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
Aug 11, 2025
Aug 11, 2025
44 min
Noel Swain discusses the 10 most common sources of income, as well as how to maximize each available one.
Aug 4, 2025
Aug 4, 2025
38 min
Noel Swain discusses the 5 most important things to make sure you complete before you Retire
Jul 28, 2025
Jul 21, 2025
Jul 21, 2025
41 min
Noel Swain discusses some of the major warning signs to look for in someone who you might be interviewing to be your advisor.
Jul 14, 2025
Jul 14, 2025
54 min
Noel Swain discusses 15 very important questions to interview a potential advisor with, to make sure their goals align with yours
Jul 9, 2025
Jul 9, 2025
39 min
Noel Swain discusses how investors who have a financial planner tend to do much better than those who do not.
Jul 6, 2025
Jul 6, 2025
1 min
Noel Swain discusses how ProVest doesn't rush their client and prospect appointments
Jul 3, 2025
Jul 3, 2025
2 min
Noel Swain discusses the importance of an advisor having experience with several market cycles as well as crashes.
Jun 27, 2025
Jun 27, 2025
24 min
Noel discusses all of the ways that ProVest works to help their clients achieve their goals, from planning their financial future, to investing with confidence, to improving their tax situation.
Jun 24, 2025
Jun 24, 2025
2 min
Noel Swain discusses how at ProVest we help you be informed, organized and allocated
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.