Can you believe we are halfway through the year?! It is a good time to re-evaluate your financial situation. Mark & Jesse talk through eight points to work through when giving yourself a mid-year financial checkup.  OTHER CONTENT YOU MAY LIKE:👉 5 Rules of Using Credit Cards | https://clearvistafinancial.com/spendlifewell👉 5 Do’s and Don’ts During Times of Market Volatility👉 KNOW WHEN TO FOLD ‘EM | 4 Reasons to Sell Your Losing Stocks👉 THE TRUTH ABOUT TAXES: Who really pays the most taxes?👉 3 Ways to Financially Prepare for Your Summer VacationWant 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

Credit cards can be a great tool, but can also cause a lot of harm when used incorrectly. In this episode of the Spend Life Well Show, Mark & Jesse share 5 rules to live by when using credit cards. OTHER CONTENT YOU MAY LIKE:👉 5 Do’s and Don’ts During Times of Market Volatility👉 KNOW WHEN TO FOLD ‘EM | 4 Reasons to Sell Your Losing Stocks👉 THE TRUTH ABOUT TAXES: Who really pays the most taxes?👉 3 Ways to Financially Prepare for Your Summer VacationWant 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

Graduation has come and gone, and now it is time to focus on preparing your graduate for college. To help you prepare your child for college, we wanted to share these key financial principles with them.   OTHER CONTENT YOU MAY LIKE:👉 KNOW WHEN TO FOLD ‘EM | 4 Reasons to Sell Your Losing Stocks👉 THE TRUTH ABOUT TAXES: Who really pays the most taxes?👉 3 Ways to Financially Prepare for Your Summer Vacation👉 How to Develop Financial Literacy in Your FamilyWant 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

Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the markets. It’s no surprise, then, that many of my clients, friends, and family have asked me what investors should be doing about it.👉 KNOW WHEN TO FOLD ‘EM | 4 Reasons to Sell Your Losing Stocks👉 THE TRUTH ABOUT TAXES: Who really pays the most taxes?👉 3 Ways to Financially Prepare for Your Summer Vacation👉 How to Develop Financial Literacy in Your Family👉 15 Financial Terms Everyone NEEDS to KnowWant 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

Should you keep them, or should they go? It can be difficult to decide when to sell stocks. In this episode, Mark & Jesse share 4 reasons why you may want to sell those stocks that aren’t producing well. OTHER CONTENT YOU MAY LIKE: 👉 THE TRUTH ABOUT TAXES: Who really pays the most taxes?👉 3 Ways to Financially Prepare for Your Summer Vacation👉 How to Develop Financial Literacy in Your Family👉 15 Financial Terms Everyone NEEDS to Know  👉 4 MONEY PRIORITIES: What the Bible has to Say about Your Finances  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 season everybody hates...tax season. We all must pay taxes...or do we? There are a lot of rumors surrounding taxes, but what is the truth? Mark and Jesse discuss a recent WSJ article that shared stats from this year's tax season.  OTHER CONTENT YOU MAY LIKE: 👉 3 Ways to Financially Prepare for Your Summer Vacation 👉 How to Develop Financial Literacy in Your Family 👉 15 Financial Terms Everyone NEEDS to Know  👉 4 MONEY PRIORITIES: What the Bible has to Say about Your Finances  👉 WEALTH-BUILDER: 5 Steps Guide to Building Wealth in Your 20s and 30s  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

Summer is right around the corner! Have you started thinking about vacation plans? Mark & Jesse discuss how with a little pre-planning, you can take a great vacation without draining the bank.  OTHER CONTENT YOU MAY LIKE: 👉 How to Develop Financial Literacy in Your Family👉 15 Financial Terms Everyone NEEDS to Know 👉 4 MONEY PRIORITIES: What the Bible has to Say about Your Finances👉 WEALTH-BUILDER: 5 Steps Guide to Building Wealth in Your 20s and 30s 👉 THE DANGERS & USES OF DEBTWant 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

We know it is important to teach our children how to manage their money well, but how do we do it? In this episode of the Spend Life Well Show, Mark & Jesse walk you through practical ways to instill financial stewardship in your family.OTHER CONTENT YOU MAY LIKE: 👉 15 Financial Terms Everyone NEEDS to Know👉 4 MONEY PRIORITIES: What the Bible has to Say about Your Finances👉 WEALTH-BUILDER: 5 Steps Guide to Building Wealth in Your 20s and 30s 👉 THE DANGERS & USES OF DEBT👉 SHOULD YOU REALLY BUY A HOUSE? Things You Need to Think of Before Buying a HomeWant 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

