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

December 29, 2025 53 mins

Noel Swain discusses helpful resolutions to get your retirement going in the right direction in 2026.

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Noel Swain and Pamela Lyda share 6 heartwarming Christmas stories and then discuss the financial takeaway from each. 

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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. 

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Noel Swain discusses how to budget and give intentionally during the Christmas season.

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December 1, 2025 40 mins

Noel Swain discusses the 5 subtle errors in judgement that keep most people from getting ahead financially

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November 24, 2025 51 mins

Noel Swain discusses the necessary steps to make sure you are prepared for a retirement that could last 30 to 40 years. 

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November 17, 2025 54 mins

Noel Swain discusses the 6 necessary steps to recover from any financial disaster.

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November 10, 2025 50 mins

No matter who you are or where you come from, it’s important to achieve financial independence.  CFP Noel Swain discusses how although challenging, especially to women, these 6 Steps are something that anyone can do.   

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November 3, 2025 54 mins

Noel Swain continues his conversation with a top Schwab exec, asking questions on subjects covering Sequence of Withdrawals, Robo-Advisors, and Unspoken Financial Pain Points

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October 27, 2025 37 mins

Noel Swain interviews a top executive at Schwab to get his insight on questions concerning market volatility, robo-advisors, and why it matters who the custodian of your assets is

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October 20, 2025 52 mins

Noel Swain and Gabriel Lopez discuss the pros and cons of the FIRE (Financial Independence Retire Early) movement

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October 13, 2025 51 mins

Noel Swain describes amygdala hijack, which is when the fight/flight part of your brain takes over the reasoning part of your brain, and then details how this can be detrimental to investing by discussing 10 Negative Investor Behaviors. 

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October 6, 2025 51 mins

Noel Swain discusses how people's ideas on money and investing, are learned behaviors.  He also discusses money and investing mistakes people tend to make, and then describes what real wealth actually is. 

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September 29, 2025 54 mins

Noel Swain continues his discussion of Investing and discusses investment products such as annuities and alternative investments.  He then discusses how to know which product(s) are right for you.

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September 22, 2025 44 mins

In this episode, Noel Swain discusses the differences between saving and investing, as well as he discusses the pros and cons of 4 of the most popular investment types, which are stocks, bonds, mutual funds, and ETFs.

 

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September 15, 2025 30 mins

Noel Swain compares the advantages of Dividends over Annuities for people who are looking for income in retirement

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September 8, 2025 43 mins

Noel Swain discusses the concept of Wealthspan, and how crucial it is for the success of your retirement

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September 2, 2025 39 mins

Noel Swain has a discussion with both Pamela Lyda and Gabriel Lopez where all three tell a little bit more about themselves as well as their role at ProVest Wealth Advisors

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Retirement is more than simply picking a day to stop going to work.  Making any one of these 11 mistakes can severely affect your retirement lifestyle…….But making several could mean a possible total derailment of your retirement plans.    Learn what these 11 mistakes are as well as how to avoid them. 

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August 18, 2025 43 mins

Noel Swain discusses the 4 biggest fears of Retirees as well as how to overcome each one. 

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