The ProVest Perspective Podcast

Noel Swain discusses the several basic but important questions that you'll be left wondering, when it's actually time to retire. 

Noel Swain discusses the advantages of working with a real human, experienced and credentialed financial planner. 

Noel Swain discusses The Dalbar Report which identifies 10 Investor Behaviors that work to cause Investors to make bad decisions, thus averaging much lower returns than the S&P returns over any given period of time.  

CFP Noel Swain discusses how to create a Retirement Plan, as well he discusses other things to allow for in retirement that people may not consider.

CFP Noel Swain discusses the overall Top 10 Best Places to Retire, according to Wallet Hub.  He also discusses other factors that retirees consider in retirement such as safety, weather, and healthcare.  

Noel talks about how prevalent scams have become, as well he gives tips on how to verify the legitimacy of anything suspect you may receive, as well as what to do if you have been the victim of a scam. 

Noel Swain discusses mental money mistakes that so many of us make, that can really hinder us from getting ahead financially.  

Noel Swain discusses how it is the nature of humans to value things more if we feel like we have earned them, and give us a financial comparison.

Noel Swain discusses the differences between stocks, mutual funds and exchange traded funds as well as answering specific questions about each.

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. 

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.

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. 

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. 

Noel Swain CFP discusses the 4 main types of Retirees

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.

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. 

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. 

Noel Swain discusses Aesop's fable, "The Master and his Mule", and describes how the moral relates to finances

CFP Noel Swain discusses the 5 traits that he has found investors desire most in a financial advisor.