Tyler Olson, EA

Advising physicians to build wealth, manage taxes, and make great life decisions.

Host of A Good Problem to Have

[Tyler Olson, EA @olsonplanner]

This is a safe place to learn about finance.

Every question is valid!

#MedTwitter #MedStudentTwitter #financialplanning

[Tyler Olson, EA @olsonplanner]

Doing cardio Sending clients fee increase emails
🤝
Things I hate doing but have to do

[Tyler Olson, EA @olsonplanner]

@DerekMDtrade How does the AI tool help ensure the notes aren't non-individualized? I've heard that without careful use of prompts, that the notes will look extremely identical (which is understandably a problem).

[Tyler Olson, EA @olsonplanner]

Practicing/Attending Physicians:

What are the chances of your notes getting audited?

[Tyler Olson, EA @olsonplanner]

@dtmcdevitt Thank you

I've been speaking with some physicians who are aiming to effectively use AI in note taking, to keep up with patient flow, while knowing that auditors are ALSO using AI to sift physician notes.

Learning how to prompt and how to guide the AI is becoming more important.

[Tyler Olson, EA @olsonplanner]

@AdviserCounsel Oh I see

[Tyler Olson, EA @olsonplanner]

@mortgagemeteam You do such thorough work. Any physician is very fortunate to work with you!

[Tyler Olson, EA @olsonplanner]

Docs -

Michael knows what he's talking about in the realm of mortgages, particularly the physician mortgage.

A good follow, an even better mortgage banker.

[Michael Zwiezen | Mortgage Loan Officer @mortgagemeteam]

Heads up if you took new federal student loans after July 1. Those may not get IBR, PAYE or ICR anymore. New options are RAP and a tiered standard plan (per the AMA). Your payment may change, so ask your lender how they'd count it. Terms may vary by lender.

[Tyler Olson, EA @olsonplanner]

@AdviserCounsel Obviously they're getting ready to break out and start their own RIA and need your expertise.

[Tyler Olson, EA @olsonplanner]

@FixnBones ohhh i see

[Tyler Olson, EA @olsonplanner]

This might sound nuts.

But I'm beginning to think that physicians in many (maybe not all) specialties MUST learn how to skillfully use AI if they want to have a successful career.

It's an efficiency arms race.

[Tyler Olson, EA @olsonplanner]

@allisonoconn Congrats Allison!

As a 43 year old financial planner, having been in the field for 20+ years, unfortunately never lol

[Tyler Olson, EA @olsonplanner]

@FixnBones Decades? How so?

[Tyler Olson, EA @olsonplanner]

@JohnSin77034530 I've been told that on the audit side, they're using AI as well. So just letting AI run the notes without restraint could be problematic from an audit perspective too.

Learning to use this tool is tricky!

[Tyler Olson, EA @olsonplanner]

@codetoclaim That's good

[Tyler Olson, EA @olsonplanner]

@DoctorCliffyy Ahhhh so close!!

Good thing you made a plan : ) All will be well.

[Tyler Olson, EA @olsonplanner]

Hard to believe how much has changed with the student loan landscape over the past 7 years.

If you were here in 2020 and we talked about student loans at that time, say hello would ya?

[Tyler Olson, EA @olsonplanner]

@MoMIGSMD Hey there Mohammad, we go way back!

Hope you're doing well : )

[Tyler Olson, EA @olsonplanner]

@robgraymd yeah thats for sure

[Tyler Olson, EA @olsonplanner]

@christinercoy 😃