Jake Elm, CFP® - Dentist Advisors

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 played a key role in enhancing the firm’s investment management processes. He is also the author of a popular weekly blog called “Money Talks.”

My Content

Knowing vs. Doing

By Jake Elm, CFP® , Financial Advisor

I can’t stop thinking about the Masters. It’s the best golf tournament in the world, and we had a great...

4 Mistakes to Avoid during a Dental Practice Transition: Part One – Episode #634

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...

Navigating Stock Market Volatility

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: What a wild past week and a half in the stock market. On...

Do You Hate Paying Taxes?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: As I write this, the U.S. stock market is taking a small tumble,...

How to Prepare for a Successful Practice Transition (Part 2)

When is the right time to step away from dentistry? How do you properly transition out of your practice? Join...

How Much Money Is Considered a “Living Wage?”

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Almost every Monday, I log in to my LinkedIn account and peruse for...

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

Over the last four days, there have been a whopping 48 college basketball games played, all part of a 68-team,...

What’s Going On With The Stock Market? Part Two

By Jake Elm, CFP® , Financial Advisor

Almost all of my conversations this past week have at some point shifted toward the stock market. Even as I...

How to Prepare for a Successful Practice Transition

Thinking about selling your dental practice but unsure where to start? It’s one of the biggest decisions in a dentist’s...

What’s Going On With The Stock Market?

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, the S&P 500 (an index tracking the 500 largest companies in the U.S.) is down about...

What I’m Into

By Jake Elm, CFP® , Financial Advisor

Honestly, there’s no economic/personal finance topic that’s catching my interest this week. So you know what that means, another...

Are 401(k)s a Scam?

By Jake Elm, CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...

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