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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

OTHER RESOURCES:

• ✍️Kingdom Advisors | https://kingdomadvisors.com
• ✍️CVF Upcoming Webinars | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

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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 years of thoughtful market commentary and service to our clients.

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 | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

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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 meeting online 👉 https://calendly.com/marktrice

OTHER RESOURCES:

• ✍️Kingdom Advisors | https://kingdomadvisors.com
• ✍️CVF Upcoming Webinars | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

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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

OTHER RESOURCES:

• ✍️Kingdom Advisors | https://kingdomadvisors.com
• ✍️CVF Upcoming Webinars | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

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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

OTHER RESOURCES:

• ✍️Kingdom Advisors | https://kingdomadvisors.com
• ✍️CVF Upcoming Webinars | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

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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

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 | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

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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.

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 | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

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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 budget, open an investment account, and pray over your finances this week!
Explore More: Check out our episodes on "Stewardship vs. Generosity" (Nov 2024) and "Biblically Responsible Investing" (Mar 2023)

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 | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

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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.

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 | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

Follow along on social media:
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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

OTHER RESOURCES:

• ✍️Kingdom Advisors | https://kingdomadvisors.com
• ✍️CVF Upcoming Webinars | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN