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 Sep 22, 2025
Monday Sep 22, 2025
In this episode, Noel Swain discusses the differences between saving and investing, as well as he discusses the pros and cons of 4 of the most popular investment types, which are stocks, bonds, mutual funds, and ETFs.
Monday Sep 15, 2025
Monday Sep 15, 2025
Noel Swain compares the advantages of Dividends over Annuities for people who are looking for income in retirement
Monday Sep 08, 2025
Monday Sep 08, 2025
Noel Swain discusses the concept of Wealthspan, and how crucial it is for the success of your retirement
Tuesday Sep 02, 2025
Tuesday Sep 02, 2025
Noel Swain has a discussion with both Pamela Lyda and Gabriel Lopez where all three tell a little bit more about themselves as well as their role at ProVest Wealth Advisors
Monday Aug 25, 2025
Monday Aug 25, 2025
Retirement is more than simply picking a day to stop going to work. Making any one of these 11 mistakes can severely affect your retirement lifestyle…….But making several could mean a possible total derailment of your retirement plans. Learn what these 11 mistakes are as well as how to avoid them.
Monday Aug 18, 2025
Monday Aug 18, 2025
Noel Swain discusses the 4 biggest fears of Retirees as well as how to overcome each one.
Monday Aug 11, 2025
Monday Aug 11, 2025
Noel Swain discusses the 10 most common sources of income, as well as how to maximize each available one.
Monday Aug 04, 2025
Monday Aug 04, 2025
Noel Swain discusses the 5 most important things to make sure you complete before you Retire
Monday Jul 28, 2025
Monday Jul 28, 2025
Noel Swain discusses the 4 major benefits of having a Financial Advisor
Monday Jul 21, 2025
Monday Jul 21, 2025
Noel Swain discusses some of the major warning signs to look for in someone who you might be interviewing to be your advisor.
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.