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
Apr 9, 2026
Apr 9, 2026
41 min
Noel Swain discusses 4 things that a new retiree needs to do upon entering retirement.
Mar 30, 2026
Mar 30, 2026
38 min
Noel Swain discusses some of the things that the happiest retirees do or don't do in retirement, to make it as fullfilling as possible.
Mar 23, 2026
Mar 23, 2026
1 hr 9 min
CFP Noel Swain and newly licensed, Gabriel Lopez discuss how they are merging their unique strengths and experiences to bring ProVest to a stronger future.
Mar 16, 2026
Mar 16, 2026
38 min
Noel Swain discusses how the decisions we make and the time of year in which we choose to retire can have a profound difference......from a tax standpoint, a personal standpoint, an emotional standpoint, and a financial standpoint.
Mar 9, 2026
Mar 9, 2026
48 min
Noel Swain discusses the 5 crucial steps to developing a written retirement plan, so as not to have to return to work, aka Reverse Retirement, which is an unfortunate growing trend.
Mar 2, 2026
Mar 2, 2026
54 min
Noel Swain discusses WalletHub's list of best and worst places to retire, based on Affordability, Quality of Life and Healthcare.
Feb 23, 2026
Feb 23, 2026
49 min
Noel Swain discusses the ideal qualities of a client who wants to invest at ProVest Wealth Advisors.
Feb 16, 2026
Feb 16, 2026
46 min
Noel Swain discusses the basic principles of vacation planning and compares them to Retirement Planning, as Retirement is the Ultimate Vacation
Feb 9, 2026
Feb 9, 2026
38 min
Noel Swain discusses the 5 most important things to evaluate in the years just before you retire
Feb 3, 2026
Feb 3, 2026
54 min
In part 2, Noel Swain discusses the most frequently asked questions of RMDs and taxes
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.