Tyler Olson, EA

Doctors - I won't be writing much here going forward. DMs are closed to new requests, though I'll check messages from existing conversations from time to time. Here's where I'll be focusing my public educational efforts: 1) Physician Cents (Podcast) 2) A Good Problem to Have (Podcast) 3) Tiktok 4) At attendings' homes where they host their trainees for a meal and a discussion about money with me. These have had such an impact, love playing this supportive role. 5) At a medical conference near you. In-person teaching opportunities like these are really fun and I will be doing more of them. 6) Semi-annual webinars - one in the spring and one in the fall. Next up is the Post-Match Financial Education Webinar, slated for April 10th. As for planning work: If you want to work with us at OlsonFP, you're welcome to inquire through our website. - Our next set of single sessions ($4k) with me will take place in August. - Ongoing planning service interviews are taken on a case by case basis. On a related note, I've determined we will grow the practice by hiring another tax pro so I won't be the only EA/CPA on staff. I'm looking forward to continuing to build the practice. Appreciate you all in medicine as you navigate your careers and make tough money decisions! Your work is SO important. My heart particularly continues to be with you med students and trainees - y'all work so hard in learning and training, ultimately for your patients - we are all in your debt. I'll keep doing my best to support you with what I have to give. - Tyler

@ScottTruhlar Thanks for sharing, Scott : )

Such a great post by Tyler - its going to be a whole new calculus to figure out optimal med school borrowing strategies. Happy Match Day everyone!

@DrSharathS I concur! Appreciate the comment, Sharath!

@olsonplanner This is a very simple but very important information!

A lot of physicians assume multiple retirement plans = multiple limits Not always 403(b) + 401(k) share the same employee contribution cap For 2026: $24,500 total We explain more on the latest episode of Physician Cents:

@RadRadDoc Yep that will sadly be inevitable.

@olsonplanner So many poor kids will be priced out of grad school loans. So unfortunate

Pre-meds better be paying attention to the 200k cap on graduate school loans. Watch:

@sbehnazhatami Congratulations!

I’m going to be an anesthesiologist!! 💉😍 #Match2026

@SaraNkashani Congratulations Sara!

I'm going to be a Radiologist!!!!!!!🎊🥹✨

@zana_sej Congratulations!

I’m going to be a Dermatologist!! #Match2026

@ScottTruhlar omg Scott, what a perspective haha

@olsonplanner It's the single best day on social media! These are the docs who will be taking care of folks our age, Tyler!

Seeing these match posts every year reminds me why doctors become doctors. They are so eager to help people. I can only hope the medical industry will stay sufficiently out of the way and let them do their work.

@tqlemd yes

@olsonplanner 3-7 more years of hard work.

Private student loans during residency can be tricky Lower interest rates sound great, but the loan terms matter just as much Your financial decisions during training don’t have to be perfect They just have to keep you afloat until attending income arrives Before refinancing, listen to today’s new episode:

@alecbirnbaum Congratulations Alec!

I am beyond grateful to report that I have matched into my dream speciality of PM&R! I am so excited to become a physiatrist!! Can’t wait to find out where I’ll be. Thank you to everyone who supported me along the way💙🩺

@jordanharrelldo Congrats Jordan!

this girl is going to be an anesthesiologist🥹 #employed #match2026

@s_estherjohnson @TheNRMP Congratulations!!

I’M GOING TO BE A NEUROSURGEON!!! ✨ Endlessly thankful to my village of mentors, friends & family - I couldn’t have done this without them. #Match2026 @TheNRMP

@VincyMathew5 Congratulations!

I’m going to be a Neurosurgeon!!! Deepest thanks to everyone who has supported me in this journey in every way possible, grateful is an understatement!

@katesser1 congrats!!

I'm going to be an orthopedic surgeon!!! #Match2026 #ortho #orthotwitter #meded

@MaraBahri I'm so glad to hear it was well worth your time Mara! I hope intern year is wrapping up nicely for you.

Cannot recommend this session enough! Went last year post-match and it was incredibly helpful, so much so, I’ll be listening in again this year to make sure I didn’t miss anything 😅 #Match2026 #MatchDay

That can often be the case, it being a wash. Where it can be useful: - limited asset location options (as in tax treatment) so being able to get the allocation how you want without putting bonds into the taxable account becomes prohibitive. This is not common for docs with access to 457b/403b etc. But if they just have a 401k with a small or no match, it can become an issue closer to retirement. - retirement income planning decisions. It can be a useful tool for income creation in a taxable account if you're trying to avoid using Roth assets or if you're in low or no income years and you're doing Roth conversions so you don't want to use the pre-tax accounts either.

@olsonplanner to me the muni bond thing is a wash viz a viz a regular bond fund. the tax equiavalent yield seems about the same when I have looked at the numbers. i.e. that tax advantage appears to be baked into the yield. and I'm in OR and there isn't a great muni option for that state

Quick investing note for physicians: Your taxable account has no contribution limits Which is why it often becomes your largest account One thing we often look at for high earners: municipal bonds More on the latest Physician Cents episode

Soon to be new interns - Financial education is critical for your start to residency. Come learn with us! Sign up here:' olsonfp.com/webinar