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.

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.

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.

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.

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.

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.

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.

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.

Episode 125 | Financial Planning for Retirement (with Dr. Daren Tobert) Dr. Daren Tobert is a board-certified Sleep Medicine physician, formerly practicing Pulmonary and Critical Care Medicine. He trained at the University of Alberta and Mayo Clinic, shifting to Sleep Medicine in 2017 for better balance and fulfillment. He enjoys golf, personal finance, and recently earned a Master’s in Blockchain and Digital Currency. 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.

Episode 124 | Career Arc & Burnout (with Dr. Daren Tobert) Dr. Daren Tobert is a board-certified Sleep Medicine physician, formerly practicing Pulmonary and Critical Care Medicine. He trained at the University of Alberta and Mayo Clinic, shifting to Sleep Medicine in 2017 for better balance and fulfillment. He enjoys golf, personal finance, and recently earned a Master’s in Blockchain and Digital Currency. 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.

Episode 123 | The Sailboat Retirement Plan (with Dr. Dawn Elfenbein) Dr. Dawn Elfenbein is the Vice Chair of Wellbeing in the Department of Surgery at the University of Wisconsin-Madison, a Master of Public Health, and a Fellow of the American College of Surgeons. You can learn more about Dawn 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.

Episode 122 | Learning Wellbeing (with Dr. Dawn Elfenbein) Dr. Dawn Elfenbein is the Vice Chair of Wellbeing in the Department of Surgery at the University of Wisconsin-Madison, a Master of Public Health, and a Fellow of the American College of Surgeons. You can learn more about Dawn 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.

Episode 121 | The Calling of Retirement (with Dr. Sue MacLellan-Tobert) Dr. Sue MacLellan-Tobert, MD, PCC, retired from medicine in 2024 and is now the founder of Healing Edge Coaching LLC. She also hosts a podcast with her husband, Daren. You can see more from Sue on her website, HealingEdgeCoaching.com. 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.

Episode 120 | Discovering Values Through Coaching (with Dr. Sue MacLellan-Tobert) Dr. Sue MacLellan-Tobert, MD, PCC, retired from medicine in 2024 and is now the founder of Healing Edge Coaching LLC. She also hosts a podcast with her husband, Daren. You can see more from Sue on her website, HealingEdgeCoaching.com. 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.

Episode 119 | Once a Doctor, Always a Doctor? (with Dr. Gita Mehta) Gita Mehta is a retired MD from UCSD. She was a former Emeritus Professor of Medicine at the University of California San Diego, UC Health Care. 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.

Episode 118 | An Unplanned Retirement (with Dr. Gita Mehta) Gita Mehta is a retired MD from UCSD. She was a former Emeritus Professor of Medicine at the University of California San Diego, UC Health Care. 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.

Episode 117 | Pursuing Your Passions (with Dr. Sarah Samaan) Sarah Samaan, MD, FACC, FACP, retired from Baylor Scott and White Health as a cardiologist in 2022 after nearly 30 years in cardiology practice. She is now self-employed at Mindful Physician Coaching.   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.

Episode 116 | Early Decisions For Retirement (with Dr. Sarah Samaan) Sarah Samaan, MD, FACC, FACP, retired from Baylor Scott and White Health as a cardiologist in 2022 after nearly 30 years in cardiology practice. She is now self-employed at Mindful Physician Coaching.   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.

Episode 115 | Retiring To (with Dr. Rob McGregor) Dr. Rob McGregor retired from Akron Children’s Hospital after serving as their Chief Medical Officer for 12 years, making his time as a clinician total 40 years. He is a Health & Wealthness approved Healthcare Peer Coaching Practitioner through Sage Advisors and has served on the Akron Rotary Board. You can learn more about Rob's coaching practice 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.

Episode 114 | Retiring From (with Dr. Rob McGregor) Dr. Rob McGregor retired from Akron Children’s Hospital after serving as their Chief Medical Officer for 12 years, making his time as a clinician total 40 years. He is a Health & Wealthness approved Healthcare Peer Coaching Practitioner through Sage Advisors and has served on the Akron Rotary Board. You can learn more about Rob's coaching practice 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.