The Clear View Finance Podcast by Mediate Financial

Mediate Financial Services
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All concepts, strategies, or ideas are presented for educational purposes only. Mediate Financial is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through Mediate Financial Investment Advisory Services, LLC, a State of Ohio Registered Investment Advisor. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

  1. Feb 11

    #13 - A Sit Down with Amy Shope: Being Purpose Driven, Navigating Acceptance, & Dylan's House

    Chris sits down with Amy Shope, owner and financial advisor at Lehner Shope Wealth Group, and co-founder of the nonprofit Dylan's House, which provides homes for people on the autism spectrum who are ready for independent living. Amy understands the unique struggles faced by special needs parents better than anyone, having a son on the spectrum who is the namesake of her nonprofit. On the show, she discusses her story with Dylan, how this initiative came to be, and her ambition on where she wants it to go. This was an important conversation on largely underdiscussed segment of our society. We think you'll come away from this episode happy to know they have such a champion in Amy. To learn more about Dylan's House, please check out their website: dylanshouse.org To learn more about us, check this out: linktr.ee/mediatefinancial

    47 min

  2. Jan 23

    #12 - A Sit Down with Heather Fronk: Community, Advocacy, and Clothed in Strength

    In this episode of the podcast, Chris Mediate sits down with Heather Fronk, CEO and founder of Clothed in Strength, a local nonprofit dedicated to restoring dignity, confidence, and opportunity for low- to moderate-income single mothers and their families. Clothed in Strength exists to bridge the gap between government assistance and financial freedom for those who are working hard but still struggling to meet basic needs — a gap Heather personally knows from her own early experience as a young single mother. Heather shares the powerful story behind the organization’s founding, the principles that guide its work, and the real-world challenges faced by the women it serves. This episode is another reminder that financial well-being, personal confidence, and community support are often more connected than we realize. To learn more about Clothed in Strength, you can visit them here: https://clothedinstrength.org/

    48 min

  3. Jan 18

    #11 - A Sit Down with Ray "Boom Boom" Mancini: His Foundation, Fight Night, & More

    In this fireside chat, Chris Mediate sits down with boxing legend Ray "Boom Boom" Mancini for a candid conversation that goes beyond the ring. Ray reflects on his foundation's work in the community, their upcoming Fight Night fundraiser Friday night, and the lessons he's learned from a lifetime defined by discipline, pressure, and purpose.   A very big thank you to Ray for taking the time to make this lively, insightful discussion happen.    For Fight Night tickets and more info on the Ray Mancini Foundation, visit this link: https://boomboommancini.com/   For more on Mediate Financial, check this out: https://linktr.ee/mediatefinancial

    57 min

  4. 11/14/2024

    #10 - How Long Do You Need Income For?

    Stable retirement income is by far the most important component of any successful retirement. In previous episodes, we talked about how much you need, but how do you know how long you'll need it for? Recorded on October 14, 2024.   Resources to purchase Your Money Your Purpose: Amazon: https://www.amazon.com/Your-Money-Purpo-Retirement-Fulfilling/dp/1964046114 Barnes & Noble: https://www.barnesandnoble.com/w/your-money-your-purpo-e-christopher-mediate/1145435159 Discount (all proceeds go to the local rescue mission!): https://secure.qgiv.com/for/mediatefinancial/event/yourmoneyyourpurposebook/   Check us out using the links below! Website: https://mediatefinancial.com/ Facebook: https://www.facebook.com/MediateFinancialServices/ LinkedIn: https://www.linkedin.com/company/mediate-financial-services YouTube: https://www.youtube.com/channel/UC_qD2PbhUMP6qyflgrNf8xw

    22 min

  5. 11/08/2024

    #9 - The Election Results & Your Money

    Discussing Donald Trump's decisive election day win and what that means for the stock market, the economy, and your money. Recorded on November 6, 2024.    Resources to purchase Your Money Your Purpose: Amazon: https://www.amazon.com/Your-Money-Purpo-Retirement-Fulfilling/dp/1964046114 Barnes & Noble: https://www.barnesandnoble.com/w/your-money-your-purpo-e-christopher-mediate/1145435159 Discount (all proceeds go to the local rescue mission!): https://secure.qgiv.com/for/mediatefinancial/event/yourmoneyyourpurposebook/   Check us out using the links below! Website: https://mediatefinancial.com/ Facebook: https://www.facebook.com/MediateFinancialServices/ LinkedIn: https://www.linkedin.com/company/mediate-financial-services YouTube: https://www.youtube.com/channel/UC_qD2PbhUMP6qyflgrNf8xw

    32 min

  6. 11/01/2024

    #8 - A Dangerous Rule of Thumb

    When it comes to your retirement, how do you know how much income is enough? In this episode, Chris and Christopher go over a case study that identifies this exact question and tackle how to answer it. Recorded on October 14, 2024.    Resources to purchase Your Money Your Purpose: Amazon: https://www.amazon.com/Your-Money-Purpo-Retirement-Fulfilling/dp/1964046114 Barnes & Noble: https://www.barnesandnoble.com/w/your-money-your-purpo-e-christopher-mediate/1145435159 Discount (all proceeds go to the local rescue mission!): https://secure.qgiv.com/for/mediatefinancial/event/yourmoneyyourpurposebook/   Check us out using the links below! Website: https://mediatefinancial.com/ Facebook: https://www.facebook.com/MediateFinancialServices/ LinkedIn: https://www.linkedin.com/company/mediate-financial-services YouTube: https://www.youtube.com/channel/UC_qD2PbhUMP6qyflgrNf8xw

    18 min

  7. 10/18/2024

    #7 - Your Money Your Purpose

    After 30 years spent helping individuals like you reach their retirement goals, Chris Mediate reflects on his first book, "Your Money Your Purpose." Recorded on October 14, 2024.    Resources to purchase Your Money Your Purpose: Amazon: https://www.amazon.com/Your-Money-Purpo-Retirement-Fulfilling/dp/1964046114 Barnes & Noble: https://www.barnesandnoble.com/w/your-money-your-purpo-e-christopher-mediate/1145435159 Discount (all proceeds go to the local rescue mission!): https://secure.qgiv.com/for/mediatefinancial/event/yourmoneyyourpurposebook/   Check us out using the links below! Website: https://mediatefinancial.com/ Facebook: https://www.facebook.com/MediateFinancialServices/ LinkedIn: https://www.linkedin.com/company/mediate-financial-services YouTube: https://www.youtube.com/channel/UC_qD2PbhUMP6qyflgrNf8xw

    31 min

  8. 02/15/2024

    #6 - Risk & Reward

    In order to make money, most of the time, you have to exert money. But how do you know you're making the best possible choice to get the best possible reward? To you, what is a "good" return? How do you know you aren't leaving money on the table? In this episode, we discuss risk and reward, and then some. Recorded on February 5, 2024.

    30 min
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About

All concepts, strategies, or ideas are presented for educational purposes only. Mediate Financial is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through Mediate Financial Investment Advisory Services, LLC, a State of Ohio Registered Investment Advisor. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Information

  • Creator
    Mediate Financial Services
  • Years Active
    2K
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © Copyright 2023 All rights reserved. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Mediate Financial Investment Advisory Services, LLC. is registered as an investment advisor with the State of Ohio and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.
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    The Clear View Finance Podcast by Mediate Financial