Les meilleurs podcasts ClearVista Financials (2024)

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MARKET UPDATE | October 2024 ClearVista Financial Perspectives 30:33

5d ago30:33

30:33

Send us a text 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…

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Original Medicare vs. Medicare Advantage | SLW #149 13:28

23h ago13:28

13:28

Send us a text 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…

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4 Steps to Manage Debt with Biblical Wisdom | SLW #147 14:15

27d ago14:15

14:15

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 ✍️CV…

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MARKET UPDATE | September 2024 ClearVista Financial Perspectives | SLW #146 46:26

1M ago46:26

46:26

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 …

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7 Sources of Income During Retirement | SLW #145 14:18

2M ago14:18

14:18

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…

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MARKET UPDATE | August 2024 ClearVista Financial Perspectives 42:34

2M ago42:34

42:34

Send us a text 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…

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RECENT MARKET VOLATILITY | Understand the Impact of Rising Unemployment & Interest Rates 4:50

2M ago4:50

4:50

Send us a text 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 h…

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SAVING FOR BIG PURCHASES | Biblical & Practical Approaches to Saving Wisely 16:48

3M ago16:48

16:48

Send us a text 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 c…

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How Do You Stack Up? | Reviewing Vanguard's "How America Saves 2024" 18:20

3M ago18:20

18:20

Send us a text 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…

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MARKET UPDATE | July 2024 ClearVista Financial Perspectives 37:45

3M ago37:45

37:45

Send us a text 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 meetin…

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2024 Mid-Year Financial Check-In 14:07

3M ago14:07

14:07

Send us a text 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…

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BIBLICAL FINANCIAL WISDOM | 4 Lessons We Learned from King David 11:06

4M ago11:06

11:06

Send us a text 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 principle…

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How Much is Enough? Your Finances in Changing Times 15:58

4M ago15:58

15:58

Send us a text 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 onlin…

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How to Give from your IRA 15:15

5M ago15:15

15:15

Send us a text 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…

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Common Money Wasters 18:20

5M ago18:20

18:20

Send us a text 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 U…

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How to Trust God with Your Money 15:28

7M ago15:28

15:28

Send us a text 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 | htt…

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Tithing in Retirement 18:27

8M ago18:27

18:27

Send us a text 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/ma…

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The 3 Most Common Questions about Retirement 15:56

8M ago15:56

15:56

Send us a text 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…

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4 Biblical Principles of Tithing 11:15

8M ago11:15

11:15

Send us a text 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 …

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HOUSING MARKET DECLINE: How Changes in the Housing Market Affect the Economy 14:38

9M ago14:38

14:38

Send us a text 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 U…

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WHAT WE LEARNED: 4 Lessons 2023 Taught Us 14:43

9M ago14:43

14:43

Send us a text 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 Bud…

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How to Build a Budget in 2024 18:55

9M ago18:55

18:55

Send us a text 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,…

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2024 New Year Financial Checklist 15:27

10M ago15:27

15:27

Send us a text 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 Financia…

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7 Financial Resolutions for 2024: Honoring God with Our Money 12:46

10M ago12:46

12:46

Send us a text 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 MA…

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Wintering 101: Your Guide to Seasonal Living 17:32

10M ago17:32

17:32

Send us a text 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 s…

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3 Gauges to Help You Know When It's Time to Retire 15:38

10M ago15:38

15:38

Send us a text 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: 🎁 …

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6 REASONS FOR GIVING | What the Bible says about Giving 17:32

11M ago17:32

17:32

Send us a text 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…

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5 Strategies for Managing Holiday Financial Stress 12:43

11M ago12:43

12:43

Send us a text 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 …

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FEASTS & FINANCES: 3 Financial Lessons from the First Thanksgiving 10:55

11M ago10:55

10:55

Send us a text 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 le…

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Financial Safety for the Holiday Shopping Season 17:21

11M ago17:21

17:21

Send us a text 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…

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5 Financial Conversations You Need to Have with Your Family 16:51

12M ago16:51

16:51

Send us a text 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 con…

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The Dark Side of Home Improvement 16:31

12M ago16:31

16:31

Send us a text 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 …

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6 Documents You Need to Consider to Preserve Your Family Legacy 17:06

12M ago17:06

17:06

Send us a text 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 Spe…

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UNDERSTANDING MEDICARE: A Comprehensive Guide to Its Four Parts 19:27

1y ago19:27

19:27

Send us a text 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 Li…

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MONEY 101: Introduction to Financial Planning 17:17

1y ago17:17

17:17

Send us a text 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 defini…

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7 Financial Habits to Incorporate into Your Life This Fall 15:31

1y ago15:31

15:31

Send us a text 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 a…

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INVESTMENT PLAYBOOK: Understanding Different Investment Options & Strategies 18:25

1y ago18:25

18:25

Send us a text 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 …

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5 Retirement Saving Strategies from the Book of Proverbs 17:13

1y ago17:13

17:13

Send us a text 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 a…

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SELECTING YOUR DREAM TEAM: Who You Need to Fill Out Your Financial Team 14:59

1y ago14:59

14:59

Send us a text 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 you…

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What is a Certified Kingdom Advisor? 15:28

1y ago15:28

15:28

Send us a text 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 f…

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5 Money Habits Kids Need to Learn 16:36

1y ago16:36

16:36

Send us a text 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 exp…

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THE ART OF RETIREMENT: Cultivating Wealth, Wellness & Wisdom 15:46

1y ago15:46

15:46

Send us a text 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 ep…

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NAVIGATING VOLATILE MARKETS: 4 Lessons from the Bible 18:55

1y ago18:55

18:55

Send us a text 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 com…

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6 Summer Vacation Tips that Can Help You Plan for Retirement 16:39

1+ y ago16:39

16:39

Send us a text 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 d…

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RETIREMENT & GENEROSITY: Leaving a Legacy for God’s Kingdom 14:37

1+ y ago14:37

14:37

Send us a text 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…

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FINANCIAL INDEPENDENCE: 6 Things to Do Before Claiming Social Security 14:30

1+ y ago14:30

14:30

Send us a text 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…

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RETIREMENT CHECKLIST | 6 Things to Do Before Claiming Social Security 15:44

1+ y ago15:44

15:44

Send us a text 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 …

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8 Step Summer Financial Checkup 14:17

1+ y ago14:17

14:17

Send us a text 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…

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5 Rules of Using Credit Cards 14:11

1+ y ago14:11

14:11

Send us a text 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…

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5 Things to Make Sure Your Grad Knows about Finances Before Heading to College 17:52

1+ y ago17:52

17:52

Send us a text 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 …

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