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
Friday Jul 26, 2024
Friday Jul 26, 2024
With credit card debt at an all-time high, CFP Noel Swain discusses 6 steps to map out a plan so you can recover from any financial disaster
Tuesday Jul 23, 2024
Tuesday Jul 23, 2024
Noel Swain discusses the differing investment philosophies of Buy and Hold vs Active Management. While both make money over the long run, the Active Management style smooths out the ride for the investor, making it much easier to stay invested.
Friday Jul 19, 2024
Friday Jul 19, 2024
Noel Swain discusses 6 things that people mistakenly view as the inalienable truths of retirement, and then he dispels those myths
Monday Jul 15, 2024
Monday Jul 15, 2024
CFP Noel Swain discusses government revenue and government spending, and who really pays their fair share of taxes
Thursday Jul 11, 2024
Thursday Jul 11, 2024
CFP Noel Swain discusses the ways retirement has changed over the past 3 decades with the rise of the internet and automation, as well as how healthcare has affected retirement.
Tuesday Jul 09, 2024
Tuesday Jul 09, 2024
Noel Swain discusses how his years of experience have led him to his current active management style which he has become very pleased with its performance for his clients. He also discusses the 'Age Old Question' of what happens to his practice when he retires.
Wednesday Jul 03, 2024
Wednesday Jul 03, 2024
Noel Swain, CFP discusses how sometime the amygdala part of the brain, that controls the fight or flight responses, can get us into trouble when it comes to investing. So, he give us examples on how to overcome these innate responses.
Monday Jul 01, 2024
Monday Jul 01, 2024
CFP Noel Swain discusses that amidst all of the recent political upheaval, there are a lot of inventions and technology that will really help to make our lives easier and more fantastic.
Thursday Jun 27, 2024
Thursday Jun 27, 2024
Just because a financial advisor 'feels' trustworthy doesn't mean he is. Since you can't always trust your gut, Noel Swain discusses 7 possible warning signs of an untrustworthy advisor.
Monday Jun 24, 2024
Monday Jun 24, 2024
Noel Swain, discusses how important it is that investments are goal-driven, not return-driven.
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.