Health & Wealthness

Health & Wealthness

By Michael T. Swartz, CFP®, PDCBusinessInvesting
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Health & Wealthness episodes

  • The Personal Retirement Journey: Retirement

    Episode 103 | The Personal Retirement Journey: Retirement

    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.

    12 min
  • The Personal Retirement Journey: Retire

    Episode 102 | The Personal Retirement Journey: Retire

    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.

    9 min
  • The Personal Retirement Journey: Retiring

    Episode 101 | The Personal Retirement Journey: Retiring

    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.

    18 min
  • The Personal Retirement Journey: Happiness

    Episode 100 | The Personal Retirement Journey: Happiness

    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.

    8 min
  • The Personal Retirement Journey: Modern Retirement

    Episode 99 | The Personal Retirement Journey: Modern Retirement

    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.

    14 min
  • The Personal Retirement Journey: Retirement Planning Problem

    Episode 98 | The Personal Retirement Journey: Retirement Planning Problem

    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.

    6 min
  • The Personal Retirement Journey: 3 Definitions

    Episode 97 | The Personal Retirement Journey: 3 Definitions

    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.

    9 min
  • The Personal Retirement Journey: Book Overview

    Episode 96 | The Personal Retirement Journey: Book Overview

    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.

    8 min
  • The Good Life

    Episode 95 | 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.

    2 min
  • Blinders On. Get to Work.

    Episode 94 | Blinders On. Get to 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.

    2 min

About Health & Wealthness

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Personal & Financial Planning for Physicians

By Michael T. Swartz, CFP®, PDC

https://healthwealthness.com