Health & Wealthness

Michael T. Swartz, CFP®, PDC
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Personal & Financial Planning for Physicians By Michael T. Swartz, CFP®, PDC https://healthwealthness.com

  1. 11/03/2025

    Student Loan Strategies (with Emma Crawford, MA, CFP®, CSLP®)

    Episode 133 | Student Loan Strategies (with Emma Crawford, MA, CFP®, CSLP®) Emma Crawford is the founder of October Loan Strategies, a firm specializing in creating customized student loan repayment and forgiveness plans. She is a Certified Financial Planner and Certified Student Loan Professional based in Madison, WI. Request our FREE retirement workbook here (https://healthwealthness.com/workbook). Also, read my book, Health & Wealthness: The Physician's Guide to the Personal Retirement Journey (https://healthwealthness.com/hw-book). (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 (https://healthwealthness.com/coaching/michael-t-swartz). 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.

    41 min

  2. 10/13/2025

    Retirement: Just Another Stage in Life (with Dr. Joanna Tan)

    Episode 132 | Retirement: Just Another Stage in Life (with Dr. Joanna Tan) Dr. Joanna Tan is a retired family medicine physician from Yorba Linda, California, with nearly 50 years of experience. A Tufts University graduate, she served patients at St. Jude Heritage Medical Group and was known for her compassionate, attentive care. Now retired, she reflects on a lifetime of service in medicine. 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.

    23 min

  3. 10/06/2025

    Being a Female Physician (with Dr. Joanna Tan)

    Episode 131 | Being a Female Physician (with Dr. Joanna Tan) Dr. Joanna Tan is a retired family medicine physician from Yorba Linda, California, with nearly 50 years of experience. A Tufts University graduate, she served patients at St. Jude Heritage Medical Group and was known for her compassionate, attentive care. Now retired, she reflects on a lifetime of service in medicine. 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.

    29 min

  4. 06/23/2025

    The Research Behind Physician Retirement (with Dr. Larrie Greenberg)

    Episode 130 | The Research Behind Physician Retirement (with Dr. Larrie Greenberg) Dr. Larrie Greenberg is a leader in medical education with over 40 years of experience and 260+ peer-reviewed publications. His work focuses on curriculum planning, faculty development, and teaching educators how to teach, with a strong emphasis on communication skills. He brings deep insight and practical strategies to help faculty and institutions elevate their educational impact. 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.

    30 min

  5. 06/16/2025

    Mastering RETIREMENT (with Dr. Nancy Murphy)

    Episode 129 | Mastering RETIREMENT (with Dr. Nancy Murphy) Nancy Murphy has been at the University of Utah for over two decades in roles ranging from clinical practice to faculty development. Currently, she is a professor in the Department of Pediatrics. She is also a physiatrist, taking care of kids with disabilities. 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.

    28 min

  6. 06/09/2025

    A Conscious Retirement Transition (with Dr. Scott Abramson)

    Episode 128 | A Conscious Retirement Transition (with Dr. Scott Abramson) Dr. Scott Abramson is a retired neurologist who spent over 40 years at Kaiser Permanente in Northern California. He developed programs on physician communication and burnout, and now reflects on life after medicine—including the often-overlooked challenge of spending full-time with your spouse for the first time… for better or worse, but not for lunch. 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.

    37 min

  7. 06/02/2025

    An Important Word: "THE" (with Dr. Scott Abramson)

    Episode 127 | An Important Word: "THE" (with Dr. Scott Abramson) Dr. Scott Abramson is a retired neurologist who spent over 40 years at Kaiser Permanente in Northern California. He developed programs on physician communication and burnout, and now reflects on life after medicine—including the often-overlooked challenge of spending full-time with your spouse for the first time… for better or worse, but not for lunch. 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.

    24 min

  8. 05/26/2025

    Retirement: A Heart's Journey (with Dr. Chris Miller)

    Episode 126 | Retirement: A Heart's Journey (with Dr. Chris Miller) Dr. Chris Miller is an Internal Medicine Emeritus and has retired from patient care for two years. Dr. Miller believes that every retiring physician has a story; every retiring physician has a purpose and a vision. She believes that coaching can help uncover, develop, and strengthen all three aspects of the retiring physician. She has helped develop and deliver both physician group coaching programs and individual coaching programs since 2019. 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.

    38 min
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About

Personal & Financial Planning for Physicians By Michael T. Swartz, CFP®, PDC https://healthwealthness.com

Information

  • Creator
    Michael T. Swartz, CFP®, PDC
  • Years Active
    2022 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © 2025 Health & Wealthness
  • Show Website
    Health & Wealthness