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

July 3, 2025 2 mins

Noel Swain discusses the importance of an advisor having experience with several market cycles as well as crashes. 

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Noel discusses all of the ways that ProVest works to help their clients achieve their goals, from planning their financial future, to investing with confidence, to improving their tax situation.

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June 24, 2025 2 mins

Noel Swain discusses how at ProVest we help you be informed, organized and allocated

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Noel Swain discusses each of the 3 tools in our Wealth Toolkit and how each one is used to maximize your retirement funds.

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June 16, 2025 1 min

Noel Swain discusses the flexible schedule ProVest Wealth has when meeting with clients and prospective clients

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Certified Financial Planner, Noel Swain discusses the pros and cons of Dividend Investing as an alternative to Annuities. 

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June 10, 2025 2 mins

Noel discusses the 2 main types of investing - tactical and strategic

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CFP, Noel Swain does a deep dive into the ProVest Style of Active Management, where he buys daily research in an effort to react to market conditions.

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May 29, 2025 33 mins

Noel discusses the morals of 6 of Aesop's Fables and compares them to the financial lessons that can also be learned.

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May 27, 2025 2 mins

Noel Swain discusses the importance of knowing your personal risk profile BEFORE you invest.

 

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May 23, 2025 26 mins

Noel Swain takes some very popular quotes from legendary baseball player Yoggi Berra, and applies them to the world of finance. 

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May 20, 2025 2 mins

Noel Swain discusses how important it is to know what you're paying your advisor

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May 16, 2025 31 mins

Noel Swain discusses Isaac Newton's 3 Laws of Physics and then relates them to financial lessons.

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May 12, 2025 5 mins

Gabe Lopez, in for Noel Swain, gives a brief summary of the markets in the first quarter of 2025.

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Lombardi is recognized as one of the greatest coaches in football history, but he is equally remembered for his famous aphorisms. Noel takes these sayings and relates them to finance. 

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Noel discusses his granddaughter's first year at vet school and gives some pointers for anyone hoping to go a little further in life. 

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May 2, 2025 28 mins

"Better three hours too soon than a minute too late."  Noel discusses how many of Shakespeare's principles can be applied to finance. 

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April 29, 2025 6 mins

Noel Swain discusses the main problem in today's economy......and that's the growing size of the Federal Government

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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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