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
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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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
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 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!
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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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
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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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
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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In this episode, Mark and Jesse discuss how to give generously from your IRA, including qualified charitable distributions (QCD) and other tax strategies.
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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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.
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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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
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 today's episode of the Spend Life Well Show, financial professionals Mark Trice and Jesse Hamilton discuss whether or not you should tithe in retirement and ways you can incorporate giving into your post-retirement life.
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 address some of the most commonly asked questions regarding retirement.
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, Certified Kingdom Advisors Mark Trice and Jesse Hamilton go over what tithing is, why it matters, and 4 Biblical principles to help you incorporate giving into your daily life.
Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.
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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01.22.2024 | HOUSING MARKET DECLINE: How Housing Market Trends are Affecting the Economy
“Should I buy a house right now? Or should I wait?” This is a question we often get. Today, we will discuss the housing market and how its decline affects the overall economy.
OTHER CONTENT YOU MAY LIKE:
🍎 WHAT WE LEARNED: 4 Lessons 2023 Taught Us
✏️ How to Build a Budget in 2024
📋 New Year Financial Planning Checklist
🍾 7 Financial Resolutions for 2024
⏰ 3 Gauges to Know When It’s Time to Retire
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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Every January, it is customary to look back on the year that was. The most important question we can ask ourselves is, what did we learn? In this episode of the Spend Life Well Show, financial advisors Mark and Jesse share four lessons we can use to direct our financial steps in 2024.
OTHER CONTENT YOU MAY LIKE:
✏️ How to Build a Budget in 2024
📋 New Year Financial Planning Checklist
🍾 7 Financial Resolutions for 2024
❄️ Wintering 101: Your Guide to Seasonal Living
⏰ 3 Gauges to Know When It’s Time to Retire
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:
INSTAGRAM | FACEBOOK | LINKEDIN
In the fast-paced world of 2024, managing your finances has never been more crucial. With economic uncertainties and changing financial landscapes, it's essential to have a solid plan in place. One of the most effective tools for navigating these challenges is a well-crafted budget. In this guide, we'll explore why budgeting matters, the basic elements of a budget, and key strategies for successfully managing your finances in 2024.
OTHER CONTENT YOU MAY LIKE:
📋 New Year Financial Planning Checklist
🍾 7 Financial Resolutions for 2024
❄️ Wintering 101: Your Guide to Seasonal Living
⏰ 3 Gauges to Know When It’s Time to Retire
🎁 6 Biblical Reasons for Giving
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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Hello, 2024! With the new year upon us, it is an excellent time to look at our financial lives and adjust as needed. There are also challenges unique to the early part of the year that we will also discuss. You can learn more by listening to or watching “New Year Financial Planning Checklist.”
OTHER CONTENT YOU MAY LIKE:
🍾 7 Financial Resolutions for 2024 | https://clearvistafinancial.com/spendlifewell/7-financial-resolutions-for-2024-honoring-god-with-our-money
❄️ Wintering 101: Your Guide to Seasonal Living
💡 MARKET UPDATE: December 2023
⏰ 3 Gauges to Know When It’s Time to Retire
🎁 6 Biblical Reasons for Giving
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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Time to ring in the New Year with 7 New Year resolutions for 2024! Financial resolutions are always at the top of the list when people are planning the year to come. Mark and Jesse wanted to help you get jump-started by sharing a few financial goals you can set heading into the new year (or any time of the year).
OTHER CONTENT YOU MAY LIKE:
❄️ Wintering 101: Your Guide to Seasonal Living | {Link once approved}
💡 MARKET UPDATE: December 2023
⏰ 3 Gauges to Know When It’s Time to Retire
🎁 6 Biblical Reasons for Giving
🎄 5 Strategies for Managing Holiday Financial Stress
🛍 Financial Safety for the Holiday Shopping Season
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:
INSTAGRAM | FACEBOOK | LINKEDIN
If you have ever been interested in becoming a Snowbird, this episode is for you! Retirement can look so different from person to person. Some people decide to live seasonally by becoming Snowbirds (people who travel to warm climates for the winter). Mark and Jesse discuss what you need to consider when deciding if you want to live seasonally.
