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
Noel Swain, FA for 40 years, and Peyton Hoppes, FA for 10 years, discuss how Financial Advising and Investing has changed over the years.
Noel discusses four areas that if left unaddressed, can genuinely derail someone's financial future.
Noel discusses the reasons why people who work with a Financial Advisor tend to fair better with their investments
Noel Swain discusses 5 Things that MUST be done before anyone retires.
Noel discusses the 4 major withdrawal strategies that most retirees use in retirement to make sure they have enough money to last their lifetime.
Since it's important to be able to trust someone before investing your retirement savings, Noel Swain discusses the 7 possible warnings signs of an untrustworthy advisor.
Noel Swain and Gabe Lopez continue their discussion of how much someone should have invested as they cover the 40s, 50s, and 60s.
In part 1 of a 2 part series, Noel and Gabe discuss each decade of adult life from the 20s to the 60s to understand how much should be saved to each point to have the best chances of a long and happy retirement.
Noel Swain discusses the advantages and disadvantages of having an income in retirement with Dividends.
Noel Swain discusses the concept of Wealthspan, which is how long your assets will last in Retirement, as well as how to increase that longevity should you find your money won't last long enough
Noel Swain discusses the necessary steps needed to make sure you're mentally, emotionally, and financially ready for retirement.
In part 2, Noel discusses the rise of some of the newer scams that are becoming prevalent due to the rise of AI.
Noel Swain reviews some of the more common scams that have been used for decades and why they still unfortunately work.
Noel Swain discusses 4 things that silently decrease the strength of your retirement portfolio, thus lessening the likelihood of a happy and sustaining retirement .
Noel Swain discusses how ProVest actively manages their clients' accounts by following trends. This is done in an effort to mitigate risk for those that are close to or in retirement.
Noel Swain goes in depth on the 3 basic annuity types, and reviews the pros and cons of each.
Noel Swain and Gabe Lopez discuss how to be prepared for the next Bear Market, BEFORE it hits.
Noel Swain discusses 4 things that a new retiree needs to do upon entering retirement.
Noel Swain discusses some of the things that the happiest retirees do or don't do in retirement, to make it as fullfilling as possible.
CFP Noel Swain and newly licensed, Gabriel Lopez discuss how they are merging their unique strengths and experiences to bring ProVest to a stronger future.
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