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
4 Mistakes to Avoid during a Dental Practice Transition: Part One – Episode #634
Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...
Navigating Stock Market Volatility
By Jake Elm, CFP® , Financial Advisor
What a wild past week and a half in the stock market. On Thursday, April 3rd, the U.S. stock market...
By Jake Elm, CFP® , Financial Advisor
As I write this, the U.S. stock market is taking a small tumble, and the internet seems to be in...
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
Almost every Monday, I log in to my LinkedIn account and peruse for about 15 minutes to see what people...
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...
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...
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...