The ProVest Perspective Podcast

Retirement: The Ultimate Vacation

It’s a common saying that most people spend more time planning their vacation that they do their retirement.   All you really have to do to plan for retirement is to apply the principles of good vacation planning to your retirement.  Noel Swain discusses a few of the most common vacation tips to see how to make them suitable for your golden years.

Short Take - Resolutions Part 1

Noel Swain, CFP, talks about the top 6 New Year's resolutions that show up in surveys across the country. 

Short Take - Think

Noel Swain, CFP talks about how society is pushing towards letting technology 'think' for us

5 Financial Resolutions for 2024

It's common to resolve to do better in life at the start of a new calendar year. And while pledging to eat healthier, exercise more, and spend less time on social media are all positive changes you might implement in the coming year, your finances probably need your attention, too. In this podcast, Noel Swain CFP tells us how to get 2024 started off right, with 5 money-related resolutions.

ProVest Short Take - Good Decisions

Noel discusses how the key to making good decisions is to have a process in place for making good long-term decisions, refining your process along and the way, and having the discipline and patience to let it work. 

8 Necessities to Properly Prepare your Estate

So many people think that the act of doing an estate plan is only for rich people. But it’s actually not.  Everyone should ask themselves…do I want to leave behind a mess for my heirs?   Have you organized your documents? Have you done the things with your finances and your property that you should have done? Wouldn't it be nice to know that you've laid the framework where when you're not there anymore, you are not leaving a nightmare behind?  For most people, they're really not going to pay an estate tax. But planning for your estate is still critically important.  In this podcast, Noel describes the 8 necessities to properly prepare your estate. 

Christ’s View on Money / Legacy Planning

Noel Swain, CFP discusses the importance of leaving behind more than just money for your loved ones.....leave them a legacy as well.  Noel also looks at different Bible verses to discuss Christ's thoughts on different financial subject such as saving, investing and debt.

Short Take - Take the Best Days of the Year

Noel discusses the claim made by Financial Professionals about the possible stock market return difference if an investor missed the best days of the year.  Noel also discusses our active management strategy where we look at daily research which follows trends so we know what investing strategy we need to be using.  

Frauds and Scams

Noel Swain, CFP talks with Bill and Teresa of "Just Call Bill", a local senior adult technology company, about what kinds of scams are prevalent as well as how to avoid them.  

Short Take - Fiduciary Rule

Noel discusses how the Department of Labor Retirement Security Rule would require that all financial recommendations meet a fiduciary standard, whether made by professionals who hold security licenses or insurance and annuity licenses.  A fiduciary standard means that the money is managed for the best interest of the investor, rather than the financial professional.