The Spend Life Well Show

ClearVista Financial

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.

  1. 14h ago

    Are You Getting the Most Out of Your Financial Plan? | Episode 218

    Send us Fan Mail A financial plan is about more than investments or preparing for retirement. It is a roadmap that helps you make informed financial decisions, prepare for unexpected changes, and align your wealth with your values. In this episode of The Spend Life Well Show, Certified Kingdom Advisor Mark Trice and Ben Barnett discuss what goes into a comprehensive financial plan and why starting early matters. From emergency savings and debt management to insurance, investing, estate planning, and generous giving, they explain how a financial plan can help you prepare for the future while making the most of today. Whether you're in your 20s or approaching retirement, discover how a dynamic financial plan can help you identify gaps, stay accountable, and make decisions that support your long-term goals. What we cover: → Why a financial plan is more than just your investment portfolio → How to use a financial plan as a roadmap for your financial future → The role of insurance, taxes, and risk management → Why reviewing and updating your plan matters → How financial planning helps you prepare for unexpected life changes → What younger investors should prioritize, from emergency savings to investing → Why starting early can create more financial flexibility over time → How to align your financial decisions with your values Learn more about ClearVista Financial: https://clearvistafinancial.com/ 👉 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: INSTAGRAM | FACEBOOK | LINKEDIN

  2. 6d ago

    Setting Financial Boundaries With Family | Part 2 | Episode 217

    Send us Fan Mail How do your childhood experiences with money affect your financial decisions as an adult? How can couples with different financial habits find common ground, and should married couples keep separate bank accounts?  In Part 2 of The Spend Life Well Show, Mark Trice and Ben Barnett continue their conversation about family and finances, exploring how financial habits are shaped by upbringing, how couples can approach money disagreements, and how to build a shared financial future. They also discuss financial boundaries, communication, and the role of faith in making financial decisions. What we cover: → How your upbringing can shape your financial habits and spending decisions → How couples with different money mindsets can find common ground → Why engaged couples should discuss finances before marriage → How to approach major purchases and avoid unnecessary debt → What financial infidelity looks like and why financial boundaries matter → Whether married couples should combine finances or maintain separate accounts → How couples can work through disagreements about saving and retirement 👉 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: INSTAGRAM | FACEBOOK | LINKEDIN

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5
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8 Ratings

About

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.

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