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
Friday Apr 05, 2024
Friday Apr 05, 2024
Noel Swain discusses the differences between stocks, mutual funds and exchange traded funds as well as answering specific questions about each.
Monday Apr 01, 2024
Monday Apr 01, 2024
Noel Swain explains how important reverse sequence of returns are for a retiree so that they don't have to take out a bigger percentage of their portfolio in a down market to maintain their income. Additionally, Noel talks about the ProVest style of Active Management and how he uses it to help retirees.
Thursday Mar 28, 2024
Thursday Mar 28, 2024
Noel Swain gives tips to small business owners on both when and how to sell their business. Since this is usually a small business owner's retirement plan, it it important that this is planned out precisely and executed correctly to ensure a successful retirement.
Monday Mar 25, 2024
Monday Mar 25, 2024
Noel Swain discusses investments in the stock market, and how recency biases, or a short term view of the market, can limit us from obtaining long term investing results.
Thursday Mar 21, 2024
Thursday Mar 21, 2024
CFP Noel Swain describes the many ways that his company, ProVest Wealth Advisors, help his clients to plan for their financial future, invest with confidence, and improve their tax situation.
Monday Mar 18, 2024
Thursday Mar 14, 2024
Thursday Mar 14, 2024
Noel Swain discusses what a Required Minimum Distribution is, when they have to be taken, how much has to be taken, the penalties for not taking them on time, how to plan for your RMD years in advance to reduce taxes, and how an RMD works with inherited IRAs.
Monday Mar 11, 2024
Monday Mar 11, 2024
Noel Swain explains how although both styles work in the long run, ProVest Wealth Advisors has better success with Active Management since so many of his clients are at or near retirement.
Thursday Mar 07, 2024
Thursday Mar 07, 2024
Certified Financial Planner, Noel Swain discusses the 10 most common sources of income in Retirement, as well as how to maximize each so you can properly plan for a possible 30-year retirement.
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
Noel Swain discusses Aesop's fable, "The Master and his Mule", and describes how the moral relates to finances
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.