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
It’s been a while, so it’s time for another post about some of my favorite things I’ve watched, listened to,...
With Halloween tomorrow, I’ve gathered some economic and financial data that I’m going to label as a trick (discouraging) or...
With rising interest rates, high inflation, outrageous house prices, and expensive traveling costs, it feels like people should be spending...
“I don’t like mutual funds.” This was a comment someone made during a Q&A session at the end of a...
For as long as I can remember, becoming a millionaire has been the cultural gold standard for building wealth. Most...
I’m going to attempt to relate college football to an investment principle. It may or may not work, but I’m...
I wanted to share a few things I’ve recently come across that have caught my attention and caused me to...
How Much Should You Spend On A House?
There doesn’t seem to be a lot of people buying houses right now. At least, not as many as usual....
Long-Term Returns Are All That Matter
I was playing golf the other day and had an awesome five-hole stretch to finish my round. I scored three...
Financial Advice From A Stranger
Last week my two one-year-old boys came down with a cold. This is their first experience with being sick and...
An Argument For Shared Bank Accounts
Here’s an opinion that may be controversial: I think every married couple should have combined finances and shared bank accounts....
Student Loan Info Session: 5 Tips to Ace Your Repayment
Ring the bell, student loan payments are back in session! Join Jake Elm, CFP® and Taylor Sutterfield, MAcc, CFP® for...