Jake Elm, CFP® - Dentist Advisors

Jake Elm, CFP®

Financial Advisor

Jake is a CERTIFIED FINANCIAL PLANNER™ and a graduate of Utah Valley University’s nationally ranked Personal Financial Planning program. As a financial advisor at Dentist Advisors, he provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. Since joining the company in 2018, Jake has been instrumental in improving our Elements® and investment management processes. He is also the author of a popular weekly blog called “Money Talks.”

My Content

How to Prepare for a Successful Practice Transition (Part 2)

When is the right time to step away from dentistry? How do you properly transition out of your practice? Join...

How Much Money Is Considered a “Living Wage?”

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Almost every Monday, I log in to my LinkedIn account and peruse for...

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

Over the last four days, there have been a whopping 48 college basketball games played, all part of a 68-team,...

What’s Going On With The Stock Market? Part Two

By Jake Elm, CFP® , Financial Advisor

Almost all of my conversations this past week have at some point shifted toward the stock market. Even as I...

How to Prepare for a Successful Practice Transition

Thinking about selling your dental practice but unsure where to start? It’s one of the biggest decisions in a dentist’s...

What’s Going On With The Stock Market?

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, the S&P 500 (an index tracking the 500 largest companies in the U.S.) is down about...

What I’m Into

By Jake Elm, CFP® , Financial Advisor

Honestly, there’s no economic/personal finance topic that’s catching my interest this week. So you know what that means, another...

Are 401(k)s a Scam?

By Jake Elm, CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...

Are You Saving Enough?

By Jake Elm, CFP® , Financial Advisor

In response to last week’s post, I had quite a bit more people reach out with their thoughts and opinions...

Managing Tradeoffs

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The other day, I saw a video of Dave Ramsey urging people to...

The 3 Ways to Build Wealth

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Around 62% of U.S. adults have at least some money invested in the...

How Much Money Do the Top 10% Make?

By Jake Elm, CFP® , Financial Advisor

I saw a graph the other day showing that the upcoming generation is more focused on money than any generation...

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