Have you ever talked to someone who regularly spends time in the financial industry, and it seems like they are talking in a different language? We have all been there! There is so much jargon surrounding finances and our lack of knowledge of this financial language can be a hindrance to feeling confident in taking control of our finances.  In this episode, Mark and Jesse share 15 common financial terms that you NEED to know. OTHER CONTENT YOU MAY LIKE: 👉 4 MONEY PRIORITIES: What the Bible Has to Say about Your Finances  👉 WEALTH-BUILDER: 5 Steps Guide to Building Wealth in Your 20s and 30s 👉 THE DANGERS & USES OF DEBT👉 SHOULD YOU REALLY BUY A HOUSE? Things You Need to Think of Before Buying a Home👉 THE 6T’S OF WEALTH TRANSFER: What you need to know to pass your wealth to the next generationWant 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

Trying to figure out what it would take to begin to build your wealth? Unsure if you are doing the right things? Financial Advisors, Mark Trice & Jesse Hamilton walk you through a 5-step guide to building your wealth during your 20s & 30s.  OTHER CONTENT YOU MAY LIKE: 👉 THE DANGERS & USES OF DEBT 👉 SHOULD YOU BUY A HOUSE? Things You Need to Think of Before Buying a Home👉 THE 6T’S OF WEALTH TRANSFER: What you need to know to pass your wealth to the next generation👉4 Principles of Financial Stewardship👉 BIBLICALLY RESPONSIBLE INVESTING: What you need to know about BRI fundsWant 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

Trying to figure out what it would take to begin to build your wealth? Unsure if you are doing the right things? Financial Advisors, Mark Trice & Jesse Hamilton walk you through a 5-step guide to building your wealth during your 20s & 30s. OTHER CONTENT YOU MAY LIKE: 👉 THE DANGERS & USES OF DEBT👉 SHOULD YOU REALLY BUY A HOUSE? Things You Need to Think of Before Buying a Home👉 THE 6T’S OF WEALTH TRANSFER: What you need to know to pass your wealth to the next generation👉4 Principles of Financial Stewardship👉 BIBLICALLY RESPONSIBLE INVESTING: What you need to know about BRI fundsWant 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

Eternity is a radical perspective for a person to have, especially when it comes to your wealth. Because eternity is so hard to wrap our minds around, there are common non-eternal perspectives that pop up time and time again. In this episode of the Spend Life Well Show, financial advisors Mark Trice & Jesse Hamilton discuss three common non-eternal perspectives people latch onto.   OTHER CONTENT YOU MAY LIKE: 👉 SHOULD YOU REALLY BUY A HOUSE? Things You Need to Think of Before Buying a Home | https://clearvistafinancial.com/spendlifewell/slw-03-20-2023 👉 THE 6T’S OF WEALTH TRANSFER: What you need to know to pass your wealth to the next generation | https://clearvistafinancial.com/spendlifewell/slw-03-13-2023👉4 Principles of Financial Stewardship | https://clearvistafinancial.com/spendlifewell/slw-03-06-2023 👉 BIBLICALLY RESPONSIBLE INVESTING: What you need to know about BRI funds | https://clearvistafinancial.com/spendlifewell/slw-02-27-2023 👉 THE COST OF ESG: What you need to know before You Invest in ESG Funds |       https://clearvistafinancial.com/spendlifewell/slw-02-20-2023   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 info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN

Buying property is a bucket list item for most Americans. But should you really buy a house? There are a lot of things to consider when buying a house. In this episode, financial advisors Mark Trice & Jesse Hamilton discuss key points you need to consider before buying a home.  OTHER CONTENT YOU MAY LIKE: 👉 THE 6T’S OF WEALTH TRANSFER: What you need to know to pass your wealth to the next generation👉4 Principles of Financial Stewardship 👉 BIBLICALLY RESPONSIBLE INVESTING: What you need to know about BRI funds 👉 THE COST OF ESG: What you need to know before You Invest in ESG FundsWant 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

