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 First Financial Question We Ask Every Dentist – Part 2 – Episode #553
Debt can evoke a range of emotions—how do you feel about yours? In this episode of the Dentist Money Show,...
Did We Just Experience A Flash Crash?
By Jake Elm, CFP® , Financial Advisor
Typically, when trying to learn about the stock market I’ll use examples from the past to try and give us...
The First Financial Question We Ask Every Dentist – Part 1 – Episode #548
When was the last time you answered the question: What about money is most important to you? This is the...
By Jake Elm, CFP® , Financial Advisor
TL;DR – Listen to the blog post: The year is 1994. The median household income in the U.S. is...
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...