The Clearview Finance Podcast

Chris sits down with Amy Shope, owner and financial advisor at Lehner Shope Wealth Group, and co-founder of the nonprofit Dylan's House, which provides homes for people on the autism spectrum who are ready for independent living. Amy understands the unique struggles faced by special needs parents better than anyone, having a son on the spectrum who is the namesake of her nonprofit. On the show, she discusses her story with Dylan, how this initiative came to be, and her ambition on where she wants it to go. This was an important conversation on largely underdiscussed segment of our society. We think you'll come away from this episode happy to know they have such a champion in Amy. To learn more about Dylan's House, please check out their website: dylanshouse.org To learn more about us, check this out: linktr.ee/mediatefinancial

In this episode of the podcast, Chris Mediate sits down with Heather Fronk, CEO and founder of Clothed in Strength, a local nonprofit dedicated to restoring dignity, confidence, and opportunity for low- to moderate-income single mothers and their families. Clothed in Strength exists to bridge the gap between government assistance and financial freedom for those who are working hard but still struggling to meet basic needs — a gap Heather personally knows from her own early experience as a young single mother. Heather shares the powerful story behind the organization’s founding, the principles that guide its work, and the real-world challenges faced by the women it serves. This episode is another reminder that financial well-being, personal confidence, and community support are often more connected than we realize. To learn more about Clothed in Strength, you can visit them here: https://clothedinstrength.org/

In this fireside chat, Chris Mediate sits down with boxing legend Ray "Boom Boom" Mancini for a candid conversation that goes beyond the ring. Ray reflects on his foundation's work in the community, their upcoming Fight Night fundraiser Friday night, and the lessons he's learned from a lifetime defined by discipline, pressure, and purpose.   A very big thank you to Ray for taking the time to make this lively, insightful discussion happen.    For Fight Night tickets and more info on the Ray Mancini Foundation, visit this link: https://boomboommancini.com/   For more on Mediate Financial, check this out: https://linktr.ee/mediatefinancial

Stable retirement income is by far the most important component of any successful retirement. In previous episodes, we talked about how much you need, but how do you know how long you'll need it for? Recorded on October 14, 2024.   Resources to purchase Your Money Your Purpose: Amazon: https://www.amazon.com/Your-Money-Purpo-Retirement-Fulfilling/dp/1964046114 Barnes & Noble: https://www.barnesandnoble.com/w/your-money-your-purpo-e-christopher-mediate/1145435159 Discount (all proceeds go to the local rescue mission!): https://secure.qgiv.com/for/mediatefinancial/event/yourmoneyyourpurposebook/   Check us out using the links below! Website: https://mediatefinancial.com/ Facebook: https://www.facebook.com/MediateFinancialServices/ LinkedIn: https://www.linkedin.com/company/mediate-financial-services YouTube: https://www.youtube.com/channel/UC_qD2PbhUMP6qyflgrNf8xw

Discussing Donald Trump's decisive election day win and what that means for the stock market, the economy, and your money. Recorded on November 6, 2024.    Resources to purchase Your Money Your Purpose: Amazon: https://www.amazon.com/Your-Money-Purpo-Retirement-Fulfilling/dp/1964046114 Barnes & Noble: https://www.barnesandnoble.com/w/your-money-your-purpo-e-christopher-mediate/1145435159 Discount (all proceeds go to the local rescue mission!): https://secure.qgiv.com/for/mediatefinancial/event/yourmoneyyourpurposebook/   Check us out using the links below! Website: https://mediatefinancial.com/ Facebook: https://www.facebook.com/MediateFinancialServices/ LinkedIn: https://www.linkedin.com/company/mediate-financial-services YouTube: https://www.youtube.com/channel/UC_qD2PbhUMP6qyflgrNf8xw

When it comes to your retirement, how do you know how much income is enough? In this episode, Chris and Christopher go over a case study that identifies this exact question and tackle how to answer it. Recorded on October 14, 2024.    Resources to purchase Your Money Your Purpose: Amazon: https://www.amazon.com/Your-Money-Purpo-Retirement-Fulfilling/dp/1964046114 Barnes & Noble: https://www.barnesandnoble.com/w/your-money-your-purpo-e-christopher-mediate/1145435159 Discount (all proceeds go to the local rescue mission!): https://secure.qgiv.com/for/mediatefinancial/event/yourmoneyyourpurposebook/   Check us out using the links below! Website: https://mediatefinancial.com/ Facebook: https://www.facebook.com/MediateFinancialServices/ LinkedIn: https://www.linkedin.com/company/mediate-financial-services YouTube: https://www.youtube.com/channel/UC_qD2PbhUMP6qyflgrNf8xw

After 30 years spent helping individuals like you reach their retirement goals, Chris Mediate reflects on his first book, "Your Money Your Purpose." Recorded on October 14, 2024.    Resources to purchase Your Money Your Purpose: Amazon: https://www.amazon.com/Your-Money-Purpo-Retirement-Fulfilling/dp/1964046114 Barnes & Noble: https://www.barnesandnoble.com/w/your-money-your-purpo-e-christopher-mediate/1145435159 Discount (all proceeds go to the local rescue mission!): https://secure.qgiv.com/for/mediatefinancial/event/yourmoneyyourpurposebook/   Check us out using the links below! Website: https://mediatefinancial.com/ Facebook: https://www.facebook.com/MediateFinancialServices/ LinkedIn: https://www.linkedin.com/company/mediate-financial-services YouTube: https://www.youtube.com/channel/UC_qD2PbhUMP6qyflgrNf8xw  

In order to make money, most of the time, you have to exert money. But how do you know you're making the best possible choice to get the best possible reward? To you, what is a "good" return? How do you know you aren't leaving money on the table? In this episode, we discuss risk and reward, and then some. Recorded on February 5, 2024. 

When seeking help from a financial professional, did you get pitched an investment strategy or financial product on the first meeting? Better question: did you come away from that first meeting feeling uneasy, as if your needs weren't totally heard? Chris and Christopher discuss this trend in the industry, along with actionable thought strategies to help you navigate the role of investing in your financial plan. Recorded on January 29, 2024.

In this episode, discover how knowing what financial products you own and why you own them can play a major role in the success of your financial goals. Recorded on October 23rd, 2023.  

Chris goes in depth on actionable strategies to help find the right retirement savings number for you. Recorded on October 9th, 2023. 

Is there a magic number to save toward in order to achieve an ideal retirement? Was there ever such a thing? In this episode, Chris and Christopher tackle these questions and more, along with how income planning ties in. 

Father-son duo Chris and Christopher Mediate, financial advisors at Mediate Financial Services, kick off the pilot episode by discussing how to align your money with your goals, along with recent happenings in the stock market. Recorded on August 15, 2023.