Jake Elm, CFP® - Dentist Advisors

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

The Lakers Sold For How Much Money??

By Jake Elm, CFP® , Financial Advisor

A couple of weeks ago, news broke that the Los Angeles Lakers were being sold. The Buss family, who had...

Why Don’t People Save For Retirement?

By Jake Elm, CFP® , Financial Advisor

More than half (54%) of all families in the United States have no retirement savings at all. The median retirement...

How Much Is Your Practice Really Worth? – Episode #659

On this episode of the Dentist Money Show, Matt, Jake, and Christine unpack a real-life case study of a dentist...

Should You Get Whole Life Insurance?

By Jake Elm, CFP® , Financial Advisor

Insurance isn’t exactly the most exhilarating and gripping financial topic, so this is my attempt to explain the basics of...

Three Ways to Plan for Your Present (and Your Future)

It’s easy to fall into the trap of traditional financial thinking—deferring joy today in hopes of a better “someday.” Join...

How Much Does it Cost to Raise a Child?

By Jake Elm, CFP® , Financial Advisor

According to a recent study by LendingTree, the cost of raising a small child has jumped 35% over the past...

To Save or to Spend? Plan for your Present

By Jake Elm, CFP® , Financial Advisor

“Plan for the Present” is the theme for our 2nd Annual Dentist Money Summit coming up later this month. As...

Where’s Your Money Going? How to Track, Cut, and Align Spending – Episode #649

Is it time to spring clean your spending habits? On this episode of the Dentist Money Show, Jake, Will, and...

What’s Happening With The Housing Market?

By Jake Elm, CFP® , Financial Advisor

If you took a snapshot of where the U.S. economy is right now, there are a lot of data...

An Argument For Shared Bank Accounts

By Jake Elm, CFP® , Financial Advisor

Here’s an opinion that may be controversial: I think every married couple should have combined finances and shared bank accounts....

Turn Stress into Strategy: Mastering Work-Life Balance as a Dentist – Episode #644

On this episode of the Dentist Money Show, Jake Elm, CFP® has a conversation with his client Dr. Ben Friberg...

Is the Stock Market More Risky Today than in the Past?

By Jake Elm, CFP® , Financial Advisor

I recently received the following email: “My experience with the stock market as an adult has been: I graduated college...

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