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
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.
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.
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.