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The Spend Life Well Show

The Spend Life Well Show

Hosted by ClearVista Financial

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Episodes

185

Latest episode

Aug 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.

Listen to episodes

60 recent
August 12, 2026Episode 21113 min

Habits That Make Millionaires | Episode 211

Send us Fan MailBuilding wealth is usually less about earning a massive income and more about developing the right habits over time.In this episode of The Spend Life Well Show, Certified Kingdom Advisor Mark Trice explores the common habits shared by many self-made millionaires and explains why consistency, intentionality, and wise stewardship often matter more than chasing the next big opportunity. What we cover:→ Common misconceptions about millionaires and how most actually build wealth→ Why living below your means is one of the most important financial habits→ The power of consistent saving, investing, and long-term thinking→ How a written financial plan can help you make wiser financial decisions→ Practical questions to evaluate your own financial habits👉 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

July 29, 2026Episode 21023 min

Caught in the Middle: The Sandwich Generation | Episode 210

Send us Fan MailCaring for aging parents while supporting your children can put a strain on your finances and your future. In this episode of The Spend Life Well Show, Certified Kingdom Advisor Mark Trice shares practical, biblical guidance for navigating the challenges of the Sandwich Generation without sacrificing your retirement.What we cover:→ What the Sandwich Generation is and the financial challenges it creates→ How to protect your retirement while caring for family→ Why long term care and estate planning conversations should happen early→ Setting healthy financial boundaries with parents and adult children→ Building a family plan before a crisis happens👉 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

July 22, 2026Episode 20930 min

Why Getting Ahead Financially Feels Harder Today | Episode 209

Send us Fan MailBuying a home. Paying off debt. Building a career. For many Millennials and Gen Z, those milestones look very different than they did a generation ago.In this episode of The Spend Life Well Show, Mark Trice sits down with ClearVista Financial Marketing Manager Katy Durham to discuss the financial realities younger adults face today. What we cover:→ Why Millennials and Gen Z feel financially behind.→ Home ownership and career moves.→ Strategies for saving and using debt wisely.👉 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

July 15, 2026Episode 20836 min

July Market Update | Episode 208

Send us Fan MailIn this July Market Update, Mark Trice breaks down what happened in the markets during June, reviews the latest economic data, and explains what it could mean for your portfolio going forward. From stock market performance and Federal Reserve policy to inflation, housing, and Social Security, this episode provides perspective to help investors stay focused on long term financial goals instead of short term headlines.What we cover:→ A recap of June's market performance→ The latest economic and inflation data→ Federal Reserve and interest rate updates→ Key trends affecting investors and the economy→ The outlook for Social Security→ What it all means for your portfolio and long term financial plan👉 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

June 24, 2026Episode 20714 min

Protect What You've Built | Episode 207

Send us Fan MailWhat would happen if one unexpected event threatened everything you've spent years building?Many people focus on growing their wealth but spend little time thinking about how to protect it. A strong financial plan includes both, helping you prepare for the unexpected while preserving what matters most.In this episode, Mark Trice discusses the essentials of asset protection, including common risks that can impact your financial life and practical strategies to help reduce your financial vulnerability before problems arise.What we cover:→ why asset protection is an important part of financial stewardship→ common threats to personal wealth, including lawsuits and liability→ business risks and protecting personal assets→ market concentration and tax planning risks→ long-term care costs and retirement planning challenges→ how insurance, umbrella policies, trusts, and business entities can help protect wealth→ practical steps to review your financial protection strategy👉 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

June 17, 2026Episode 20622 min

June Market Update | Episode 206

Send us Fan MailJune Market Update | Market Highs, Interest Rates, Inflation & Economic OutlookThe markets delivered a strong performance in May, with major indexes reaching new highs despite ongoing inflation concerns, elevated interest rates, and global uncertainty. In this June Market Update, Mark Trice breaks down what happened in the markets, what the latest economic data reveals, and what investors should be watching in the months ahead.From stock market performance and Federal Reserve policy to inflation, housing, employment, and GDP growth, this update provides a clear overview of the current economic landscape and what it could mean for your financial plan.What we cover:→ New stock market highs and May performance→ Inflation, interest rates, and Federal Reserve policy→ GDP growth and the current economic outlook→ Employment, housing, and consumer trends→ What investors should focus on moving forward👉 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

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

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