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
Monday Dec 01, 2025
Monday Dec 01, 2025
Noel Swain discusses the 5 subtle errors in judgement that keep most people from getting ahead financially
Monday Nov 24, 2025
Monday Nov 24, 2025
Noel Swain discusses the necessary steps to make sure you are prepared for a retirement that could last 30 to 40 years.
Monday Nov 17, 2025
Monday Nov 17, 2025
Noel Swain discusses the 6 necessary steps to recover from any financial disaster.
Monday Nov 10, 2025
Monday Nov 10, 2025
No matter who you are or where you come from, it’s important to achieve financial independence. CFP Noel Swain discusses how although challenging, especially to women, these 6 Steps are something that anyone can do.
Monday Nov 03, 2025
Monday Nov 03, 2025
Noel Swain continues his conversation with a top Schwab exec, asking questions on subjects covering Sequence of Withdrawals, Robo-Advisors, and Unspoken Financial Pain Points
Monday Oct 27, 2025
Monday Oct 27, 2025
Noel Swain interviews a top executive at Schwab to get his insight on questions concerning market volatility, robo-advisors, and why it matters who the custodian of your assets is
Monday Oct 20, 2025
Monday Oct 20, 2025
Noel Swain and Gabriel Lopez discuss the pros and cons of the FIRE (Financial Independence Retire Early) movement
Monday Oct 13, 2025
Monday Oct 13, 2025
Noel Swain describes amygdala hijack, which is when the fight/flight part of your brain takes over the reasoning part of your brain, and then details how this can be detrimental to investing by discussing 10 Negative Investor Behaviors.
Monday Oct 06, 2025
Monday Oct 06, 2025
Noel Swain discusses how people's ideas on money and investing, are learned behaviors. He also discusses money and investing mistakes people tend to make, and then describes what real wealth actually is.
Monday Sep 29, 2025
Monday Sep 29, 2025
Noel Swain continues his discussion of Investing and discusses investment products such as annuities and alternative investments. He then discusses how to know which product(s) are right for you.
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.