The ProVest Perspective Podcast
The Provest Perspective gives you real actionable information on retirement planning, investment managing, and social security filing strategies. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. ProVest Wealth Advisors and The ProVest Perspective are not affiliated with Cambridge.
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Episodes
9 hours ago
9 hours ago
Noel Swain discusses how annuity guys try to scare people from investing in the stock market
5 days ago
5 days ago
Noel Swain discusses how the month in which you retire can matter, and how picking a month earlier in the year, can have some significant advantages.
7 days ago
7 days ago
In honor of January and the time of year for Resolutions, Noel Swain discusses timeless resolutions
Monday Jan 27, 2025
Monday Jan 27, 2025
Noel Swain discusses the 3 biggest challenges to having a successful retirement, as well as how to overcome each challenge.
Tuesday Jan 21, 2025
Tuesday Jan 21, 2025
Noel Swain discusses how the markets surrounding Trump and Reagan's wins were similar and discusses what we might expect this year as a result.
Friday Jan 17, 2025
Friday Jan 17, 2025
Noel Swain discusses several best and worst lists of places to retire based on climate, health care, affordability and several other important factors
Monday Jan 13, 2025
Monday Jan 13, 2025
Noel Swain discusses how today's stock market compares to the 'highs' it was experiencing in 1985, and why investing in the stock market has the ability to create more wealth than any other investment style.
Friday Jan 10, 2025
Friday Jan 10, 2025
Because it’s important to know exactly what you’re getting when you hire anyone that you’re giving access to your money, Noel Swain discusses 15 Interview Questions that should be answered before an advisor is hired
Tuesday Jan 07, 2025
Tuesday Jan 07, 2025
Noel Swain discusses the Innkeeper from the Nativity Story and compares him to modern day government
Monday Jan 06, 2025
Monday Jan 06, 2025
Certified Financial Planner Noel Swain discusses the 5 main reasons why people go broke in retirement and how avoiding these pitfalls can help put you in the right financial mindset for a successful retirement.
Noel Swain, CFP
Noel Swain is the founder of ProVest Wealth Advisors, Inc. Since 1984, Noel has been fulfilling his mission to work with the great people of the Upstate to help give them the confidence in the future they need to plan for their “great goals of life.” His work involves formulating the strategies and finding the right financial products to help his clients achieve those great goals, and helping them understand the overall markets and their own portfolio. This way they can build the trust they need to have to carry through with their plan, even when the market or economy may not be cooperating.