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PODCAST

Clearview Financial Radio Show

Mediate Financial Services

Disclosure: Investment Advisory Services offered through Mediate Financial Investment Advisory Services, LLC, a State of Ohio Registered Investment Advisor. This show is a paid placement. For a list of additional disclosures, visit us at mediatefinancial.com.

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All Episodes

52:06

Post Tax Season Strategies and Market Volatility Tips

Clearview Financial Radio Show ·

2025/05/03

All the volatility we’ve seen lately could mean big opportunities that you don’t want to miss. Today, Chris Mediate will share ways savvy investors can turn uncertainty into an advantage and why the right guidance could be the key to making it happen.We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Christopher and his team a call to see where

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52:06

History of Taxes

Clearview Financial Radio Show ·

2025/04/26

According to the saying, nothing is certain except death and taxes. And that tax impact is something you just can’t escape, even in retirement. But, there are steps you can take to help reduce the impact of taxes on your retirement savings. Financial Advisor Chris Mediate takes us down into the History of Taxes!We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement

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52:06

Social Security Strategies to Account For

Clearview Financial Radio Show ·

2025/04/19

With so much market volatility in the news, many retirees are thinking about the parts of their income strategy that don’t rise and fall with the market. For many retirees, that means Social Security. Today, Financial Advisor Chris Mediate is here to share ways you can get the most out of Social Security, especially in an unpredictable market.We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly

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52:06

April is Financial Literacy Month

Clearview Financial Radio Show ·

2025/04/12

Do you think you’d make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scoDo you think you’d make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to a retirement income literacy quiz, according to The American College of Financial Services. So on today’s show, Financial Advisor Chris Mediate discusses how there is a clear gap here in scores but the bottom line is most of us are

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52:06

Hidden Obstacles in Your Portfolio

Clearview Financial Radio Show ·

2025/04/05

Many people spend decades building their retirement nest egg, only to discover that having substantial savings isn't enough. Just like a beautiful house needs a strong foundation to withstand storms, your retirement plan needs proper structuring to help preserve against the challenges ahead. Financial Advisor Chris Mediate goes over some of the hidden obstacles that could derail even a well-funded retirement plan. Tune in!We know you have plenty on your plate but if you believe you could use a

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52:05

Getting Schooled in Financial Literacy

Clearview Financial Radio Show ·

2025/03/29

o you think you’d make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to a retirement income literacy quiz, according to The American College of Financial Services. As we get into this today, here are a couple of big takeaways.In general: Men scored higher than women. Americans with more than $1.5 million in savings scored twice as high as those with less than $100,000 saved.Financial Advisor Chris Mediate will go over

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52:06

Creating Dependable Retirement Income

Clearview Financial Radio Show ·

2025/03/22

Remember when you were working, and you could count on a regular paycheck hitting your bank account every month? For many retirees, that predictable income is replaced by constantly checking portfolio values and worrying about market fluctuations. But retirement doesn't have to feel like a financial rollercoaster. We're seeing more retirees worried about outliving their savings, especially with recent market volatility and inflation concerns. Financial Advisor Chris Mediate discusses what

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52:05

Estate and Legacy Planning

Clearview Financial Radio Show ·

2025/03/15

You might think estate, or legacy, planning is just for people with big mansions and even bigger bank accounts but think again. Estate planning is about preparing for life's curveballs, preserving your wishes, and having a plan for you and your loved ones, no matter your bank account size. So Financial Advisor Chris Mediate and co-host Amy Sharpe talk about why estate and legacy planning are important for everyone, regardless of their financial situation.We know you have plenty on your plate but if

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52:06

Retirement for Small Business Owners

Clearview Financial Radio Show ·

2025/03/08

-- Did you know that if you're running your own business then you've got a few extra twists and turns on the road to retirement? No 401(k)? No problem. Today, we're digging into how you can get retirement-ready when a corporate 401(k) isn't part of the picture. Investopedia states, “As a small business owner, you are completely responsible for your own retirement planning. If you have employees, you may feel responsible for helping them plan for a confident retirement.” How can these small business

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52:06

Top Retirement Scams to Avoid

Clearview Financial Radio Show ·

2025/03/01

-- We talk a lot about all the risks to your money in retirement, but research from Vanguard indicates investors often underestimate the risk of cognitive decline. It’s a scary risk, and it can rob you of your best judgment and sometimes it can go unnoticed for years. With that thought in mind, we bring you to our Top 5 list for this week … Top 5 Scams that you should be aware of!!--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial

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52:05

Timeless Advice

Clearview Financial Radio Show ·

2025/02/22

-- There are some words of wisdom that stand the test of time and now we’ll share some timeless advice for you to keep in mind for your retirement and more on the new Clearview Financial Radio Show!--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Christopher and his team a call to see where your portfolio stands during any market changes,

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52:06

Retirement Checklist

Clearview Financial Radio Show ·

2025/02/15

-- According to a new Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social Security won't even cover half their expenses and only 33 percent of Americans have a written financial plan. Of course, there are some simple steps you can take to gauge your preparedness for retirement and it’s as easy as checking off the boxes on our retirement checklist. We tackle this and more on the new Clearview Financial Radio Show!--We know

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52:06

Clearview Client Experience

Clearview Financial Radio Show ·

2025/02/07

-- A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new.So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail. We tackle

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52:06

Making Your Money Work For You

Clearview Financial Radio Show ·

2025/01/31

-- To kick off our debut episode, we get to the nitty gritty about your financial portfolio. It’s not what you make, it’s what you keep that counts. As you start to think about your finances and retirement have you ever considered this? Some people tell you ‘it’s less about the number of dollars you’ve saved and more about strategies you use with your savings.’ We tackle this and more on the new Clearview Financial Radio Show!--We know you have plenty on your plate but if you believe you could use

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