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December is a natural moment to pause, reflect, and prepare for what’s ahead, and the markets are no exception. In this final update of the year, Mark Trice shares a clear look at how year-end activity may influence your financial outlook. It’s a practical, timely guide to help you finish the year with clarity and confidence.

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

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Is the pursuit of wealth a distraction or a stewardship opportunity? 

In this episode of The Spend Life Well Show, Mark Trice dives into what Scripture really teaches about pursuing financial success. He separates cultural assumptions from biblical truth, helping listeners understand when wealth is a blessing to pursue and when it can quietly distort our priorities.

Whether you’re planning for the next decade or reflecting on your goals, this conversation offers clarity, reassurance, and a grounded perspective on what it means to seek wealth in a God-honoring way.

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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Discover why gratitude is more than a feeling, it’s a form of true wealth. In this Thanksgiving week episode of The Spend Life Well Show, Mark Trice explores how a thankful heart can shape your financial life, strengthen your faith, and shift your perspective on what really matters. Mark shares practical, biblically rooted insights on contentment, stewardship, and the “returns” that gratitude produces in our lives.

Whether you’re preparing for the holiday or simply seeking a moment of reflection, this conversation will encourage you to pause, give thanks, and pursue what lasts.

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

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The market is always changing, but what do those shifts really mean for your investments? 

In this episode, Mark Trice breaks down the latest market trends and explains how they could impact your portfolio. He offers clear, practical insight on what to watch this month and how to stay steady and confident as you navigate an ever-changing financial landscape.

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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AI can crunch numbers… but can it understand your goals?

In this episode of Spend Life Well, Mark Trice breaks down the growing wave of finance apps and AI tools that claim to be the future of money management. While technology can make budgeting, investing, and saving smarter and more convenient, it still can’t replace the value of real relationships, personalized strategy, and wisdom rooted in experience.

Join us as we explore:

• Why AI is helpful…but not human
• Where apps can support (but not guide) your financial journey
• The irreplaceable role of a trusted financial advisor

If you’ve wondered whether algorithms can make better money decisions than you can, this conversation will help bring clarity and confidence to your financial plan.

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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There’s more than one smart way to pay for education.

Paying for future learning can feel overwhelming, but the right strategy can help you prepare with confidence. In this episode of The Spend Life Well Show, Mark Trice walks through practical options for saving, from well-known tools like 529 plans to lesser-known strategies such as Roth IRAs, custodial accounts, taxable investments, and more.

We’ll explore how each approach works, the benefits to consider, and how combining tools can offer both flexibility and tax advantages, whether your student pursues college, trade school, or another path.

This week’s challenge: Take a fresh look at your education savings. Does it support your goals and give your family options for the future?

If you’re unsure where to start, ClearVista Financial is here to help.

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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As we step into October, the markets continue to adjust to changing interest rates, inflation trends, and broader economic signals. In this month’s update, we take a thoughtful look at what’s happening and how you can stay focused on long-term goals rather than short-term noise.

Backed by both market data and timeless Biblical wisdom, this episode offers clarity, encouragement, and practical insight for navigating your financial journey with purpose.

In This Update, You’ll Learn:

- What recent economic data means for investors

- How interest rates are influencing market trends

- Stock and bond market highlights for October

- How faith can inform wise financial decisions

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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More Money ≠ More Happiness? | A Faith-Based Look at True Wealth

Is financial success the same as life success? In this episode of the Spend Life Well Show, host Mark Trice once again welcomes Mark Stallsmith of Financial Essentials LLC to discuss a powerful, and often overlooked, truth: more money doesn’t always mean more joy.

Together, they unpack why the pursuit of wealth can leave us feeling empty, and how Biblical principles offer a more meaningful approach to money, contentment, and purpose.

This is not about guilt, it’s about shifting our perspective to align with God’s design for stewardship, generosity, and peace.

Whether you're building your career, nearing retirement, or simply rethinking your priorities, this episode invites you to consider: What does it really mean to live well?

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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Are you looking for a financial advisor who not only understands money, but also shares your faith? In this episode of the Spend Life Well Show, host Mark Trice sits down with fellow financial advisor, Mark Stallsmith of Financial Essentials LLC, to explore what it means to manage your finances with biblical wisdom and Christ-centered principles.

Whether you're just starting out or reevaluating your financial path, this conversation will help you seek guidance rooted in both financial expertise and biblical truth.

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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Wondering what’s driving the markets this September? In this month’s update, financial advisor Mark shares key insights into current market trends, economic indicators, and what they could mean for your portfolio.

👉 Whether you're an investor navigating uncertainty or just looking to stay informed, this breakdown will help you make more confident financial decisions as we head into fall.

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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In this episode of the Spend Life Well Show, Mark Trice and his wife, Holly, return for Part 2 of their honest conversation about marriage and money.

They dive deeper into the real-life challenges couples face when managing finances together—how they’ve grown through missteps, strengthened communication, and kept their faith at the center of it all.

From handling debt to aligning financial goals, this episode is packed with practical insights and encouragement for couples on a shared financial journey.

→ If you missed Part 1, be sure to listen for the full story! 

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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In this episode of the Spend Life Well Show, Mark Trice is joined by his wife, Holly, for a real and relatable conversation about marriage and money.

They open up about how they’ve managed their finances as a couple, what’s worked, what hasn’t, and the lessons they’ve learned along the way. From tight budgeting to financial missteps, it’s an honest look at navigating money together with faith and grace.

🛎️ Don’t forget to come back for Part 2 of this conversation, where Mark and Holly continue digging into the real-life dynamics of faith, finances, and partnership.

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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Markets continue to shift as we move through August. In this update, Mark covers the latest developments, what they could mean for your portfolio, and the factors to watch in the weeks ahead.

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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The One Big Beautiful Bill Act has officially passed, bringing with it significant changes to tax policy, business incentives, and federal spending. In this episode of the Spend Life Well Show, Mark Trice offers a clear, insightful breakdown of what’s included in the legislation, what was left out, and, most importantly, how it may affect your personal finances, business planning, and future tax obligations.

What you’ll learn:

- What’s actually in the OBBBA

- Myths vs. facts

- How it could impact your bottom line

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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What does it mean to be a faithful entrepreneur?

On this episode of The Spend Life Well Show, Mark Trice shares about how to start a business rooted in faith and purpose, offering practical steps and lessons from his own journey as ClearVista Financial's founder. Whether you're a small business owner, a fellow financial advisor, or someone with dreams of becoming an entrepreneur, this conversation will challenge and inspire you.

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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Financial advisor Mark Trice offers thoughtful guidance on the emotional and financial challenges of caring for aging parents, viewed through the lens of biblical stewardship. From navigating healthcare costs to managing shared responsibilities, this season of life can place unexpected strain on your finances and your faith.

Mark shares timeless principles for planning ahead, having honest conversations, and making decisions that reflect both compassion and financial wisdom.

Whether you're currently supporting a parent or preparing for the future, this conversation offers clarity and encouragement for honoring your loved ones while remaining faithful stewards of the resources God has entrusted to you. 

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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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

OTHER RESOURCES:

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

Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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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 resources.

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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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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

OTHER RESOURCES:

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

Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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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

OTHER RESOURCES:

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

Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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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://calendly.com/marktrice

OTHER RESOURCES:

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

Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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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 info@clearvistafinancial.com 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 info@clearvistafinancial.com 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 info@clearvistafinancial.com 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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

Follow along on social media:
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