a home.
Find Trish at www.trishmenchu.com and instagram.com/trishmenchuwacorealtor.
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In this short episode of the Spend Life Well Show, we wrap up our first season. With the Fall approaching, we look forward to discussing exciting new topics. We will continue to have special guests and turn to the Bible for financial guidance. Thanks for listening and be sure to contact us if you have a question or a topic of discussion!
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In this episode of The Spend Life Well Show, Mark, Matt, and Jesse have their third and final conversation about uncertainty. After a historic bull market, we are seeing a drastic change in the economy. We can't predict the future with a crystal ball, so what should we expect in our financial futures? Many principles haven't changed over time, and this episode intends to bring a sense of normalcy to the current situation.
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In this episode of The Spend Life Well Show, Mark, Matt, and Jesse have their second conversation about how to handle your money in uncertain times. They discuss how rising cost of living, wages, job insecurity, and market declines are spreading cash thin. Some may be even dipping into savings, so what does the Bible say about these fears? Listen to remind yourself of some simple, foundational principles for your finances.
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On this episode of The Spend Life Well Show, Mark, Matt, and Jesse discuss how to have conversations with your kids about money. Each home will be different, but children need to see that there is a plan for the family's finances. Handling your money in a sound, Biblical way is a great start. Listen to hear each host's childhood perceptions and how it influences them today.
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In this episode of The Spend Life Well Show, Mark, Matt, and Jesse focus on what not to do with your money when times are uncertain. Many people take unclear situations and make knee-jerk reactions with their finances. Listen to hear how the Bible tells us to face our fear and avoid irrational decisions despite turmoil, pandemic, or stress.
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In this episode of The Spend Life Well Show, Mark and Matt invite attorney Michael Bourland to discuss how to avoid legal issues in preparing for college. They interview Michael about his legal background and how procedures from medical forms to federal privacy might involve your child. Listen to hear recommendations on how to best prepare for the college transition.
To learn more about Michael, visit his firm's website https://wmbwaco.com/
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On this episode of the Spend Life Well Show, Mark, Matt, and Jesse discuss how the pandemic has taught us valuable lessons about our financial lives. Each person's outlook is likely different than the beginning of 2020. Topics include client concerns, personal spending, and refocusing your life on what matters.
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On this episode of the Spend Life Well Show, Mark and Matt continue the conversation with the Hamiltons. The focus of Part 2 shifts from day to day spending to long term financial goals. Listen to hear more stories and dialogue about what it's like to combine financial lives.
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On this special episode of The Spend Life Well Show, Matt and Mark invite newlywed couple Emily and Jesse Hamilton as their guests. They discuss the financial realities of being a newly wed couple in the current age. Listen to hear a conversation about jobs, bills, communication, and Covid-19.
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Is your investment strategy aligned with your values? In the episode of The Spend Life Well Show, Mark and Matt discuss the deeper impact of where you place your investments. These values could be environmental, social, or Biblical in nature. This episode explores many options from companies that give back to their community to those that have an inclusive corporate structure.
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In this episode of The Spend Life Well Show, Mark and Matt discuss how the concept of saving and investing your money for the future is entirely Biblical. With recent events in the market, there is no better time for a refresher on basic principles. The Bible tells us not to fear anything in this world - bear markets included.
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In this special episode of The Spend Life Well Show, Mark and Matt discuss if you should should touch your 401(k) or retirement plan. This often comes with taxes and penalties that can add up quickly. Is this ever a good idea, and what does the Bible say about it?
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In the first episode of The Spend Life Well Show, Mark and Matt address the current situation with COVID-19 and the way it might affect your household. Discussion focuses on everything from daily life to how the government is planning to intervene.
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In this episode of The Spend Life Well Show, Mark and Matt focus on the theme of the show, how to spend life well. They outline a 9-Step process to financial balance.
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How does debt affect you? In this episode of The Spend Life Well Show, Mark and Matt talk about debt management and how it can create stress. We are attached to our "stuff" and see numerous advertisements each day. This episode explores how borrowing money is mentioned often in the Bible.
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Do you have financial goals? In this episode of The Spend Life Well Show, Mark and Matt discuss the positive impact of setting financial goals from a Biblical perspective. Whether it's saving for retirement or college, reducing debt, or taking care of your family, this process is important.
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In this episode of The Spend Life Well Podcast, Mark and Matt focus on The Secure Act effective Jan. 1, 2020 . Individuals planning for retirement or already retired might be interested to hear how they will be affected. Part-time workers and children are also discussed.
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Losing your job comes with financial and emotional hardship. In this episode of The Spend Life Well Show, Mark and Matt discuss what to do if you already have or think you might lose your job. As the recent economic events might have a profound impact on you or your family, this episode brings some best practices.
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In this episode of The Spend Life Well Show, Mark and Matt discuss how the Bible contains valuable information relating to financial well-being and success. Listen to learn more about how scripture references everything from handling debt to diversification and can serve as a guide for your financial questions.
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