Health & Wealthness

Health & Wealthness

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

  • I Made a Mistake

    Episode 63 | I Made a Mistake

    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
  • Nexting

    Episode 62 | Nexting

    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.

    4 min
  • COACH

    Episode 61 | COACH

    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
  • Find The Beauty

    Episode 60 | Find The Beauty

    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.

    5 min
  • The Sand Pile Effect

    Episode 59 | The Sand Pile Effect

    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.

    3 min
  • Why BlankScreen is Here

    Episode 58 | Why BlankScreen is Here

    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.

    4 min
  • Values & Priorities (Expanded)

    Episode 57 | Values & Priorities (Expanded)

    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.

    7 min
  • Why am I doing this?

    Episode 56 | 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.

    7 min
  • Scientific Curiosity

    Episode 55 | Scientific Curiosity

    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.

    4 min
  • The Overview Effect

    Episode 54 | The Overview Effect

    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.

    5 min

About Health & Wealthness

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Personal & Financial Planning for Physicians

By Michael T. Swartz, CFP®, PDC

https://healthwealthness.com