The Spend Life Well Show

Hosted by ClearVista Financial

Business Religion Spirituality Christianity Education

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Episodes

179

Latest episode

Jun 2026

Language

EN-US

About the show

ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.

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60 recent

June 10, 2026Episode 20527 min

Cybersecurity Is the New Financial Planning: How to Protect Your Wealth | Episode 205

Send us Fan MailCybersecurity threats are becoming more sophisticated, and they can impact anyone. From phishing emails and ransomware attacks to AI-generated scams and identity theft, protecting your personal and financial information has never been more important.In this episode of the Spend Life Well Show, Mark Trice discusses practical cybersecurity strategies that can help individuals, families, business owners, and high-income professionals reduce risk and better protect their digital lives. Learn how cybercriminals target victims, the mistakes that leave people vulnerable, and the simple habits that can strengthen your defenses.What we cover:→ Why cybersecurity is a critical part of financial wellness→ Common scams including ransomware, phishing, romance scams, and identity theft→ Why high-income professionals, business owners, seniors, and children are often targeted→ How AI, deepfakes, and voice cloning are changing cybercrime→ Password management and multi-factor authentication best practices→ Credit freezes, account alerts, and identity monitoring tools→ Practical steps to protect your financial accounts and personal data👉 Click here for a FREE consultation with Mark!OTHER RESOURCES: Kingdom Advisors | https://kingdomadvisors.com CVF Upcoming Webinars | http://spendlifewell.com/events Have questions? Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN

May 20, 2026Episode 20424 min

May 2026 Market Update | Episode 204

Send us Fan MailIn this May Market Update, Mark Trice breaks down the recent market rebound, inflation concerns, interest rate uncertainty, and the growing conversation around artificial intelligence investing.This month’s discussion covers the recent market rebound, Federal Reserve uncertainty, rising Treasury yields, inflation data, employment trends, and the growing debate around a potential AI bubble.What we cover:→ April market performance and the recovery→ Inflation, interest rates, and Federal Reserve policy→ Treasury yields, GDP growth, and employment trends→ Artificial intelligence investing and diversification→ Long-term investing during market volatility→ Retirement planning and portfolio guidance👉 Click here for a FREE consultation with Mark!OTHER RESOURCES: Kingdom Advisors | https://kingdomadvisors.com CVF Upcoming Webinars | http://spendlifewell.com/events Have questions? Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN

May 13, 2026Episode 20316 min

Physician’s Prescription for Building Wealth | Episode 203

Send us Fan MailIf you are a physician or high-income professional trying to balance a demanding career with building long-term wealth, this episode outlines a clear framework to help you move forward with intention.In this episode of the Spend Life Well Show, Mark Trice breaks down a practical step-by-step approach called the "Physician’s Prescription for Building Wealth". This framework is designed specifically for medical professionals, but applies to anyone navigating high income, student debt, and complex financial decisions.You will learn how to build a strong financial foundation early in your career, avoid common traps that limit wealth accumulation, and align your financial plan with your long-term goals and values.What we cover:→ Why starting early matters more than timing the market→ How to approach student loan debt strategically→ The hidden risk of lifestyle creep and how to control it→ Why simple investing strategies often outperform complex ones→ How to protect your income and build a strong financial safety net→ The role of proactive tax planning in long-term wealth→ Aligning your financial decisions with your personal values and purpose👉 Click here for a FREE consultation with Mark!OTHER RESOURCES: Kingdom Advisors | https://kingdomadvisors.com CVF Upcoming Webinars | http://spendlifewell.com/events Have questions? Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN

April 29, 2026Episode 20213 min

Costly Financial Mistakes Small Business Owners Must Avoid | Episode 202

Send us Fan MailIf your business is bringing in money but it still feels tight every month, you’re not alone. Many owners get tripped up by the same financial mistakes early on, especially around cash flow, taxes, and how to structure finances.In this episode, Mark Trice and Sam Chapman break down the biggest mistakes they see from new business owners, and what to do differently if you actually want to keep more of what you earn and build long-term wealth.What we cover:→ Why “revenue is vanity, profit is reality, cash flow is survival”→ How to stay on top of your cash flow (and why most businesses don’t)→ Smarter tax strategy— quarterly planning and missed opportunities→ The risk of putting everything back into the business and ignoring your personal finances 👉 Click here for a FREE consultation with Mark!OTHER RESOURCES: Kingdom Advisors | https://kingdomadvisors.com CVF Upcoming Webinars | http://spendlifewell.com/events Have questions? Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN

