{"store":{"baseInfo":{"podcastTitle":"The ProVest Perspective Podcast","slug":"coixs","podcastDescription":"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.","podcastLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/17177358/PP_-_Podcast_3000x3000_002__d62due.png","podcastShareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/17177358/PP_-_Podcast_3000x3000_002__d62due_1200x628.jpg?s=629a7e53c56b506a2121d8dd95972655&e=png","podcastUrl":"https://coixs.podbean.com","podcastCanSearched":true,"feedUrl":"https://feed.podbean.com/coixs/feed.xml","theme":"elegant","podcastDeepLink":"https://www.podbean.com/pw/pbblog-vudcm-1061b0e?from=usersite","removePodbeanBranding":"no","brandingLogo":null,"timeZone":{"timeZoneId":17,"gmtAdjustment":"GMT-04:00","useDaylightTime":1,"value":-4,"text":"(GMT-04:00) Atlantic Time (Canada)","daylightStartTime":"Second Sunday Of March +2 Hours","daylightEndTime":"First Sunday Of November +2 Hours","timezone":"America/Halifax"},"podcastDownloads":null,"totalEpisodes":155,"showComments":true,"iOSAppDownloadLink":null,"customizeCssUrl":null,"androidAppDownloadLink":null,"showPostShare":true,"showLike":true,"author":"Noel Swain","enableEngagementStats":true,"shareEmbedLink":"https://admin5.podbean.com/embed.html?id=pbblog-vudcm-1061b0e-playlist","language":"en","sensitivitySessionExpireTime":3600,"podcastApps":[{"name":"Podbean App","link":"https://www.podbean.com/pw/pbblog-vudcm-1061b0e?from=usersite","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/podbean-app.png","title":null},{"name":"Spotify","link":"https://open.spotify.com/show/3xr0OrAZCyTkzKdVrvM8b5","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/spotify.png","title":null},{"name":"Amazon Music","link":"https://music.amazon.com/podcasts/bf5e148c-6924-493c-9aa0-72b5208fdbf3","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/AmazonMusic.png","title":null},{"name":"iHeartRadio","link":"https://iheart.com/podcast/125297619","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/iHeartRadio.png","title":null}],"components":{"base":[{"id":"MainStyle","val":"light"},{"id":"Font","val":"Avenir"},{"id":"SecondaryFont","val":"Avenir"},{"id":"PlayerColor","val":"#8fc31f"},{"id":"PlayerStyle","val":"player1"},{"id":"PlayerWave","val":"show"},{"id":"Favicon","val":null},{"id":"CookiesNotice","val":"hide"},{"id":"CookiesNoticeContent","val":"

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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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Noel Swain discusses 8 important financial items to take care of at year-end.

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Noel Swain discusses 8 important financial items to take care of at year-end.