Podcast Episodes Listen to the Health & Wealthness Podcast by Michael T. Swartz, CFP®, PDC Listen Wherever You Get Your Podcasts Latest Episodes Podcast Episodes Student Loan Strategies (with Emma Crawford, MA, CFP®, CSLP®) November 3, 2025November 3, 2025 Podcast Episodes Retirement: Just Another Stage in Life (with Dr. Joanna Tan) August 4, 2025July 24, 2025 Podcast Episodes Being a Female Physician (with Dr. Joanna Tan) July 28, 2025July 24, 2025 Podcast Episodes The Research Behind Physician Retirement (with Dr. Larrie Greenberg) June 23, 2025July 2, 2025 Podcast Episodes Mastering RETIREMENT (with Dr. Nancy Murphy) June 16, 2025July 2, 2025 Podcast Episodes A Conscious Retirement Transition (with Dr. Scott Abramson) June 9, 2025July 2, 2025 Podcast Episodes An Important Word: “THE” (with Dr. Scott Abramson) June 2, 2025July 2, 2025 Podcast Episodes Retirement: A Heart’s Journey (with Dr. Chris Miller) May 26, 2025June 12, 2025 Podcast Episodes Financial Planning for Retirement (with Dr. Daren Tobert) May 19, 2025June 12, 2025 Podcast Episodes Career Arc & Burnout (with Dr. Daren Tobert) May 12, 2025June 12, 2025 Podcast Episodes The Sailboat Retirement Plan (with Dr. Dawn Elfenbein) May 5, 2025June 12, 2025 Podcast Episodes Learning Wellbeing (with Dr. Dawn Elfenbein) April 28, 2025June 12, 2025 Podcast Episodes The Calling of Retirement (with Dr. Sue MacLellan-Tobert) April 21, 2025May 28, 2025 Podcast Episodes Discovering Values Through Coaching (with Dr. Sue MacLellan-Tobert) April 14, 2025May 28, 2025 Podcast Episodes Once a Doctor, Always a Doctor? (with Dr. Gita Mehta) April 7, 2025May 28, 2025 Podcast Episodes An Unplanned Retirement (with Dr. Gita Mehta) March 31, 2025May 28, 2025 Podcast Episodes Pursuing Your Passions (with Dr. Sarah Samaan) March 24, 2025May 28, 2025 Podcast Episodes Early Decisions For Retirement (with Dr. Sarah Samaan) March 17, 2025May 28, 2025 Podcast Episodes Retiring To (with Dr. Rob McGregor) March 10, 2025May 28, 2025 Podcast Episodes Retiring From (with Dr. Rob McGregor) March 3, 2025May 28, 2025 Podcast Episodes Retaining Agency in Retirement (with Dr. Kyla Lee) February 24, 2025March 18, 2025 Podcast Episodes Freedom Through Financial Planning (with Dr. Michele Knox) February 17, 2025May 28, 2025 Podcast Episodes Ramping Down to Retirement (with Dr. Michele Knox) February 10, 2025May 28, 2025 Podcast Episodes Not an Overnight Change (with Dr. Jeff Thompson) February 3, 2025May 28, 2025 Podcast Episodes What Matters Most (with Dr. Jeff Thompson) January 27, 2025May 28, 2025 Podcast Episodes Quitting & Letting Go (with Dr. Jennifer Shaer) January 20, 2025May 28, 2025 Podcast Episodes Your Internal Compass & Career (with Dr. Jennifer Shaer) January 13, 2025May 28, 2025 Podcast Episodes The Personal Retirement Transition (with Dr. Jennifer Shaer) January 6, 2025May 28, 2025 Podcast Episodes Health & Wealthness 2.0 December 30, 2024December 18, 2024 Podcast Episodes The Personal Retirement Journey: Conclusion December 23, 2024December 18, 2024 Podcast Episodes The Personal Retirement Journey: Retirement December 16, 2024December 18, 2024 Podcast Episodes The Personal Retirement Journey: Retire December 9, 2024December 18, 2024 Podcast Episodes The Personal Retirement Journey: Retiring December 2, 2024December 18, 2024 Podcast Episodes The Personal Retirement Journey: Happiness November 25, 2024December 18, 2024 Podcast Episodes The Personal Retirement Journey: Modern Retirement November 18, 2024December 18, 2024 Podcast Episodes The Personal Retirement Journey: Retirement Planning Problem November 11, 2024December 18, 2024 Podcast Episodes The Personal Retirement Journey: 3 Definitions November 4, 2024December 18, 2024 Podcast Episodes The Personal Retirement Journey: Book Overview October 28, 2024December 18, 2024 Podcast Episodes The Good Life October 21, 2024December 18, 2024 Podcast Episodes Blinders On. Get to Work. October 14, 2024December 