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 Dec 09, 2024
Monday Dec 09, 2024
Debt is often thought of as a bad thing, but Noel Swain discusses the instances where debt can be a good thing because of its ability to add value.
Thursday Dec 05, 2024
Thursday Dec 05, 2024
Noel Swain discusses 3 of the most important issues facing people immediately upon retirement.
Monday Dec 02, 2024
Monday Dec 02, 2024
Noel Swain discusses the SC 529 plan for college education and lists the benefits of the plan
Wednesday Nov 27, 2024
Wednesday Nov 27, 2024
Noel Swain discusses the 8 necessities to properly prepare your estate for your eventual death
Monday Nov 25, 2024
Monday Nov 25, 2024
Noel Swain delves into the topic Trust and Financial Advisors, and how to know you are dealing with one who is trustworthy
Thursday Nov 21, 2024
Thursday Nov 21, 2024
Noel Swain explains why investing is so important and gives 5 easy steps on how to become saavy
Monday Nov 18, 2024
Monday Nov 18, 2024
Noel Swain discusses a recent article by Bloomberg, Golden Sachs where they project 3% returns for the next decade. Noel also talks what that means for the average investor and how ProVest is equipped to handle this.
Thursday Nov 14, 2024
Thursday Nov 14, 2024
Noel Swain discusses the 5 most important things that the Happiest Retirees omit from their lives.
Monday Nov 11, 2024
Monday Nov 11, 2024
In this Short Take, Noel Swain discusses how dividend-paying stock are a great way to keep up with inflation.
Friday Nov 08, 2024
Friday Nov 08, 2024
Noel Swain discusses the advantages and disadvantages of a regular IRA and a Roth IRA, as well as he discusses how to know when a Roth IRA is the better choice.
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.