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Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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Get help answering some of life’s most challenging questions with Let’s Get Real with Stephen Jones. This @scripturecentralofficial original series offers practical insights and ways to navigate life’s challenges and heaviest questions through the lens of the Gospel of Jesus Christ. The show covers various topics, from life skills, personal development, Church history/culture, service, and personal relationships, all through the lens of the Gospel of Jesus Christ.
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih review the current major factors impacting the economy, which include the Q2 GDP numbers and the possibility of the Federal Reserve cutting rates in September. They then discuss the continued growth of NVIDIA even…
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Why are Latter-day Saints often portrayed so negatively in pop culture? We sat down with Jasmin Rappleye from Scripture Plus to uncover why that may be and determine what we can do about it. A few years ago, Jasmin noticed an influx of negative content about the church on platforms like TikTok. Seeing this rise in critical content galvanized her to…
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In this episode of Elementality, Abby Morton sits down with Katie Braden, a video marketing expert for financial advisors, to discuss the transformative power of video marketing in the financial industry. Katie shares her unique journey from photography to financial planning and how she now helps advisors leverage video to connect with clients and …
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Host of Elementality, Jordan Haines, CFP®, reveals 6 secrets to create amazing client deliverables, and how the best deliverables can be used to prospect new clients. Ranging from making data gathering easier for clients to enabling more “A-HA!” moments, killer client deliverables can be a game changer in your business.…
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Debt can evoke a range of emotions—how do you feel about yours? In this episode of the Dentist Money Show, Matt, Will, Jake, and Victoria continue discussing the money questions they ask every dentist. In part 2 of the discussion, they dive into the psychology of debt and explore how feelings and debt tolerance can influence important investment de…
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TL;DR - Too Long Didn't Read In our new TL;DR series episode, Jake reads his latest blog post which recounts a childhood memory and explores the power of long-term investing and the the stock market. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can he…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, Victoria, and Rabih dive into the recent Federal Reserve symposium and what will happen next to interest rates. They review the early August stock market dip and why it's important to understand that dips are a norma…
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In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it. They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building m…
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College costs are rising every year. The projected cost of a four-year college degree in 2035 is estimated to be almost $500,000. Saving for your child’s college education can feel overwhelming. When is the “right time” to start saving? On this episode of the Dentist Money Show, Matt, Victoria, and Ryan review four ways to save for your child’s edu…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Taylor, and Rabih explore the different ways to interpret unemployment metrics and the importance of job openings and the labor force. They also cite data on how millennials have more wealth than Gen X or baby boomers did …
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What is the ideal family? How can we shoot for the ideal while leaving room for those who can’t meet it? Jenet Erickson is a BYU professor and researcher. She walks us through the unique roles mothers and fathers play in shaping their children’s lives. Jenet shares how these eternal roles stem from something deeper than tradition. We also talk abou…
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Host of Elementality, Jordan Haines, CFP®, uncovers the financial topics that actually matter to the next generation of wealth builders. Calling these the “foundations of finance” he explores the diet and exercise equivalent of personal finance. These topics include: Save enough Spend with clarity Manage debt wisely Maintain adequate liquidity…
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When was the last time you answered the question: What about money is most important to you? This is the question we explore with every dentist when we begin working with them. Understanding a person’s values helps to prioritize the financial plans and goals they should set. On this episode, join Matt, Will, Jake, and Victoria as they explore the i…
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What are the best ways for dentists to save for their child’s college education? Over the last two decades, college tuition at private and out-of-state universities has increased by about 40%. For in-state schools, tuition grew by 56% over that same time period. Assuming this trend is unlikely to stop makes it more important than ever to plan ahead…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih discuss the crash of the Japanese stock market due to the carry trade. Then, they review a new study about how dolphins "invest and save" for rewards, and the retirement saving lessons that can be learn…
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Hosts Jordan Haines and Reese Harper discuss insights from their recent webinar, examining how comparing oneself to peers can drive financial behavior change. Learn about the limitations of probability of success metrics and explore effective strategies for motivating clients by using comparative data. This episode offers valuable perspectives for …
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What is the relationship between happiness and wealth? Research shows that a truly rich and happy life is often driven by non-monetary factors like physical health and strong relationships. On this Dentist Money Show, Matt, Ryan, and Victoria provide four rules to live a rich life: prioritize your health, invest in relationships, spend with intenti…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih review the latest changes from the Federal Reserve and the different indicators of a potential recession. They explain how the Federal Reserve operates as an independent entity and if the President has …
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Host of Elementality, Jordan Haines, CFP®, explores the natural human tendency to compare ourselves to other people and how advisors can lean into that tendency to produce positive outcomes for their clients. He identifies things an advisor can focus on to help clients compare themselves to something that is productive and will produce positive res…
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The Olympics give us a chance to watch world-class athletes, whose precisely planned training programs are four years in the making, go for gold. While more long-term, the strategies used by successful investors are strikingly similar. On this Dentist Money Show, Ryan, Matt, and Victoria look at the individual traits and habits that both gold medal…
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Enjoy a replay of another one of our most popular Dentist Money Show episodes. Here’s the issue with setting goals: they often tackle symptoms instead of the root problem. That doesn’t mean goal-setting is worthless, but to accomplish the things you want requires a different mindset. If you're not reaching your goals, the problem might not be you. …
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih analyze the recent market drop and attribute it to a rebalancing effect caused by tech company earnings. They talk about boomers retiring and the impact on the job market, which could lead to labor market imbalanc…
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Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System). During this discussion Jordan and Adam talk about how financial advisors can get their business out of thei…
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Why does money evoke such deep emotions? Discover what participants in the Women's Money Circle, held at the recent Dentist Money Summit, learned about their relationship with money and why incorporating personal values into financial decisions brings clarity. On this Dentist Money Show, Matt, Victoria, Lauren, and Productive Dentist Academy’s Chri…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Taylor talk about the IT outage that impacted various industries and caused major disruptions worldwide. They discuss how Amazon Prime Day broke records with $14.2 billion in sales, highlighting the power of cons…
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How can Christ help us forgive those who have wronged us in the most egregious ways? As a young, Muslim girl in Iran, Shima Baughman’s mom was betrayed by a family member and sent to one of the world’s worst prisons in the middle of a war-torn country. Shima shares how her family has navigated the deep wounds of betrayal. Can she and her family for…
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Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize. Instead, financia…
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"Some of us learn from other people's mistakes and the rest of us have to be other people." So said Zig Zigler. While mistakes are part of being human, and it’s important to learn from your own, it is much better when you can learn from others. On this episode of the Dentist Money Show, Matt and Victoria add five more ways dentists typically lose m…
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Enjoy a replay of another one of our most popular Dentist Money Show episodes. Making random decisions with your money over a long period of time can lead to disaster. How can you avoid financial catastrophe and end up exactly where you want to go? On this episode of the Dentist Money™ Show, Ryan and Matt offer three steps you can take to ensure yo…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Victoria explore the indicators of a recession, such as the unemployment rate and the inverted yield curve. The conversation then shifts to the changing spending habits of Americans, with more people going on vac…
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Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients. In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important c…
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