18, 2024 Podcast Episodes From 18 to 23 October 7, 2024December 18, 2024 Podcast Episodes Yes… And September 30, 2024July 2, 2025 Podcast Episodes Experience is Temporary September 23, 2024December 18, 2024 Podcast Episodes Eat Your Vegetables September 16, 2024December 18, 2024 Podcast Episodes The Best People September 9, 2024December 18, 2024 Podcast Episodes The Dog and the Nail September 2, 2024December 18, 2024 Podcast Episodes PSA: Your Opinions are Not Your Identity August 26, 2024December 18, 2024 Podcast Episodes Thinking is the Hardest Work August 19, 2024December 18, 2024 Podcast Episodes Homework August 12, 2024December 18, 2024 Podcast Episodes The Bottleneck of Life August 5, 2024December 18, 2024 Podcast Episodes Isolate Losses July 29, 2024December 18, 2024 Podcast Episodes The Skier and the Trees July 22, 2024December 18, 2024 Podcast Episodes How to Say No July 15, 2024December 18, 2024 Podcast Episodes Why Politicians Will Never Be Right July 8, 2024December 18, 2024 Podcast Episodes Are You a Consumer or Creator? July 1, 2024December 18, 2024 Podcast Episodes Be Patient June 24, 2024December 18, 2024 Podcast Episodes Delayed Gratification June 17, 2024December 18, 2024 Podcast Episodes The Stress Cycle June 10, 2024December 18, 2024 Podcast Episodes Stumbling on Happiness June 3, 2024December 18, 2024 Podcast Episodes Process vs. Outcomes May 27, 2024December 18, 2024 Podcast Episodes Notifications May 20, 2024December 18, 2024 Podcast Episodes Be Your Own Best Friend May 13, 2024December 18, 2024 Podcast Episodes How To Sell Yourself May 6, 2024December 18, 2024 Podcast Episodes The 80/20 Rule April 29, 2024December 18, 2024 Podcast Episodes Pound the Stone April 22, 2024December 18, 2024 Podcast Episodes Blink April 15, 2024December 18, 2024 Podcast Episodes Breadth & Depth April 8, 2024December 18, 2024 Podcast Episodes Nudge Yourself April 1, 2024December 18, 2024 Podcast Episodes The Cone of Possibility March 25, 2024December 18, 2024 Podcast Episodes Why it’s called BlankScreen March 18, 2024December 18, 2024 Podcast Episodes I Made a Mistake March 11, 2024December 18, 2024 Podcast Episodes Nexting March 4, 2024December 18, 2024 Podcast Episodes COACH February 26, 2024December 18, 2024 Podcast Episodes Find The Beauty February 19, 2024December 18, 2024 Podcast Episodes The Sand Pile Effect February 12, 2024December 18, 2024 Podcast Episodes Why BlankScreen is Here February 5, 2024December 18, 2024 Podcast Episodes Values & Priorities (Expanded) January 29, 2024December 18, 2024 Podcast Episodes Why am I doing this? January 22, 2024December 18, 2024 Podcast Episodes Scientific Curiosity January 15, 2024December 18, 2024 Podcast Episodes The Overview Effect January 8, 2024December 18, 2024 Podcast Episodes Values & Priorities January 1, 2024December 18, 2024 Podcast Episodes Do It Once. Do It Right. December 25, 2023December 18, 2024 Podcast Episodes How to Live on a Spectrum December 18, 2023December 18, 2024 Podcast Episodes Dogs vs. Cats December 11, 2023December 18, 2024 Podcast Episodes The Bridge to Success December 4, 2023December 18, 2024 Podcast Episodes Listening to Respond or Understand November 27, 2023December 18, 2024 Podcast Episodes Golden Rule vs. Platinum Rule November 20, 2023December 18, 2024 Podcast Episodes Helpful Pearls November 13, 2023December 18, 2024 Podcast Episodes Give & Take November 6, 2023December 18, 2024 Podcast Episodes Money, Status, & Wealth. Oh My! October 30, 2023December 18, 2024 Podcast Episodes Explore vs. Exploit October 23, 2023December 18, 2024 Podcast Episodes Blind Spots October 16, 2023December 18, 2024 Podcast Episodes The Eisenhower Matrix October 9, 2023December 18, 2024 Podcast Episodes Flow State October 2, 2023December 18, 2024 Podcast Episodes Call Your Mom September 25, 2023December 18, 2024 Podcast Episodes Taking vs. Receiving September 18, 2023December 18, 2024 Podcast Episodes CION Circles September 