The ProVest Perspective Podcast

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.   

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

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

Noel Swain and Gabriel Lopez discuss the pros and cons of the FIRE (Financial Independence Retire Early) movement

Noel Swain describes amygdala hijack, which is when the fight/flight part of your brain takes over the reasoning part of your brain, and then details how this can be detrimental to investing by discussing 10 Negative Investor Behaviors. 

Noel Swain discusses how people's ideas on money and investing, are learned behaviors.  He also discusses money and investing mistakes people tend to make, and then describes what real wealth actually is. 

Noel Swain continues his discussion of Investing and discusses investment products such as annuities and alternative investments.  He then discusses how to know which product(s) are right for you.

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.
 

Noel Swain compares the advantages of Dividends over Annuities for people who are looking for income in retirement

Noel Swain discusses the concept of Wealthspan, and how crucial it is for the success of your retirement