The ProVest Perspective Podcast

CFP Noel Swain discusses his tried and true research company and how he has successfully used it for 5 years for the active management of his client accounts.  

CFP Noel Swain discusses the mistakes retirees generally make when it comes to sabotaging their investments, not maximizing their social security and and not having the proper plan for managing their money after retirement. 

Noel Swain, CFP, discusses the financial concerns so many investors have during election year relative to the party in office as well as all of the sensational news that tends to circulate.  As well, he gives ways for your investments to thrive during this time period.

CFP Noel Swain tells the story of Teddy Stoddard, whose 5th grade teacher made a huge difference in the direction of his life

CFP Noel Swain discusses how the act of planning and exercising control over the amount of time spent on retirement planning, can increase effectiveness, efficiency and productivity.

Noel Swain discusses the fact that The Republican Study Committee of Congress is working to solve the current Social Security crisis and what plans they are looking to make.

Noel Swain discusses topics such as Burnout and Lack of Prioritization and compares how these issues can affect you in a very negative way, financially

Noel Swain discusses how Social Security will be reduced by 25% in 2033, if Congress does not take steps to address the coming shortage in the Social Security fund. 

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.