The Spend Life Well Show
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.
JULY 2025 Market Update | ClearVista Financial Perspectives SLW #172
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Join ClearVista Financial advisor Mark Trice for our July 2025 Market Update, where he recaps the major forces that shaped the markets over the past month. In this recorded livestream, Mark unpacks recent trends, what’s been influencing investor behavior, the Big Beautiful Bill, and how it could impact your financial strategy going forward.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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Summer Stewardship: Spending Wisely During Expensive Seasons | SLW #171
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In this episode, financial advisor Mark Trice offers practical wisdom for navigating the high costs of summer through the lens of biblical stewardship. From family vacations to rising utility bills, summer can be one of the most expensive seasons of the year, but it doesn't have to derail your financial plan.
Mark shares timeless principles for spending wisely, planning ahead, and making intentional choices that reflect both faith and financial responsibility.
This conversation is a helpful guide for anyone looking to enjoy the season while honoring God with their...
JUNE 2025 Market Update | ClearVista Financial Perspectives SLW #170
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Join ClearVista Financial advisor Mark Trice for our June 2025 Market Update, where he unpacks the key drivers behind the market's highs and lows. In this recorded livestream, Mark breaks down the latest trends, what’s fueling market movement, and what it all means for your financial game plan moving forward.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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SLW #169 | Tariffs Explained by a Christian Financial Advisor
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What do tariffs mean for your wallet—and how should Christians respond? In this episode, financial advisor Mark Trice breaks down the real impact of tariffs on your everyday finances, investments, and stewardship. Whether you're a family trying to budget or an advisor guiding clients, this conversation brings biblical wisdom to a timely economic issue.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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SLW #168 | Shareholder Advocacy from a Biblical Worldview
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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 values.
This conversation is a must-listen for those who want their investments to reflect their values and bring about godly change in the marketplace.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https...
SLW #167 | Advisors' Insights on Creating a Financial Plan that Actually Works
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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 move closer to your long-term goals.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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MAY 2025 Market Update | ClearVista Financial Perspectives
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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 forward.
This webinar marks a special moment for our ClearVista team—it's Jesse's final market update with us. Tune in to hear his parting insights, reflections, and guidance after ye...
SLW #165 | Finding CONTENTMENT in a Culture of CONSUMERISM
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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 feeling pressure to keep up or simply want to live with *enough,* this conversation offers both biblical encouragement and real-world tools to help you break free from our consumeristic culture.
Want to sit down with Mark for a FREE financial consultation? Set up a me...
MARKET UPDATE | April 2025 ClearVista Financial Perspectives
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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 landscape. Stay ahead with expert strategies designed for today’s market challenges.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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SLW #163 | CREDIT SCORES: How to Build & Protect
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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 steps.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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MARKET UPDATE | March 2025 ClearVista Financial Perspectives
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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 of every month, our ClearVista Financial Perspectives webinar keeps you informed and financially empowered.
Don’t miss next month’s live session—register here: https://us02web.zoom.us/webinar/register/WN_LZzO4NPzRPuHu0leFeZmYw#/registration
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SLW #160 | Maximize Your TAX Contributions
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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, triple-tax-advantaged HSAs, and practical moves like redirecting windfalls to cut your tax bill. Whether you’re under 50 or leveraging catch-up contributions, we're here to offer professional insights to strengthen your financial future.
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SLW #161 | Stewarding Finances in your 20's & 30's
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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, and learn practical steps—Roth IRAs, 401(k) matching, low-cost index funds—to grow wealth God’s way. Plus, guard your heart against greed with tips on generosity, contentment, and smart financial goals.
Challenge: Set a b...
SLW #159 | Christian Economics: In GOD We Trust or Government?
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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. Join us as we discuss how biblical principles apply to trillion-dollar decisions and what it means to be made in God’s image in a world of financial uncertainty.
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MARKET UPDATE | February 2025 ClearVista Financial Perspectives
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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 updated on what’s next! ➡ https://us02web.zoom.us/webinar/regis...
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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SLW #157 Biblical Commentary on TAXES | What the Top 1% Really Pays
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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 "eat the rich" narrative through a biblical worldview.
Wall Street Journal Article: https://www.wsj.com/opinion/what-the-top-1-really-pays-the-irs-57c4ad58
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MARKET UPDATE | January 2025 ClearVista Financial Perspectives
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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 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 the months ahead. Don't miss this chance to set the tone for a...
MARKET UPDATE | December 2024 ClearVista Financial Perspectives
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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 informed and prepared with expert commentary and practical advice.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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3 Signs You're Doing Well Financially | SLW #155
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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 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://calendly.com/marktrice
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POST-ELECTION MARKET REVIEW | SLW #152
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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 politics could have on your personal financial portfolio through this insightful post-election economic analysis!
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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The Hidden Costs of ESG Funds: A Faith-Based Perspective | SLW #153
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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 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 importance of investigating where your money is going and ensuring it aligns...
Stewardship vs. Generosity | SLW #151
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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 up a meeting online 👉 https://calendly.com/marktrice
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HOW ELECTIONS MOVE THE MARKETS | Do Politics Affect Your Portfolio? | SLW #150
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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, sectors to watch, and strategies for staying resilient through market volatility.
🚨 BIG NEWS 🚨 If you liked this podcast episode and still have questions about the effect of the election on the markets, OR you would like to stay up to d...
Original Medicare vs. Medicare Advantage | SLW #149
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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 now and in the future. Tune in to stay informed and learn the cost before you make your decision!
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MARKET UPDATE | October 2024 ClearVista Financial Perspectives
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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 miss out—subscribe to the Spend Life Well Show on YouTube, Spotify, or anywhere you listen to podcasts!
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4 Steps to Manage Debt with Biblical Wisdom | SLW #147
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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
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MARKET UPDATE | September 2024 ClearVista Financial Perspectives | SLW #146
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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
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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.
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MARKET UPDATE | August 2024 ClearVista Financial Perspectives
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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 with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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RECENT MARKET VOLATILITY | Understand the Impact of Rising Unemployment & Interest Rates
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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 how these economic factors interact and what it could mean for the future of the market.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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SAVING FOR BIG PURCHASES | Biblical & Practical Approaches to Saving Wisely
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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 consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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How Do You Stack Up? | Reviewing Vanguard's "How America Saves 2024"
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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.vanguard.com/insights-and-research/report/how-america-saves.html
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MARKET UPDATE | July 2024 ClearVista Financial Perspectives
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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 meeting online 👉 https://calendly.com/marktrice
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Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://cle...
2024 Mid-Year Financial Check-In
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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 on track!
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BIBLICAL FINANCIAL WISDOM | 4 Lessons We Learned from King David
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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 principles into our financial practices, we can achieve financial success that honors our faith and values.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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How Much is Enough? Your Finances in Changing Times
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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 online 👉 https://calendly.com/marktrice
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How to Give from your IRA
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In this episode, Mark and Jesse discuss how to give generously from your IRA, including qualified charitable distributions (QCD) and other tax strategies.
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Common Money Wasters
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Common Money Wasters
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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.
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How to Trust God with Your Money
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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
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Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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