Afleveringen

  • 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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • 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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

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  • 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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • 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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • 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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • 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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • 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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • 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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • 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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • 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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • Episode 93 | From 18 to 23

    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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • Episode 92 | Yes... And

    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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • Episode 91 | Experience is Temporary

    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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • Episode 90 | Eat Your Vegetables

    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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • Episode 89 | 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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • Episode 88 | The Dog and the Nail

    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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • Episode 87 | PSA: Your Opinions are Not Your Identity

    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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • Episode 86 | Thinking is the Hardest 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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • Episode 85 | Homework

    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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.

  • Episode 84 | The Bottleneck of Life

    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 PlannerÂź 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 video serves solely for educational purposes and does not aim to provide 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 about your situation and ensure you understand how it applies to your financial goals. Never take investment advice from someone who doesn’t know you and your specific situation. The people expressing the opinions in this article take full responsibility for them and do not intend them as definitive advice or a one-size-fits-all solution. The article references historical performance, which does not guarantee future results. Never assume past performance indicates future success, as market conditions can change. Unmanaged indices do not allow direct investment. Health & Wealthness holds no affiliation with any Registered Investment Advisor, Broker-Dealer, or other Financial Services Company.