The ProVest Perspective Podcast

Noel Swain discusses 5 Things that MUST be done before anyone retires. 

Noel discusses the 4 major withdrawal strategies that most retirees use in retirement to make sure they have enough money to last their lifetime. 

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.  

Noel Swain and Gabe Lopez continue their discussion of how much someone should have invested as they cover the 40s, 50s, and 60s. 

In part 1 of a 2 part series, Noel and Gabe discuss each decade of adult life from the 20s to the 60s to understand how much should be saved to each point to have the best chances of a long and happy retirement. 

Noel Swain discusses the advantages and disadvantages of having an income in retirement with Dividends. 

Noel Swain discusses the concept of Wealthspan, which is how long your assets will last in Retirement, as well as how to increase that longevity should you find your money won't last long enough

Noel Swain discusses the necessary steps needed to make sure you're mentally, emotionally, and financially ready for retirement.
 

In part 2, Noel discusses the rise of some of the newer scams that are becoming prevalent due to the rise of AI.
 

Noel Swain reviews some of the more common scams that have been used for decades and why they still unfortunately work.