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
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...
It’s been a few months, so it’s time for another post about some of my favorite things I’ve watched, listened...
Lessons from the Biggest Ponzi Scheme in History
I recently watched Madoff: The Monster of Wall Street on Netflix. This 4-episode series chronicles the rise and fall of...
A few months ago Bank of America released its 2022 Private Bank Study of Wealthy Americans. The study asked 1,052...
Last year was difficult for investors. Here are just a few of the economic challenges that led to a tough...
What Separates Multi-Million Dollar Practices From the Rest?
The Dental A Team has been behind the curtain of hundreds of offices across the country. Join us to learn...