ClearVista Financial

The Spend Life Well Show

Business EN ↓ 181 episodes

ClearVista Financial's Mark Trice addresses 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.

Author

ClearVista Financial

Category

Business

Podcast website

spendlifewell.com

Latest episode

Jun 24, 2026

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Episodes

NAVIGATING VOLATILE MARKETS: 4 Lessons from the Bible 24.07.2023

Send us Fan Mail 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 financ...

6 Summer Vacation Tips that Can Help You Plan for Retirement 17.07.2023

Send us Fan Mail 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 see...

RETIREMENT & GENEROSITY: Leaving a Legacy for God’s Kingdom 10.07.2023

Send us Fan Mail 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.    OTH...

FINANCIAL INDEPENDENCE: 6 Things to Do Before Claiming Social Security 03.07.2023

Send us Fan Mail 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 t...

RETIREMENT CHECKLIST | 6 Things to Do Before Claiming Social Security 26.06.2023

Send us Fan Mail 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 ‘E...

8 Step Summer Financial Checkup 19.06.2023

Send us Fan Mail 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 Volatili...

5 Rules of Using Credit Cards 12.06.2023

Send us Fan Mail 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 real...

5 Things to Make Sure Your Grad Knows about Finances Before Heading to College 05.06.2023

Send us Fan Mail 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 P...

5 Do’s and Don’ts During Times of Market Volatility 29.05.2023

Send us Fan Mail 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 A...

KNOW WHEN TO FOLD ‘EM | 4 Reasons to Sell Your Losing Stocks 15.05.2023

Send us Fan Mail 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 L...

THE TRUTH ABOUT TAXES | Who really pays the most taxes? 08.05.2023

Send us Fan Mail 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 ...

3 Ways to Financially Prepare for Your Summer Vacation 01.05.2023

Send us Fan Mail 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...

How to Develop Financial Literacy in Your Family 24.04.2023

Send us Fan Mail 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...

15 Financial Terms Everyone NEEDS to Know 17.04.2023

Send us Fan Mail 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 1...

4 MONEY PRIORITIES | What the Bible has to Say about Your Finances 10.04.2023

Send us Fan Mail 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...

WEALTH-BUILDER | 5 Steps Guide to Building Wealth in Your 20s and 30s 03.04.2023

Send us Fan Mail 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 Buyi...

3 Common Non-Eternal Perspectives of Your Finances 27.03.2023

Send us Fan Mail 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 on...

SHOULD YOU REALLY BUY A HOUSE? Things You Need to Think of Before Buying a Home 20.03.2023

Send us Fan Mail 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 weal...

THE 6T’S OF WEALTH TRANSFER | What You Need to Know to Pass Your Wealth to the Next Generation 13.03.2023

Send us Fan Mail 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 06.03.2023

Send us Fan Mail 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...

THE COST OF ESG: What you need to know before You Invest in ESG Funds 27.02.2023

Send us Fan Mail 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 associat...

BIBLICALLY RESPONSIBLE INVESTING | What you need to know about BRI funds 27.02.2023

Send us Fan Mail Have you heard of biblically Responsible Investing (BRI)? In this episode of the Spend Life Well Show, financial advisors Mark Trice & Jesse Hamilton explain what BRI funds are and how they may be a tool you can use if you want your investments to align with your faith. Other videos you may find helpful:  👉 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 13.02.2023

Send us Fan Mail 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...

IS MY ADVISOR DOING A GOOD JOB? 5 Questions to Ask When Evaluating Your Financial Advisor 06.02.2023

Send us Fan Mail 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 MILLENNIA...

FINANCIAL PLANNING FOR MILLENNIALS: Steps Millennials Can Take Today to Prepare for the Future 30.01.2023

Send us Fan Mail 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 th...

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