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
Investing Lessons From March Madness
By Jake Elm, CFP® , Financial Advisor
It’s that wonderful time of year again. March Madness kicks off this weekend. Beginning on Thursday, there will be 48...
By Jake Elm, CFP® , Financial Advisor
As part of my job, I sit down with the individuals I work with at the beginning of each year...
By Jake Elm, CFP® , Financial Advisor
I want to give a shoutout to my good friend, Ryan, who is an avid reader of this newsletter. He...
Same As Ever: A Guide to What Never Changes
By Jake Elm, CFP® , Financial Advisor
If you’ve been reading my newsletter for any amount of time, you’re familiar with how often I reference and quote...
How Much Is Your Car Costing You?
By Jake Elm, CFP® , Financial Advisor
I drive a 2012 Volkswagen Jetta. It just might be the least glamorous car on planet Earth. Mine is even...
5 Reasons Why Dentists Have a Love/Hate Relationship with Money
Do you ever feel like you're on an emotional rollercoaster when it comes to finances? Join us for an eye-opening...
Love and Money: How couples can have healthy money conversations
By Jake Elm, CFP® , Financial Advisor
Money is by far the top cause of stress in America. More than 72% of people reported feeling stressed about...
By Jake Elm, CFP® , Financial Advisor
Instead of spending last week in the snow and freezing temperatures of Utah, I decided to go on a Disney...
What Was The Best Performing Asset of 2023?
By Jake Elm, CFP® , Financial Advisor
Let’s talk about investment performance. One of my favorite investing charts is Ben Carlson’s asset allocation quilt which shows the...
Can Behavioral Finance Be Taken Too Far?
By Jake Elm, CFP® , Financial Advisor
I don’t have a Twitter (or X) account anymore, but there was a tweet from a few days ago that...
One Dentist’s Journey From Associate to Owner – Episode #459
You know the quest to buy a practice can be fraught with challenges. Before taking the ownership plunge, it would...