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
27 minutes ago
27 minutes ago
Noel Swain discusses 7 important questions to ask your next advisor before you hire them
4 days ago
4 days ago
In this episode, Noel Swain discusses all of the new and creative ways scammers have to get your money, as well as how to recognize and avoid them
Monday Mar 24, 2025
Monday Mar 24, 2025
Noel Swain discusses the reason why it's possible that we might be entering a recession
Friday Mar 21, 2025
Friday Mar 21, 2025
Noel Swain discusses some of the more commons scam tactics and provides way to protect yourself from each.
Wednesday Mar 19, 2025
Wednesday Mar 19, 2025
Noel Swain discusses the stock market and how it should not be feared based on its amazing history, as it is one of the best wealth-producing machines of our time.
Monday Mar 17, 2025
Monday Mar 17, 2025
Noel Swain, CFP, details the recent investment scams sent via email, how to recognize them, and what they really want.
Monday Mar 10, 2025
Monday Mar 10, 2025
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.
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.