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
Money and Emotions: How feelings can shape our finances – Episode #573
Ninety-five percent of our decisions and behaviors are shaped unconsciously by our subconscious mind. Money is more than just numbers—it’s...
By Jake Elm, CFP® , Financial Advisor
How we think and feel about money has been on my mind a bit. I’ve been thinking about how those...
By Jake Elm, CFP® , Financial Advisor
I’ve written on more than a few occasions about the active versus passive investing debate, which will likely never end...
How Misunderstanding Taxes Could Cost You $10K or More
By Jake Elm, CFP® , Financial Advisor
TL;DR – Listen to the article post: Surveys show that about half of all Americans believe they pay
too much in...
Real Estate Vs. The Stock Market
By Jake Elm, CFP® , Financial Advisor
Of all the places to put your money to grow over time, investing in real estate really seems to grab...
By Jake Elm, CFP® , Financial Advisor
I wasn’t sure what I wanted to write about this week, then, as I was heading into work a few...
By Jake Elm, CFP® , Financial Advisor
The Bureau of Economic Analysis just released U.S. personal savings rate data for the month of July. This is the...
3 Election Year Myths that Can Hurt Investors
Is investing during an election year something to fear? It's natural to worry about how a contentious and polarizing political...
By Jake Elm, CFP® , Financial Advisor
We’ve all seen the statistics that show far too many Americans have very little to nothing saved for retirement. Here’s...
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...