April 16, 2026Episode 20136 min

April 2026 Market Update | Episode 201

Send us Fan MailIn this April Market Update, Mark Trice breaks down what’s driving the markets right now and what it means for your portfolio.With ongoing geopolitical tension, rising oil prices, and continued market volatility, it’s easy to feel uncertain. But not all volatility is unexpected. In this episode, we walk through recent market performance, the economic data behind the headlines, and how investors should be thinking about the months ahead.If you’re wondering whether now is the time to make changes or just stay the course, this conversation will help bring clarity.👉 Click here for a FREE consultation with Mark!OTHER RESOURCES: Kingdom Advisors | https://kingdomadvisors.com CVF Upcoming Webinars | http://spendlifewell.com/events Have questions? Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN

April 14, 2026Episode 20013 min

Are You Overpaying Taxes? Fix Your Tax Strategy Now | Episode 200

Send us Fan MailIf your tax strategy is simply “file and move on,” there’s a good chance you’re paying more than you need to. In this episode, we talk through how to approach tax planning in a way that helps you keep more of what you earn and make better financial decisions year-round.In Fixing Your Tax Strategy, Mark Trice from ClearVista Financial breaks down the common mistakes he sees all the time, especially from business owners and professionals, and what to do differently if you want to improve your after-tax income and long-term financial picture. What we cover:→ Why relying only on a CPA isn’t enough (filing vs. real tax planning)→ The “I made more, so I’m fine” mindset and why it can backfire→ Why waiting until year-end limits your options→ Why tax planning matters no matter your income level→ How taxes affect investing, retirement planning, and bigger financial decisions👉 Click here for a FREE consultation with Mark!OTHER RESOURCES: Kingdom Advisors | https://kingdomadvisors.com CVF Upcoming Webinars | http://spendlifewell.com/events Have questions? Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN

March 25, 2026Episode 19916 min

Debunking Common Credit Myths | Episode 199

Send us Fan MailAre common credit myths hurting your credit score?In this episode of The Spend Life Well Show, Mark Trice and Sam Chapman break down the biggest misconceptions about credit and debt. Many young adults believe they need to carry a credit card balance to build credit or that closing old accounts will improve their score. The truth is very different.You will learn how credit utilization affects your FICO score, why paying off your balance each month does not hurt your credit, and how length of credit history impacts your financial profile. From a biblical perspective, this episode explores wise stewardship, responsible borrowing, and the long term consequences of unmanaged debt. Credit is not inherently wrong, but it must be handled with discipline and strategy.If you want to improve your credit score, avoid unnecessary interest payments, and make smarter financial decisions, this episode provides clear and practical guidance.👉 Click here for a FREE consultation with Mark!OTHER RESOURCES: Kingdom Advisors | https://kingdomadvisors.com CVF Upcoming Webinars | http://spendlifewell.com/events Have questions? Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN

March 18, 2026Episode 19827 min

March 2026 Market Update | Episode 198

Send us Fan MailMarch marks a turning point as the first quarter begins to take shape and new trends emerge across the markets. In this March Market Update, Mark Trice breaks down recent market activity, key economic data, and the forces influencing investor sentiment as we move toward the second quarter. As we head into spring, stay grounded with thoughtful analysis, practical context, and a disciplined long term perspective designed to keep your financial plan on track.👉 Click here for a FREE consultation with Mark!OTHER RESOURCES: Kingdom Advisors | https://kingdomadvisors.com CVF Upcoming Webinars | http://spendlifewell.com/events Have questions? Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN

March 11, 2026Episode 19717 min

Why Gen Z Feels Stuck | Episode 197

Send us Fan MailWhy does the old financial playbook feel out of reach?In this episode of The Spend Life Well Show, Mark Trice and Sam Chapman have an honest conversation about why so many young adults feel stuck. Rising home prices, student loan debt, competitive job markets, and the pressure of social media have changed the landscape.Mark and Sam talk through what actually builds stability in any generation. They cover the importance of having an emergency fund, avoiding unnecessary debt, setting clear goals, and practicing disciplined investing. They also share a biblical perspective on patience, stewardship, and aligning your money with your long term values.If you are a young professional trying to make sense of today’s economy, or a parent or mentor who wants to better understand what Gen Z is facing, this conversation will give you clarity and direction.👉 Click here for a FREE consultation with Mark!OTHER RESOURCES: Kingdom Advisors | https://kingdomadvisors.com CVF Upcoming Webinars | http://spendlifewell.com/events Have questions? Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN

February 25, 2026Episode 19617 min

Taking Control of Student Debt | Episode 196

Send us Fan MailStudent loan payments can feel suffocating, draining your cash flow, increasing stress, and delaying long-term goals. But feeling overwhelmed doesn’t mean you’ve failed. It means it’s time for a plan.In this episode of The Spend Life Well Show, financial advisor Mark Trice walks through practical, strategic steps to regain control. From understanding your repayment options and adjusting your budget to approaching debt with biblical wisdom, this conversation offers clarity, direction, and hope.👉 Click here for a FREE consultation with Mark!OTHER RESOURCES: Kingdom Advisors | https://kingdomadvisors.com CVF Upcoming Webinars | http://spendlifewell.com/events Have questions? Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN