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
Jun 15, 2026
Jun 15, 2026
42 min
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.
Jun 8, 2026
Jun 8, 2026
37 min
Noel Swain discusses the advantages and disadvantages of having an income in retirement with Dividends.
Jun 1, 2026
Jun 1, 2026
51 min
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
May 26, 2026
May 26, 2026
54 min
Noel Swain discusses the necessary steps needed to make sure you're mentally, emotionally, and financially ready for retirement.
May 18, 2026
May 18, 2026
42 min
In part 2, Noel discusses the rise of some of the newer scams that are becoming prevalent due to the rise of AI.
May 11, 2026
May 11, 2026
42 min
Noel Swain reviews some of the more common scams that have been used for decades and why they still unfortunately work.
May 4, 2026
May 4, 2026
1 hr 14 min
Noel Swain discusses 4 things that silently decrease the strength of your retirement portfolio, thus lessening the likelihood of a happy and sustaining retirement .
Apr 27, 2026
Apr 27, 2026
1 hr 10 min
Noel Swain discusses how ProVest actively manages their clients' accounts by following trends. This is done in an effort to mitigate risk for those that are close to or in retirement.
Apr 20, 2026
Apr 20, 2026
54 min
Noel Swain goes in depth on the 3 basic annuity types, and reviews the pros and cons of each.
Apr 13, 2026
Apr 13, 2026
1 hr 5 min
Noel Swain and Gabe Lopez discuss how to be prepared for the next Bear Market, BEFORE it hits.
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.