The ProVest Perspective Podcast

Noel Swain
  • 5.0 (2)
  • INVESTING
  • UPDATED WEEKLY

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.

  1. 6D AGO

    Know where your money is - The ProVest Style of Active Management

    Noel Swain discusses how ProVest actively manages their clients' accounts by following trends.  This is done in an effort to mitigate risk for those that are close to or in retirement.

    1h 11m

  2. APR 20

    Understanding Annuities

    Noel Swain goes in depth on the 3 basic annuity types, and reviews the pros and cons of each.

    54 min

  3. APR 13

    The Bear Market Survival Guide

    Noel Swain and Gabe Lopez discuss how to be prepared for the next Bear Market, BEFORE it hits.

    1h 6m

  4. APR 9

    I'm retired, now what?

    Noel Swain discusses 4 things that a new retiree needs to do upon entering retirement.

    42 min

  5. MAR 30

    The Happiest Retirees

    Noel Swain discusses some of the things that the happiest retirees do or don't do in retirement, to make it as fullfilling as possible.

    39 min

  6. MAR 23

    The Future of ProVest

    CFP Noel Swain and newly licensed, Gabriel Lopez discuss how they are merging their unique strengths and experiences to bring ProVest to a stronger future.

    1h 10m

  7. MAR 16

    The Month you Retire matters

    Noel Swain discusses how the decisions we make and the time of year in which we choose to retire can have a profound difference......from a tax standpoint, a personal standpoint, an emotional standpoint, and a financial standpoint.

    39 min

  8. MAR 9

    5 Steps to a Written Retirement Plan

    Noel Swain discusses the 5 crucial steps to developing a written retirement plan, so as not to have to return to work, aka Reverse Retirement, which is an unfortunate growing trend.

    48 min
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About

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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