Health & Wealthness

Health & Wealthness

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

  • Values & Priorities

    Episode 53 | Values & Priorities

    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
  • Do It Once. Do It Right.

    Episode 52 | Do It Once. Do It Right.

    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
  • How to Live on a Spectrum

    Episode 51 | How to Live on a Spectrum

    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
  • Dogs vs. Cats

    Episode 50 | Dogs vs. Cats

    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
  • The Bridge to Success

    Episode 49 | The Bridge to Success

    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
  • Listening to Respond or Understand

    Episode 48 | Listening to Respond or Understand

    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
  • Golden Rule vs. Platinum Rule

    Episode 47 | Golden Rule vs. Platinum Rule

    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
  • Helpful Pearls

    Episode 46 | Helpful Pearls

    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
  • Give & Take

    Episode 45 | Give & Take

    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
  • Money, Status, & Wealth. Oh My!

    Episode 44 | Money, Status, & Wealth. Oh My!

    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

About Health & Wealthness

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Personal & Financial Planning for Physicians

By Michael T. Swartz, CFP®, PDC

https://healthwealthness.com