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
By Jake Elm, CFP® , Financial Advisor
I’m not sure if you’ve heard, but there is going to be a U.S. presidential election in 2024. And with...
What you Need to Know about Student Loans
Have you been staying up to date on what plans are available for you to repay your student loans? Jake...
How Many People Are Millionaires?
By Jake Elm, CFP® , Financial Advisor
How many millionaires are there in the world? Before you answer, let’s define millionaire. A millionaire is someone who has...
Roger Federer’s Investment Advice
By Jake Elm, CFP® , Financial Advisor
About a month ago, tennis legend (and the greatest player of all time?) Roger Federer gave out his three best...
Where to Save for a Big Purchase
By Jake Elm, CFP® , Financial Advisor
Throughout our lives, there will be various big purchases that need to be budgeted for separately from regular spending and...
By Jake Elm, CFP® , Financial Advisor
The amount of questions about Nvidia I’ve been getting recently is astonishing. Well, maybe it isn’t astonishing. via GIPHY For...
By Jake Elm, CFP® , Financial Advisor
I believe it’s time for another post about some of my favorite things I’ve watched, listened to, or read recently....
Living a Rich Life: Aligning Your Money With Your Values – Episode #528
Where do finances fit in the formula for living a rich life? After all, a truly rich life should include...
What Would You Give Up For $1 Million?
By Jake Elm, CFP® , Financial Advisor
As can sometimes happen when you’re hanging out with friends, you start asking each other hypothetical questions to spur on...
How Much House Can You Afford?
By Jake Elm, CFP® , Financial Advisor
As I wrote about a couple of months ago, if there’s a group of people who have a reason to...
By Jake Elm, CFP® , Financial Advisor
With our first-ever Dentist Money Summit coming up this month, using money as a tool to live a rich life...
What Do People Think Is The Best Investment?
By Jake Elm, CFP® , Financial Advisor
Each year, Gallup surveys hundreds of Americans on what they think is the best long-term investment between stocks, bonds, cash,...