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
Monday Mar 18, 2024
Thursday Mar 14, 2024
Thursday Mar 14, 2024
Noel Swain discusses what a Required Minimum Distribution is, when they have to be taken, how much has to be taken, the penalties for not taking them on time, how to plan for your RMD years in advance to reduce taxes, and how an RMD works with inherited IRAs.
Monday Mar 11, 2024
Monday Mar 11, 2024
Noel Swain explains how although both styles work in the long run, ProVest Wealth Advisors has better success with Active Management since so many of his clients are at or near retirement.
Thursday Mar 07, 2024
Thursday Mar 07, 2024
Certified Financial Planner, Noel Swain discusses the 10 most common sources of income in Retirement, as well as how to maximize each so you can properly plan for a possible 30-year retirement.
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
Noel Swain discusses Aesop's fable, "The Master and his Mule", and describes how the moral relates to finances
Tuesday Feb 27, 2024
Tuesday Feb 27, 2024
CFP Noel Swain discusses the 5 traits that he has found investors desire most in a financial advisor.
Thursday Feb 22, 2024
Thursday Feb 22, 2024
Noel Swain, CFP discusses some of the most recent Investing Trends as he talk about Investing Apps, Copy Trading, What it means to invest in cash, and Why REITS (Real Estate Invest Trusts) have become popular again
Tuesday Feb 20, 2024
Tuesday Feb 20, 2024
Noel Swain discusses how SC was the fastest growing state in 2023 and explains what factors he believes makes SC so attractive for people to want to live in
Friday Feb 16, 2024
Friday Feb 16, 2024
Certified Financial Planner, Noel Swain discusses the basic of bonds and answers such questions as What types of bonds are there and what's the difference, as well he discusses common bond terms such as par value, coupon rate, maturity, and yield.
Wednesday Feb 14, 2024
Wednesday Feb 14, 2024
Noel Swain discusses how afraid many people were of the stock market in 2023 and how our Rules-Based Investing helped in a big way.
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.