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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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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 R…
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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@spendl…
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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 Bui…
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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 📋 N…
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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 elem…
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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 f…
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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: ❄️ Wint…
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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. OTHE…
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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 G…
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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 Kenne…
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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 …
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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 h…
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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 Conv…
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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 …
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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. OTHE…
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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 Sh…
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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 👉 …
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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 financ…
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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 s…
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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 i…
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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 moder…
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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, ensuri…
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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 profes…
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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 …
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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 insp…
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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 …
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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 …
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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 …
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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: 👉 RE…
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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 Volat…
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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 …
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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 T…
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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?…
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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 Y…
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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 👉 Ho…
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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 Lite…
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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 Bib…
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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…
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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 …
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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…
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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 T…
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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…
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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…
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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…
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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 k…
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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 includin…
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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 bef…
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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 D…
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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 👉 FI…
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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_…
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