The ProVest Perspective Podcast

Noel Swain

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. read less

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Short Take - Solving Social Security

Short Take - Solving Social Security

Noel Swain discusses the fact that The Republican Study Committee of Congress is working to solve the current Social Security crisis and what plans they are looking to make.

Episodes

Short Take - Solving Social Security

Short Take - Solving Social Security

Noel Swain discusses the fact that The Republican Study Committee of Congress is working to solve the current Social Security crisis and what plans they are looking to make.

Things other advisors don't usually discuss

Things other advisors don't usually discuss

Noel Swain discusses topics such as Burnout and Lack of Prioritization and compares how these issues can affect you in a very negative way, financially

Short Take - The Looming Social Security Crisis

Short Take - The Looming Social Security Crisis

Noel Swain discusses how Social Security will be reduced by 25% in 2033, if Congress does not take steps to address the coming shortage in the Social Security fund.

I'm Retired......Now What?

I'm Retired......Now What?

Noel Swain discusses the several basic but important questions that you'll be left wondering, when it's actually time to retire.

Short Take - The Role of a Financial Advisor

Short Take - The Role of a Financial Advisor

Noel Swain discusses the advantages of working with a real human, experienced and credentialed financial planner.

10 Negative Investor Behaviors

10 Negative Investor Behaviors

Noel Swain discusses The Dalbar Report which identifies 10 Investor Behaviors that work to cause Investors to make bad decisions, thus averaging much lower returns than the S&P returns over any given period of time.

Short Take - Start Your Retirement Plan Now

Short Take - Start Your Retirement Plan Now

CFP Noel Swain discusses how to create a Retirement Plan, as well he discusses other things to allow for in retirement that people may not consider.

Best Places to Retire

Best Places to Retire

CFP Noel Swain discusses the overall Top 10 Best Places to Retire, according to Wallet Hub. He also discusses other factors that retirees consider in retirement such as safety, weather, and healthcare.

Short Take - Scammers

Short Take - Scammers

Noel talks about how prevalent scams have become, as well he gives tips on how to verify the legitimacy of anything suspect you may receive, as well as what to do if you have been the victim of a scam.

Mental Money Mistakes

Mental Money Mistakes

Noel Swain discusses mental money mistakes that so many of us make, that can really hinder us from getting ahead financially.

Short Take - The Nature of Humans

Short Take - The Nature of Humans

Noel Swain discusses how it is the nature of humans to value things more if we feel like we have earned them, and give us a financial comparison.

Understanding Stocks, Mutual Funds and ETFs

Understanding Stocks, Mutual Funds and ETFs

Noel Swain discusses the differences between stocks, mutual funds and exchange traded funds as well as answering specific questions about each.

Short Take - Sequence of Return

Short Take - Sequence of Return

Noel Swain explains how important reverse sequence of returns are for a retiree so that they don't have to take out a bigger percentage of their portfolio in a down market to maintain their income. Additionally, Noel talks about the ProVest style of Active Management and how he uses it to help retirees.

Transitioning your Business

Transitioning your Business

Noel Swain gives tips to small business owners on both when and how to sell their business. Since this is usually a small business owner's retirement plan, it it important that this is planned out precisely and executed correctly to ensure a successful retirement.

Short Take - Market Cycles, Recency Bias, and Active Management

Short Take - Market Cycles, Recency Bias, and Active Management

Noel Swain discusses investments in the stock market, and how recency biases, or a short term view of the market, can limit us from obtaining long term investing results.

How ProVest can help you achieve your goals

How ProVest can help you achieve your goals

CFP Noel Swain describes the many ways that his company, ProVest Wealth Advisors, help his clients to plan for their financial future, invest with confidence, and improve their tax situation.

Short Take - Types of Retirees

Short Take - Types of Retirees

Noel Swain CFP discusses the 4 main types of Retirees

The 1-2-3s of RMDs

The 1-2-3s of RMDs

Noel Swain discusses what a Required Minimum Distribution is, when they have to be taken, how much has to be taken, the penalties for not taking them on time, how to plan for your RMD years in advance to reduce taxes, and how an RMD works with inherited IRAs.

Short Take - Passive Vs Active Investing

Short Take - Passive Vs Active Investing

Noel Swain explains how although both styles work in the long run, ProVest Wealth Advisors has better success with Active Management since so many of his clients are at or near retirement.

10 Potential Sources of Retirement Income

10 Potential Sources of Retirement Income

Certified Financial Planner, Noel Swain discusses the 10 most common sources of income in Retirement, as well as how to maximize each so you can properly plan for a possible 30-year retirement.