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 Gabe Lopez discuss how to be prepared for the next Bear Market, BEFORE it hits.
Noel Swain discusses 4 things that a new retiree needs to do upon entering retirement.
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.
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.
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.
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.
Noel Swain discusses WalletHub's list of best and worst places to retire, based on Affordability, Quality of Life and Healthcare.
Noel Swain discusses the ideal qualities of a client who wants to invest at ProVest Wealth Advisors.
Noel Swain discusses the basic principles of vacation planning and compares them to Retirement Planning, as Retirement is the Ultimate Vacation
Noel Swain discusses the 5 most important things to evaluate in the years just before you retire
In part 2, Noel Swain discusses the most frequently asked questions of RMDs and taxes
Noel Swain answers FAQs on 3 of the most important parts of Retirement......Social Security, Required Minimum Distributions,m and Taxes
Noel Swain discusses what RMDs are, why they're important, how to know how much to take and when, as well as what the penalties are, and tax strategies to lower your RMD amount.
Noel Swain discusses Gen Xers who are scared they will run out of money, and Millennials and Gen Z'ers who are gambling on margin because a YouTuber told them to. In reality both groups are suffering from Biased Investing, which means they are letting emotion and bad information drive their decisions.
Noel Swain discusses the importance of getting the answers to these 5 critical questions before YOU can ever think of filing for social security so that you can be sure you are maximizing your benefits.
Noel Swain discusses helpful resolutions to get your retirement going in the right direction in 2026.
Noel Swain and Pamela Lyda share 6 heartwarming Christmas stories and then discuss the financial takeaway from each.
Noel Swain discusses the recent AI stock market hype as to whether we might be destined for a continued market climb, a bubble bust, or maybe just a slow deflate.
Noel Swain discusses how to budget and give intentionally during the Christmas season.
Noel Swain discusses the 5 subtle errors in judgement that keep most people from getting ahead financially
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