The Clear View Finance Podcast by Mediate Financial

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.