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
When it comes to investing in the stock market, average expected returns are thrown around a lot. Depending on who...
The Best Personal Finance Hack
If you’re a consumer of financial media, you’re familiar with the attention-grabbing headlines that are used for the purpose of...
Shawshank Redemption is one of the greatest movies of all time. Personally, it’s probably my second favorite movie ever. While...
We often hear crazy success stories of investors who bet big on a single stock and won big. These stories...
As I was scrolling through Twitter last week, I saw a chart that stopped my finger in its tracks. It...
Since the pandemic last March, the investing environment has been pretty wild. Day trading has seen a huge surge, trading...
The Basics of Building an Investment Portfolio
In this webinar, Matt Mulcock, CFP® and Jake Elm, CFP® will talk about dentists can build an Investment Portfolio to...
When I started this newsletter, apart from writing about money and finance, I also wanted to sprinkle in some thoughts...
This past week marks one year since I started writing this newsletter. I can’t believe it’s already been an entire...
As I mentioned in my last post, I went on vacation to Lake Powell this past week. If you’ve never...
If You’re Worried, You’re Not Wealthy
Wealth means different things to different people. Some think it’s the amount of money you have in the bank or...
Do I Really Need a Financial Advisor? – Podcast Episode 289
On this episode of the Dentist Money™ Show, Ryan brings in Jake Elm, CFP® at Dentist Advisors, to take on...