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
Tuesday Sep 12, 2023
Tuesday Sep 12, 2023
Not all financial advisors are created equal so it is important to make sure your goals and your financial advisors goals line up. This podcast discusses 14 questions to ask any advisor that will help to assure you exactly what you’re getting in exchange for what you’re paying for, as well as ensuring that both yours and your Financial Advisor’s goals are in line.
Tuesday Sep 12, 2023
Tuesday Sep 12, 2023
Statistically people aren’t saving enough for retirement. A huge amount of people have some savings, but they don’t even know if they have enough. This podcast discusses one of the most basic fundamental retirement planning topics, a Written Retirement Plan. It details the…..5 Steps to a Written Retirement Plan.
Tuesday Sep 12, 2023
Tuesday Sep 12, 2023
If you're like most Americans, Social Security benefits will make up a big chunk of the income you have to live off during retirement. Unfortunately, far too many retirees simply claim Social Security ASAP without fully understanding the implications of this choice. Before you decide when to claim your benefits, you need to secure the answers to these 5 questions so you can make a strategic choice that gives you the best chance of getting the retirement income you need.
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.