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

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...

A Few Things to Think About

By Jake Elm, CFP® , Financial Advisor

I hope you all enjoyed your long Labor Day weekend. If you spent it like me, you reveled in the...

Do You Really Need to Buy a House?

By Jake Elm, CFP® , Financial Advisor

As I’ve written about on several occasions, people will overlook positive developments in the U.S. economy because right now all...

The Benefits of Saving

By Jake Elm, CFP® , Financial Advisor

A lot of financial media (including this newsletter from time to time) preaches the importance of saving. Try to find...

What’s Going On With Bitcoin?

By Jake Elm, CFP® , Financial Advisor

I haven’t written about cryptocurrency or Bitcoin in a while. I think that’s primarily due to the fact that I’m...

Why Are Cars So Expensive?

By Jake Elm, CFP® , Financial Advisor

If you’ve been around for a while, you may remember a post I wrote a little over a year ago...

Selling your Dental Practice? Here’s What You Need to Know

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Selling a dental practice is one of the most significant decisions a dentist...

Are You Trying Too Hard?

By Jake Elm, CFP® , Financial Advisor

Life has been hectic recently, so I’m recycling an old post for those who may not have caught it the...

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