Mediate Financial Services, Inc.

08/31/2026

Is one million dollars in retirement enough to last you?

The answer probably isn’t as cut and dry as you’re hoping.

HINT: Accumulating is one thing, but distributing the money is something else all together. Write that down.

08/31/2026

Big BIG happy birthday s/o to a key member of our ops team, Payton Wrona!! 🥳🎉

08/28/2026

YOUR RETIREMENT PAYCHECK HAS TO COME FROM SOMEWHERE…

In the newest episode of The Clear View Finance Podcast, Chris and Christopher tackle the dilemma of pre-retirees Dave and Linda, who’ve done a great job saving over a million dollars for retirement and yet, something is still missing…

Check the links in our bio to watch or listen to the full episode! 🗣️💡

08/28/2026

For the record: we agree, they need to make podcast equipment more expensive.

Over the past few months, we’ve been working behind the scenes to take our podcast to the next level, and we’re excited to finally share the NEW and IMPROVED Clear View Finance Podcast! 🔎

Through our partnership with Jim Stickel (Jim Stickel Productions, LLC), we’ve upgraded the look, feel and overall production of the show to create a more elevated experience for our audience.

We’ve said from the start - whether you’re just getting your career off the ground, already well into your climb up the corporate ladder, or just now getting ready to slow down, we have practical insights for everyone.

The mission hasn’t changed: have straightforward conversations about retirement, money and the decisions that can shape the life you’re working toward.

But the way we’re bringing those conversations to you has. 💡

PRO TIP for those who made it this far: Our newest episode just dropped! You can watch or listen on YouTube, Spotify, Apple Podcasts, and Podbean! Check the links in our bio for more and stay tuned for new episodes! 🎙️🎥🗣️

08/26/2026

HUGEEEE happy birthday to our lady Leslie DeSalle Mediate !!!🤍🤍🤍🥳🥳🎉🎉 we love you!!

08/21/2026

Another spectacular day at the ballpark with this crew!!

Thanks for the hospitality Cleveland Guardians !🫡

08/14/2026

Happy Financial Awareness Day! This holiday reminds us why we do the work we do: to help people achieve their financial goals.

08/13/2026

Back to school supplies, anyone??🫣

The feeling of summer slipping away is a little bit easier when you can do some good! We are so grateful to all of our clients and friends who have donated so far to our Back to School Supply Drive for the single mothers of Clothed In Strength !!! 🤍📚✏️

If you’re interested in contributing some more, we are collecting until August 20th. Swing by our office during our normal office hours to donate!

08/11/2026

In this clip from our most recent podcast episode, Jenny Falvey talks about some of the conditions Animal Charity of Ohio tends to find the animals in that need their care.

For the full in interview:
- YouTube: https://www.youtube.com/watch?v=sMGdtZHgt_Q
- Apple: https://podcasts.apple.com/us/podcast/14-a-sit-down-with-jenny-falvey-animal-charity/id1870125231?i=1000781977952
- Spotify: https://open.spotify.com/episode/4aunzHMsBGRpZ4FWW1gj3Y?si=-HGSimWbQkuqWAvE4Tu0mg
- Podbean: https://clearviewfinancepod.podbean.com/e/14-a-sit-down-with-jenny-falvey-animal-charity-of-ohio-animal-welfare-more/?token=88f24bbbd673aed28c26926447c72ac6

08/10/2026

In the latest episode of The Clear View Finance Podcast, Chris sits down with Jenny Falvey of Animal Charity of Ohio to talk about the important work their organization is doing in our community, some of the challenges they’re facing, and how all of us can help make a difference.

For our latest entry in our 4th Bucket Feature segments, Chris is j...