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.
Episodes
2 hours ago
2 hours ago
47 min
10 year veteran Peyton Hoppes and newcomer Gabe Lopez discuss the importance of not having a plan, and Peyton discusses how he works with his clients to make sure they're prepared.
Aug 17, 2026
Aug 17, 2026
52 min
Noel discusses what three major challenges every retiree is likely to face in order to achieve the retirement of their dreams.
Aug 11, 2026
Aug 11, 2026
58 min
Noel discusses the way ProVest invest their clients' money as well as discuss a new model that Gabe Lopez has spent several years developing
Aug 3, 2026
Aug 3, 2026
51 min
Noel Swain, FA for 40 years, and Peyton Hoppes, FA for 10 years, discuss how Financial Advising and Investing has changed over the years.
Jul 27, 2026
Jul 27, 2026
54 min
Noel discusses four areas that if left unaddressed, can genuinely derail someone's financial future.
Jul 20, 2026
Jul 20, 2026
54 min
Noel discusses the reasons why people who work with a Financial Advisor tend to fair better with their investments
Jul 14, 2026
Jul 6, 2026
Jul 6, 2026
42 min
Noel discusses the 4 major withdrawal strategies that most retirees use in retirement to make sure they have enough money to last their lifetime.
Jun 29, 2026
Jun 29, 2026
54 min
Since it's important to be able to trust someone before investing your retirement savings, Noel Swain discusses the 7 possible warnings signs of an untrustworthy advisor.
Jun 22, 2026
Jun 22, 2026
48 min
Noel Swain and Gabe Lopez continue their discussion of how much someone should have invested as they cover the 40s, 50s, and 60s.
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.