11, 2023December 18, 2024 Podcast Episodes The 1% Rule September 4, 2023December 18, 2024 Podcast Episodes Cycle of Success August 28, 2023December 18, 2024 Podcast Episodes How Trust is Earned August 21, 2023December 18, 2024 Podcast Episodes Elegant Simplicity August 14, 2023December 18, 2024 Podcast Episodes The Dunning-Kruger Effect August 7, 2023December 18, 2024 Podcast Episodes 3 Factors of High-Quality Relationships July 31, 2023December 18, 2024 Podcast Episodes Activity 10: Self-Care July 24, 2023December 18, 2024 Podcast Episodes Activity 9: Physical Change July 17, 2023December 18, 2024 Podcast Episodes Activity 8 (Cont.): Identity July 10, 2023December 18, 2024 Podcast Episodes Activity 8: Finding Your Purpose Statement July 3, 2023December 18, 2024 Podcast Episodes Activity 7: Exploring Values June 26, 2023December 18, 2024 Podcast Episodes Activity 6: Wheels of Engagement June 19, 2023December 18, 2024 Podcast Episodes Activity 5: Milestones & Bucket List June 12, 2023December 18, 2024 Podcast Episodes Activity 3 & 4: Projections, Reflections, & 7 Words June 5, 2023December 18, 2024 Podcast Episodes Activity 2: Push and Pull Factors May 29, 2023December 18, 2024 Podcast Episodes Activity 1: Timeline and Wake Up Calls May 22, 2023December 18, 2024 Podcast Episodes Tax Efficiency In Retirement May 15, 2023December 18, 2024 Podcast Episodes Slowing Down May 8, 2023December 18, 2024 Podcast Episodes The Skier and the Trees May 1, 2023December 18, 2024 Podcast Episodes When Was The Last Time? April 24, 2023December 18, 2024 Podcast Episodes The Last Times April 17, 2023December 18, 2024 Podcast Episodes Retirement: A Blank Slate April 10, 2023December 18, 2024 Podcast Episodes What Are You Retiring To? April 3, 2023December 18, 2024 Podcast Episodes When Should You Retire? March 27, 2023December 18, 2024 Podcast Episodes Valley of Despair vs. Valley of Vision March 20, 2023December 18, 2024 Podcast Episodes Knowledge vs. Wisdom March 13, 2023December 18, 2024 Podcast Episodes CION | Structuring for Happiness March 6, 2023December 18, 2024 Podcast Episodes Happiness in Retirement February 27, 2023December 18, 2024 Podcast Episodes Roth Conversions February 20, 2023December 18, 2024 Podcast Episodes RMD Bomb February 13, 2023December 18, 2024 Podcast Episodes Your Two Shortest Days February 6, 2023December 18, 2024 Podcast Episodes Retirement is More than a Math Problem January 30, 2023December 18, 2024 Podcast Episodes History of Modern Retirement Math January 23, 2023December 18, 2024 Podcast Episodes Four Periods of Retirement January 16, 2023December 18, 2024 Podcast Episodes Retiring, Retire, Retirement January 9, 2023December 18, 2024 Podcast Episodes Welcome to Health & Wealthness January 2, 2023December 18, 2024
Podcast Episodes Student Loan Strategies (with Emma Crawford, MA, CFP®, CSLP®) November 3, 2025November 3, 2025
Podcast Episodes Retirement: Just Another Stage in Life (with Dr. Joanna Tan) August 4, 2025July 24, 2025
Podcast Episodes The Research Behind Physician Retirement (with Dr. Larrie Greenberg) June 23, 2025July 2, 2025
Podcast Episodes A Conscious Retirement Transition (with Dr. Scott Abramson) June 9, 2025July 2, 2025
Podcast Episodes The Calling of Retirement (with Dr. Sue MacLellan-Tobert) April 21, 2025May 28, 2025
Podcast Episodes Discovering Values Through Coaching (with Dr. Sue MacLellan-Tobert) April 14, 2025May 28, 2025
Podcast Episodes Freedom Through Financial Planning (with Dr. Michele Knox) February 17, 2025May 28, 2025
Podcast Episodes Your Internal Compass & Career (with Dr. Jennifer Shaer) January 13, 2025May 28, 2025
Podcast Episodes The Personal Retirement Transition (with Dr. Jennifer Shaer) January 6, 2025May 28, 2025
Podcast Episodes The Personal Retirement Journey: Modern Retirement November 18, 2024December 18, 2024
Podcast Episodes The Personal Retirement Journey: Retirement Planning Problem November 11, 2024December 18, 2024