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 Unknown

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...

Confounding Compounding

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 Feel About Money

How we think and feel about money has been on my mind a lot recently. Maybe it’s because I’ve been...

So Much Cash

I’ve written several posts about investing trends and fads that have become popular over the past year or so. A...

What I’m Into

It’s my birthday today. And instead of a post about money, I wanted to write another post about some of...

The Behavior Gap

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...

Invest Like Andy Dufresne

Shawshank Redemption is one of the greatest movies of all time. Personally, it’s probably my second favorite movie ever. While...

The Risks of Trading

We often hear crazy success stories of investors who bet big on a single stock and won big. These stories...

Holding Stocks is Hard

As I was scrolling through Twitter last week, I saw a chart that stopped my finger in its tracks. It...