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
Feb 3, 2026
Feb 3, 2026
54 min
In part 2, Noel Swain discusses the most frequently asked questions of RMDs and taxes
Jan 28, 2026
Jan 28, 2026
43 min
Noel Swain answers FAQs on 3 of the most important parts of Retirement......Social Security, Required Minimum Distributions,m and Taxes
Jan 19, 2026
Jan 19, 2026
43 min
Noel Swain discusses what RMDs are, why they're important, how to know how much to take and when, as well as what the penalties are, and tax strategies to lower your RMD amount.
Jan 12, 2026
Jan 12, 2026
39 min
Noel Swain discusses Gen Xers who are scared they will run out of money, and Millennials and Gen Z'ers who are gambling on margin because a YouTuber told them to. In reality both groups are suffering from Biased Investing, which means they are letting emotion and bad information drive their decisions.
Jan 5, 2026
Jan 5, 2026
41 min
Noel Swain discusses the importance of getting the answers to these 5 critical questions before YOU can ever think of filing for social security so that you can be sure you are maximizing your benefits.
Dec 29, 2025
Dec 29, 2025
53 min
Noel Swain discusses helpful resolutions to get your retirement going in the right direction in 2026.
Dec 22, 2025
Dec 22, 2025
53 min
Noel Swain and Pamela Lyda share 6 heartwarming Christmas stories and then discuss the financial takeaway from each.
Dec 15, 2025
Dec 15, 2025
47 min
Noel Swain discusses the recent AI stock market hype as to whether we might be destined for a continued market climb, a bubble bust, or maybe just a slow deflate.
Dec 8, 2025
Dec 8, 2025
50 min
Noel Swain discusses how to budget and give intentionally during the Christmas season.
Dec 1, 2025
Dec 1, 2025
40 min
Noel Swain discusses the 5 subtle errors in judgement that keep most people from getting ahead financially
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.