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.


November 29, 2023 7 mins

How human emotions can hinder investing for the long term

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The years leading up to retirement are about accumulating and saving assets. As the day nears, most discussions about retirement planning still focus on income, making sure your assets can fund the retirement you envision.  Once you’re retired, the conversation shifts. The focus moves to spending and cash flow – and how to make your assets last a lifetime.

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September 13, 2023 38 mins

Phased Retirement is the process of retiring gradually, in stages, rather than all at once.  For many people, Phased Retirement makes a lot of sense, because it allows you to reduce your workload so you can pursue other interests, test the retirement waters to see whether or not you will enjoy life without a job, and ease the transition from full-time work and a full paycheck to full retirement and no paycheck. 

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Not all financial advisors are created equal so it is important to make sure your goals and your financial advisors goals line up.  This podcast discusses 14 questions to ask any advisor that will help to assure you exactly what you’re getting in exchange for what you’re paying for, as well as ensuring that both yours and your Financial Advisor’s goals are in line.

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September 12, 2023 43 mins

Statistically people aren’t saving enough for retirement.  A huge amount of people have some savings, but they don’t even know if they have enough.   This podcast discusses one of the most basic fundamental retirement planning topics, a Written Retirement Plan.  It details the…..5 Steps to a Written Retirement Plan.


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If you're like most Americans, Social Security benefits will make up a big chunk of the income you have to live off during retirement.  Unfortunately, far too many retirees simply claim Social Security ASAP without fully understanding the implications of this choice. Before you decide when to claim your benefits, you need to secure the answers to these 5 questions so you can make a strategic choice that gives you the best chance of...

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