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...
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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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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 successful financial journey in 2025!
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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!
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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.
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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 with your faith and values. Stay tuned for practical steps to invest with integrity!
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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!
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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!
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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 date on the changes AFTER the election, you are in luck!! ClearVista Financial is holding a LIVE Post-Election Market Review Webinar on Nov. 7th, where you can get your questions answered by our advisors in real-time. Follow this link to register for this FREE virtual educational event: https://rb.gy/4sk6yd
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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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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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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.
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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.
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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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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.
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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.
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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.
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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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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.
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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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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.
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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.
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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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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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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.
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