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
4 days ago
4 days ago
Noel describes who tends to be the richest people, and compares them to how the stock market works.
Thursday Mar 06, 2025
Thursday Mar 06, 2025
Noel Swain discusses why the Elder are more prone to being scammed, as well as he discusses the differences between financial abuse and elder fraud and how to both spot them and prevent them
Monday Mar 03, 2025
Monday Mar 03, 2025
Noel Swain discusses how to effectively manage your accounts in retirement to avoid the bad effects of market downturns on withdrawals.
Friday Feb 28, 2025
Friday Feb 28, 2025
Noel Swain discusses 6 ways that Retirement has changed over the last 30 years, according to Kiplinger, and the challenges that are being faced as a result.
Wednesday Feb 26, 2025
Wednesday Feb 26, 2025
Noel Swain discusses the importance of Awakening the Giant within all of us, which is our untapped potential to grow and develop.
Friday Feb 21, 2025
Friday Feb 21, 2025
Noel Swain completes his discussion of annuities as he discusses the pros and cons of variable annuities
Tuesday Feb 18, 2025
Tuesday Feb 18, 2025
Noel Swain discusses the personal experience of losing his office building to a fire, and relates it to the importance of having a disaster recovery plan.
Thursday Feb 13, 2025
Thursday Feb 13, 2025
In this podcast, Noel Swain continues his discussion of annuities and delves deeper into the differences between the Fixed Annuities and Fixed Indexed Annuities. He also discusses slogans made by annuity salesmen, and then discusses the details that are not discussed.
Monday Feb 10, 2025
Monday Feb 10, 2025
Noel Swain discusses how Rate of Return is more important than even a Retirement Plan, when it comes to making your retirement goals
Thursday Feb 06, 2025
Thursday Feb 06, 2025
Part 1 of a 3-part series about Fixed Annuities, Fixed Indexed Annuities, and Variable Annuities....what they are, the advantages and disadvantages of each, as well as a discussion of the charges you need to be aware of.
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.