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
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
Nov 24, 2025
Nov 24, 2025
51 min
Noel Swain discusses the necessary steps to make sure you are prepared for a retirement that could last 30 to 40 years.
Nov 17, 2025
Nov 17, 2025
54 min
Noel Swain discusses the 6 necessary steps to recover from any financial disaster.
Nov 10, 2025
Nov 10, 2025
50 min
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.
Nov 3, 2025
Nov 3, 2025
54 min
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
Oct 27, 2025
Oct 27, 2025
37 min
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
Oct 20, 2025
Oct 20, 2025
52 min
Noel Swain and Gabriel Lopez discuss the pros and cons of the FIRE (Financial Independence Retire Early) movement
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.