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
Friday Oct 04, 2024
Friday Oct 04, 2024
Certified Financial Planner, Noel Swain discusses the 4 mistakes with Social Security people make that cost them the most money, ss well, he discusses how to avoid these mistakes.
Monday Sep 30, 2024
Monday Sep 30, 2024
CFP Noel Swain discusses how even though high dividends can be attractive, they can be a sign of an unhealthy company as well as be other warning signs.
Thursday Sep 26, 2024
Thursday Sep 26, 2024
CFP Noel Swain discusses the Top 10 Ways to Prepare for Retirement. Whether you're 10 months or 10 years from retirement, it's never to late to prepare.
Wednesday Sep 25, 2024
Wednesday Sep 25, 2024
Certified Financial Planner Noel Swain discusses how politicians are possibly looking at price controls as a way to combat inflation, instead of taking a capitalistic approach.
Thursday Sep 19, 2024
Thursday Sep 19, 2024
Noel Swain answers some great questions about ProVest Wealth Advisors from a recent prospective client.
Monday Sep 16, 2024
Monday Sep 16, 2024
Noel Swain discusses the 5 aspects of Phased Retirement to consider before making the plunge.
Thursday Sep 12, 2024
Thursday Sep 12, 2024
Noel Swain discusses his trademarked Wealth Toolkit and its 3 tools that he uses to help people prepare for retirement
Monday Sep 09, 2024
Monday Sep 09, 2024
Noel Swain describes the growing trend of Phased Retirement, and how it helps a retiree prepare emotionally and financially for retirement.
Thursday Sep 05, 2024
Thursday Sep 05, 2024
Noel Swain discusses several lines from different Shakespearean plays and poems, and then applies a financial lesson that can be learned.
Tuesday Sep 03, 2024
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.