The ProVest Perspective Podcast

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

April 28, 2025 33 mins

Noel discusses the pros and cons of some of the most recent investing trends, as well as what Investing in Cash means and some other interesting terms. 

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Noel Swain discusses how the tariffs, with a long term goal of helping the US economy, are causing a lot of current volatility in the market.  But despite possible feelings of anxiety and worry, we must not abandon our investmnet strategies. 

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Noel Swain discusses types of bonds, as well as common bond terms like par value, coupon rate and price. 

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April 14, 2025 5 mins

Noel Swain explains how the current tariff wars will eventually be a great thing for our economy. 

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Noel reviews the major investment types like stocks, bonds, mutual funds and ETFs, as well as discusses how to know which one is best for you

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April 8, 2025 5 mins

Noel Swain discusses the importance of Trust as it relates to both your personal life, as well as your investing mindset. 

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Noel Swain discusses the stock market, what the numbers mean as well as what some common terms such as Blue Chip and Ratings really mean 

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March 31, 2025 5 mins

Noel Swain discusses 7 important questions to ask your next advisor before you hire them

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March 28, 2025 47 mins

In this episode, Noel Swain discusses all of the new and creative ways scammers have to get your money, as well as how to recognize and avoid them

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March 24, 2025 5 mins

Noel Swain discusses the reason why it's possible that we might be entering a recession

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Noel Swain discusses some of the more commons scam tactics and provides way to protect yourself from each. 

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March 19, 2025 6 mins

Noel Swain discusses the stock market and how it should not be feared based on its amazing history, as it is one of the best wealth-producing machines of our time. 

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Noel Swain, CFP, details the recent investment scams sent via email, how to recognize them, and what they really want. 

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March 10, 2025 5 mins

Noel describes who tends to be the richest people, and compares them to how the stock market works.   

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March 6, 2025 47 mins

Noel Swain discusses why the Elder are more prone to being scammed, as well as he discusses the differences between financial abuse and elder fraud and how to both spot them and prevent them

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March 3, 2025 5 mins

Noel Swain discusses how to effectively manage your accounts in retirement to avoid the bad effects of market downturns on withdrawals. 

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February 28, 2025 28 mins

Noel Swain discusses 6 ways that Retirement has changed over the last 30 years, according to Kiplinger, and the challenges that are being faced as a result.

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February 26, 2025 5 mins

Noel Swain discusses the importance of Awakening the Giant within all of us, which is our untapped potential to grow and develop. 

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February 21, 2025 37 mins

Noel Swain completes his discussion of annuities as he discusses the pros and cons of variable annuities

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February 18, 2025 5 mins

Noel Swain discusses the personal experience of losing his office building to a fire, and relates it to the importance of having a disaster recovery plan. 

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