
Send us Fan Mail If 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 wan...
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Physician’s Prescription for Building Wealth | Episode 203

Costly Financial Mistakes Small Business Owners Must Avoid | Episode 202

April 2026 Market Update | Episode 201

Debunking Common Credit Myths | Episode 199
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