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

3 days ago

CFP Noel Swain tells the story of Teddy Stoddard, whose 5th grade teacher made a huge difference in the direction of his life

6 days ago

CFP Noel Swain discusses how the act of planning and exercising control over the amount of time spent on retirement planning, can increase effectiveness, efficiency and productivity.
 

Monday May 13, 2024

Noel Swain discusses the fact that The Republican Study Committee of Congress is working to solve the current Social Security crisis and what plans they are looking to make.

Thursday May 09, 2024

Noel Swain discusses topics such as Burnout and Lack of Prioritization and compares how these issues can affect you in a very negative way, financially

Tuesday May 07, 2024

Noel Swain discusses how Social Security will be reduced by 25% in 2033, if Congress does not take steps to address the coming shortage in the Social Security fund. 

I'm Retired......Now What?

Thursday May 02, 2024

Thursday May 02, 2024

Noel Swain discusses the several basic but important questions that you'll be left wondering, when it's actually time to retire. 

Monday Apr 29, 2024

Noel Swain discusses the advantages of working with a real human, experienced and credentialed financial planner. 

10 Negative Investor Behaviors

Thursday Apr 25, 2024

Thursday Apr 25, 2024

Noel Swain discusses The Dalbar Report which identifies 10 Investor Behaviors that work to cause Investors to make bad decisions, thus averaging much lower returns than the S&P returns over any given period of time.  

Monday Apr 22, 2024

CFP Noel Swain discusses how to create a Retirement Plan, as well he discusses other things to allow for in retirement that people may not consider.
 

Best Places to Retire

Thursday Apr 18, 2024

Thursday Apr 18, 2024

CFP Noel Swain discusses the overall Top 10 Best Places to Retire, according to Wallet Hub.  He also discusses other factors that retirees consider in retirement such as safety, weather, and healthcare.  

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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.

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