The Spend Life Well Show

ClearVista Financial

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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.

1일 전

MARKET UPDATE | January 2025 ClearVista Financial Perspectives

Send us a textKick 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 year offers.Explore practical steps to start the year on the right foot, ensuring you're informed, empowered, and ready to make wise decisions in t...

35분
1월 7일

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

Send us a textIn 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 learn actionable steps to honor God with your finances!Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://...

13분
1월 7일

MARKET UPDATE | December 2024 ClearVista Financial Perspectives

Send us a textIn 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 informed and prepared with expert commentary and practical advice.Want to sit down with Mark for a FREE financial consultation? Set up a meeting onl...

25분
2024. 12. 05.

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

Send us a textLast 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 like Deutsche Bank, WisdomTree, and Invesco millions for false ESG claims.Tune in to hear what our advisors, Mark and Jesse, have to say about the imp...

13분
2024. 12. 05.

POST-ELECTION MARKET REVIEW | SLW #152

Send us a textRecorded 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 politics could have on your personal financial portfolio through this insightful post-election economic analysis!Want to sit down with Mark for a FREE fina...

28분
2024. 11. 07.

Stewardship vs. Generosity | SLW #151

Send us a textGenerosity 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 up a meeting online 👉 https://calendly.com/marktrice OTHER RESOURCES: ✍️Kingdom Advisors | https://kingdomadvisors.com ✍️CVF Upcoming Webinars | h...

15분
2024. 10. 25.

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

Send us a textAre 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, sectors to watch, and strategies for staying resilient through market volatility.🚨 BIG NEWS 🚨 If you liked this podcast episode and still have ...

15분
2024. 10. 15.

Original Medicare vs. Medicare Advantage | SLW #149

Send us a textDo 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 now and in the future. Tune in to stay informed and learn the cost before you make your decision!Want to sit down with Mark for a FREE financial co...

13분

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ClearVista Financial
방송 연도

2020년 - 2025년
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The Spend Life Well Show

The Spend Life Well Show

MARKET UPDATE | January 2025 ClearVista Financial Perspectives

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

MARKET UPDATE | December 2024 ClearVista Financial Perspectives

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

POST-ELECTION MARKET REVIEW | SLW #152

Stewardship vs. Generosity | SLW #151

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

Original Medicare vs. Medicare Advantage | SLW #149

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The Spend Life Well Show

에피소드

MARKET UPDATE | January 2025 ClearVista Financial Perspectives

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

MARKET UPDATE | December 2024 ClearVista Financial Perspectives

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

POST-ELECTION MARKET REVIEW | SLW #152

Stewardship vs. Generosity | SLW #151

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

Original Medicare vs. Medicare Advantage | SLW #149

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