Health & Wealthness

Personal & Financial Planning for Physicians

By Michael T. Swartz, CFP®, PDC

https://healthwealthness.com

Listen on:

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  • YouTube
  • Podbean App
  • Spotify

Episodes

From 18 to 23

Monday Oct 07, 2024

Monday Oct 07, 2024

Episode 93 | From 18 to 23
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.

Yes... And

Monday Sep 30, 2024

Monday Sep 30, 2024

Episode 92 | Yes... And
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.

Experience is Temporary

Monday Sep 23, 2024

Monday Sep 23, 2024

Episode 91 | Experience is Temporary
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.

Eat Your Vegetables

Monday Sep 16, 2024

Monday Sep 16, 2024

Episode 90 | Eat Your Vegetables
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.

The Best People

Monday Sep 09, 2024

Monday Sep 09, 2024

Episode 89 | Why am I doing this?
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.

The Dog and the Nail

Monday Sep 02, 2024

Monday Sep 02, 2024

Episode 88 | The Dog and the Nail
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.

Monday Aug 26, 2024

Episode 87 | PSA: Your Opinions are Not Your Identity
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.

Thinking is the Hardest Work

Monday Aug 19, 2024

Monday Aug 19, 2024

Episode 86 | Thinking is the Hardest Work
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.

Homework

Monday Aug 12, 2024

Monday Aug 12, 2024

Episode 85 | Homework
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.

The Bottleneck of Life

Monday Aug 05, 2024

Monday Aug 05, 2024

Episode 84 | The Bottleneck of Life
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.

© 2025 Health & Wealthness

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