OTHER CONTENT YOU MAY LIKE:
⏰ 3 Gauges to Know When It’s Time to Retire
🎁 6 REASONS FOR GIVING: What the Bible Says about Giving
🎄 5 Strategies for Managing Holiday Financial Stress
🛍 Financial Safety for the Holiday Shopping Season
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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When is the right time to retire? Countless people ask this same question every day. The problem is, determining when it's time to retire is not a one size fits all situation. It is very dependent on you. In this episode, Mark & Jesse share three gauges you can use to know when it may be time to retire.
OTHER CONTENT YOU MAY LIKE:
🎁 6 REASONS FOR GIVING: What the Bible Says about Giving
📚 “Leverage: Using Temporal Wealth for Eternal Gain” by Kenneth Boa & Russ Crosson
🎄 5 Strategies for Managing Holiday Financial Stress
💡 MARKET UPDATE: November 2023
🛍 Financial Safety for the Holiday Shopping Season
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:
INSTAGRAM | FACEBOOK | LINKEDIN
The holidays are marked by giving...we love giving great gifts. However, extending our generosity beyond gift-giving can profoundly impact our world. In this episode, Mark and Jesse, discuss the book "Leverage” and share six biblical reasons for giving.
OTHER RESOURCES YOU MAY FIND HANDY:
📚“Leverage: Using Temporal Wealth for Eternal Gain” by Kenneth Boa & Russ Crosson
🎄 5 Strategies for Managing Holiday Financial Stress
🦃 FEASTS & FINANCES: 3 Financial Lessons from the First Thanksgiving
💡 MARKET UPDATE: November 2023
🛍 Financial Safety for the Holiday Shopping Season
💭 5 Financial Conversations You Need to Have with Your Family
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:
INSTAGRAM | FACEBOOK | LINKEDIN
The holidays can be stressful...between navigating family dynamics, juggling all the festive events, and gift shopping, it can become overwhelming, not to mention the financial stress that often accompanies the holidays. In this episode, Mark and Jesse share a few strategies to help manage the financial stress you may feel this time of year.
OTHER CONTENT YOU MAY LIKE:
👉 FEASTS & FINANCES: 3 Financial Lessons from the First Thanksgiving |
👉 MARKET UPDATE: November 2023
👉 Financial Safety for the Holiday Shopping Season
👉 5 Financial Conversations You Need to Have with Your Family
👉 The Dark Side of Home Improvement
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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Thanksgiving is a time of gratitude, reflection, and celebration. Families and friends gather to share a bountiful meal, giving thanks for the blessings they've received throughout the year. While the modern Thanksgiving celebration may not mirror the original 1621 feast in every detail, there are valuable financial lessons we can learn from that historic event. The story of the first Thanksgiving has deep roots in history, and it offers timeless wisdom for managing our finances.
OTHER CONTENT YOU MAY LIKE:
👉 MARKET UPDATE: November 2023
👉 Financial Safety for the Holiday Shopping Season
👉 5 Financial Conversations You Need to Have with Your Family
👉 The Dark Side of Home Improvement
👉 6 Documents You Need to Consider to Preserve Your Family Legacy
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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We are heading into the holidays, and it is an exciting time to shop for the perfect gift for your friends and loved ones. With Black Friday, Small Business Saturday, and Cyber Monday coming up quickly, we wanted to remind you of a few ways to protect your financial assets this holiday shopping season.
OTHER CONTENT YOU MAY LIKE:
👉 5 Financial Conversations You Need to Have with Your Family
👉 The Dark Side of Home Improvement
👉 6 Documents You Need to Consider to Preserve Your Family Legacy
👉 MONEY 101: Introduction to Financial Planning
👉 7 Financial Habits to Incorporate into Your Life This 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
Follow along on social media:
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In this episode, we dive into Proverbs 22:6, 'Train up a child in the way he should go and when he is old he will not depart from it,' and discuss five vital financial conversations your family needs. From budgeting to retirement planning, these discussions are key to your family's financial well-being. Join us to learn how these conversations can bring unity and prosperity to your loved ones.
