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 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 Much Is Enough?

​​A few months ago, someone placed an online wager of $7.16 at FanDuel Sportsbook. The bet was a 25-leg parlay...

Random Acts of Finance

​​Today’s post is going to be a short one; more of a thought than a fully fleshed-out essay. Which, I’m...

Do You Really Want To Be Rich?

Being a Twitter user, I feel like Elon Musk is in my life a lot these days. Not only do...

Things Are Getting Better

I was going to write about the biggest story in finance last week which was the collapse of FTX (one...

Waiting For a Recession

I feel like I’ve been writing about an impending recession for a while now. Looking back, I have posts about...

Nothing Lasts Forever

I’ve been getting an incredible amount of questions about I-Bonds. Are they running commercials during halftime of NFL games? Whoever...

What I’m Into

living with two newborn babies. This week, I’m still trying to adjust to living with no sleep while also navigating...

Bad Financial Advice

In 1990, David Letterman asked his friend Jerry Seinfeld how his new sitcom was going. Jerry responded saying there was...

Two Different Approaches

Today’s post is a short one about two videos I saw over the past week. The first is a video...

Navigating the Housing Market

Last week I wanted to do a quick check-in on the state of the stock market. This week I figured...

Navigating a Bear Market

Earlier this year I wrote quite a bit about the stock market as it was beginning to decline and enter...

What I’m Into

While I’m taking some time off, I figured it’s a good time to do another post about some of my...