M Advisor

08/19/2026

How you hold your cash is one of the most foundational components to a financial plan, yet it almost always gets ignored. Cash management is a key to unlocking other parts of your plan.

Cash Management Cash management is often an undervalued topic in financial planning. The first reason it’s undervalued is that cash is normally a low-yield or low value asset. Another reason is that, unless you’re storing large amounts...

03/30/2026

A major hospital in OKC started using 457(f) plans. Learn how they work here!

Section 457 plans are forms of deferred compensation that allow employers to delay, or defer, current salary to a future date. Most active 457 plans are 457(b) plans, which fall in line with the limits and rules of normal 403(b)...

03/03/2026

Download for Free: Questions to ask a financial advisor:

For physicians, finding the right advisor can be a deeply satisfying and profitable relationship. Conversely, finding the wrong advisor can prove costly. Download the 24-question checklist to find that right advisor. 

03/03/2026

Latest podcast:

Podcast Episode · M Advisor Podcast: Financial Clarity for Physicians · February 27 · 11m

02/19/2026

Traditional vs. Roth: this is a topic that always needs some personalized evaluation.
https://www.m-advisor.com/blog/retirement-plan-contributions-traditional-vs-roth-updated-for-2026

Reposted from a previous post. Updated with 2026 Figures.Hospital Retirement Benefits and Understanding What's AvailableOne of the more fundamental financial decisions a person makes is contributing to a retirement plan. In most...

02/17/2026

It's the Valentines podcast:
https://podcasts.apple.com/us/podcast/estate-planning-is-romantic/id1613405436?i=1000749551775

Podcast Episode · M Advisor Podcast: Financial Clarity for Physicians · 02/13/2026 · 7m

02/05/2026

Ready or not, here they come: Trump Accounts. These will be available for children born between Jan. 1, 2025 and Dec. 31, 2028. Here's how they work:

What We Know So Far:What Are Trump Accounts?The One Big Beautiful Bill (OBB) made available a new kind of account type: Trump Accounts. Trump Accounts are new tax-advantaged accounts available to children born between January 1, 2025...

11/27/2025

Gratitude and good planning go hand in hand

11/14/2025

Hospital Benefits Guide for benefits enrollment season. This is a great resource for benefits enrollment every year.
https://www.m-advisor.com/blog/a-guide-to-hospital-benefits

A physician’s financial plan is often packed with benefits from hospitals. With so many benefits offered, decision fatigue can follow. How do you know what benefits to choose? Which one is right for you? When you enroll in your benefits, two things can happen:

11/14/2025

New podcast episode: Hospital Benefits Enrollment
Helpful information during benefits enrollment season.
https://podcasts.apple.com/us/podcast/benefits-enrollment/id1613405436?i=1000736703472

Podcast Episode · M Advisor Podcast: Financial Clarity for Physicians · 11/14/2025 · 24m