Best PClearVista Financials Podcasts (2025)

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SLW #168 | Shareholder Advocacy from a Biblical Worldview 14:19

1d ago14:19

14:19

Send us a text 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 v…

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SLW #167 | Advisors' Insights on Creating a Financial Plan that Actually Works 16:44

7d ago16:44

16:44

Send us a text 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 mov…

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MAY 2025 Market Update | ClearVista Financial Perspectives 39:39

17d ago39:39

39:39

Send us a text 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 f…

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SLW #165 | Finding CONTENTMENT in a Culture of CONSUMERISM 13:32

27d ago13:32

13:32

Send us a text 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…

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MARKET UPDATE | April 2025 ClearVista Financial Perspectives 42:21

2M ago42:21

42:21

Send us a text 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 l…

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SLW #163 | CREDIT SCORES: How to Build & Protect 13:00

2M ago13:00

13:00

Send us a text 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 step…

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MARKET UPDATE | March 2025 ClearVista Financial Perspectives 39:52

2M ago39:52

39:52

Send us a text 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…

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SLW #160 | Maximize Your TAX Contributions 12:09

2M ago12:09

12:09

Send us a text 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, t…

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SLW #161 | Stewarding Finances in your 20's & 30's 14:53

3M ago14:53

14:53

Send us a text 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, a…

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SLW #159 | Christian Economics: In GOD We Trust or Government? 16:01

3M ago16:01

16:01

Send us a text 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.…

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MARKET UPDATE | February 2025 ClearVista Financial Perspectives 30:13

3M ago30:13

30:13

Send us a text 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 upd…

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SLW #157 Biblical Commentary on TAXES | What the Top 1% Really Pays 12:07

4M ago12:07

12:07

Send us a text 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…

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MARKET UPDATE | January 2025 ClearVista Financial Perspectives 34:53

4M ago34:53

34:53

Send us a text 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…

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MARKET UPDATE | December 2024 ClearVista Financial Perspectives 24:40

4M ago24:40

24:40

Send us a text 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 …

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3 Signs You're Doing Well Financially | SLW #155 13:21

4M ago13:21

13:21

Send us a text 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 lea…

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POST-ELECTION MARKET REVIEW | SLW #152 28:07

6M ago28:07

28:07

Send us a text 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 politic…

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The Hidden Costs of ESG Funds: A Faith-Based Perspective | SLW #153 13:28

6M ago13:28

13:28

Send us a text 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 li…

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Stewardship vs. Generosity | SLW #151 14:34

7M ago14:34

14:34

Send us a text 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 …

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HOW ELECTIONS MOVE THE MARKETS | Do Politics Affect Your Portfolio? | SLW #150 14:56

7M ago14:56

14:56

Send us a text 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, …

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

7M 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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MARKET UPDATE | October 2024 ClearVista Financial Perspectives 30:33

7M 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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4 Steps to Manage Debt with Biblical Wisdom | SLW #147 14:15

8M 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

8M 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

9M 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…

1
MARKET UPDATE | August 2024 ClearVista Financial Perspectives 42:34

9M 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

10M 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

10M 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

10M 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…

1
MARKET UPDATE | July 2024 ClearVista Financial Perspectives 37:45

10M 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…

1
2024 Mid-Year Financial Check-In 14:07

11M 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

11M 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

11M 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

12M 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

1y 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…

1
How to Trust God with Your Money 15:28

1y 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

1+ y 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…

1
The 3 Most Common Questions about Retirement 15:56

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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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