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
How Are You Going To Spend Your Money?
My wife is a huge Taylor Swift fan. Now, I know it seems like everyone is a huge Taylor Swift...
What Modern Banking Means for Dentistry
Banking is continually evolving. Join Blake Vargo from Bank of America and Jake Elm, CFP® for an in depth discussion...
The only thing on my Twitter feed the past few weeks has been tweets about the collapse of Silicon Valley...
How Much Do People Have Saved for Retirement?
A few weeks ago I shared some data on average income levels across different age groups in America. As it...
Investing Lessons From March Madness
Beginning this Thursday, there will be 48 men’s college basketball games played over the course of four days as part...
Should You Pay Off Your Mortgage Early?
The honest but often frustrating answer to the above question is, as with almost all personal finance questions, it depends....
Kevin O’Leary is a Canadian businessman who has had a ton of success in his career. He founded a software...
Investment Advice from Super Bowl Ads
Almost 115 million people tuned in to watch the Super Bowl last week. Viewership peaked at almost 120 million viewers...
I’ve been known to enjoy watching a movie from time to time, and as such, I recently started a Letterboxd...
I like to watch football. Even more so when it’s NFL playoff football on a cold January weekend. However, during...