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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

It’s been a few months, so it’s time for another post about some of my favorite things I’ve watched, listened...

Lessons from the Biggest Ponzi Scheme in History

I recently watched Madoff: The Monster of Wall Street on Netflix. This 4-episode series chronicles the rise and fall of...

How How Do The Wealthy Invest?

A few months ago Bank of America released its 2022 Private Bank Study of Wealthy Americans. The study asked 1,052...

What Comes Next?

​​Last year was difficult for investors. Here are just a few of the economic challenges that led to a tough...

What Separates Multi-Million Dollar Practices From the Rest?

The Dental A Team has been behind the curtain of hundreds of offices across the country. Join us to learn...

How Much Is Enough?

​​A few months ago, someone placed an online wager of $7.16 at FanDuel Sportsbook. The bet was a 25-leg parlay...

Random Acts of Finance

​​Today’s post is going to be a short one; more of a thought than a fully fleshed-out essay. Which, I’m...

Do You Really Want To Be Rich?

Being a Twitter user, I feel like Elon Musk is in my life a lot these days. Not only do...

Things Are Getting Better

I was going to write about the biggest story in finance last week which was the collapse of FTX (one...

Waiting For a Recession

I feel like I’ve been writing about an impending recession for a while now. Looking back, I have posts about...

Nothing Lasts Forever

I’ve been getting an incredible amount of questions about I-Bonds. Are they running commercials during halftime of NFL games? Whoever...

What I’m Into

living with two newborn babies. This week, I’m still trying to adjust to living with no sleep while also navigating...