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

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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In this podcast, Noel Swain continues his discussion of annuities and delves deeper into the differences between the Fixed Annuities and Fixed Indexed Annuities.  He also discusses slogans made by annuity salesmen, and then discusses the details that are not discussed.   

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February 10, 2025 7 mins

Noel Swain discusses how Rate of Return is more important than even a Retirement Plan, when it comes to making your retirement goals

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February 6, 2025 34 mins

Part 1 of a 3-part series about Fixed Annuities, Fixed Indexed Annuities, and Variable Annuities....what they are, the advantages and disadvantages of each, as well as a discussion of the charges you need to be aware of. 

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January 30, 2025 29 mins

Noel Swain discusses how the month in which you retire can matter, and how picking a month earlier in the year, can have some significant advantages.

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January 28, 2025 5 mins

In honor of January and the time of year for Resolutions, Noel Swain discusses timeless resolutions

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Noel Swain discusses the 3 biggest challenges to having a successful retirement, as well as how to overcome each challenge. 

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January 21, 2025 8 mins

Noel Swain discusses how the markets surrounding Trump and Reagan's wins were similar and discusses what we might expect this year as a result. 

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January 17, 2025 32 mins

Noel Swain discusses several best and worst lists of places to retire based on climate, health care, affordability and several other important factors

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January 13, 2025 6 mins

Noel Swain discusses how today's stock market compares to the 'highs' it was experiencing in 1985, and why investing in the stock market has the ability to create more wealth than any other investment style.

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January 10, 2025 36 mins

Because it’s important to know exactly what you’re getting when you hire anyone that you’re giving access to your money, Noel Swain discusses 15 Interview Questions that should be answered before an advisor is hired

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January 7, 2025 6 mins

Noel Swain discusses the Innkeeper from the Nativity Story and compares him to modern day government

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Certified Financial Planner Noel Swain discusses the 5 main reasons why people go broke in retirement and how avoiding these pitfalls can help put you in the right financial mindset for a successful retirement. 

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December 30, 2024 27 mins

Noel Swain discusses 8 important financial items to take care of at year-end. 

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Noel Swain continues his discussion of the 11 Most common retirement mistakes, as well as how to avoid them

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Noel Swain discusses how investors usually make investment decisions based on recent past performances and as a result they usually perform worse than the markets; so there are 2 options for investors to overcome this pitfall. 

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In part 1 of a 2 part series, Noel Swain discusses the 11 most common retirement mistakes, as well as tips to be sure they are avoided at all costs. 

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December 9, 2024 8 mins

Debt is often thought of as a bad thing, but Noel Swain discusses the instances where debt can be a good thing because of its ability to add value. 

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December 5, 2024 32 mins

Noel Swain discusses 3 of the most important issues facing people immediately upon retirement.   

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December 2, 2024 4 mins

Noel Swain discusses the SC 529 plan for college education and lists the benefits of the plan

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