Michael T. Swartz, CFP®, PDC

Health & Wealthness

Business EN ↓ 100 episodes

The Physician’s Guide to RetirementBy Michael T. Swartz, CFP®https://healthwealthness.com

Author

Michael T. Swartz, CFP®, PDC

Category

Business

Podcast website

healthwealthness.com

Latest episode

Nov 3, 2025

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Episodes

Student Loan Strategies (with Emma Crawford, MA, CFP®, CSLP®) 03.11.2025

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/workbo...

Retirement: Just Another Stage in Life (with Dr. Joanna Tan) 13.10.2025

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. Requ...

Being a Female Physician (with Dr. Joanna Tan) 06.10.2025

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 r...

The Research Behind Physician Retirement (with Dr. Larrie Greenberg) 23.06.2025

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 strategie...

Mastering RETIREMENT (with Dr. Nancy Murphy) 16.06.2025

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 & We...

A Conscious Retirement Transition (with Dr. Scott Abramson) 09.06.2025

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...

An Important Word: "THE" (with Dr. Scott Abramson) 02.06.2025

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,...

Retirement: A Heart's Journey (with Dr. Chris Miller) 26.05.2025

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...

Financial Planning for Retirement (with Dr. Daren Tobert) 19.05.2025

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...

Career Arc & Burnout (with Dr. Daren Tobert) 12.05.2025

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 Digi...

The Sailboat Retirement Plan (with Dr. Dawn Elfenbein) 05.05.2025

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 Physic...

Learning Wellbeing (with Dr. Dawn Elfenbein) 28.04.2025

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 Guid...

The Calling of Retirement (with Dr. Sue MacLellan-Tobert) 21.04.2025

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...

Discovering Values Through Coaching (with Dr. Sue MacLellan-Tobert) 14.04.2025

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 & Wealt...

Once a Doctor, Always a Doctor? (with Dr. Gita Mehta) 07.04.2025

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 questi...

An Unplanned Retirement (with Dr. Gita Mehta) 31.03.2025

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 abou...

Pursuing Your Passions (with Dr. Sarah Samaan) 24.03.2025

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 Retireme...

Early Decisions For Retirement (with Dr. Sarah Samaan) 17.03.2025

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...

Retiring To (with Dr. Rob McGregor) 10.03.2025

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 pract...

Retiring From (with Dr. Rob McGregor) 03.03.2025

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 pra...

Retaining Agency in Retirement (with Dr. Kyla Lee) 24.02.2025

Episode 113 | Retaining Agency in Retirement (with Dr. Kyla Lee) Kyla Lee works in internal medicine and palliative care at Gundersen Health System in La Crosse, WI. She also runs the 3rd and 4th-year medical student programs, raising the next generation of doctors in the Midwest. Request our FREE retirement workbook here . Also, read my book, Health & Wealthness: The Physician's Guide to the...

Freedom Through Financial Planning (with Dr. Michele Knox) 17.02.2025

Episode 112 | Freedom Through Financial Planning (with Dr. Michele Knox) Michele Knox, MD, retired from The Permanente Medical Group on long-term leave/disability in 2023 and separated/retired in July 2024. You can connect with Michele here or contact her via email here . Request our FREE retirement workbook here . Also, read my book, Health & Wealthness: The Physician's Guide to the Personal...

Ramping Down to Retirement (with Dr. Michele Knox) 10.02.2025

Episode 111 | Ramping Down to Retirement (with Dr. Michele Knox) Michele Knox, MD, retired from The Permanente Medical Group on long-term leave/disability in 2023 and separated/retired in July 2024. You can connect with Michele here or contact her via email here . Request our FREE retirement workbook here . Also, read my book, Health & Wealthness: The Physician's Guide to the Personal Retireme...

Not an Overnight Change (with Dr. Jeff Thompson) 03.02.2025

Episode 110 | Not an Overnight Change (with Dr. Jeff Thompson) Dr. Jeff Thompson is the CEO Emeritus of Gundersen Health System in La Crosse, WI, where he pioneered various new initiatives. Jeff is also a world-renowned speaker and author. You can learn more about Dr. Thompson here . Request our FREE retirement workbook here . Also, read my book, Health & Wealthness: The Physician's Guide to t...

What Matters Most (with Dr. Jeff Thompson) 27.01.2025

Episode 109 | What Matters Most (with Dr. Jeff Thompson) Dr. Jeff Thompson is the CEO Emeritus of Gundersen Health System in La Crosse, WI, where he pioneered various new initiatives. Jeff is also a world-renowned speaker and author. You can learn more about Dr. Thompson here . Request our FREE retirement workbook here . Also, read my book, Health & Wealthness: The Physician's Guide to the Per...

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