We don’t live forever, and passing our wealth to the next generation can be more complicated than we think. In this episode, financial advisors, Mark Trice & Jesse Hamilton walk you through Ron Blue’s 6T’s of Wealth Transfer. During the 2023 Kingdom Advisors Conference, Jesse learned about these principles from a breakout session taught by Ron Blue. OTHER CONTENT YOU MAY LIKE: 👉4 Principles of Financial Stewardship👉 BIBLICALLY RESPONSIBLE INVESTING | What you need to know about BRI funds👉 THE COST OF ESG: What you need to know before You Invest in ESG Funds👉 THE DANGERS & USES OF DEBT | Credit Cards, Mortgages, Payday LoansWant 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

What does it mean to steward the resources you have well? This is the question financial advisors, Mark Trice & Jesse Hamilton, seek to answer in this episode of the Spend Life Well Show. They will highlight four principles guiding stewardship of your resources.  Recent Spend Life Well content: 👉 BIBLICALLY RESPONSIBLE INVESTING | What you need to know about BRI funds 👉 THE DANGERS & USES OF DEBT | Credit Cards, Mortgages, Payday Loans 👉IS MY ADVISOR DOING A GOOD JOB? 5 Questions to Ask When Evaluating Your Financial AdvisorWant 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

ESG funds are increasingly finding themselves in headlines across the United States. So, what are ESG funds, and should you begin incorporating them into your investment strategy? In this episode of the Spend Life Well Show, financial advisors Mark Trice & Jesse Hamilton explain what ESG funds are and discuss the pros and cons of ESG funds including the increased fees associated with those funds.  Other videos you may find helpful:  👉 THE DANGERS & USES OF DEBT | Credit Cards, Mortgages, Payday Loans | https://youtu.be/FLGuiyNueq8  👉IS MY ADVISOR DOING A GOOD JOB? 5 Questions to Ask When Evaluating Your Financial Advisor | https://youtu.be/4h6L6ZUK5GA 👉 FINANCIAL PLANNING FOR MILLENNIALS: Steps Millennials Can Take Today to Prepare for the Future| https://youtu.be/PCHqCKyj1Bk 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

Have you heard of biblically Responsible Investing (BRI)? In this episode of the Spend Life Well Show, financial advisors Mark Trice & Jesse Hamilton explain what BRI funds are and how they may be a tool you can use if you want your investments to align with your faith.Other videos you may find helpful:  👉 THE COST OF ESG: What you need to know before You Invest in ESG Funds 👉 THE DANGERS & USES OF DEBT | Credit Cards, Mortgages, Payday Loans 👉IS MY ADVISOR DOING A GOOD JOB? 5 Questions to Ask When Evaluating Your Financial AdvisorWant 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

There are many opinions when it comes to debt. With all the voices out there vying for your attention, it can be hard to know what to believe. In today’s episode, Mark and Jesse talk about the dangers and uses of debt. This includes using tools like credit cards, mortgages, payday loans, and more.Other videos you may find helpful: 👉IS MY ADVISOR DOING A GOOD JOB? 5 Questions to Ask When Evaluating Your Financial Advisor | https://youtu.be/4h6L6ZUK5GA👉 FINANCIAL PLANNING FOR MILLENNIALS: Steps Millennials Can Take Today to Prepare for the Future| https://youtu.be/PCHqCKyj1Bk👉 ClearVista Financial Perspectives - January 2023 | https://youtu.be/YNRYHgqdXq8Want 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

Unsure if your financial advisor is doing a good job? Here are five questions you should ask your financial advisor to gauge if they are meeting your needs.Other videos you may find helpful: 👉9 Key Takeaways from the SECURE act 2.0 | https://youtu.be/ICvNicmurTI👉5 Ways You can Financially Prepare for the Future | https://youtu.be/4v_Q8lM2euM👉 FINANCIAL PLANNING FOR MILLENNIALS: Steps Millennials Can Take Today to Prepare for the Future| https://clearvistafinancial.com/spendlifewell/slw-01-30-23Want 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

Time is your friend, but it flies by fast! In this video, Mark and Jesse share practical steps those in their 20s and 30s can take to financially prepare for the future. Other videos you may find helpful: 👉9 Key Takeaways from the SECURE act 2.0 | https://youtu.be/ICvNicmurTI👉5 Ways You can Financially Prepare for the Future | https://youtu.be/4v_Q8lM2euM👉GENEROSITY: What the Bible Says about Generosity| https://youtu.be/msAeSdvePf0Want 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