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.

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20 episodes
weekly
Avg 50 min
English

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#230
Monday · 53 min
Insurance Products
Noel Swain and Peyton Hoppes discuss insurance products and how they compare to investment products
#229
October 12 · 59 min
They Psychology of Wealth Building
Peyton Hoppes and Gabe Lopez discuss the 4 steps to automate your wealth.
#228
October 5 · 1 hr 4 min
New Models
Noel Swain and Peyton Hoppes discuss the advantages of the new models that ProVest Wealth now offers.
#227
September 28 · 47 min
Questions you were afraid to ask on Bonds and Upcoming Investment Trends
In part 2, Noel Swain discusses the basics of bonds, as well as the pros and cons of some of the upcoming investment trends
#226
September 21 · 42 min
Questions You Were Afraid to Ask on the Stock Market on Investments
Noel Swain discusses the basics of the stock market. As well, he delves into the different types of investment choices that are available, and how to determine which one(s) are right for you.
#225
September 14 · 56 min
5 Reasons to Fire your Financial Advisor
Some advisors say they are advisors when they are actually more than insurance salesmen. And other advisors are beholden to certain products. So Peyton Hoppes and Gabe Lopez discuss the 5 things to look out in your financial advisor.
#224
September 8 · 53 min
5 Market Dynamics over the next 5 years
Peyton Hoppes and Gabriel Lopez discuss some of the trending Market dynamics that they see shaping up for the next 5 years
#223
August 31 · 44 min
5 Types of Retirement
Noel Swain and Peyton Hoppes discuss 4 optional retirement options as opposed to the traditional path of working until 65 and then completely retiring.
#222
August 24 · 47 min
Failing to Plan is Planning to Fail
10 year veteran Peyton Hoppes and newcomer Gabe Lopez discuss the importance of not having a plan, and Peyton discusses how he works with his clients to make sure they're prepared.
#221
August 17 · 52 min
The 3 Keys to Retirement Planning
Noel discusses what three major challenges every retiree is likely to face in order to achieve the retirement of their dreams.
#220
August 11 · 58 min
How ProVest Invest
Noel discusses the way ProVest invest their clients' money as well as discuss a new model that Gabe Lopez has spent several years developing
#219
August 3 · 51 min
2 Eras of Advisors
Noel Swain, FA for 40 years, and Peyton Hoppes, FA for 10 years, discuss how Financial Advising and Investing has changed over the years.
#218
July 27 · 54 min
4 Silent Killers of Retirement
Noel discusses four areas that if left unaddressed, can genuinely derail someone's financial future.
#217
July 20 · 54 min
Why Talk to a Financial Advisor
Noel discusses the reasons why people who work with a Financial Advisor tend to fair better with their investments
#216
July 14 · 38 min
5 Things to do before retirement
Noel Swain discusses 5 Things that MUST be done before anyone retires.
#215
July 6 · 42 min
Retirement Withdrawal Strategies
Noel discusses the 4 major withdrawal strategies that most retirees use in retirement to make sure they have enough money to last their lifetime.
#214
June 29 · 54 min
Can you trust your Financial Advisor
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.
#213
June 22 · 48 min
How Much You Should Have Invested, part 2
Noel Swain and Gabe Lopez continue their discussion of how much someone should have invested as they cover the 40s, 50s, and 60s.
#212
June 15 · 42 min
How much you should have invested by age, part 1
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.
#211
June 8 · 37 min
Money for Nothing
Noel Swain discusses the advantages and disadvantages of having an income in retirement with Dividends.

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