In this episode of Bridging the Gap, Matt Reiner sits down with Reese Harper, CFP® , CLU® , ChFC® , Founder and CEO at Elements® , creator of the Elements Financial Monitoring System™ , Host of the Elementality Podcast, Founder of Dentist Advisors, and speaker to uncover the fascinating aspects of wealth, personal development, and self-fulfillment.
Reese shares his insights on the relationship between money and happiness, the importance of balancing financial stability and purpose, and the often overlooked topic of self-actualization in financial planning.
Matt and Reese also dive deep into the concept of wealth beyond material possessions, exploring the connection between finances and spirituality, and the impact of societal expectations on personal fulfillment. Through personal narratives and examples, Reese challenges conventional wisdom and sheds light on the exciting journey of self-improvement and finding true happiness in one’s financial journey.
This thought-provoking episode offers a fresh take on wealth, accomplishment, and the pursuit of inner contentment.
Timestamps From This Episode
[00:06:15] “But I try to stay to myself and focus on what I love and let other people do the same thing. And I think that makes for a better, more calm and productive life.”
[00:11:02] Reese Harper provides his insights on how to unlock your true potential and experience the greatest fulfillment in life through your personal journey of self-discovery.
[00:17:34] Reese Harper explores the connection between self-actualization and finances.
[00:22:41] Reese Harper draws an analogy between money and a teeter totter, offering an explanation.
[00:27:20] Reese Harper highlights the role of values as the essential foundation of a human.
[00:37:20] Matt explains that being a financial advisor involves more than just money management.
[00:44:57] Reese Harper shares a book recommendation. [00:46:19] Reese Harper offers actionable advice to help listeners discover their values.
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About the Show
Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.
Host
Matt Reiner, CFA, CFP®
