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 Jun 24, 2024
Monday Jun 24, 2024
Noel Swain, discusses how important it is that investments are goal-driven, not return-driven.
Thursday Jun 20, 2024
Thursday Jun 20, 2024
Noel Swain, Certified Financial Planner, discusses in detail 11 common retirement terms that are often used in the financial industry.
Monday Jun 17, 2024
Monday Jun 17, 2024
Our resident CFP, Noel Swain discusses people's attitudes in life, whether it be pessimism or optimism, and what challenges each one faces when it comes to investing.
Monday Jun 10, 2024
Monday Jun 10, 2024
Noel Swain, CFP discusses the complexity of investing and how important it is to use an experienced financial professional.
Friday Jun 07, 2024
Friday Jun 07, 2024
CFP Noel Swain discusses the prevalence of scams among the elderly as well as what they can look for to spot a scam before it's too late, and what to do if they have become a victim of a scam.
Monday Jun 03, 2024
Monday Jun 03, 2024
CFP Noel Swain discusses his tried and true research company and how he has successfully used it for 5 years for the active management of his client accounts.
Thursday May 30, 2024
Thursday May 30, 2024
CFP Noel Swain discusses the mistakes retirees generally make when it comes to sabotaging their investments, not maximizing their social security and and not having the proper plan for managing their money after retirement.
Thursday May 23, 2024
Thursday May 23, 2024
Noel Swain, CFP, discusses the financial concerns so many investors have during election year relative to the party in office as well as all of the sensational news that tends to circulate. As well, he gives ways for your investments to thrive during this time period.
Monday May 20, 2024
Monday May 20, 2024
CFP Noel Swain tells the story of Teddy Stoddard, whose 5th grade teacher made a huge difference in the direction of his life
Friday May 17, 2024
Friday May 17, 2024
CFP Noel Swain discusses how the act of planning and exercising control over the amount of time spent on retirement planning, can increase effectiveness, efficiency and productivity.
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.