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 Type of Car Can You Afford?
It was brought to my attention that lately a lot of my posts have been more philosophical in nature and...
With Thanksgiving this week, we’re officially entering the holiday season! It’s the time of year where we spend more money...
Jason Zweig, long-time investment writer and author of one of the best weekly finance blogs called The Intelligent Investor, was...
How Much Money Is Considered Rich?
The other day I was asked, “how much money do you need to have to be considered rich?” This is...
Should You Pick Individual Stocks?
As I was perusing through Twitter the other day (something I do way too often although it’s the source of...
Because it’s October, I’ve been watching a few scary TV shows and movies to get into the Halloween spirit. I’m...
Are Houses Becoming Unaffordable?
Earlier this year I wrote quite a few posts about houses. The housing market was often on my mind because...
Compound interest gets talked about a lot in investing. And rightfully so. It’s what allows you to turn your modest,...
Enough is Enough: Stop Playing the PPO’s Game with Jordon Comstock
In this webinar Jake Elm, CFP®, and Jordon Comstock, CEO of BoomCloud, discuss how membership plans can be part of...
How we think and feel about money has been on my mind a lot recently. Maybe it’s because I’ve been...
I’ve written several posts about investing trends and fads that have become popular over the past year or so. A...