Watch Intro Series

Jake Elm, CFP®

Financial Advisor

As a financial advisor at Dentist Advisors, Jake Elm provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. Since coming to Dentist Advisors, Jake has worked closely with other advisors and has also been instrumental in improving our Elements® and investment management processes. Jake is a CFP® and a graduate of Utah Valley University’s nationally ranked Personal Financial Planning program.


My Content

What I’m Into

When I started this newsletter, apart from writing about money and finance, I also wanted to sprinkle in some thoughts...

Roth vs. Traditional

This past week marks one year since I started writing this newsletter. I can’t believe it’s already been an entire...

Avoiding Distractions

As I mentioned in my last post, I went on vacation to Lake Powell this past week. If you’ve never...

If You’re Worried, You’re Not Wealthy

Wealth means different things to different people. Some think it’s the amount of money you have in the bank or...

Do I Really Need a Financial Advisor? – Podcast Episode 289

On this episode of the Dentist Money™ Show, Ryan brings in Jake Elm, CFP® at Dentist Advisors, to take on...

Should You Pay Off Your Mortgage Early?

If you haven’t noticed, houses have been on my mind lately. I wrote about them last week and I’m going...

This is Why You Invest

I was having a conversation with my parents the other day and, as often happens these days, the subject turned...

Just Wait

I’m sure we’ve all heard the stories by now. Everyone seems to have a friend who knows a coworker that...

Trying Too Hard

I stole the title of this post from an investing speech I recently read that was given at Rockford College...

Anything But Average

From 1926 to 2020, the average return for the U.S. stock market was basically 10% per year. Not too shabby....

The “Rich Friend” Myth

Since I’ve started working as a financial advisor I’ve noticed that people seem more willing to open up to me...

Lessons From My Robinhood Account: Part 2

It seems like every week now there’s some new speculative investment that’s supposedly “going to the moon.” It was GameStop...