OTHER CONTENT YOU MAY LIKE:
👉 The Dark Side of Home Improvement
👉 6 Documents You Need to Consider to Preserve Your Family Legacy
👉 MONEY 101: Introduction to Financial Planning
👉 7 Financial Habits to Incorporate into Your Life This Fall
👉 INVESTMENT PLAYBOOK: Understanding Different Investment Options & Strategies
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:
INSTAGRAM | FACEBOOK | LINKEDIN
In this episode of the Spend Life Well Show, we tackle the rising issue of home improvement scams, sharing real stories and practical tips to safeguard your home and finances. From identifying scammers to avoiding loan traps and navigating seasonal market trends, we'll equip you with the knowledge you need to make informed financial decisions.
OTHER CONTENT YOU MAY LIKE:
👉 6 Documents You Need to Consider to Preserve Your Family Legacy
👉 MONEY 101: Introduction to Financial Planning
👉 7 Financial Habits to Incorporate into Your Life This Fall
👉 INVESTMENT PLAYBOOK: Understanding Different Investment Options & Strategies
👉 Retirement Saving Strategies from the Book of Proverbs
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:
INSTAGRAM | FACEBOOK | LINKEDIN
It's the subject often avoided until it becomes unavoidable: the fate of your possessions after you're gone. Estate Planning may not be the most enjoyable topic for most people, as it forces us to confront our own mortality. Nevertheless, neglecting it can put your loved ones in a challenging situation. In this installment of the Spend Life Well Show, we'll explore six documents, some of which are not widely known, that you should contemplate having prepared in the event of your passing.
OTHER CONTENT YOU MAY LIKE:
👉 MARKET UPDATE: October 2023 | {Link once approved}
👉 MONEY 101: Introduction to Financial Planning
👉 7 Financial Habits to Incorporate into Your Life This Fall
👉 INVESTMENT PLAYBOOK: Understanding Different Investment Options & Strategies
👉 Retirement Saving Strategies from the Book of Proverbs
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:
INSTAGRAM | FACEBOOK | LINKEDIN
How Do You Stack Up? | Reviewing Vanguard's "How America Saves 2024"
18:20
MARKET UPDATE | July 2024 ClearVista Financial Perspectives
37:45
2024 Mid-Year Financial Check-In
14:07
BIBLICAL FINANCIAL WISDOM | 4 Lessons We Learned from King David
11:06
How Much is Enough? Your Finances in Changing Times
15:58
How to Give from your IRA
15:15
Common Money Wasters
18:20
How to Trust God with Your Money
15:28
Tithing in Retirement
18:27
The 3 Most Common Questions about Retirement
15:56
4 Biblical Principles of Tithing
11:15
HOUSING MARKET DECLINE: How Changes in the Housing Market Affect the Economy
14:38
WHAT WE LEARNED: 4 Lessons 2023 Taught Us
14:43
How to Build a Budget in 2024
18:55
2024 New Year Financial Checklist
15:27
7 Financial Resolutions for 2024: Honoring God with Our Money
12:46
Wintering 101: Your Guide to Seasonal Living
17:32
3 Gauges to Help You Know When It's Time to Retire
15:38
6 REASONS FOR GIVING | What the Bible says about Giving
17:32
5 Strategies for Managing Holiday Financial Stress
12:43
FEASTS & FINANCES: 3 Financial Lessons from the First Thanksgiving
10:55
Financial Safety for the Holiday Shopping Season
17:21
5 Financial Conversations You Need to Have with Your Family
16:51
The Dark Side of Home Improvement
16:31
6 Documents You Need to Consider to Preserve Your Family Legacy
17:06