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 played a key role in enhancing the firm’s investment management processes. He is also the author of a popular weekly blog called “Money Talks.”

My Content

By Jake Elm, CFP® , Financial Advisor

Despite attending what felt like 50 different Halloween parties the past few weeks, so much so that my boys filled...

Scary Money Myths Every Dentist Should Avoid: Part 2 – Episode #703

On this episode of The Dentist Money, Matt and Jake return for part two of the most common financial myths...

Do You Need to Buy Gold?

By Jake Elm, CFP® , Financial Advisor

I came across this chart the other day that showed the value of equities held by people under 40 years...

Progress > Perfection

By Jake Elm, CFP® , Financial Advisor

I’ve been known to enjoy watching a movie from time to time, and as such, I have a Letterboxd account....

Random Acts of Finance

By Jake Elm, CFP® , Financial Advisor

Today’s post is going to be a shorter one. In reference to good writing principles, French philosopher Blaise Pascal once...

Should You Make Extra Payments Toward Your Mortgage?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The honest but often frustrating answer to the above question is, as with...

How Rich Are Americans?

By Jake Elm, CFP® , Financial Advisor

A recent survey by Empower asked Americans when they think they should reach certain financial milestones. Based on the responses,...

Golden Age Thinking

By Jake Elm, CFP® , Financial Advisor

If you haven’t seen the movie Midnight in Paris, it’s definitely worth a watch. It’s a sweet, fun, and thought-provoking...

The Stock Market Still Works

By Jake Elm, CFP® , Financial Advisor

Going all the way back to 1930, the average annual return for the U.S. stock market has been right at...

Is Your Car Payment Wrecking Your Budget? – Episode #686

On this episode of The Dentist Money Show, Matt and Jake unpack the real cost of car ownership. From rising...

How Much Is Enough?

By Jake Elm, CFP® , Financial Advisor

With football on my brain, I wanted to recount a sports-betting story from a while back. A few years ago,...

Setting the Right Goals for your Dental Practice in 2026

As the year winds down, it’s the perfect time to look ahead and start setting your sights on 2026. But...

1
2
3
…
22