Health & Wealthness
Claim This Podcastby Michael T. Swartz, CFP®, PDC
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Podcast Overview
<p><span>Personal & Financial Planning for Physicians</span><br /><br />By Michael T. Swartz, CFP®, PDC<br /><br />https://healthwealthness.com</p>
Language
🇺🇲
Publishing Since
1/2/2023
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Recent Episodes
November 3, 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.
October 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.
July 28, 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.
132 total episodes available
Recent guests on Health & Wealthness
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Dr Larrie Greenberg
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Dr Nancy Murphy
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Dr Scott Abramson
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Dr Chris Miller
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Dr. Jennifer Shaer
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Frequently asked questions
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- What is Health & Wealthness?
<p><span>Personal & Financial Planning for Physicians</span><br /><br />By Michael T. Swartz, CFP®, PDC<br /><br />https://healthwealthness.com</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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