The ProVest Perspective Podcast

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. 

Noel Swain discusses how the decisions we make and the time of year in which we choose to retire can have a profound difference......from a tax standpoint, a personal standpoint, an emotional standpoint, and a financial standpoint.

Noel Swain discusses the 5 crucial steps to developing a written retirement plan, so as not to have to return to work, aka Reverse Retirement, which is an unfortunate growing trend. 

Noel Swain discusses WalletHub's list of best and worst places to retire, based on Affordability, Quality of Life and Healthcare.

Noel Swain discusses the ideal qualities of a client who wants to invest at ProVest Wealth Advisors. 

Noel Swain discusses the basic principles of vacation planning and compares them to Retirement Planning, as Retirement is the Ultimate Vacation 

Noel Swain discusses the 5 most important things to evaluate in the years just before you retire

In part 2, Noel Swain discusses the most frequently asked questions of RMDs and taxes

Noel Swain answers FAQs on 3 of the most important parts of Retirement......Social Security, Required Minimum Distributions,m and Taxes

Noel Swain discusses what RMDs are, why they're important, how to know how much to take and when, as well as what the penalties are, and tax strategies to lower your RMD amount.