Monday May 19, 2025

Financial Planning for Retirement (with Dr. Daren Tobert)

Episode 125 | Financial Planning for Retirement (with Dr. Daren Tobert)

Dr. Daren Tobert is a board-certified Sleep Medicine physician, formerly practicing Pulmonary and Critical Care Medicine. He trained at the University of Alberta and Mayo Clinic, shifting to Sleep Medicine in 2017 for better balance and fulfillment. He enjoys golf, personal finance, and recently earned a Master’s in Blockchain and Digital Currency.

Request our FREE retirement workbook here.

Also, read my book, Health & Wealthness: The Physician's Guide to the Personal Retirement Journey. (Also available on Amazon.)

Have questions about the financial or personal sides of the retirement journey? Health & Wealthness has been helping physicians prepare for retiring, retire, and have a successful retirement since 2023. Michael T. Swartz is a Certified Financial Planner® and Certified Physician Development Coach who works in La Crosse, WI. You can learn more about Michael here.

See more at https://HealthWealthness.com/.

This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

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