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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

What I’m Into

While I’m taking some time off, I figured it’s a good time to do another post about some of my...

Slow and Steady

There tends to be a big difference between professional and amateur athletes when it comes to training. The natural intuition...

Should You Give Up a Low Mortgage Rate For a New House?

The housing market continues to be interesting to me. As most people are aware, over the past couple of years...

How to Save for Kids’ College

Since the turn of the century, the cost of college in the U.S. has risen at nearly 2.5x the rate...

Some Thoughts on Spending

Let’s talk about spending. As is common, my desire to share a few thoughts on spending comes from stuff I’ve...

Why Do Stocks Go Up Over Time?

If you’re looking for a reason to invest your money in the stock market, this graph offers a pretty compelling...

Dentist Money Reads the News – Episode #348

Can you really know what’s best for your financial health when the media skews the truth to improve ratings and...

Some Things Never Change

There’s an old Chinese proverb called Three Men Make a Tiger and it goes like this: If one person tells...

Finding Balance

This past week I was able to slip away for a weekend in the mountains with my family. Here are...

Where to Save for a Big Purchase

Throughout our lives, there will be various big purchases that need to be budgeted for separately from regular spending and...

4 Reasons Dentists Should Invest in Stocks – Episode #345

Dentists generally can invest in these asset classes: their practice (private business), real estate, and public markets. You’re already invested...

Stress and Uncertainty

A few weeks ago we finally got around to putting in a yard for our house. I say finally because...