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
Noel Swain and Peyton Hoppes discuss several Bible verses that discuss God's view on Finances.
Noel Swain and Peyton Hoppes discuss insurance products and how they compare to investment products
Peyton Hoppes and Gabe Lopez discuss the 4 steps to automate your wealth.
Noel Swain and Peyton Hoppes discuss the advantages of the new models that ProVest Wealth now offers.
In part 2, Noel Swain discusses the basics of bonds, as well as the pros and cons of some of the upcoming investment trends
Noel Swain discusses the basics of the stock market. As well, he delves into the different types of investment choices that are available, and how to determine which one(s) are right for you.
Some advisors say they are advisors when they are actually more than insurance salesmen. And other advisors are beholden to certain products. So Peyton Hoppes and Gabe Lopez discuss the 5 things to look out in your financial advisor.
Peyton Hoppes and Gabriel Lopez discuss some of the trending Market dynamics that they see shaping up for the next 5 years
Noel Swain and Peyton Hoppes discuss 4 optional retirement options as opposed to the traditional path of working until 65 and then completely retiring.
10 year veteran Peyton Hoppes and newcomer Gabe Lopez discuss the importance of not having a plan, and Peyton discusses how he works with his clients to make sure they're prepared.
Noel discusses what three major challenges every retiree is likely to face in order to achieve the retirement of their dreams.
Noel discusses the way ProVest invest their clients' money as well as discuss a new model that Gabe Lopez has spent several years developing
Noel Swain, FA for 40 years, and Peyton Hoppes, FA for 10 years, discuss how Financial Advising and Investing has changed over the years.
Noel discusses four areas that if left unaddressed, can genuinely derail someone's financial future.
Noel discusses the reasons why people who work with a Financial Advisor tend to fair better with their investments
Noel Swain discusses 5 Things that MUST be done before anyone retires.
Noel discusses the 4 major withdrawal strategies that most retirees use in retirement to make sure they have enough money to last their lifetime.
Since it's important to be able to trust someone before investing your retirement savings, Noel Swain discusses the 7 possible warnings signs of an untrustworthy advisor.
Noel Swain and Gabe Lopez continue their discussion of how much someone should have invested as they cover the 40s, 50s, and 60s.
In part 1 of a 2 part series, Noel and Gabe discuss each decade of adult life from the 20s to the 60s to understand how much should be saved to each point to have the best chances of a long and happy retirement.
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